I.R.I.S. Cardiris Pro 5 User Manual

Page 107

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Cardiris

TM

5 – User Guide

101

Click Export to export your contacts to Salesforce CRM.

Note that the Configure button is disabled. Only CRM
administrators
have the necessary rights to change the CRM
configuration.

Also note that you need to have access rights to the Salesforce API in
order to export to Salesforce. Should this not be the case, contact your
Salesforce CRM administrator.

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