Sansan

Setting Permissions for Using the Business Card Object

Overview

After installing the managed packed from AppExchange, general users cannot acces 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 "Settings" -> "Admin" -> "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.
The newly created profile will be applied to the target user.
When you open the profile details, a Custom Profile will have that item checked. In this example, a business card usage profile is created by copying the standard user profile.

 

Field-Level Security Settings

Set the field-level security for the profile.

 

1. Accounts

Click "View" to the right of "Account" and click "Edit".
Check the following items and click "Save".

  Read Access Edit Access
Sansan会社ID  ○
Sansan会社情報  
SOC  ○
SOC(システム)  ○

 

2. Contacts

Click "View" to the right of "Contact" and click "Edit".
Check the following items and click "Save".

  Read Access Edit Access
CI人物ID  ○   ○
CI人物ID(システム)  ○   ○
Sansan会社ID  ○
Sansan会社情報  
Sansan人物ID  ○   ○
Sansan人物情報  
SOC  ○
SOC(システム)  ○

 

3. Leads

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  ○
CI人物ID(システム)  ○
Sansan会社ID  ○
Sansan会社情報  
Sansan人物ID  ○
Sansan人物情報  
SOC  ○
SOC(システム)  ○

 

4. Business cards

Click "View" to the right of "Business Card" and click "Edit".
Check the following items and click "Save".

 

5. Mapping numbers

Click "View" to the right of "MappingNo" and click "Edit".
Check the following items and click "Save".

 

6. Business card settings

Click "View" to the right of "Business Card Settings" and click "Edit".
Check the following items and click "Save".

 

Setting a Valid Apex Class

Set the Apex class for Salesforce integration.

 

1. Enable Apex class access

For "Enabled Apex Class Access" click "Edit".
Add "Sansan_CI.BizCard_PostInstall" and "Sansan_CI.BizCard_WebService" from Available Apex Classes to "Enabled Apex Classes" on the right, and click "Save".

 

Settings for Visualforce Page

Set Visualforce Page Access to be used for Salesforce integration.

 

1. Enable Visualforce page access

In Enable Visualforce Page Access, click "Edit".
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

 

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

設定の種類 動作
Tab Hidden タブが表示されません
Default Off +タブの中にのみ表示されます
Default On タブに表示されます。

 

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
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