初期設定

• Permissions needed for connecting (Salesforce integration)

• Salesforce Authentication

• Permissions for Using Business Card Object

• Extracting Duplicate Records in Salesforce

• Authenticating with Salesforce, Mapping Sansan and Salesforce Accounts

• File creation and import rules for mapping users (Salesforce integration)

• Detail of recipients settings

• What to do if "SOC" or "CI Person ID" is assigned before creating duplicate rules(Version 1.41.2 or lower)

• Displaying Tabs for Business Card and Business Card Settings in Salesforce

• Displaying a Business Card Linked with a Contact or Lead

• Adding a Link in Salesforce to Sansan Person or Company Information