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

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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)
• Changing permissions for accessing business cards, Reports, and tags between departments (Access Control)

Change Holder

• Changing holders of business cards and contact reports (Moving business card data)
• Changing holders of tags

Import Card Data

• How to import contact data
• What to be careful of when doing business card data import

Reports

• Setting categories for Reports
• Setting memo template for Reports

Oppotunities Setting

• Creating Opportunity Masters
• Editing and deleting Opportunity Masters
• Registering, Editing, and Deleting custom items for Opportunities
• Settings for email notifications for Opportunities

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)

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Connecting with Salesforce (2018/10/1~)

• File creation and import rules for Salesforce integration
• What a connection target environment is
• Authenticating with Salesforce, Integrating Sansan and Salesforce Accounts
• Regarding permissions necessary for connecting

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

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Connect with using API

• Differences between the Sansan API and Web form data import
• Linking with input forms on your own company's website [Web form data import]
• Integration with other systems by using APIs

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

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