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Configuring the cardiris crm connector – I.R.I.S. Cardiris 5 for Microsoft Dyn CRM User Manual

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How to configure Cardiris for SalesForce CRM

22

C

ONFIGURING THE

C

ARDIRIS

CRM

CONNECTOR

In order to configure the Cardiris CRM connector you need to have
administration rights to the computer Cardiris is installed on and to
the Salesforce CRM account you want to export to.

Important note: an Enterprise, Unlimited or Developer Salesforce
account is needed to export contacts from Cardiris.

To configure the connector:

Right-click the Cardiris icon on the desktop and select Run as

administrator.

In the main toolbar click Export, and select Salesforce CRM

from the list of available export applications.