Scan to Salesforce/Pardot

Scan business cards accurately

1.38.2 for iPhone
Free
0

0 Ratings

Update Date

2022-07-05

Size

42.4 MB

Screenshots for iPhone

iPhone
Scan to Salesforce/Pardot Description
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.
Scan to Salesforce/Pardot 1.38.2 Update
2022-07-05
Made minor bug fixes
More Information
Price:
Free
Version:
1.38.2
Size:
42.4 MB
Update Date:
2022-07-05
Developer:
Sansan, Inc.
Language:
English Japanese

Safe to Download

AppPure.com and the download link of this app are 100% safe. The download link of this app will be redirected to the official App Store site, thus the app is original and has not been modified in any way.

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1.38.2 2022-07-05
Made minor bug fixes
1.38.1 2021-07-20
Made minor UI updates
1.32.0 2020-11-26
Major design renewal.
Improved Salesforce log-in process for easier use.
1.30.0 2020-09-23
* Added a warning dialogue for post edit business card deletion
1.29.0 2020-08-24
* Updated dialogues for business card upload failures.
* Turned off "Normalize company names" option.
1.27.0 2020-07-21
First time users will see a demo card to test app functions.
1.25.1 2020-06-03
Made minor bug fix
1.24.1 2020-05-12
* Made minor bug fixes.
1.23.0 2020-04-06
- Introduced local data encryption (applied to new cards only).
- Introduced biometrics authentication.
- Made minor UI changes.
1.22.1 2020-03-23
Made minor bug fixes.
1.22 2020-02-20
* Added OCR language options
* Added name and company name normalization options
* Made minor changes on UI
1.20 2020-01-05
- Added Japanese language resource.
1.19 2019-12-16
Made minor UI updates.
1.6 2019-11-17
Made a minor bug fix.
1.15 2019-10-21
Implemented notification function.
Made a minor bug fix.
1.14 2019-09-09
Made an update to improve usability of the app.
1.13 2019-08-28
* Updated menu languages
* Updated business contact edit screen
1.12 2019-07-29
-Introduced in-app notification from Scan to Salesforce operations team.
-Added a link to user support in the configuration screen.
1.11 2019-07-04
We made minor updates to improve the usability of the app.
1.10 2019-06-28
We added an option to automatically validate addresses after business card scanning. The validated addresses will be stored in applicable fields (street, city, state, zip, and country) Default is On and you can turn it off in the configuration screen.
1.9 2019-06-05
Added a startup screen that explains the ​companion Salesforce app is required.
1.8 2019-05-20
Improvements
* Added a link to User Guide
Bug fix
* Fixed an error that occurred in business card re-upload to Salesforce
* Fixed an error so that mobile number is correctly entered into the field
1.7 2019-04-25
​With this update we've significantly improved the scanning accuracy when capturing cards.
1.6.1 2019-04-17
​We added support of Salesforce sandbox. Users now can login to test.salesforce.com to test our app in sandbox environment.
1.0.5 2018-11-26
This update contains various function improvements including below: * Optimized camera area aspect ratio for scanning. * Changed default name sort key to the ​last name. * Added popup for user interview application.
1.0.3 2018-12-11
This update contains various performance improvements.

More updates to come soon. Thanks for using Scan to Salesforce!
1.0.2 2018-11-26