beautypg.com

I.R.I.S. Cardiris 5 for Microsoft Dyn CRM User Manual

Page 28

background image

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