Concur Salesforce Connector
Section 1: Permissions
A company administrator may or may not have the correct permissions to use this feature. The administrator may have limited permissions, for example, he/she can affect only certain groups and/or use only certain options (view but not create or edit).
If a company administrator needs to use this feature and does not have the proper permissions, he/she should contact the company's Concur administrator.
Also, the administrator should be aware that some of the tasks described in this guide can be completed only by Concur. In this case, the client must initiate a service request with Concur Client Support.
Section 2: Overview
The Concur Salesforce Connector provides a method of integrating Salesforce data with Concur. The Concur Salesforce Connector is a managed package built on the Force.com platform that can be installed into an existing Concur client’s Salesforce organization(s). After a quick setup process, the connector allows the client’s users to share data and functionality between Salesforce and Concur.
Multiple Salesforce Organization Functionality
If a client has more than one Salesforce organization, they can use the Concur Salesforce Connector in each organization and connect them all to a single Concur company. The administrator for each organization must install the connector in their organization in order for their users to have access to it. The administrator for the first organization completes the Concur configuration steps, which enables the Concur company to work with the connector. Each subsequent organization administrator installs the connector package in their organization but does not need to complete the Concur configuration process.
The end users are prompted to connect their Concur account to their Salesforce account the first time they try to use the connector features. The Salesforce account that they use during this process determines which organization’s contacts and...