After installing the Vision-e Scan package from the AppExchange and assigning the necessary permission sets, the next step is to configure both the Salesforce package and the Scan app to fit your organization’s needs.

Customization with the Mobile Scan Builder

The Mobile Scan Builder gives Salesforce Administrators the tools to customize the Scan app’s branding, colors, features, and page layouts. This allows the app to reflect your organization’s style and function.

Managing Scans with the Scanning Queue

The Scanning Queue in Salesforce is where scans not processed using on-device OCR are held. Users can send scans directly to the Scanning Queue from the Scan app without using on-device Optical Character Recognition (OCR). Once in the Scanning Queue, these scans can be reviewed and easily saved as Salesforce Leads or Contacts.

Personalizing with Custom and Required Fields

Salesforce Administrators can further personalize the Scan package and application by adding custom and required fields. Providing greater flexibility in managing the information collected during each scan to better meet your organization’s data capture needs.

Enhancing Control and Consistency

By using these features, administrators can maintain control over the user experience, ensure consistent data capture, and tailor the Scan app to perfectly match the organization’s requirements.