Send to Salesforce Scanning Queue.
Salesforce Scanning Queue
After taking a picture of a business card using the 'Scan' or 'Capture' modules, you can send the scan directly to the Salesforce Scanning Queue from the 'Continue to OCR' screen.
Here, you can add Salesforce enhancements to the scan that will be saved with it in Salesforce. By sending the scan to the Scanning Queue, you can quickly scan multiple business cards and review them later in Salesforce. This allows you to make any necessary changes before saving the scan as a Salesforce Lead or Contact.
To send a scan to the Scanning Queue:
- Use the 'Capture' or 'Scan' module to take a picture of the event badge.
- Review the image and continue to the 'Continue to OCR' screen.
- From the 'Continue to OCR' screen tap 'Finish & Send to Salesforce'