Overview
Once you've installed the managed package on AppExchange, you can use the Business Card and Business Card Settings objects.
Business card information registered in Sansan is automatically transferred to a business card object. To associate this information with a Salesforce account, contact, or lead, you'll need to set the association and posting mapping in the business card settings object.
These are the recommended initial settings, and associated steps, for the business card settings object.
*For details on each item of the business card settings object, refer to the outline of the object items.
*Note that this page explains Salesforce settings. You'll need to log in as a Salesforce administrator.
Opening the Business Card Settings Object
After logging in as an administrator, click on the "Business Card Settings" tab.
If you don't have a "Business Card Settings" tab, see Displaying Tabs for Business Card and Business Card Settings in Salesforce and add this tab.
Recommended Settings for Manual Association
Select "Manual Association Settings" in the navigation bar.
"Enable/Disable Feature" Settings
Enter the checks shows in the image. The "Owner at time of creation" can be selected from "Business card owner" or "Operator".
Recommended Settings for "Other Settings"
Be sure to enter [C] under Contact and [L] under Lead.
After confirming everything, click “Change settings” in the settings at the start of lead conversion.
Lead Conversion Field Mapping
Click "Account" in the Custom Fields.
Use the settings shown in the table below.
| Lead Fields | Account Fields |
|---|---|
| CI人物ID | None |
| Sansan人物ID | None |
| Sansan会社ID | Sansan会社ID |
| Sansan人物情報 | None |
| Sansan会社情報 | None |
| SOC | SOC |
Then click "Contact".
Use the settings shown in the table below.
| Lead Fields | Account Fields |
|---|---|
| CI人物ID | CI人物ID |
| Sansan人物ID | Sansan人物ID |
| Sansan会社ID | Sansan会社ID |
| Sansan人物情報 | None |
| Sansan会社情報 | None |
| SOC | SOC |
Then click in "Opportunity".
Use the settings shown in the table below.
| Lead Fields | Account Fields |
|---|---|
| CI人物ID | None |
| Sansan人物ID | None |
| Sansan会社ID | None |
| Sansan人物情報 | None |
| Sansan会社情報 | None |
| SOC | None |
Click "Save" after completing the above settings.
After saving the settings, click "Business card settings" to return to that screen.
Search Conditions for Accounts
Select "Account" from the pulldown menu at the center.
Then set the associated conditions shown in the table below.
Recommended settings
| 会社名 | 法人格を除いて完全一致検索 |
| 郵便番号 | None |
| 都道府県 | None |
| 市区郡 | None |
| 電話 | |
| FAX | |
| Webサイト |
Search Conditions for Contacts
Select "Contact" from the pulldown menu at the center.
Then set the associated conditions shown in the table below.
Recommended Settings
| 名前 | 姓＋名 |
| メール | |
| 携帯 |
Search Conditions for Leads
Select "Lead" from the pulldown menu at the center.
Then set the associated conditions shown in the table below.
Recommended Settings
| 会社名 | 法人格を除いて完全一致検索 |
| 名前 | 姓＋名 |
| 郵便番号 | |
| 都道府県 | |
| 市区郡 | |
| 電話 | |
| FAX | |
| Webサイト | |
| メール | |
| 携帯 |
Save the settings.
