Sansan

Salesforce integration FAQs

 

Preparation, Settings

Settings in Salesforce

Q. When I tried to make custom buttons on Salesforce, I got the following error(s). What should I do?
"Field Account.BizCardId_c does not exist"
"Field Contact.BizCardId_c does not exist"
"Field Lead.BizCardId_c does not exist"

Please check if Custom fields (Business card ID) for Account, Contact, and Lead have been created. For how to create custom fields, see here.

 

Q. The "New" button is not displayed on the Custom Fields & Relationships screen of Salesforce, so I cannot make custom fields. What should I do?

A. You may not have the appropriate permissions. Please create an account that has system administrator level permissions. For more details, please contact your provider of Salesforce. Salesforce.com help portal

 

Authentication

Q. From the Sansan Connecting with external services screen, I got the following error. What should I do?
"You have no authority to use the Salesforce connections. Please contact your administrator to connect to Salesforce."

A. You may be accessing the setting screen for each user. Please access from the Admin Settings screen.Go from "Admin Settings", "Integration with Other Services".

 

Q. For authenticating the Salesforce account, do I need a security token?

A. You do not need a security token.

 

Q. "1. Salesforce account authentication" in Sansan failed. What should I do?

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. salesforce.com 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".

 

Transfer User Settings

Q. Must each user do the Sansan settings?

A. No, each user does not need to do this. The administrator can do the settings for them.

 

Q. Will the Sansan "Business card holder" go into the Salesforce "Owner" field?

A. No, it will not. Salesforce account information connected to "2. Transfer User Settings" in Sansan will be put into the Salesforce "Owner" field. However, this is only when business card data is transferred to Salesforce as new data. When it is sent as an update, the information already in "Owner" will go there.

 

Q. Can a Sansan user who does not have a Salesforce account still transfer business cards?

A. Yes. Multiple Sansan users can be connected to the same Salesforce account. Cards can be transferred without them having individual accounts.

 

Transfer conditions

Q. I would like to make Salesforce Accounts for individual departments. How can I do that?

A . From "3. Transfer Condition Settings", "Same account" in Sansan, select "The account name and the account site are the same".

 

Q. With data already registered in Salesforce, I would like to not have a double of a Contact created. How can I do that?

A . From "3. Transfer Condition Settings", in Sansan, please set the following conditions. "The account name, first name, and last name are all the same"
If additionally you have selected "Individual ID is the same", it will only compare with information sent from Sansan, and thus a new record will be created.

 

Q. Will data transferred from Sansan be registered as a new record in Salesforce?

A. If the same data is not already in Salesforce, the Sansan data will be created as a new record. You can set rules for determining if it is the same person or not in "3. Transfer Condition Settings".

 

Q. Can Sansan data only write over blank data fields in Salesforce?

A. This cannot be done.

 

Q. Will business card data in the system from before the start of data transfer also be sent?

A. Yes. Past card data will also be transferred. The range of what will be transferred can be specified by the date received or date registered in "3. Transfer Condition Settings" of Sansan.

 

Q. Can tags be sent?

A. Yes. Tags can be transferred to Salesforce as a custom field. This can be selected from "3. Transfer Condition Settings" of Sansan.

 

Q. Will the only address item transferred to Salesforce be "Address 1"?

A. No. "Address 2" will be transferred into "Address (other)" of the Contact, and also "Address 1" will be transferred. For more details, see the settings of "3. Transfer Condition Settings" of Sansan.

 

Q. Can we transfer data to custom fields we set in Salesforce?

A. No, you cannot transfer data to custom fields you made in Salesforce. Only the fields that can be set in "3. Transfer Condition Settings" of Sansan can be sent to.

 

Q. Can we send "Department" in Sansan to Lead in Salesforce?

A. No, you cannot. If needed, make a custom button in Lead in Salesforce. With this, you can moscreen, and then check the "Department" of the person in question.

 

Transfer test

Q. The following error occurred. What should I do?
"You do not have access privilege to the field in Salesforce. Field names you do not have access to:XX. Please set access privilege for the following fields.".

A : After consulting the chart for fields handled in Salesforce, please do the settings for access permission for these fields .

 

Q. The following error occurred. "Error code: INVALID_OR_NULL_FOR_RESTRICTED_PICKLIST" What should I do?

A. From the following screen in Salesforce, remove the check from "Strictly apply selected list values" and then save.
Go from either "Setup", "Customize", "Contacts" or "Leads", "Fields", "Tags", "Edit".
* For more details, please contact your provider of Salesforce. Salesforce.com help portal

 

After transferring start

Starting and Stopping Transfer

Q. What is the difference between the "Target Salesforce user for Transfer" in "2. Transfer User Settings" on the Connecting with External Services screen, and the one in "4. Starting and Stopping Transfer"?

A. The one in "2. Transfer User Settings" is the account that will actually be used for sending.
Please connect the Sansan user sending business cards and the transfer target Salesforce account.

The one in "4. Starting and Stopping Transfer" is the account for the transfer test. Set this account for testing if there are any mistakes in the settings.

 

Q. After we finish the settings for integration with Salesforce, do we need to do anything special when we scan in new cards to have them transferred to Salesforce?

A. Once the settings are done, nothing extra needs to be done.

 

Q. After the settings for integration with Salesforce are complete, will cards be transferred there automatically?

A. Yes. Once the "Start transfer" button is clicked in "4. Starting and stopping transfer", cards will be sent automatically.

 

Transfer timing

Q. Business cards are not being automatically transferred yet. What should I do?

A. One of the following may be the cause of this.

The settings for Transferring user in Sansan are not yet complete.
Please check if the user is registered as a user who can transfer business cards. For more details, see here.
Recognition as same person is not yet complete.
To avoid the same business card data being transferred to Salesforce multiple times, the Recognize as same person process is done first. After the cards have been changed into data, please wait about one week.
There was a problem in the transfer test.
Please try the transfer test again from the Sansan screen.

 

Q. If a Salesforce record has been deleted, will the data again be transferred in by Sansan?

A. Data is not transferred from Sansan following the timing of deletion in Salesforce. Data is transferred when business cards are updated or newly registered in Sansan.

 

Q. When automatically sending, can a business card once sent to Salesforce be sent again?

A. Yes. If the Importance or other items of the business card are changed, the data will be transferred to Salesforce again. No transfer of data is done when tags are added or removed.

 

Other

Q. Will business cards that were put into Sansan by a smartphone camera also be automatically transferred to Salesforce?

A. Yes, they will. Cards manually input or registered by import will also be transferred in the same way.

 

Q. Can private cards also be transferred to Salesforce?

A. Yes. Private business cards held by a Sansan user who can transfer business cards, and business cards restricted for viewing by access permission settings can both be transferred to the target Salesforc

 

Q. Can the Organization Tree be transferred to Salesforce?

A. No, it cannot. If you use custom buttons in Salesforce, you can directly open up the Sansan screen from Salesforce, and you can check the Organization Tree in this way.

 

Q. When data transfer of business cards to Salesforce is complete, is there a notification sent to the user?

A. There is no notification. As newly scanned cards and updated cards are also transferred to Salesforce, there is no completion notification, and the transfer log cannot be checked.

 

Q. Will Opportunities and Reports information also be transferred?

A. It will not.

 

Q. If multiple Sansan users scan business cards of the same person, will duplicate records be created in Salesforce?

A. No. The Recognition as same person process will be done in Sansan before the data is transferred to Salesforce, so duplicate records will not be created.

 

Q. Business cards data transferred to Salesforce has been registered as a separate Account. Why did this happen?

A. These may be causing this.

If the definition of same Account is not being met, please check the transfer condition settings in Sansan again.
If the company name has been changed in Sansan, then business card data containing a different
company name will be registered as a different Account in Salesforce.