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 Associated with a Contact or Lead
- Overview of Business Card Settings Object
- Recommended Setting for Business Card Settings Object (Manual Association)
- Recommended Setting for Business Card Settings Object (Association Setting)
- Business Card Object: Corresponding Terms
- Permissions for Using Business Card Object
- Adding a Link in Salesforce to Sansan Person or Company Information
- Manually associate 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)