Scan to Salesforce/Pardot

Simple business card scanner

Free

1.38.2for iPhone, iPod touch

8.3

25 Ratings

Sansan, Inc.

Developer

44.5 MB

Size

Jul 5, 2022

Update Date

Business

About Scan to Salesforce/Pardot

Adding leads from business cards to Salesforce/Pardot with your iPhone has never been so easy!

- Our proprietary OCR enables immediate yet accurate digitization of cards into leads or contacts of Salesforce, with unrivaled accuracy.

- Scan up to 4 cards at a time, and tap upload. It’s as simple as that. All the scanned contacts are instantly uploaded to a review page in Salesforce or Salesforce 1 app, where you can make any necessary additions or adjustments, and then allocate the leads accordingly.

- Unlike when inputting manually or via other means, with our transcription process you get consistent and accurate results. The contacts you scan are also viewable in the app, and you can even export them to your phone’s contact list.

- You can associate Leads with Campaigns and sync them with Pardot. Then you can automate email follow-up on all your event leads.

Best of all? It’s completely free, with no use limits or hidden charges!

“Scan to Salesforce/Pardot is simply the ultimate tool for importing contacts from business cards into Salesforce.”

****In order to use this app, your Salesforce administrator must first install the free Scan to Salesforce/Pardot app from AppExchange.****

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FeFeJUAV

Scan to Salesforce/Pardot is compatible with Professional, Enterprise, Unlimited, Developer, and Essentials editions, and is Lightning Experience ready.

What's New in the Latest Version 1.38.2

Last updated on Jul 5, 2022

Old Versions

Made minor bug fixes

Version History

1.38.2

Jul 5, 2022

Made minor bug fixes

1.38.1

Jul 20, 2021

Made minor UI updates

1.38.0

Jun 7, 2021

* Added a function for automatically adding scans to device contacts.
* Made a minor bug fix to improve app stability.

1.37.0

May 19, 2021

* Added Bulk Scan function for continuous card scanning
* Added zoom-in function for editing card information
* Made first-time user experience simpler and easier
* Minor improvements, fixes

1.36.1

Apr 5, 2021

Made minor bug fix

1.36.0

Mar 24, 2021

* Added a function to automatically separate departments and job titles in scanned data
* Improved image recognition accuracy when scanning more than 1 card
* Minor UI fixes for improved usability

1.35.0

Feb 17, 2021

Added a function for scanning and digitizing business card photos stored in your phone.

1.34.0

Feb 1, 2021

Made minor UI updates.

1.33.0

Jan 4, 2021

Made minor bug fix

1.32.0

Nov 26, 2020

Major design renewal.
Improved Salesforce log-in process for easier use.

1.30.0

Sep 23, 2020

* Added a warning dialogue for post edit business card deletion

1.29.0

Aug 24, 2020

* Updated dialogues for business card upload failures.
* Turned off "Normalize company names" option.

1.28.0

Aug 5, 2020

Added a post upload dialogue

1.27.0

Jul 21, 2020

First time users will see a demo card to test app functions.

1.26.0

Jul 6, 2020

What's New
・Added function to attach the reverse side of business cards.
・Improved processing speed when uploading card images.

1.25.1

Jun 3, 2020

Made minor bug fix

1.25.0

May 28, 2020

* Added a function to prevent accidental disconnection from Salesforce.
* Made minor UI updates
* Made minor bug fixes

1.24.1

May 12, 2020

* Made minor bug fixes.

1.24.0

May 6, 2020

*WHAT'S NEW*

- Added search function so you can easily find scanned cards.
- Improved UI for added usability.
- Improved functionality for faster scanning.

1.23.0

Apr 6, 2020

- Introduced local data encryption (applied to new cards only).
- Introduced biometrics authentication.
- Made minor UI changes.

1.22.1

Mar 23, 2020

Made minor bug fixes.

1.22

Feb 20, 2020

* Added OCR language options
* Added name and company name normalization options
* Made minor changes on UI

1.20

Jan 5, 2020

- Added Japanese language resource.