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Frequently Asked Questions

  • 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, search for your card and process it as a Lead or Contact record. Click on the App Launcher in the top left corner of your Salesforce screen, and search “Scanning Queue” or locate the Scanning Queue tab via the “Scanning” app.
  • What's the difference between Free and Premium Editions?
    For a side-by-side comparison, please visit https://visioneuniversity.teachable.com/p/free
  • 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
  • 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 fields displayed within the Scanning Queue?
    Definitely, and it’s something we recommend! Follow this article for more information, or send us an email at 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?
    For less than 25 licenses, best pricing is available in the Apple App Store or Google Play. If you need more than 25 licenses, please Click Here to schedule a call at your convenience. Or if you prefer, you can always call our offices during business hours at (888) 611-2679 or send us a request for enterprise licensing at support@visione.com. Be sure to include your company name, number of licenses, and target date for implementing the solution.
  • How do I assign a license to a User in Salesforce?
    Easy! Check out this article.
  • Why isn't the text being populated after uploading a card?
    Text translation requires OCR services which are available in the Pro & Pro Plus Editions. Check the OCR Status on the Scanning Queue page. If you have the Pro or Pro Plus Edition and the status does not state Complete within a couple minutes, please submit a case to support@visione.com
  • 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.
  • 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.
  • Where can I access Forms for Scan?
    Great question! Forms for Scan is available in our Pro Plus Edition. To upgrade to Pro Plus, please contact your Account Representative with Vision-e today. If you don't know your rep's contact information, Click Here to schedule a call or 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 Salesforce and onto your mobile device. 1) Install the mobile app for your Apple or Android device. 2) Install the package into your Salesforce Organization for full functionality 3) For any questions, email support@visione.com
  • 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.my.site.com/support/s/article/Add-Fields-to-the-Scanning-Queue-Forms
  • Are you SOC 2 compliant?
    Yes! We are SOC 2 Type II Certified.
  • Are you ISO 27001 certified?
    Yes, we received our ISO 27001 Certification in 2022
  • Are you GDPR compliant?
    Yes. We have a comprehensive GDPR program you can trust. Our GDPR program includes compliance measures designed to meet the demands of our corporate EU clients and to address the specific requirements of the following GDPR Articles: 6, 7, 12-16, 19, 21, 22, 24, 25, 28, 30, 32-34, 39, 44-46, 48 and 51. The following are cornerstones of our GDPR compliance program: - The only mobile engagement tool that captures and records consent with one or more purposes and validated by signature. - Our Zero Digital Footprint architecture does not store data. - Clients have 100% data custody from start to finish. - EU representation and appointed cybersecurity officer with legal expertise.
  • Can you accommodate custom security reviews?
    Yes. We can engage our cybersecurity officer and team to complete your checklist and requirements. Custom security reviews start at $1,900 per review and include up to 1 hour of attorney review and consultation. Security review fees are credited back at 100 licenses.
  • Will you accommodate custom legal reviews?
    Yes, legal reviews are available starting at $900 for up to 2 hours of attorney time. Additional hours are available. Legal review fees are credited back at 100 licenses.

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. Click the App Store Badge below designated for your smartphone then download and install Scan within seconds!

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