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

Scan and Import Documents to Salesforce Automatically

Overview

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 #72 May 24, 2026

See How ccScan -- Import, Scan, Store, Identify, Classify, Automate -- Intelligently Works

→ Capture, scan & import digitized documents directly Salesforce with no extra steps saving massive amounts of time and effort. Our customers typically have the ccScan for Salesforce license investment pay for itself in a matter of weeks or even days!
→ Quick to set-up and intuitive to use, ccScan is user friendly regardless of your technical expertise. Scan or Import documents to Salesforce effortlessly. Administrator modes allow for advanced users to setup and lock complex processes from users.
→ With ccScan you can eliminate manual steps and automate job, processing documents with minimal or no human activity beyond setup. Our software comes equipped with Barcode and OCR capabilities to further speed digitization, data access and archiving.

♦ 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