Scan to Salesforce

PRODUCT FEATURES

From business card to Leads
in a few seconds

All you need is just three clicks. Use your smartphone’s camera
to take a single shot of up to 4 cards. Review and upload the
data to Salesforce. Set it to Lead (or Contact). No more manual
entry. No more typos.

Scan to Salesforce Makes You
More Efficient

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Scan Multiple Cards

Do 4 cards in just one shot. OCR and AI immediately transcribe them. It’s free and works with 16 languages.

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Validate Addresses

Addresses are automatically validated and split into the right fields (street, city, state, zip/postal code, etc.).

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Add Context

You can add the time and location you acquired the card, valuable for future reference.

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Make Opportunites

Create multiple Leads with a single click. Associate owners and campaigns. Works with custom fields.

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Keep Track

The business card image and your notes stay together with the transcribed data.

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Portable and Mobile

Scan with the Scan to Salesforce mobile app (iOS/Android), process with the Salesforce1 app.

System Requirements

Salesforce Edition:
Professional, Enterprise, Unlimited, Developer, Performance

OCR Applicable Languages

English, Arabic, Chinese, French, German, Hindi, Indonesian, Italian,
Japanese, Korean, Portuguese, Russian, Spanish, Thai, Turkish, Vietnamese