What is Salesforce Limited Integration / Compatible Editions
Business card data registered in Sansan can be transferred to Salesforce to integrate/link your customer information. Data from Sansan is transferred to a Salesforce business card object, and can then be associated with an Account, Contact, or Lead object in Salesforce.
Note
- To use this function, system administrator level permission is required.
Compatible Salesforce Editions
Integration is available for editions that have Web API functionality. The usage environment requires some adjustment of settings.
| Product | Edition |
|---|---|
| Sales Cloud | Professional (※1) Enterprise Unlimited |
| Service Cloud | Professional (※1) Enterprise Unlimited |
| Salesforce Platform(※2) | Platform Starter Platform Plus |
(※1) There is an additional charge on the Salesforce side.
(※2) It can be used in combination with Enterprise or higher editions and when lead objects are not used.
Note
- With Salesforce integration, we will connect Sansan single organization with Salesforce single architecture (Single-Org). If you'd like to use another connection method, be sure to ask your sales representative in advance because other adjustments may be required.
- Versions of the AppExchange package prior to 1.28 do not support Salesforce Shield.
*Salesforce is a trademark of Salesforce.com, inc. and used with permission.
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