After installing the Vision-e Scan package from the AppExchange and assigning the necessary permission sets, the next step is to configure the Salesforce package and Scan app to suit your organization’s needs.

Customizing with the Mobile Scan Builder

The Mobile Scan Builder allows Salesforce Administrators to tailor the Scan app’s branding, colors, features, and page layouts, ensuring the app aligns with your organization’s style and functionality.

Managing Scans with the Scanning Queue

The Scanning Queue in Salesforce holds scans not processed with on-device Optical Character Recognition (OCR). Users can send scans directly to the queue from the Scan app for review and easily save them as Salesforce Leads or Contacts.

Adding Custom and Required Fields

Salesforce Administrators can further personalize the Scan app by adding custom and required fields, enabling more flexible data collection to meet your organization’s unique needs.

Ensuring Control and Consistency

These features empower administrators to maintain control over the user experience, ensure consistent data capture, and fine-tune the Scan app to meet organizational requirements seamlessly.