Skip to main content
All CollectionsScanScan - Training
Scanning a Business Card
Scanning a Business Card
Updated over a month ago

Use the Vision-e Scan app to scan a business card and add it to Salesforce.

  • Open the Vision-e Scan app

  • Tap the Scan icon or the Business Card icon on the home screen

  • Capture the business card image

  • Send directly to the Salesforce Scanning Queue or Continue to process on the phone

You need to have the Scan App Permission Set assigned in Salesforce for the "Send to Salesforce" button to be available.


"Continue" business card processing on the phone.

  • Tap the "Continue" button

  • After the OCR Page you can send directly to Salesforce as a Lead or Contact with the In-app or Business Edition.

The Free edition only allows saving to the device's contact list, not Salesforce.

Did this answer your question?