Scan to Salesforce End User Guide
* For the Scan to Salesforce Administrator Guide, please go here.
1. Download Scan to Salesforce to your phone
Check the mobile app invitation in your Salesforce Chatter and install the iOS app from the App Store and the Android app from Google Play.
2. Scan business cards
When you open the app, it goes straight to the scanning screen. Place up to 4 business cards over a contrasting background, and tap the blue shutter button to scan. Also, it will automatically validate addresses on the business cards (you can turn it on/off from the gear icon Settings).
3. Upload business card data to Salesforce
The app will automatically transcribe business card. Click on the “Upload to Salesforce” button if it looks right. You can also tap a card to confirm the details and edit the information if needed. You can also attach an image file of the reverse side of a card using “Attach Image”.
To complete the upload, you need to login to Salesforce. You may need to enter the custom domain of your Salesforce organization instead of “login” before “my.salesforce.com”.
Once you’ve done this the data will be uploaded.
If you are unable to log in to your Salesforce account, please go here for solutions.
4. Find business cards in Salesforce
Check on your uploaded business cards by accessing the Scan to Salesforce tab in the Salesforce App Launcher (nine dots on top left corner). It’s an object similar to Leads or Contacts.
If you don’t see [Scan to Salesforce], please go here for solutions.
5. Transfer business cards to Leads (or Contacts)
In the tab, you will see the uploaded business card(s) and data. You can transfer these to Leads (or Contacts if your organization allows) from here by clicking on “Transfer to Leads” or “Transfer all cards to Leads”.
If you want to transfer business card data to Contacts instead of Lead, please go here for more details.
Customizable End User Template
We have a template for end user guide in Word format below. Feel free to customize it and distribute to users in your organization.
・End User Guide