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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 & Licenses
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
Scans List
Scan Item
Adding a Custom Field to the Scan Item Object
Scan Contact Mapping
Scan Lead Mapping
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 Page Layouts with the Mobile Scan Builder
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)
Scan Image Lightning Web Component
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