Adding a Link in Salesforce to Sansan Person or Company Information
Overview
When you associate a Business Card object with an Account/Contact or Lead, a link to the Sansan company/person information is automatically created in Salesforce. This shows how to display a link to Sansan in an Account/Contact or Lead, helping you manage your contacts more effectively.
*Note that this page explains Salesforce settings. You'll need to log in to Salesforce with administrator permissions.
For version1.24 or earlier
1. After logging in as an administrator, click the gear icon at the top right and click "Setup".
2. From the next screen, enter "object manager" in the search field and click on the link in the results.
3. From the Object Manager screen, click on the "Contact" link.
*The following example is for Contacts, but you can follow the same procedure when linking Sansan company information to a Salesforce account.
4. Click "Page Layouts" on the left, and in the main screen click "Contact Layout".
5. Select "Sansan person information" and drag and drop it to the location you want.
*You can also drag and drop any other items you want to add.
6. Click "Quick Save" in the top right and then [Save].
7. Sansan person information has now been added to the contact details.
8. Click Sansan person details to go to the Sansan screen.
As noted above, Sansan company information can be added in the same way.
For version1.25 or later
1. After logging in as an administrator, click the gear icon at the top right and click "Setup".
2. From the next screen, enter "object manager" in the search field and click on the link in the results.
3. From the Object Manager screen, click on the "Contact" link.
*The following example is for Contacts, but you can follow the same procedure when linking Sansan company information to a Salesforce account.
4.Click "Page Layouts". (Example below screenshot is for a Contact),
Drag and drop "Section" and choose a name of your choice. Then, select column 1 and click OK.
5. Drag and drop "BizCard_LinkTo_Sansan_Contact" in the section you made in step 2, then save.
6. Set the same for other objects ("Account", Lead) as well. For step 3.
If they're a "Account" set the object name as "BizCard_LinkTo_Sansan_Account", and if they're a "Lead" set the object name as "BizCard_LinkTo_Sansan_Lead".
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