Open Record in Salesforce App

Open Record in Salesforce App Option


Users can now directly open a record in the Salesforce app once they save a Lead or Contact in the Scan app.

Once a scan is completed and users move to the Destination screen, selecting "Save as a Contact" or "Save as a Lead" now provides an option to open the record directly in the Salesforce app. Selecting "Yes", the Salesforce app will launch with the record displayed.



Continue