Sansan

Deleting Salesforce AppExchange Custom Fields

We are reducing the number of custom fields in Sansan_CI, offered on Salesforce AppExchange. If you are using this package, please follow the procedures below for deletion of fields.

*Custom Field labels are provided in Japanese only. Please note that it is written in Japanese.

 

 Fields to delete

Confirm fields to delete here.

 

Work Flow

Step 1. Possible from June 2020 onward

*Applies for version 1.16 or later. For 1.15 or earlier, please use the contact form to ask us for details.

  1. Change the lead custom field mapping destination at the start of an opportunity (required).
  2. If your Salesforce organization has customizations that use fields to be deleted, change to use of alternative items (target users only)
    1. Check for any customizations concerning fields to be deleted (e.g., page layout).
    2. Check when integrated with an external system
  3. Change duplicate report settings (target users only).

 

Step 2. Possible from September 2020 (further details to be released)

  1. Install the new version of the AppExchange package (scheduled for late August release).
  2. Click the "データ移行" button (only for those with this button on the "名刺設定" object).
  3. hange the confirmation method of "拠点移動できない理由") (only for those using site transfer).
  4. Change link method to the Sansan screen.

 

Items to implement in Step 1

1. Change the Lead custom field mapping destination at the start of an opportunity (required for all users)

1. From the "名刺設定" object, click “Change settings” in the settings at the start of lead conversion.

 

2.Go to the Accounts tab.

 

Match with the contents of the table below.
*Changed items are shown in red.

Lead Fields Account Fields
CI人物ID None
CI人物ID(システム) None
Sansan人物ID None
Sansan会社ID None
Sansan会社ID(システム) Sansan会社ID(システム)
Sansan人物情報 None
Sansan会社情報 None
SOC None
SOC(システム) SOC(システム)

 

3. Go to the Contacts tab.

 

Match with the contents of the table below.
*Changed items are shown in red.

Lead Fields Contact Fields
CI人物ID None
CI人物ID(システム) CI人物ID(システム)
Sansan人物ID Sansan人物ID(システム)
Sansan会社ID None
Sansan会社ID(システム) Sansan会社ID(システム)
Sansan人物情報 None
Sansan会社情報 None
SOC None
SOC(システム) SOC(システム)

 

4. After completing the settings for Accounts and Contacts, click "Save" at the bottom right.

 

2. Changes concerning customization fields to be deleted (target users only)

Delete the fields and change the settings if either of the following apply:
Confirm fields to delete here.

  1.  Confirm customization involving fields to be deleted (e.g., page layout, search conditions).
  2.  Have integration with external system using fields to be deleted.

 

3. Changing duplicate report settings (target users only)

Perform these steps if the following both apply.

  • Using a duplicate report.
  • Not using "SOC(システム)" or "CI 人物 ID(システム)" in the matching rules of the existing duplicate report. (If you don't know your settings, check the screen below.)

Click here for the procedure for duplicate report setup.

 

Related page

 

 

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