Navigation Items

The Scanning Queue can be found by searching for 'Scanning Queue - Lightning' in the App Launcher on Salesforce.

After selecting the 'Scanning Queue - Lightning' app, you will be directed either to the Home tab or the last tab you used in your most recent session.

The default navigation items include:

• Home: Displays a dashboard with charts that show the number of business cards processed using the Scanning Queue.
• Scans List: A list view of business cards added to the Scanning Queue.
• Gallery: Shows the scanned business card image.
• Mobile Scan Builder - Lightning: Contains settings for the Scan app.
• Scan Lead Mapping: Allows fields from the Scanning Item object to be mapped to the Lead object.
• Scan Contact Mapping: Allows fields from the Scanning Item object to be mapped to the Contact object.

Additional items can be added by selecting 'Edit' at the bottom of the navigation menu.

Customizing the Navigation Menu

Users can customize the Scanning Queue - Lightning navigation menu by adding, removing, or rearranging items. To edit the menu, open the navigation menu and click "Edit" at the bottom.

1. Open the Navigation Menu:

• Click on the dropdown arrow next to the currently selected navigation item to open the navigation menu.

2. Go to the Edit Menu:

• Scroll to the bottom of the navigation menu and click on “Edit”.

3. Customize the Menu:

After clicking “Edit,” the edit menu will appear. Here, you can:

• Rearrange Items: Drag and drop the items to rearrange them as needed.
• Add New Items: Click the “Add More Items” button to add new items to the menu.
• Reset Navigation to Default: If necessary, you can reset the menu to its default.