Permissions needed for connecting (Salesforce integration)

In order to transfer business card data to Salesforce, you need to allow Sansan and Salesforce connections.

To allow for connecting, the following permissions are necessary:


Permissions necessary for connecting

  • Salesforce system administrator Profiles
      • API Enabled
      • View All Users
      • Assign Permission Sets
  • Permission set "Sansanデータ連携実行ユーザ (=Sansan data integration user)" applied

* If you do not have these permissions, please consult your Salesforce administrator.


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