Enabling the AI Feature for the Scan App in Salesforce

You must have Salesforce Admin permission to enable AI.

There are two steps to enable AI in the Vision-e Scanning App:

1. Enable Custom Layouts
2. Enable AI in Custom Settings
   
   

1. ENABLE CUSTOM LAYOUTS IN THE MOBILE SCAN BUILDER

2. ENABLE AI IN CUSTOM SETTINGS

Step 1: Navigate to Setup

• Access the Setup area by clicking on the gear icon in the top right corner and selecting "Setup" from the dropdown menu.

Step 2: Locate Custom Settings

• In the Quick Find box within Setup, type "Custom Settings" and select it from the dropdown that appears.

Step 3: Access Custom Settings

• On the Custom Settings page, locate "eContacts Settings". Then click "Manage".

Step 4: Enable the AI Feature

• Search for the "Enable AI" field and click it to enable it.

Step 5: Save Your Change

• Once the AI feature is enabled, click "Save" to apply the change.