Sansan Guide (for administrator)
About an Administrator, Settings of Users and Athorities
- 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
- Fields and privileges for adding/editing users
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
- Authorizing devices that can use the Mobile App (security settings)
- Cacheless Mode
- Using two-factor authentication for logging in
- Setting access restrictions based on IP addresses (PC, Smartphone) (Security Settings)
- Limiting access for the Smartphone application (Security Settings)
- Limiting access from Smartphones web (Security Settings)
Connecting with Salesforce (2018/10/1~)
- Salesforce Integration, Compatible Editions
- Preparing for Salesforce Integration
- Salesforce Managed Package Installation
- Business Card Object: Corresponding Terms
- File creation and import rules for Salesforce integration
- What a connection target environment is
Connecting with Salesforce (~2018/9/30)
- Information about the Salesforce AppExchange App, "Sansan", and process to start using it
- What is meant by "some part of the address"
- Connecting with Salesforce: Editions that can connect with Salesforce
- How to do settings for Salesforce connect
- Salesforce Field Graph
- Settings for manual transferring to Salesforce
Connect with using API
Other (Permissions, Sansan scanner settings, checking actual usage)
- About the items in the file (Message Usage Record)
- What the Usage log is
- About each item in the file (Usage log)
- Special edition: FAQs for transfer season
- Changing department display of the Sansan Scanner from a file
- Explanation of fields in Use Data
customer data hub
- Creating a Dedicated User for Use with Sansan IDI (customer data hub)
- Extracting Duplicate Records in Salesforce
- Business Card Settings Object Recommended Manual Association Settings
- Business Card Settings Object Recommended Automatic Association Settings
- Recommended Business Card Information Posting Settings (customer data hub)