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ccScan -- Import, Scan, Store, Identify, Classify, Automate -- Intelligently

Scan and Import Documents to Salesforce Automatically

$842   USD/user/year

Discounts available for nonprofits

Industries
Horizontal Product
Business Need
Sales
Productivity
IT & Administration
Requires
Sales Cloud
Compatible With
Sales Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
Windows 10 & 11, 4-8+ GB RAM, TWAIN scanner or Multi-Function Printer to scan to Salesforce. Alternatively Import PDF documents directly and automatically to Salesforce. On a Mac run ccScan in a Windows Virtual Machine: Fusion, Parallels or Boot Camp.

App Details

Supported Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Lightning Ready
Languages
English
This solution is API only and doesn't have an interface

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/12/2012

Additional Details

♦ Scan or import documents to Salesforce Attachments, Chatter or Content using automatically extracted data to identify, lookup record and populate fields. Use Lightning or Classic. ♦ Scan or import invoices and attach them to custom Purchase Order records using the automatically extracted PO number for record lookup. ♦ Run unattended jobs to import electronic faxes and attach them automatically to existing or newly created Salesforce records. ♦ Create PDF Attachments from scanned or imported documents and update fields with information extracted from the document in a single, fully automated step. ♦ Use database lookup to retrieve key data to populate fields or lookup records in Salesforce. ♦ Use intelligent technologies such as Barcode Detection, Zonal OCR and text pattern search with Regular Expressions to automate uploading, updating and creating Standard and Custom records and objects. Also store and access Attachments in Google Drive. ♦ Start saving time and money immediately with hands free automated set-it-and- forget-it set up. ♦ Experience exceptional customer service Free, fully functional 30-day Trial and complimentary one on one demo

Need help?

Capture Components LLC

San Juan Capistrano, CA, USA

ccScan support is usually available within a few business hours. For references on our support, please see our product reviews in the AppExchange. Questions? contact us for a quick answer: Support@CaptureComponents.com

Support Phone415-286-1127