Sansan

Salesforce Authentication and User Mapping

Overview

This article is aimed at customers who are new to Sansan IDI (its customer data hub).
A number of steps are needed to get started with IDI. This article gives an overview of what's needed.
Please refer to the relevant links for details on each step.

1. Log in to IDI and change the password.
2. Salesforce authentication
3. Set up Sansan–Salesforce user mapping
4. Settings for Salesforce permission set

 

1. Log in to IDI and change the password.

  1. Go to https://account.ci.sansan.com/
  2. Log in from this screen.

     

  3. At the first log in, you'll be asked to change your password. Please do so.

 

2. Salesforce authentication

  1. Open a browser window in incognito mode (to prevent authentication with an unintended account) and go to
        https://sci-prod-salesforce-oauth.sci-prod-ase01.p.azurewebsites.net/
  2. Log in from this screen.

     

  3. On the authentication screen, select the linked organization (Production or Sandbox) and click "Verify your identity in Salesforce".

     

  4. Then enter your Salesforce user information (user with system administrator privileges) and log in.


 

 

3. Set up Sansan–Salesforce user mapping

  1. Log in to Sansan as a Dedicated User for Use with Sansan IDI, at –
    https://ap.sansan.com/v/Home/
  2. Click on your name, then Admin Settings -> Integration with Other Services.


    *If you change the viewing range in the settings for the user for integration. previous cards that can be newly browsed will not be linked automatically. If you want to link to these, please contact our support center for details.

  3. Select the "Salesforce" tab, check the applicable "Type of environment", "Organization name", and "Verified account", and click the "Reopen" button.

     

  4. On the authentication screen, click "Go to set up".

     

  5. On the next screen, set up the association and mapping of Sansan users and Salesforce users.
    Linked users take over the owner information in the business card information.

    If the same email address and user name cannot be identified, integration will be made with the integrated user's Salesforce account.

     

  6. Click "Edit" to change the forwarding destination.
    Select the destination Salesforce user and click "OK".

     

  7. Click "Save" when account association is finished.

     

    *Link settings won't be made if the "Save" button is not clicked, so be sure to click it.

 

4. Settings for Salesforce permission set

Grant the "Sansan Data Integration User" permission set to the Salesforce-authenticated user.

  1. Log in to Salesforce as a system administrator.
  2. Click Settings from the gear icon in the upper right.
  3. Enter "Permission Set" in the Quick Search and select it.
  4. Click "Sansan Data Integration User".
  5. Click "Manage Assignments" then "Add Assignment".
  6. A list of users will be displayed. Select the user for Salesforce authentication and click "Assign".
  7. Click "End" to save the changes.

 

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