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About Scan to Salesforce/Pardot –Simple biz card scanner

Adding leads from business cards to Salesforce/Pardot with your Android 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 app from AppExchange.****

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

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

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Frequently Asked Questions(FAQ)

How does Scan to Salesforce/Pardot work?

Scan to Salesforce/Pardot allows you to easily add leads from business cards to Salesforce/Pardot on your Android device. It uses OCR technology to quickly and accurately digitize the cards into leads or contacts in Salesforce.

How many cards can I scan at a time?

You can scan up to 4 cards at a time using Scan to Salesforce/Pardot.

What happens after I scan the cards?

After scanning the cards, you simply tap upload and all the scanned contacts are instantly uploaded to a review page in Salesforce or Salesforce 1 app. From there, you can make any necessary additions or adjustments and allocate the leads accordingly.

Are the results accurate?

Yes, with our proprietary transcription process, you can expect consistent and accurate results. Unlike manual input or other methods, our OCR technology ensures high accuracy.

Can I view the contacts in the app?

Yes, the contacts you scan are viewable in the app. You can even export them to your phone's contact list.

Can I associate leads with campaigns and sync them with Pardot?

Yes, you can associate leads with campaigns and sync them with Pardot. This allows you to automate email follow-up on all your event leads.

Is Scan to Salesforce/Pardot free?

Yes, Scan to Salesforce/Pardot is completely free with no use limits or hidden charges.

What do I need to use this app?

In order to use this app, your Salesforce administrator must first install the free Scan to Salesforce app from AppExchange. You can find the app here: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FeFeJUAV

Is Scan to Salesforce compatible with all Salesforce editions?

Yes, Scan to Salesforce is compatible with Professional, Enterprise, Unlimited, Developer, and Essentials editions. It is also Lightning Experience ready.