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.

 

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