Salesforce fields for identification

When connecting Sansan with a Salesforce environment, matching of Salesforce's ”accounts” and Sansan's "company" is done for identification.
For such identification, it is required to set up "accounts" field on Salesforce side.

 

Required fields

Sansan Salesforce
会社名 ※
  • 取引先名
  • Parent取引先名
住所 ※
  • 住所（請求先）
  • 住所（納入先）
TEL1 ※ 取引先 電話
FAX 取引先 FAX


Fields with an *(asterisk) next to them are required for identification

 

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