Question 1

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

Accepted Answer

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.

Question 2

What's the difference between Free and Premium Editions?

Accepted Answer

For a side-by-side comparison, please visit https://visioneuniversity.teachable.com/p/free

Question 3

Which mobile devices support Scan for Salesforce?

Accepted Answer

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.

Question 4

Does Scan support languages outside of English?

Accepted Answer

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

Question 5

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

Accepted Answer

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

Question 6

Can I customize the fields displayed within the Scanning Queue?

Accepted Answer

Definitely, and it’s something we recommend! Follow this article for more information, or send us an email at support@visione.com

Question 7

Can I customize my Scan mobile app's branding?

Accepted Answer

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.

Question 8

Does Vision-e offer volume discounts?

Accepted Answer

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.

Question 9

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

Accepted Answer

Easy! Check out this article.

Question 10

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

Accepted Answer

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

Question 11

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

Accepted Answer

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.

Question 12

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)?"

Accepted Answer

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.

Question 13

Where's the business card data stored?

Accepted Answer

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

Question 14

What is the flow for business card scanning?

Accepted Answer

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.

Question 15

Will my data be kept secure?

Accepted Answer

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

Question 16

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

Accepted Answer

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.

Question 17

Where can I access Forms for Scan?

Accepted Answer

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.

Question 18

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

Accepted Answer

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

Question 19

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

Accepted Answer

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

Question 20

Are you SOC 2 compliant?

Accepted Answer

Yes! We are SOC 2 Type II Certified.

Question 21

Are you ISO 27001 certified?

Accepted Answer

Yes, we received our ISO 27001 Certification in 2022

Question 22

Are you GDPR compliant?

Accepted Answer

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.

Question 23

Can you accommodate custom security reviews?

Accepted Answer

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.

Question 24

Will you accommodate custom legal reviews?

Accepted Answer

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.

Frequently Asked Questions