Saving as a Contact

When saving as a Salesforce Contact, you'll be prompted to search for the account the Contact belongs to. After selecting the account, a popup will be displayed to confirm the successful save of the Contact. Again, depending on your organization's duplicate rules, a warning message may appear if the Contact is detected as a duplicate.

 To save a scan as a Contact:

1. From the 'Destination' screen, tap 'Save as a Contact.'

2. You'll be prompted to search for a Salesforce Account.

3. In the search box, input the account name and tap 'Search.' (Note: A minimum of three letters is required to search.)

4. Once you find the Account you wish to use, tap 'Continue.'

5. The scan will be saved as a Contact.