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Scan to Salesforce User Guide

  • Updated

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).

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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”.

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3. Scan business cards

3-1. 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.

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3-2. Saved business card images/photos

You can digitize business card images stored on your phone and upload them to Salesforce. Tap Library in the bottom right corner. Then select the image of the card you want to process. Align the card within the borders. Tap Done to start digitizing. When digitization is finished, tap Upload to Salesforce.
* Please note that you can only do 1 image at a time.

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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.

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5. Upload to Salesforce

Tap Upload to Salesforce to transfer the card data.

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Salesforce app

1. Open the app in the Salesforce dashboard

Click Scan to Salesforce in the Salesforce App Launcher.

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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.

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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.

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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.

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5. Check transferred card data

Go to the Scan to Salesforce tab, then the wrench icon, ​open Admin Settings, and find Display settings. From Choose Report, select the report template you want to display. After transferring business cards to Leads or Contacts, click Show Report in the Scan to Salesforce app.

You can then view the report and keep track of the volume of Leads and Contacts in your team or org each month.

*Admins can also disable the report view mode, and the Display Report button will then not be shown.

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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!

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