Posting to Salesforce Chatter

This section explains how to post a scanned image as a PDF or a JPEG file to Salesforce Chatter.
  • A Salesforce CRM license is required separately.
  • ScanSnap Manager can link with the following Salesforce editions:
    • Unlimited
    • Enterprise
  • A maximum of 100 scanned image files can be posted to Salesforce Chatter at once.
  • [Scan to Salesforce Chatter] is not available in a proxy environment that requires authentication upon connecting to the Internet.
  1. Click the [Scan to Salesforce Chatter] icon Scan to Salesforce Chatter in the Quick Menu.
    • The [Scan to Salesforce Chatter - Login] window appears.
  2. Enter your user name and password, and then click the [OK] button.

    Enter a security token if needed.

    Scan to Salesforce Chatter - Login

    If the computer is shared with other users, the shared environment automatically allows other users to log into Salesforce when the [Save user account information] checkbox is selected.

    To prevent this from happening, do not select the [Save user account information] checkbox.

    • The [Scan to Salesforce Chatter] window appears.
  3. Check the scanned image in the preview area.

    You can configure the settings for scanning to Salesforce Chatter in the [Scan to Salesforce Chatter] window.

    For details about the [Scan to Salesforce Chatter] window, refer to the ScanSnap Manager Help.

    Scan to Salesforce Chatter
  4. Click the [Post] button.
    • Posting to Salesforce Chatter starts.
  5. Click the [Close] button to close the [Scan to Salesforce Chatter] window when the posting is completed.
    Scan to Salesforce Chatter

    Salesforce does not start up after the posting has completed. To check the saved scanned image file, start a web browser and log into Salesforce.

  • You cannot start scanning after the Quick Menu is displayed and before the [Scan to Salesforce Chatter] window is closed. Close the [Scan to Salesforce Chatter] window before scanning the next document.
  • Do not move, delete, or rename scanned images using other applications while the Quick Menu is displayed.