How is the data transferred to an existing Account?

If Scan to Salesforce can find identical Account data in your Salesforce org, the scanned data will be automatically associated with it.

If there are no matches or there are multiple matches, identify the Account you want to transfer from the ID displayed on the Scan to Salesforce Account lookup screen. Then click Transfer to Contact with the selected Account to transfer the data.

*Each Account is assigned a unique ID. You can find the Account ID in the URL when you open the Contact details page.




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