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Scan: Setup & Administration
Chapter 1 Vision-e Scan Implementation
3 Steps to Implementing Vision-e Scan
Step 1: AppExchange
Step 2: Permission Sets
Step 3: Mobile App
Chapter 2 Salesforce Configuration
Introduction
Mobile Scan Builder
Mobile Scan Builder Settings
White-Label
Required Fields in the Scan App
Scan Image Lightning Web Component
Save to Pardot
Save to Outlook
Consent Settings
Campaigns
Forms
Chapter 3: Scanning Queue - Lightning
Introduction
Navigation Menu
Home Tab Dashboard & Reports
Scans List
Scan Item
Adding a Custom Field to the Scan Item Object
Scan Contact Mapping
Scan Lead Mapping
State & Country Picklists (Scan List)
QR Codes
Dependent Picklists
Session Settings
Scan Gallery
Enterprise Mobile Scan Builder
Enterprise Mobile Scan Builder
Creating Custom Setting Reccords
Chapter 4: Duplicate Rules
Introduction
Salesforce Duplicate Rules
Duplicate Handling in the Scan App
Chapter 5: Custom Page Layouts
Introduction
Custom Page Layouts
Customizing Standard Page Layouts
Event Page Layouts
Chapter 6: Vision-e AI Applications
Vision-e & Google Gemini Terms of Use
AI in Salesforce
Activating Vision-e AI
Chapter 7: Upgrading the Vision-e Scan AppExchange Package
Upgrading the Vision-e Scan Salesforce Package
Chapter 8: Voice of the Customer
Languages Supported for On-Device OCR
Frequently Asked Questions (FAQs)
Required Fields in the Scan App
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