In order to transfer business card data to Salesforce, you need to allow Sansan and Salesforce connections.

To allow for connecting, the following permissions are necessary:


Permissions necessary for connecting

  • Salesforce system administrator Profiles
      • API Enabled
      • View All Users
      • Assign Permission Sets
  • Permission set "Sansanデータ連携実行ユーザ (=Sansan data integration user)" applied

* If you do not have these permissions, please consult your Salesforce administrator.