Configure Business Card Scan

After you set it up, salespeople can create a new contact or lead in the app by scanning a business card.

Enable Business Card Scanning

Business card scanning is enabled for all geographic regions by default, but you can enable the feature for only specific regions. Here's how:

1. Sign in as the Sales Administrator or as a setup user.
2. Create and enter a publishable sandbox that includes Application Composer.
3. Navigate to Configuration > Application Composer.
4. In the Common Setup Menu, or on the Overview page, navigate to Mobile Application Setup > CX Sales Mobile Composer.
5. In the Application Features pane, click Settings.
6. Expand the Card Scan Settings section.
7. To select specific regions, select them in Regions to Enable Card Scan.
   Note: If you don't select any regions, then the feature is enabled for all regions.
8. Click Save.
9. Test and publish your the settings. See Test Your Configurations or Extensions.

Disable Business Card Scanning

You can disable the business card scanning feature. Here's how:

1. Follow steps 1 to 6 above.
2. Disable the Enable Card Scan option.
3. Click Save.
4. Test and publish the setting. See Test Your Configurations or Extensions.