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Scan: Setup & Administration
Chapter 1 Vision-e Scan Implementation
3 Steps to Implementing Vision-e Scan
Step 1: AppExchange
Step 2: Permission Sets
Step 3: Mobile App
Chapter 2 Salesforce Configuration
Introduction
Lesson Objectives
Mobile Scan Builder
White-Label
Salesforce Scanning Queue
Adding Custom and Required Fields
Continue to OCR
Scan Image Lightning Web Component
Add Image to Contact Layout
Add Image to Lead Layout
Save to Pardot
Save to Outlook
Consent Settings
Campaigns
Chapter 3: Scanning Queue - Lightning
Introduction
Navigation Menu
Home Tab Dashboard & Reports
Scans List
Scan Item
Adding a Custom Field to the Scan Item Object
Customizing the Scan Item Page Layout
Scan Contact Mapping
Scan Lead Mapping
State & Country Picklists (Scan List)
QR Codes
Dependent Picklists
Session Settings
Chapter 4: Duplicate Rules
Introduction
Lesson Objectives
Salesforce Duplicate Rules
Vision-e Scan Duplicate Rules
Duplicate Handling in Salesforce
Duplicate Handling in the Scan App
Merging Records
Tips
Chapter 5: Custom Page Layouts
Introduction
Lesson Objectives
Custom Page Layouts
Customizing Page Layouts with the Mobile Scan Builder
Custom Page Layouts In-App
Customizing Standard Page Layouts
Event Page Layouts
Chapter 6: Vision-e AI Applications
Vision-e & OpenAI Terms of Use
AI in Salesforce
Activating Vision-e AI
AI in the App
Vision-e Scan AI Summary
Chapter 7: Upgrading the Vision-e Scan AppExchange Package
Upgrading the Vision-e Scan Salesforce Package
Chapter 8: Voice of the Customer
Languages Supported for On-Device OCR
Frequently Asked Questions (FAQs)
Customizing Page Layouts with the Mobile Scan Builder
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