Confirmation of Access Privilege for Fields

For sending business card information, it is necessary to allow access on the Salesforce side to the Leads, Accounts, and Contacts fields.

 

* This procedure uses the example of the Developer Edition of Salesforce. If you are using the Professional Edition, and the level security of the fields of the profile are not displayed, please see here.

 

 

Procedure

1. From the upper right of the screen, choose "Setup", then from the left "Administer", "Manage Users", and then click on "User".

 

2. Click on "Profile" of the Salesforce account you want to send data to.

3. View the field level security for "Leads", "Accounts", and "Contacts".

 

Leads

Make sure that there is a check in the box marked "Visible" for the following items. If there is no check, click on "Edit", insert a check, and then save.  

Company / Name / title / Phone / Mobile / Email / Explanation / Address / Website

 

Accounts

Make sure that there is a check in the box marked "Visible" for the following items. If there is no check, click on "Edit", insert a check, and then save.

Account Name / Account Site / Phone / Fax / Website / Billing Address / Shipping Address

 

Contacts

Make sure that there is a check in the box marked "Visible" for the following items. If there is no check, click on "Edit", insert a check, and then save.

Name / Department / Title / Phone / Mobile / Other Phone / Fax / Email / Description / Mailing Address / Other Address

 

If you using the Professional Edition

From the upper right of the screen, choose "Setup", then from the left "Build", and then click on "Customize".

 

Leads

1. Under "Leads", click on "Page Layout".

2. Drag the following items from the palette to "Lead Information", and add them to fields to be displayed.

Company / Name / Title / Phone / Mobile / Email / Description / Address / Website

 

3. Save changes.

 

Accounts

1. Under "Accounts", click on "Page Layout".

2. Drag the following items from the palette to "Account Information", and add them to fields to be displayed.

Account Name / Account Site / Phone / Fax / Website / Billing Address  / shipping Address

3. Save changes.

 

 

Contacts

1. Under "Contacts", click on "Page Layout".

2. Drag the following items from the palette to "Contact Information", and add them to fields to be displayed.

Name / Department / Title / Phone / Mobile / Other Phone / Fax / Email / Description / Mailing Address / Other Address

3. Save changes.