What's New in Scan to Salesforce – September 2020

Salesforce App

  • New Feature:Added a tutorial video for first-time users uploading business card data.
  • Improvement: Improved UI of Administrator settings page in Salesforce mobile app. 
  • Improvement: Enabled reflecting of phone and fax in new Accounts.
  • Improvement: Enabled “select an Account” for when there are multiple Accounts with the same name when transferring Contacts (more info).
  • Fix: Fixed issue with custom field default value not reflecting default setting in Salesforce (more info). 
  • Fix: Fixed error that occurred when transferring website URL from card data.

Mobile App

  • New Feature: Added confirmation before deleting edited business card data in app.

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Confirmation before deleting

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