Differences between the old method and new method of integration with Salesforce

There is now a new way of integrating with Salesforce.This new method of integration has various new functions compared to the old method of integrating via AppExchange. Here we will show the differences between these two methods.

 

About the new method

  • The number of Salesforce editions with which integration can be done has been increased.
  • Now you can transfer business card date received and tag data to Salesforce.
  • You can also automatically transfer information to Accounts and Contacts.
  • Information can be sent to Account and Contact in batches without needing to be checked individually.
  • Now you can select which items from your business cards will be sent to Salesforce.

See more

 

For checking which method you are using and for changing to the new method, see here.

 

Comparison chart

  Old method New method
Salesforce Editions supported Only Sales Cloud editions below
  • Unlimited Edition
  • EnterPrise Edition
  • Professional Edition

Editions that can use Web API
For more details, see here

Means of integration 「Sansan For AppExchange」
(Exclusive package)
Web API
Organization of Salesforce that can be transferred to Each Sansan user can transfer data to a separated Salesforce Organization Data can be transferred to one Salesforce Organization
Connecting Sansan users and Salesforce accounts For each Sansan user sending business cards, one Salesforce account can be set. For each Sansan user sending business cards, one Salesforce account can be set.
Settings to be done in Sansan Administrator Permission for Salesforce Integration needs to be given to the users
  • Permission for Salesforce Integration needs to be given to the users
  • Each user will need to be connected to a target Salesforce account.
User Target Salesforce account needs to be registered No settings need be done
Settings to be done in Salesforce Summary
  • Install as package
  • Settings for custom links, custom buttons, and custom fields
  • Permission settings for accessing fields
  • Settings for custom fields and custom buttons (Custom buttons are optional)
  • Permission settings for accessing fields
Custom Fields Leads: Company ID
Accounts: none
Contacts: none
Leads: Card ID, Date received, tags
Accounts: Card ID
Contacts: Card ID, Date received, tags
Custom Buttons Leads: Company ID
Accounts: none
Contacts: none
Leads: Individual information
Accounts: Company information
Contacts: Individual information
Other transfer/update rules When a blank is transferred from Sansan business card items, it does not write over existing Salesforce data with a blank When a blank is transferred from Sansan business card items, it will write over existing Salesforce data with a blank
Memos in Sansan do not overwrite descriptions in Salesforce, they are added to them. Memos in Sansan overwrite descriptions in Salesforce.
When transferring to Leads, the (Department) and (Memo) in Sansan appear in "descriptions " of Salesforce. (Department) information in Sansan cannot be transferred to Leads.
Selection of business card items to be transferred Cannot select You can choose which non-necessary items will be sent from Sansan.
Searching for cards already transferred Search from the Sansan advanced search. This cannot be searched from Sansan.
Selection of what in Salesforce to transfer to The user can select which of the following to transfer data to
  • Accounts
  • Contacts
  • Leeds
From the settings screen, administrators can select one of the following or the other to send to. Users cannot change this.
  • Accounts and Contacts
  • Leads (Only for Sales Cloud)

 

Transfer conditions

Automatic transfer

  Old method New method
Business cards to be sent Lead Business cards scanned from the Tablet PC
(In advanced options, "Automatic transfer to Salesforce" can be turned on.)
  • Business cards scanned from the Tablet PC
  • Business cards photographed with smartphone
  • Imported business cards
  • New, manually input business cards
  • Business cards with modified contents
Account -
  • Business cards scanned from the Tablet PC
  • Business cards photographed with smartphone
  • Imported business cards
  • New, manually input business cards
  • Business cards with modified contents
Contact -
  • Business cards scanned from the Tablet PC
  • Business cards photographed with smartphone
  • Imported business cards
  • New, manually input business cards
  • Business cards with modified contents
Definition for determining if same Lead Existing data in Salesforce is not updated, instead a new record is created One of the following can be chosen:
  • Individual ID is the same
  • (Account)(Last name) and (First name) are the same
  • Email address is the same
Account - One of the following can be chosen:
  • Company ID is the same
  • (Account name) is the same
  • (Account name) and (Account department) are the same
Contact -
  • Individual ID is the same
  • (Account)(Last name) and (First name) are the same
  • Email address is the same

 

Manual transfer

  Old method New method
Amount of business card data that can be transferred at one time Lead Up to 200 cards Up to 200 cards
Account Up to 200 cards. (When transferring data, it is necessary to check them individually) Up to 200 cards
Contact Up to 200 cards. (When transferring data, it is necessary to check them individually) Up to 200 cards
Definition for determining if same Lead (Company name), (Full Name), and (Email address 1) are the same One of the following can be chosen:
  • (Account)(Last name) and (First name) are the same
  • Email address is the same
Account (Company name) and (Department) are the same One of the following can be chosen:
  • (Account name) is the same
  • (Account name) and (Account department) are the same
Contact (Company name), (Full Name), and (Email address 1) are the same One of the following can be chosen:
  • (Account)(Last name) and (First name) are the same
  • Email address is the same