How do I automate the transfer of business card data to Leads and Contacts?

Scan to Salesforce doesn't currently have an automatic business card data transfer function. But you can use Salesforce's Process Builder to automate the transfer to Lead/Contact. See here for more information. Please note that you need process editing permissions to do this.

1. Open Process Builder

Go to the Salesforce dashboard and in the top right select the gear icon > Setup > enter Builder in the Quick Find box, and select Process Builder.

2. Create a process

Click New and enter the Process Name and API Name. Set the process to start when “A record changes”, and save.

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3. Select an object

Click Add Object and select SSCard for the object. Choose, “Start the process only when a record is created”.

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4. Add process criteria

Click Add Criteria and enter a name for this criteria node. Select “No criteria—just execute the actions!”, and save.

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5. Add actions to the process

Click Add Action, select Create a Record for the Action Type and Lead/Contact for the Record Type. Choose “Field Reference” for the type and select an applicable field. Set all the fields that you need for the Lead/Contact object.

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6. Activate the process

Click Activate in the top right.

*Process Builder settings above will not delete, but rather accumulate, business card data in SSCard. They also will not allow you to transfer the scanned business card image files to Leads or Contacts.

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