Scan to Salesforce User Guide

* Go here for the Scan to Salesforce Administrator Guide.

Mobile app

1. Download and install the Scan to Salesforce mobile app

Go to App Store (iOS) or Google Play (Android).
　

2. Log into Salesforce

You’ll need to log into your Salesforce account when you use the app for the first time.
* To log in with a custom domain, use “(domain name).my.salesforce.com”.
　　

3. Scan business cards

Place up to 4 cards on a flat surface with a solid background. Steady your camera and tap the shutter button when you see a blue circle at the center of each card. You can also try this using a demo card.

4. Confirm scanned data and add context

Tap on a card to check the scan output. If necessary, edit the details and add notes for additional context. Include the card’s back/reverse side using “Attach Image”.
　　

5. Upload to Salesforce

Tap “Upload to Salesforce” to transfer the card data.
　　

Salesforce app

1. Open the app in the Salesforce dashboard

Click “Scan to Salesforce” in the Salesforce App Launcher.

2. Find your uploaded cards

In the Scan to Salesforce tab, you can confirm and edit your uploaded card data.
* You can sort cards by upload date and time.
** If available, use “All users’ cards” to see cards uploaded by other users in your org.

3. Transfer business cards to Leads or Contacts

Click “Transfer to Leads” to transfer data. If available, you can also choose to transfer to Contacts. If Scan to Salesforce can find identical Account data in your Salesforce org, scanned data will be automatically associated with it. If no match is possible or multiple matches are found, you can choose either to create a new Account or manually associate with an existing Account.

4. Check transferred card data

Open “Leads” from the App Launcher and confirm the transferred cards. Cards' image files can be found in "Notes & Attachments" under “Related” lists.

Support

This guide is available in Word format if you want to customize it for your organization. Download the file here.

We’ve put together simple troubleshooting videos that address common problems you may have. If you still need help, feel free to contact us. Hope these instructions help! Enjoy scanning!