Sansan Guide (for administrator)
About an Administrator, Settings of Users and Authorities
- PA Settings
- Changing a user's phone number and/or carrier
- What an Administrator is: What to do when an Administrator leaves his or her position
- What a sectional administrator is
- Invitation function / Regarding invitation management
- Bulk adding, changing, or deleting users from a file
Department
- Adding, editing, and deleting departments
- Batch adding, editing, and deleting departments (CSV file import)
- Regarding individual items in the file (Adding, editing, deleting multiple departments at the same time)
- Changing department hierarchy and order of display
- Changing permissions for departments from a file (Access control)
- Manage accessibility of departments
Change Holder
Import Card Data
Reports
Oppotunities Setting
Security Settings
- Setting up SAML Authentication
- Making two-factor authentication mandatory (security settings)
- Two-factor authentication (Mobile App)
- Authorizing devices that can use the Mobile App (security settings)
- Cacheless Mode
- Using two-factor authentication for logging in
Connecting with Salesforce (2018/10/1~)
- Deleting Salesforce AppExchange Custom Fields
- Salesforce AppExchange Package Custom Fields to be Deleted
- Changing Settings of Duplicate reports becaue of Deletion of Salesforce AppExchange Package Custom Fields
- Salesforce Integration, Compatible Editions
- Preparing for Salesforce Integration
- Salesforce Managed Package Installation
Connect with using API
Other (Permissions, Sansan scanner settings, checking actual usage)
- Customizing download permissions
- Setting download permissions
- What contact info will be linked to Outlook
- Connect to Outlook
- About the items in the file (Message Usage Record)
- What the Usage log is