Connecting with Salesforce (2018/10/1~)
- Salesforce Integration, Compatible Editions
- Preparing for Salesforce Integration
- Salesforce Managed Package Installation
- Business Card Object: Corresponding Terms
- Overview of Business Card Settings Object
- File creation and import rules for Salesforce integration
- What a connection target environment is
- Adding a Link in Salesforce to Sansan Person or Company Information
- Authenticating with Salesforce, Integrating Sansan and Salesforce Accounts
- How to set up recipients for Salesforce integration
- Regarding permissions necessary for connecting
- Displaying Tabs for Business Card and Business Card Settings in Salesforce
- Displaying a Business Card Associated with a Contact or Lead
- Recommended Business Card Setting Object Settings
- Setting Permissions for Using the Business Card Object