Sansan

Manually sending selected business card data to Salesforce

Here we will introduce how to send specified business cards you selected to Salesforce. To do this, it is necessary in advance to do some settings in Sansan and Salesforce. For those settings, see here.

 

Main points

  • At one time, you can send up to 200 business cards.
  • Only users registered in "2. Settings for user settings" under Connecting Sansan with External Services can send business cards.
  • Manual sending and automatic sending cannot be used at the same time. 

 

Procedure

1. Select business cards, and then click on the "Send to Salesforce" icon.

 

2. Choose what action should be taken if the same data is already in Salesforce, and then click the "Send" button.