I.R.I.S. Cardiris 5 for Microsoft Dyn CRM - Manual (Page 22)

Cardiris TM 5 – Administrator Guide
21
H
OW TO CONFIGURE
C
ARDIRIS
FOR
S
ALES
F
ORCE
CRM
I
NTRODUCTION
In order for Salesforce CRM to interact successfully with Cardiris
and vice versa, Cardiris Corporate for CRM's must be set up
correctly across your organization.
To do that, Salesforce CRM* administrators must:

have administrator rights to an Enterprise, Unlimited or
Developer Salesforce CRM account.

configure the Cardiris CRM connector.

grant Cardiris users who need to export to Salesforce CRM the
necessary access rights to the Salesforce API.
Important note: users must export to exactly the same Salesforce
account type as used by the administrator to do the configuration.
*"Salesforce CRM" is referred to as "CRM" in the remainder of this
chapter.