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            Saving to Salesforce

            Created by Connie, Modified on Wed, 08 Sep 2021 at 06:18 AM by Albert Jou

            How to save a profile directly to Salesforce.



            Steps: 

            1. Click the ContactOut extension.


            2. Click on ‘+ Save to Salesforce’ and the profile will be saved as a Lead in Salesforce.



            Tip: The system will help you avoid saving duplicate profiles. 


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