You have downloaded our app and now you want to go forward and start using to create contacts with it. We have prepared a short step by step tutorial to explain you how to use it.
First, just make sure you're on the contact tab. You can navigate to it from the lightning icon and hitting Contacts.
Step 1 : Press the + button in the contact tab
Step 2 : Scan the business card
The component is pretty easy to use :
- Touch the camera button
- Access the camera
- Take the picture
- Validate the picture
Now that the picture is selected, you can move on.
Step 3 : Move to next question
To move to next question, just swipe anywhere on the screen from right to left.
You can also use the navigation arrows on the bottom.
Step 4 : Select an account
You can filter the list of account to find the exact one, but in case you need to create a new account, just leave the question unanswered and move on.
Step 5 : Save your work
On the last screen, we show you the steps to save your work. Simply press Save to create your contact. Once all the steps have been completed click the Salesforce button to control your contact has been correctly created. You can also skip the wait, and continue working while the app uploads the information to Salesforce.
Congratulations!
You have created your first contact using Zero Keyboard. We advise you to go through this workflow a few more times to familiarize with the app.