"1. Connect with Salesforce" in Sansan failed

A. Here are some possible causes.

  • You do not have an edition of Salesforce that supports this:
    Please check the editions of Salesforce that can integrate with Sansan.

  • You do not have appropriate permissions in your Salesforce account:
    Please try authentication using the profile "System Administrator" account.
    * For how to check your profile, please contact your provider of Salesforce. help portal

  • If the following error comes up on Sansan:
    "You have no authority to use the Salesforce connections. Please contact your administrator to connect to Salesforce." Try again from "Admin Settings", "Integration with Other Services".
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