Map Customers to a Salesforce Account

A customer is the contracting account in Salesforce. Each customer must be mapped to a Salesforce account using the 15-digit account ID. This mapping is critical for the Connect purchase workflow and paves the way for personalizing Connect for customers in the future.

You must be a Super User to map customers.

To map a customer to a Salesforce Account:

1. Get the 15-digit account ID:
   • In Zendesk, go to the customer org. The 18-digit ID is in the Salesforce ID (SF) field. Truncate it as in the image above to have the 15-digit ID.
   • In Salesforce, I cannot find a field for this on the Account page, but when you are on the account page the ID is in the URL.
2. Navigate to Momentus Connect. The Customer Selection Page displays.
3. Search for and select the customer. The Customer Dashboard displays.
4. Click Edit Customer.
5. [I assume there's a Salesforce ID field here that you pop the ID into]
6. Click Save.