Recommended Setting for Business Card Settings Object (Link Setting)

対象：

Overview

Once you've installed the managed package on AppExchange, you can use the "Cards" and "Card Settings" objects.

Business card information registered in Sansan will be automatically transferred to Cards object. To link this information to Salesforce Account/Contact/Lead, you'll need to do the field mapping setting from the Card Settings object.

These are the recommended initial settings, and associated steps, for the Cards Settings object.

*Note that this page explains Salesforce settings. You'll need to log in as a Salesforce administrator.

1. Associate Settings

1. After logging in as an administrator, click on the "Card Settings" tab.

If you cannot see the "Card Settings" tab, please refer to this help page.

2. Select "Link Settings" from the top menu.

2. Select the Object

From "Select", please select the object which you want to set as the target.

3. Options you can set in Link Settings tab

Options Name	Explanation
Card fields	The list of business card fields which will be transferred from Sansan to Salesforce.
Display all copying item candidates	If you check the checkbox, all the field exists in the object will show as the candidate of "Copying field selection" row. *If you uncheck the checkbox, only the recommended field will be shown.
Copying field selection	Select the Salesforce field to update the information from "Card fields"
Address consolidation setting	If you check the checkbox, the system will add the data to the field above and update it.
Copy when creating (default)	Select the field to update when creating new record from the business card.
Copy at update (default)	Select the field to update when there was an existing record to update the record from the business card.

4. Recommended Settings for Account/Contact/Lead

*This is one of the recommended settings. Please consider the settings based on how you want to manage.

1. Please select "Account" from the "Select" pulldown menu. Bellow is the recommended setting for Account.

Card fields	Copying field selection	Address consolidation setting	Copy when creating
Last Name	(None)
First Name	(None)
Last Name (Kana)	(None)
Last Name (Kana)	(None)
Department	(None)
Position	(None)
Email	(None)
Mobile	(None)
Company Name	Account Name【Name】		○
Address	(None)
Postal Code	Billing Zip/Postal Code 【BillingPostalCode】		○
Prefecture	Billing State/Province【BillingState】		○
City	Billing City【BillingCity】		○
Street	Billing Street【BillingStreet】		○
Building	(None)	○	○
Country code	(None)
Phone	Account Phone【Phone】		○
Phone 2	(None)
Fax	Account Fax【Fax】		○
Website	Website【Website】		○
Notes	(None)
Card exchange date	(None)
Date of personnel change	(None)
Virtual card	(None)
Contact inbox	(None)
Is user card created	(None)

2. Please select "Contact" from the "Select" pulldown menu. Bellow is the recommended setting for Contact.

	Copying field selection	Address consolidation setting	Copy when creating	Copy at update
Last Name	Last Name【LastName】		○
First Name	First Name【FirstName】		○
Last Name (Kana)	(None)
First Name (Kana)	(None)
Department	Department【Department】		○	○
Position	Title【Title】		○	○
Email	Email【Email】		○
Mobile	Mobile Phone【MobilePhone】		○	○
Company Name	(None)
Address	(None)
Postal Code	Mailing Zip/Postal Code 【MailingPostalCode】		○	○
Prefecture	Mailing State/Province【MailingState】		○	○
City	Mailing City【MailingCity】		○	○
Street	Mailing Street【MailingStreet】		○	○
Building	(None)	○	○	○
Country code	(None)
Phone	Business Phone【Phone】		○	○
Phone 2	Other Phone【OtherPhone】		○	○
Fax	Business Fax【Fax】		○	○
Website	(None)
Notes	Contact Description【Description】		○	○
Card exchange date	(None)
Date of personnel change	(None)
Virtual card	(None)
Contact inbox	(None)
Is user card created	(None)

3. Please select "Lead" from the "Select" pulldown menu. Bellow is the recommended setting for Lead.

Card fields	Copying field selection	Address consolidation setting	Copy when creating	Copy at update
Last Name	Last Name【LastName】		○
First name	First Name【FirstName】		○
Last Name (Kana)	(None)
First Name (Kana)	(None)
Department	(None)
Position	Title【Title】		○	○
Email	Email【Email】		○
Mobile	Mobile Phone【MobilePhone】		○	○
Company Name	Company【Company】		○
Address	(None)
Postal Code	Zip/Postal Code 【PostalCode】		○	○
Prefecture	State/Province【State】		○	○
City	City【City】		○	○
Street	Street【Street】		○	○
Building	(None)	○	○	○
Country code	(None)
Phone	Phone【Phone】		○	○
Phone2	(None)
Fax	Fax【Fax】		○	○
Website	Website【Website】		○	○
Notes	Description【Description】		○	○
Card exchange date	(None)
Date of personnel change	(None)
Virtual card	(None)
Contact inbox	(None)
Is user card created	(None)

5. Saving the Settings

Upon completion, please click the "Save" button on the bottom of the page.

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