Scanning Queue Update

The Scanning Queue is a storage area for business cards scanned into Salesforce. When users scan a card with the Scan app, they can send it to the Scanning Queue for later processing. The Scanning Queue uses our proprietary Optical Character Recognition (OCR) algorithm that offers better accuracy and more language support than the on-OCR when using the Scan app.

When a business card is scanned and sent to the Scanning Queue, it is uploaded to Salesforce and processed using OCR. It is then stored in the Scanning Queue as a Scan Item record.

The Scanning Queue features a Gallery view, which displays images of the business cards currently held in the queue, and a List view, which provides details for each scan item record in the Scanning Queue.


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.


Home Tab

The Home tab displays the "My Scan Activity" dashboard that displays users' scan activity and the "My Processed Cards" list view lightning web component.

By default, the My Scan Activity dashboard displays three charts:

My Processed Scans: Displays the total number of scans processed by the user.
My Processed Scans by Month: Displays the total number of scans processed by month.
My Unprocessed Scans: Displays the total number of unprocessed scans (scans that haven't been processed as Leads or Contacts).

By default, the List View lightning web component shows the three most recent scan item records from the 'My Processed Cards' list view. However, it can be customized to display results from other list views.

Note: Users who do not have the System Administrator profile will need access to the Scan and Dashboard Report folders to view the dashboard and charts.

My Scan Activity Dashboard

By default, the "My Scan Activity" Home dashboard is visible only to users with the System Administrator profile. Users without this profile will see only the List View lightning web component when they access the Home tab. To view the "My Processed Cards" dashboard, users need view access to both the "Scan Homepage Dashboard" dashboard folder and the "Scan App" report folder. To give users access to the "Scan App" report folder:

Step 1: Navigate to the Reports Tab

  • After logging in, click on the App Launcher (the grid icon) in the top-left corner.
  • Search for and select Reports.


Step 2: Access the Report Folders

  • In the Reports tab, click on the All Folders dropdown menu to view all available folders.
  • Locate the Scan App folder.


Step 3: Manage Sharing Settings

  • Click the More Actions button (downward arrow icon) next to the folder name.
  • Select Share from the dropdown menu.

Step 4: Add Users, Roles or Groups

  • In the Share Report Folder dialog, click the Add button.
  • Choose Users, Roles, or Groups.
  • Enter the name of the user, role, or group you want to grant access to and select them from the list.


Step 5: Set Access Level

  • After selecting the user, role, or group, choose the View option from the access level dropdown.
  • Click Share to confirm the access level.

Step 6: Save Changes

  • After setting the access level, click Done to apply the changes.


Scans List

The Scans List view displays all scan item records added to the scanning queue. Each record represents an individual scanned business card from the Scanning Queue.

Each scan item record has a Processed checkbox. If the checkbox is unchecked, it means the scan item record hasn't been processed as a contact or lead. If the checkbox is checked, it indicates that the scan item record has been processed as either a lead or contact.

There are four default list views:

  • All: Shows all of the processed and unprocessed Scan Item records.
  • My Cards: Shows all of the user's unprocessed Scan Item records.
  • My Processed Cards: Shows all of the user's processed Scan Item records.
  • Recently Viewed: Shows the recently viewed Scan Item records.


Scan Gallery

The Scan Gallery displays the images of business cards sent to the Scanning Queue. For each card in the queue, it shows the card's image, the sender's information, and the Scan Item number that corresponds to the matching scan item record. When a business card is processed as a Contact or Lead it will be removed from the Scan Gallery.

Cards can be deleted from the queue by selecting the trash icon at the top right of the business card image. To view the OCR results, click on the business card image or select the Details button at the top right of the image.


Scan Item

When a business card is sent to the Scanning Queue and processed using OCR (Optical Character Recognition), the results are saved in a Scan Item record. Each Scan Item record is assigned a unique number, which identifies the record and indicates its position in the queue.


Contact Mapping

Contact mapping allows data from the Scan Item object to be transferred to the Contact object. When a Scan Item record is processed, the mapped fields ensure that the OCR results are correctly populated into the corresponding fields of the Contact object.

The default mapped fields are:

  • First Name
  • Last Name
  • Email
  • Office Phone
  • Mobile Phone
  • Fax
  • Address Street
  • Address State
  • Address Country
  • Account
  • Notes
  • Address Zip

Note: Required fields on the Contact object will be greyed out.

To map custom fields from the Contact object, you must first add corresponding fields to the Scan Item object. Once these fields are added, you can map them to the appropriate fields in the Contact object.


Lead Mapping

Lead mapping allows data from the Scan Item object to be transferred to the Lead object. When a Scan Item record is processed, the mapped fields ensure that the OCR results are correctly populated into the corresponding fields of the Lead object.

The default mapped fields are:

  • First Name
  • Email
  • Office Phone
  • Mobile Phone
  • Last Name
  • Company
  • Fax
  • Address Street
  • Address City
  • Address State
  • Address Zip
  • Address Country
  • Website
  • Notes

Note: Required fields on the Lead object will be greyed out.

To map custom fields from the Lead object, you must first add corresponding fields to the Scan Item object. Once these fields are added, you can map them to the appropriate fields in the Lead object.


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