1. You open the scanner
You open the scanner from your Salesforce Mobile App, your phone’s home screen or your desktop browser. Your camera loads in under a second and you’re ready to capture the first card.
From Salesforce Mobile
You tap the scanner tile inside the Salesforce Mobile App. Your session stays inside Salesforce so you don’t switch context or log in twice.
From your home screen
You added the progressive web app to your phone’s home screen. Your scanner loads instantly, no App Store queue, no IT approval.
From a browser
Your laptop has a webcam? You scan from the browser without installing anything. Your session syncs to the same queue your phone uses.
2. You scan the card
You point your phone at the business card, badge or QR code. Your scanner auto-focuses, crops and extracts the fields in under three seconds, you don’t line anything up perfectly.
Paper business cards
You capture both sides if the card has content front and back. Your scanner merges them into one clean contact.
Event badges
You scan the QR code on a conference badge. Your event API key pulls the full attendee profile, company, title, session attendance, into the contact.
Digital, NFC and QR cards
Your prospect shares a digital card via QR or NFC? Your scanner handles those too, captured into the same clean workflow.
3. Your details come out clean
Your scanner extracts the name, job title, company, phone, email, website and address into labelled fields. You see them all on screen before anything saves.
Smart field detection
You see the right string in the right field without re-mapping. Your scanner knows which numbers are phones vs fax and which strings are titles vs department names.
Multi-language reading
You capture leads at a trade show in Tokyo and the Japanese side of the card reads just as cleanly as the English.
Validation on the spot
Your scanner flags an invalid email or a malformed phone number before you save. You fix it with a tap and move on.
4. You review and edit before you save
You scan a card, you answer three quick qualifying questions, you rate the lead, you tap save. Your record is ready for follow-up before you’ve even left the booth.
Qualifying questions
You configure the questions that matter to your team, budget, timeline, buying stage. Your scanner asks them in the same flow.
Lead rating
You tag a lead hot, warm or cold on the spot. Your follow-up team knows who to call first.
Notes and voice memos
You scribble a note or dictate a voice memo. Your context sits alongside the contact record, not in a separate inbox.
5. Your record lands in your CRM
You tap save and the contact, lead or opportunity lands in your CRM with the right owner, campaign attribution and nurture sequence already firing. Your work is done, your pipeline takes it from here.
CRM record creation
Your scanner creates a Lead, Contact, Account and Opportunity as needed, or updates existing records when a duplicate is detected.
Campaign attribution
Your scanned leads attach to the right Salesforce Campaign automatically. Your exhibition ROI reports just work.
Pardot and nurture triggers
Your Pardot or Account Engagement nurture sequence fires the moment the lead saves. Your first follow-up lands in their inbox within minutes.
