When connecting Sansan with a Salesforce environment, matching of Salesforce's ”accounts” and Sansan's "company" is done for identification.
For such identification, it is required to set up "accounts" field on Salesforce side.
Required fields
| Sansan | Salesforce |
|---|---|
| 会社名 ※ |
|
| 住所 ※ |
|
| TEL1 ※ | 取引先 電話 |
| FAX | 取引先 FAX |
Fields with an *(asterisk) next to them are required for identification