Sansan

Create customized fields and buttons for sending data to Salesforce

Here we will show you how to create the necessary custom fields and buttons in Salesforce so that it can access Sansan information directly. Making buttons is not necessary, so please make them according to your needs. 

 

Connecting with Salesforce: Editions that can connect will Salesforce 

 

1. Outline of procedure

  • To create a customized field a Business card ID must be made to conect Sansan and Salesforce.
  • A button needs to be made to see information about people and companies in Sansan from Salesforce.
  • The button will appear on the Salesforce screen. 


2. How to create and display the customized button

You will need to make custom fields corresponding to the data being sent from Sansan. "Business Card ID" is necessary. Please use "Received on" and "Tags" only if you are using these in Sansan. 

 

Target object for sending data

"Accounts and Contacts"

"Leads" (only for Sales Cloud)
Object Accounts Contacts Leads
Items that need to be set Business Card ID - Business Card ID
- Received on(optional)
- Tags (optional)
- Business Card ID
- Received on(optional)
- Tags (optional)

 

1. From the upper right of the screen, choose "Setup", then from the left, "Customize", then "Accounts", "Contacts", or "Leads", and then choose "Fields". 

2. 2. From the bottom of the screen, click on "New" of "Custom Fields & Relationships."

 

Business Card ID

3. Select "Text", and then click on "Next". 

 

4. Input "Business card ID" as the field label, "32" as the length, and "BizCardId"as the field name, and then press "Next".

 Necessary Optional

5. Put a check in "Visible" for all field-level security, and then click on "Next". 

6. Click on "Save". 

 

Received on

3. Select "Text", and then click on "Next". 

4. Input "Received on" as the field label, and "BizCardExchangeDate" as the field name, and then click on "Next". 

5. Put a check in "Visible" for all field-level security, and then click on "Next". 

6. Click on "Save". 

 

Tags

3. Choose "Picklist (Multi-select)", and then click on "Next". 

4. Input "Tag" as the field label, "Enter values for the picklist, with each value separated by a new line" as the values, and "TagNames" as the field name, and then click on "Next".  

5. Values of the picklists and other fields can be selected at the user's preference. 

6. Click on "Save".

 

3. Creating a Customized button

  1. From the left side of the screen, choose "Customize", then "Accounts", "Contacts", or "Leads", and then click on "Buttons, Links, and Actions". 

  2. From the middle of the screen, click on "New Button or Link". 


  3. Please set the following values. 

      Accounts Contacts Leads

    Label

    Sansan company information Sansan information about person Sansan information about person

    Name

    SansanCompanyLink SansanPersonLink SansanPersonLink

    Display
    type

    Detail Page Button Detail Page Button Detail Page Button

    Behavior

    Display in new window Display in new window Display in new window

    Content
    Source

    URL URL URL

    Select
    Field

    https://ap.sansan.com/v/companies/?midid={!Account.BizCardId__c}&accessType=direct https://ap.sansan.com/v/persons/?midid={!Contact.BizCardId__c} https://ap.sansan.com/v/persons/?midid={!Lead.BizCardId__c}

     

  ▼Example of "Contacts"

  

    4. Click "Save".

 

4. Showing a Customized button

  1. From the left side of the screen, click "Customize"->"Accounts" or "Contacts" or "Leads", and then click on "Page Layout"

     

  2. From the list at the top of the screen, choose a button, and on the right of that the button just created will be displayed as "Sansan company information" or Sansan information about person". From there drag it to the screen layout displayed below and drop it on "Custom Buttons".


  3. Click "Save".

 For more details on this procedure, please see the Salesforce Help Portal. 

 

 

If you have any questions about creating items or buttons, please contact Salesforce. Saleforce customer support