Find business cards in Salesforce 

Note: After you upload a card to Salesforce, it will appear in the Scanning Queue tab. 

1. To access the Scanning Queue tab, log in to your Salesforce and click the plus icon (+) located on the far right end of the tab bar. 

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3. All scanned business cards will appear on this page as well as any attached enhancements below the business card image. You can edit information here then process the card as a Contact or Lead. 

 

Note: You can also access the Scanning Queue by going to the Salesforce App Launcher in the upper right hand corner of your screen, select Scanning, then select Scanning Queue from the tab bar.

 

Tip: If you have the Premium OCR services, the Salesforce fields will be automatically populated.

 

Also see, Add a Business Card Image to the Lead and Contact Page Layout.

 

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