Where do I find the business card in Salesforce after uploading from the mobile application?


After you scan a business card from your mobile device, it is sent to your Salesforce Organization's Scanning Queue tab. From here, you'll be able to search for your card and process it as a Lead or Contact record.




What's the difference between Free and Premium Editions?


The Premium Edition's main functionalities include the much sought after OCR services which populates text fields from the business card image, custom app branding, 24/7 support, and so forth. Whereas the Free Edition excludes OCR services, but includes unlimited uploads, base package of our Premier Support, default Vision-e app branding, and so forth. For a side-by-side comparison, please CLICK HERE.




Which mobile devices support Scan for Salesforce?


Any mobile device with a recent Operating System (OS) affiliated with Apple's App Store, Android on Google Play, and any Android-supported Blackberry device. Note: You'll first need to install Scan from the AppExchange into your Salesforce instance before attempting to use our Scan mobile app.




Does Scan support languages outside of English?


Yes! Scan's OCR services support the following 27 languages:

  • Chinese Simplified
  • Chinese Traditional
  • Czech
  • Danish
  • Dutch (Netherlands)
  • English
  • Estonian
  • Finnish
  • French
  • German
  • Greek
  • Hungarian
  • Indonesian
  • Italian
  • Japanese
  • Korean
  • NorwegianNynorsk + NorwegianBokmal
  • Norwegian (Bokmal)
  • Norwegian (Nynorsk)
  • Polish
  • Portuguese (Brazil)
  • Portuguese (Portugal)
  • Russian
  • Spanish
  • Swedish
  • Turkish
  • Ukrainian




Can I customize the fields displayed within the Scanning Queue?


If you're a customer of Scan's Premium Edition, then yes! A Vision-e Customer Success Representative can assist you with customizing your Scanning Queue displays or a document can be provided to your System Administrator. To inquire on next steps, please email support@visione.com




Can I customize my Scan mobile app's branding?


Yes! For our Paid Edition clients, the Scan mobile app can be branded and customized with your desired logo(s) and colors. To contact our Marketing Department, please email support@visione.com.




Does Vision-e offer volume discounts?


Yes we do! Inquire now by calling us at (800) 611-2679 or email support@visione.com.




Why did the card image appear in the wrong orientation within Salesforce?


When taking a photo of your desired business card from our Scan mobile app, you'll want to follow along with the provided frame as shown below. Note: If you prefer to take a photo in Portrait Mode, tap on Switch to Portrait on the top, left corner of your screen.




How do I assign a license to a User in Salesforce?


Great question! This should be your first step after installing Scan from the AppExchange. When ready, CLICK HERE to access our Scan Support Videos and search for our Managing Scan Licenses & Permission Sets under the Setup channel. To access step by step instructions, CLICK HERE to access our Scan User Guide and scroll to pages 7 and 8.




Why isn't the text being populated after uploading a card?


Text translation requires OCR services which is available in the Premium Edition. Check the OCR Status on the Scaning Queue page. If you have the Premium Edition and the status does not state Complete within a couple minutes, please submit a case to support@visione.com




Can I recover a deleted business from the Scanning Queue?


Yes! In Salesforce, on the left sidebar menu, there will be a green button labeled Recycle Bin. Click it! You'll be able to access any of your deleted files; Scan uploads inlcuded. The deleted card will be named the Card ID number, so make sure to select the checkbox next to it and click the Undelete button. Your card will be submitted back to the Scanning Queue.




When I create a Lead or Contact record from the Scanning Queue, will the business card image be lost?


No! You can view your uploaded images by adding the Visualforce Page called Component_Contact into the Contact page layout or Component_Lead into the Lead page layout. This is where you will be able to view your uploaded images even after converting the cards to a Lead or Contact record.




After I add the Visualforce Page Component to the page layout(s), will the business card image only appear for records created after I modified the page layout(s)?


No! After adding the Visualforce Page Component, the business card images associated to leads or contacts created from the Scanning Queue in the past will populate automatically.




What's included in Premium Professional Services & Support?


Professional Services & Support will provide training and guidance to your Salesforce Administrator or Consultant from Workflow, Process Builder and best practices. And yes, this includes training your workforce as long as you're a Premium Edition client of our Scan app.




Where's the business card data stored?


All data is stored in your Salesforce. We do not have access to your data.




What is the flow for business card scanning?


The business card image flows from your mobile device to an Amazon OCR engine to your Salesforce through a secure Salesforce API. The business card image and data is only stored in your Salesforce in the Scanning Queue object until you process it as a Contact or Lead. We don't not have access to your data.




Will my data be kept secure?


Yes. We do not store your data, so your data stays your data and completely secure.




Who is the Third Party I am allowing access too during install?


The Third Party whom you are allowing access to during the installation process is Vision-e. You need to allow access so that business cards can be sent to Salesforce from your mobile device.




What is the Voice Recorder module?


The Voice Recorder module allow you to record up to 0:30 seconds of audio on your mobile device, then send to Salesforce as a Task. The purpose of this module is to take on average a 5 to 10 second important memo to send to Salesforce as a Task. Premium services are available to translate the audio file and automatically populate the Task Comments field. Although the audio file is relatively small in size, a best practice would be to delete the file after translation has occurred. Optionally for Voice Premium users, we have a trigger to automatically delete the audio file once the audio has been converted to text.




How much is the Voice Recorder translation service for Scan?


The Voice Recorder service is normally bundled with the Business Card Premium Edition. Your Account Executive may be able to provide a block of free voice translation minutes. Contact your representative for a custom quote.




How much is the Voice Recorder module?


The Voice Recorder module is free. We offer a premium service to translate the audio to text so the Task Comments field is automatically populated. Contact a Vision-e representative for more information.




Where can I access Forms for Scan?


Great question! Forms for Scan is an add-on service which will need to be bundled with your Premium Edition. If you wish to inquire more, please contact your Account Representative with Vision-e today. If you don't know your rep's contact information, please email support@visione.com.




I'm ready to get started! What are the next steps?


Awesome! Please note the steps listed below to get started on installing Scan both within Saelsforce and onto your mobile device. For any questions, feel free to email support@visione.com




Can I delete my voice recordings after I upload them?


Yes, you can delete your voice recordings once voice to text translation has occurred in Salesforce. Premium Edition users receive voice translations services.




How does my Voice create a new Task in Salesforce?


For Premium Edition users, once a memo is recorded, IBM Watson will translate your voice to text and create a new task in Salesforce.




How long can I record my voice?


We recommend uploading a quick :10 second voice memo to Salesforce for efficiency. However, you're allowed up to :30 seconds of recording at a time.




Why can't I select another language other than English?


If you are unable to choose a language, you will need to turn off the Auto Salesforce Upload feature within your Settings.




Can I customize the Lead and/or Contact form within the Scanning Queue?


Yes! As long as you're a System Administrator within Salesforce, you'll be able to add and even remove Standard Salesforce Fields and Custom Fields onto the Lead or Contact queue forms. To begin, we recommend viewing our Knowledge Base article for step-by-step instructions: https://vision-e.wixanswers.com/en/article/scanning-queue-form-customization





Ready to Install into Salesforce?

  1. With your Salesforce Administrator, navigate to our Scan listing within the AppExchange by clicking the button below.

  2. Click the Get It Now button and follow along the steps!

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Next, Install to your Mobile Device!

After Scan has been installed into your Salesforce from the AppExchange:

  1. Your Admin will need to assign Users with a Scan license.

  2. Text SCANAPP to 555888 to download the Scan mobile app

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(888) 611-2679

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