Cases
Cases
Salesforce Cases are used to manage and track customer inquiries, issues, or requests that require assistance or resolution. The Case enhancement allows users to create a case within the Scan app, which will then be linked to a scan when the scan is saved as a Salesforce Lead or Contact.
The 'Case' enhancement can be found on the 'Continue to OCR' and 'Destination' screens.
Adding a Case
To attach a case to a scan, tap the Case icon, which will take you to the 'Create a Case' screen. On this screen, fill in the required case details, and once you're done, tap the save icon at the upper right corner of the screen.
Once the case is saved, you'll see a checkmark above the Case icon, confirming that the case was successfully created.
