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ccScan -- Import, Scan, Store, Identify, Classify, Automate -- Intelligently
Scan and Import Documents to Salesforce Automatically
- Industries
- Horizontal Product
- Business Need
- SalesProductivityIT & Administration
- Requires
- Sales Cloud
- Compatible With
- Sales Cloud
Move scanned or imported documents to Salesforce automatically. Find records, populate fields, create new records. Hands off! FREE 30 day Trial (fully functional) Watch a recorded Demo Release #66 October 28, 2024


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Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales Cloud
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
App Details
- Supported FeaturesLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.
- Lightning Ready
- Languages
- English
- This solution is API only and doesn't have an interface
Security
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