Scanning From Device Gallery
OCR From Gallery
Users can also scan a business card image from their device gallery. This lets them capture multiple business cards with their phone's camera and scan them later. The process is similar to scanning a business card using the Capture module.
To Scan a Business Card from Your Gallery:
- From the home screen, tap the paper clip icon at the top right.
- Select the business card image from your gallery.
- After selecting the image, you’ll be directed to the image review screen. Here, you can review the image and rotate it if necessary.
- Once reviewed, tap the continue arrow to proceed to the Continue to OCR screen.
- On the Continue to OCR screen, choose whether to send the scan to the Salesforce Scanning Queue or use on-device OCR. You can also include various Salesforce enhancements for the scan at this stage.
- If you send it to the Salesforce Scanning Queue, you’ll receive a confirmation message and return to the home screen.
- If you use on-device OCR, you’ll be directed to the OCR results page for review.
- After reviewing the OCR results, proceed to the Destination screen to save the scan as a Salesforce Contact or Lead. Alternatively, you can save the scan as a contact on your device.
- When finished, tap the home icon to return to the home screen.