User Review( votes)
The scan business card feature added as part of release wave 2, allows salespeople to quickly scan business cards using the Quick Create Form. The scanner reads the information from the card and populates the corresponding mapped fields in the record.
Out of the box, it is available in quick create form of lead and contact entity.
To specify the mapping for the business card control fields, navigate to Settings – Customizations and open the Quick Create form and select the Business Card Control and go to the Controls tab for its properties.
Click on the edit icon for the field and specify the mapping.
To enable for entities other than lead and contact, open the quick create form of that entity for customization and select either single or multiple lines of text field as a placeholder and add the business card control to it.
Followed by appropriate mapping of properties to the fields of that entity.
To see it in action let us create a new lead record using it’s quick create form. On click on the Scan Business Card button and selecting an image we get the values populated on the form.
Make sure to enable the free trial of AI Builder.
We can see the business card attached/saved with the record.
This behaviour can be configured.
Navigate to Sales Tab of System Settings
Few points to consider here
- This feature is only available in North America and the EMEA region for now.
- The mapping of address fields is not supported currently.
- The users need to have a Common Data Service User role to use the control.
Hope it helps..