Using ScanSnap with the Quick Menu (for Windows Users)
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Posting to Salesforce Chatter
This section explains how to post a scanned image as a PDF or a JPEG file to Salesforce
Chatter.
ATTENTION
A Salesforce CRM license is required separately.
ScanSnap Manager can link with the following Salesforce editions:
-
Unlimited
-
Enterprise
You need to have .NET Framework 3.0 installed in order to use this function.
Note that .NET Framework 3.0 is also included in .NET Framework 3.5 (SP1 or later). It is
recommended that you use .NET Framework 3.5 (SP1 or later) by updating Windows.
If .NET Framework 4 or later is already installed, you need to install .NET Framework 3.0 separately
because .NET Framework 3.0 is not included in .NET Framework 4 or later version.
A maximum of 100 scanned image files can be posted to Salesforce Chatter at once.
HINT
By registering the scan and save settings as a profile, you can scan documents with the same profile
at any time. For details, refer to
.
ScanSnap Folder can also be used for this operation. For details, refer to
.
JPEG