What's New in Scan to Salesforce – August 2020

Salesforce App

  • New Feature: Added a function to grant users access to the Admin Settings (more info).
  • New Feature: Added a function to allow users to edit custom fields individually (more info).

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Edit values for custom fields

  • New Feature: Added a feature to reflect customized object names for Leads/Contacts/Accounts.
  • Improvement: Changed the “All users’ cards” function so admins can turn it off/on at any time.
  • Improvement: Changed the address information displayed in Account Lookup from Billing address to Shipping address.

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Account lookup

  • Fix: Fixed issue with custom Contacts/Accounts fields not showing up in the default value settings.
  • Fix: Fixed issue where the default values of Contacts/Accounts record type wouldn’t save properly.
  • Fix: Fixed issue with transfer processing by setting a limit to the number of cards’ data transferable at one time.
  • FixCorrected a typo in the transfer error message.

Mobile App

  • New Feature: Added user flow for moving to Salesforce mobile app after uploading cards.

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Move to Salesforce mobile app

  • Improvement: Changed dialogues of uploading errors for easier understanding.
  • Improvement: Improved OCR performance by turning off default use of company name normalization.
  • Fix: Fixed issue where push notifications wouldn’t show up on iOS devices.

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