Business card data registered in Sansan can be transferred to Salesforce to integrate/link your customer information. Data from Sansan is transferred to a Salesforce business card object, and can then be associated with an Account, Contact, or Lead object in Salesforce.
*Salesforce integration is a paid option with your Sansan account. If you have not signed up, please ask your sales representative about it.
*Salesforce integration connects the organization in Sansan with Salesforce's organization (Single-Org). If you'd like to use another connection method, be sure to ask your sales representative in advance because other adjustments may be required.
Compatible Salesforce Editions
Integration is available for editions that have web API funtionality. The usage environment requires some adjustment of settings.
| 製品 | エディション |
|---|---|
| Sales Cloud | Professional (※1) Enterprise Unlimited |
| Service Cloud | Professional (※1) Enterprise Unlimited |
| Salesforce Platform(※2) | Platform Starter Platform Plus |
(※1) There is an additional charge on the Salesforce side.
(※2) It can be used in combination with Enterprise or higher editions and when lead objects are not used.
*Salesforce is a trademark of Salesforce.com, inc. and used with permission.