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  1. Sansan Support Center
  2. Sansan Guide (for administrator)
  3. Connecting with Salesforce (2018/10/1~)

Connecting with Salesforce (2018/10/1~)

  • What is Salesforce Integration / Compatible Editions
  • Steps for Salesforce Integration
  • Install “Sansan_CI” Package
  • Authenticating with Salesforce, Mapping Sansan and Salesforce Accounts
  • File creation and import rules for mapping users (Salesforce integration)
  • Detail of recipients settings
  • Displaying Tabs for Business Card and Business Card Settings in Salesforce
  • Displaying a Business Card Linked with a Contact or Lead
  • Overview of Business Card Settings Object
  • Recommended Setting for Business Card Settings Object (Manual Link)
  • Recommended Setting for Business Card Settings Object (Link Setting)
  • Business Card Object: Corresponding Terms
  • Permissions for Using Business Card Object
  • Adding a Link in Salesforce to Sansan Person or Company Information
  • Manually link Business Card Information with Contacts
  • What a connection target environment is
  • Reconnecting contacts for Salesforce integration
  • Recovering lost tags
  • I changed the language I'm using in Salesforce to English, but some of the text is still in Japanese
  • 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
  • Permissions needed for connecting (Salesforce integration)

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