Sansan

Business Card Settings Object Recommended Manual Association Settings

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.



 

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