I.R.I.S. Cardiris 5 for Microsoft Dyn CRM User Manual
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Cardiris
TM
5 – Administrator Guide
27
Below you find an overview of common errors that may occur
while exporting to Microsoft Dynamics CRM:
The format of the Cardiris contacts is not in line with
Salesforce's CRM policy.
o E.g. the e-mail address does not contain an @.
o E.g. the contact's last name is missing.
The administrator who is trying to configure the Salesforce CRM
connector does not have an adequate Salesforce account
(Enterprise, Unlimited or Developer edition account required).
The user who is trying to export to Salesforce CRM does not
have access to the Salesforce API.
The user is exporting to a different Salesforce account than the
one used by the administrator to do the configuration.
Examples
Typical error when contacts are not in line with Salesforce's CRM
policy