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.
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.
Does Scan support languages outside of English?
Yes! Scan's OCR services support the following 27 languages:
NorwegianNynorsk + NorwegianBokmal
Can I customize the fields displayed within the Scanning Queue?
If you're a customer of Scan's Premium Edition, then yes!
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.
Does Vision-e offer volume discounts?
Yes we do! Inquire now by calling us at (800) 611-2679 or email firstname.lastname@example.org.
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.
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.
Why isn't the text being populated after uploading a card?
Text translation requires OCR services which is available in the Premium Edition.
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.
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.
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)?
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.
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?
Will my data be kept secure?
Who is the Third Party I am allowing access too during install?
What is the Voice Recorder module?
How much is the Voice Recorder translation service for Scan?
How much is the Voice Recorder module?
Where can I access Forms for Scan?
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.
Can I delete my voice recordings after I upload them?
How does my Voice create a new Task in Salesforce?
How long can I record my voice?
Why can't I select another language other than English?
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.