Instruction Manual

How to configure Cardiris for SalesForce CRM

 Next, you are prompted to configure your CRM field mapping.

 Click the tabs Leads, Contacts or Accounts depending on

which entity type you want to configure.

Note that in most cases you can use the default mapping.

Also note that field mapping is entity-specific. This means the

configuration process must be done separately for Leads, Contacts

and Accounts.