What's New in Scan to Salesforce – February 2020

Salesforce App

  • New Feature: Added admin settings feature to set default values for custom Lead fields (more info).

Default value settings

  • Improvement: Enabled transfer only of business card images to existing Leads or Contacts when duplicating data.
  • Fix: Fixed an issue where transfer to Leads or Contacts would fail for all cards with partial duplicate data.

Mobile App

  • New Feature: Added ability to add notes to business cards being uploaded.
  • New Feature: Added an option to the mobile app settings to select OCR language (more info).
  • New Feature: Added an option to normalize first and last name, and company name, in OCR processing.

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OCR settings

  • Improvement: Addressed an issue with processing performance on Android devices.

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