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Scanning to the Salesforce Queue
Scanning to the Salesforce Queue
Updated over a month ago

Scanning to Salesforce Scanning Queue requires the Vision-e Scan AppExchange package.

SENDING TO THE SCANNING QUEUE

  • Open the Vision-e Scan app and tap the Scan home icon.

  • Take a picture of the business card or trade show badge.

User must have the Scan Permission Set to see the "Save to Salesforce" button and to access the Scanning Queue in Salesforce.

  • Click the "Save to Salesforce" button to send to the Salesforce Scanning Queue.

SALESFORCE SCANNING QUEUE

  • In Salesforce, using the App Launcher, search for the "Scanning Queue - Lightning".

  • In the Home tab menu, select "Scans List" or "Gallery".

  • Select the business card or trade show badge image.

Please note that OCR service is only available in the In-App or business edition.

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