Exporting contacts to salesforce crm – I.R.I.S. Cardiris Pro 5 User Manual

Page 106

Advertising
background image

Chapter 8 – Exporting contacts

100

E

XPORTING CONTACTS TO

S

ALESFORCE

CRM

Cardiris Corporate allows you to export contacts to Salesforce
CRM.

Note, however, that an Enterprise, Unlimited or Developer
Salesforce account is required. It is not possible to export to other
types of Salesforce accounts.

In order for Cardiris to interact successfully with Salesforce CRM,
CRM administrators must configure the Cardiris CRM connector.
To learn how to do so, CRM administrators should refer to the
Administration Guide in the Cardiris installation folder\Doc\Eng.

To export contacts to Salesforce CRM:

Click the Export button on the main toolbar.

Select Salesforce CRM from the list of available export

applications.

Advertising