Overview
If you didn’t select “Install for All Users” when installing the package from AppExchange, general users cannot access the business card object. Here's how to set their permissions.
*Note that this page explains Salesforce settings. You'll need to log in to Salesforce with administrator permissions.
Profile Settings
From your Salesforce account, go to "Setup" -> "ADMINISTRATION" -> "Users" -> "Profiles"
Profiles Function
"Custom Profile" must be used to set the permissions.
1. For a standard profile
Create a custom profile by copying the profile you are using.
Please apply the custom profile to the target user.
When you open the profile details, a Custom Profile will have that item checked. In this example, we will explain by using the “名刺利用” profile which was created by copying the standard user profile.
Field-Level Security Settings
Set the field-level security for the profile.
1. Account
Click "View" to the right of "Account" and click "Edit".
Check fields and click "Save".
| Read Access | Edit Access | |
|---|---|---|
| Sansan 会社 ID(システム) | ○ | ○ |
| SOC（システム） | ○ | ○ |
| SLC | ○ | ○ |
2. Contact
Click "View" to the right of "Contact" and click "Edit".
Check fields and click "Save".
| Read Access | Edit Access | |
|---|---|---|
| CI人物ID（システム） | ○ | ○ |
| Sansan会社 ID(システム) | ○ | ○ |
| Sansan人物 ID(システム) | ○ | ○ |
| SOC（システム） | ○ | ○ |
| SLC | ○ | ○ |
| タグ | ○ | ○ |
3. Lead
Click "View" to the right of "Lead" and click "Edit".
Check the following items and click "Save".
| Read Access | Edit Access | |
|---|---|---|
| CI人物ID（システム） | ○ | ○ |
| Sansan 会社 ID(システム) | ○ | ○ |
| Sansan人物ID | ○ | ○ |
| SOC（システム） | ○ | ○ |
| SLC | ○ | ○ |
| タグ | ○ | ○ |
4. Business card
Click "View" to the right of "Cards" and click "Edit".
Check fields and click "Save".
5. Business cards Mapping
Click "View" to the right of "名刺マッピング" and click "Edit".
Check fields and click "Save".
6. Business card settings
Click "View" to the right of "Card Setting" and click "Edit".
Check fields and click "Save".
7. Business card display settings
Click "View" to the right of "名刺表示設定" and click "Edit".
Check fields and click "Save".
Setting of Enabled Apex Class Access
Set the Apex class needed for Salesforce integration.
1. In Enable Apex Class Access, click "Edit".
2. Add "Sansan_CI.BizCard_PostInstall" and "Sansan_CI.BizCard_WebService" from Available Apex Classes to "Enabled Apex Classes" on the right, and click "Save".
Setting Enabled Visualforce Page
Set Visualforce Page Access to be used for Salesforce integration.
1. In Enable Visualforce Page Access, click "Edit".
2. From "Available Visualforce Pages", add the following to the right and click "Save".
- Sansan_CI.BizCard_BaseSetting
- Sansan_CI.BizCard_BulkLinkToView
- Sansan_CI.BizCard_BulkRegist_Button
- Sansan_CI.BizCard_LinkToConfirmView
- Sansan_CI.BizCard_LinkToConfirmView_Mobile
- Sansan_CI.BizCard_LinkToView
- Sansan_CI.BizCard_LinkToView_Mobile
- Sansan_CI.BizCard_LinkTo_Button
- Sansan_CI.BizCard_NotDistribution_Button
- Sansan_CI.BizCard_LinkTo_Sansan_Account
- Sansan_CI.BizCard_LinkTo_Sansan_Contact
- Sansan_CI.BizCard_LinkTo_Sansan_Lead
Set Custom Tab and Custom Option Permissions
Configure the display and permission settings for installed custom objects.
Click "Edit" at the top of the Profiles screen.
1. Custom tab settings
Set display settings for business cards and business card settings. Select the value from the pulldown menu. We recommend setting business cards to "Show by default" and business card settings to "Hide tab".
Types and Behaviors of Pulldown List Settings
| Type of Setting | Action |
|---|---|
| Tab Hidden | It will not be shown in the tab. |
| Default Off | It will be shown if you add to tab manually. |
| Default On | It will be shown in the tab. |
2. Custom object authority settings
For business card, business card mapping, and business card settings, check the "Reference" and "Edit" permissions.
| Basic Access | Data Administration | |||||
|---|---|---|---|---|---|---|
| Read | Create | Edit | Delete | View All | Modify All | |
| Cards | ○ | ○ | ||||
| 名刺マッピング | ○ | ○ | ||||
| Card Settings | ○ | ○ | ||||
| 名刺表示設定 | ○ | ○ | ||||