Scan Image Component
The Scan Image Lighting Web Component can be added to the Lead and Contact pages in Salesforce to display scanned business card images, images added using the '2nd Photo' enhancement, and signatures. The Scan Image Component can be added to the Lead and Contact pages using the Lighting App Builder.
After you add the component to the Lead or Contact page, any business cards you save using the Scan app or Scanning queue will show up on the record page. You'll also see any additional images or signatures you've added with the '2nd Photo' and 'Signature' features from the scan app.
The Scan Image Component can be used to display scanned business card images and signatures instead of adding them via Page Layouts.
How to Add the Scan Item Component to the Lead Page
Step 1: Access the Lightning App Builder
- Navigate to the Lead Page: First, go to the Leads tab in your Salesforce org and open any lead.
- Switch to Setup Mode: Click on the gear icon in the upper right corner and select "Edit Page." This will open the Lightning App Builder for the current Lead page.
Step 2: Understand the Lightning App Builder Interface
- Canvas: The central area where you can see a preview of your current page layout.
- Components Panel: Located on the left side, this panel lists all the components you can add to your page.
- Properties Panel: On the right, this panel allows you to configure the selected component's properties and settings.
Step 3: Add the Scan Image Component to the Lead Page
- Select the Scan Image Component: Browse or search the Components Panel on the left to find the Scan Image Component.
- Drag and Drop: Click and drag the Scan Image Component from the Components Panel to the specific area of the page layout where you want it to appear. The Canvas will highlight areas where you can drop the component. Here, we've added it above the Related Lists component.
Step 4: Save and Activate Your Changes
- Preview the Change: Preview how the Scan Image Component looks on the Lead page and make any adjustments if necessary.
- Save: If you're satisfied with the configuration, click the "Save" button to apply the changes. You won't affect the live page until you activate your changes.
- Activate: Click on the "Activate" button to set this page version as the new default for the Lead page. You might be prompted to assign the page to specific apps, record types, or profiles.
How to add the Scan Image Component to the Contact Page
1. Access the Lightning App Builder
- Navigate to the Contact Page: First, go to the Contact tab in your Salesforce org and open any contact.
- Enter Setup Mode: Click on the Gear Icon in the upper right corner of the screen and select Edit Page. This action will take you into the Lightning App Builder for the current Contact page.
Step 2: Understand the Lightning App Builder Interface
- Canvas: The central area where you can see a preview of your current page layout.
- Components Panel: Located on the left side, this panel lists all the components you can add to your page.
- Properties Panel: On the right, this panel allows you to configure the selected component's properties and settings.
Step 3: Add the Scan Image Component to the Contact Page
- Select the Scan Image Component: Browse or search the Components Panel on the left to find the Scan Image Component.
- Drag and Drop: Click and drag the Scan Image Component from the Components Panel to the specific area of the page layout where you want it to appear. The Canvas will highlight areas where you can drop the component. Here, we've added it above the Activities component.
Step 4: Save and Activate the Page
- Preview the Change: Preview how the Scan Image Component looks on the Contact page and make any adjustments if necessary.
- Save: If you're satisfied with the configuration, click the "Save" button to apply the changes. You won't affect the live page until you activate your changes.
- Activate: Click on the "Activate" button to set this page version as the new default for the Lead page. You might be prompted to assign the page to specific apps, record types, or profiles.
Below, is a step-by-step walkthrough on how to add the Scan Image Component to a Contact or Lead page.