Scan Item Object

If your organization uses custom fields on the Lead and Contact objects and you want to capture this information when scanning business cards, you’ll need to add corresponding custom fields to the Scan Item object.

Mapping Custom Fields

• Custom fields on the Scan Item object can be mapped to the Lead and Contact objects.

• Mapped fields ensure that the data is transferred when a scan item is processed.

• Fields not mapped to the Lead or Contact objects will not transfer when processing a record.

Adding Custom Fields to the Scan Item Object

Step 1: Open Setup

1. Click the Gear icon in the top-right corner of Salesforce.

2. Select Setup from the dropdown menu.

Step 2: Access the Object Manager

1. In Setup, go to the Object Manager tab.

Step 3: Find the Scan Item Object

1. In the Quick Find search bar, type “Scan Item” and select it from the results.

Step 4: Add a New Field

1. In the Scan Item object, click on Fields & Relationships in the left-hand menu.

2. Click New at the top of the page.

Step 5: Select the Field Type

1. Choose the type of field you want to create (e.g., Text, Number, Date, Picklist).

2. Click Next to proceed.

Step 6: Configure the Field Details

1. Fill in the required details, including:

• Field Label

• Field Name (auto-populated)

• Additional settings, such as field length or picklist values.

2. When finished, click Next.

Step 7: Set Field-Level Security

1. Choose which user profiles can view or edit the new field.

2. Click Next to continue.
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Step 8: Add the Field to Page Layouts

1. Select the page layouts where the new field should appear.

2. Click Save to finalize the process.