Scan Item Object

If your organization has custom fields on the Lead and Contact objects and you want to capture that information when sending a business card to the Scanning Queue, you will need to add corresponding custom fields to the Scan Item object.

Custom fields added to the Scan Item object can be mapped to the Lead and Contact objects to capture the data when a scan item record is processed as a Lead or Contact.

Any fields on the Scan Item object that are not mapped to the Lead or Contact objects will not be captured when a scan item record is processed as a Contact or Lead.

Adding Custom Fields

To add a custom field to the Scan Item object:

Step 1: Go to Setup

1. Click on the Gear icon in the top-right corner.

2. Select Setup from the dropdown menu.

Step 2: Go to the Object Manager

1. Click on Object Manager tab.

Step 3: Find the Scan Item Object

1. In the quick find search box, search "Scan Item".

Step 4: Go to Fields & Relationships

1. Within the Scan Item object, click on Fields & Relationships in the sidebar on the left.

2. Click the New button at the top of the Fields & Relationships page.

Step 5: Choose the Field Type

1. You will be prompted to select the field type for your custom field (e.g., Text, Number, Date, Picklist).

2. Select the desired field type and click Next.

Step 6: Configure the Field Details

1. Enter the details for your new field, such as the Field Label, Field Name (automatically populated), and any other required settings (e.g., Length for Text fields, Values for Picklists).

2. Click Next after configuring the field details.

Step 7: Set Field-Level Security

1. Choose the field-level security settings by selecting which profiles can view and edit this field.

2. Click Next.

Step 8: Add the Field to Page Layouts

1. Select the page layouts where this new field should be added.

2. Click Save to create the custom field and add it to the selected page layouts.

Below is a step-by-step walkthrough on how to add a custom field to the Scan Item object.