Campaign Enhancement

The Campaign enhancement allows users to process a scan as a Salesforce Lead or Contact and add it to an active campaign all from the Scan app. The Campaign enhancement can be found on the Save to Salesforce screen (when sending scans to the Scanning Queue in Salesforce) and the Destination screen (Processing scans as Leads or Contacts from your device).

Enabling the Campaign Enhancement in Salesforce

By default, the Campaign enhancement isn't enabled in the scan app and needs to be enabled using the Mobile Scan Builder. To enable the campaign enhancement in the scan app:

1. Go to the Mobile Scan Builder

Search for "Mobile Scan Builder" in the App Launcher.

2. Go to the Options tab.

In the Mobile Scan Builder, navigate to the Options tab, then go to the Destination Page section.

3. Enable the Campaign Enhancement

After navigating to the Destination Page section, toggle the "Hide Save to SF Campaign" option to off, and then click "Save".

4. Confirm the Change

After saving the changes, a confirmation message will appear. To start using the Campaign enhancement in the Scan app, users must refresh the app's settings or restart the app.