ccScan Blog

ccScan Blog2017-06-22T08:46:34-07:00

How to Scan Documents to Salesforce in 2025: Smarter, Faster, and Fully Automated

If your team is still manually uploading scanned documents into Salesforce—naming files one by one and sorting folders like it’s 2012—we need to talk.Because in 2025, Salesforce has leveled up document processing in a big way. From AI-powered extraction to mobile scanning and cloud-integrated uploads, there's never been a better time to rethink how you [...]

By |August 29th, 2025|Business Efficiency, ccScanSalesforce, Document management|Comments Off on How to Scan Documents to Salesforce in 2025: Smarter, Faster, and Fully Automated

Digital Public Infrastructure & Records: Why Scanning Is Core to Government Modernization

Digital Public Infrastructure (DPI) might sound like the kind of jargon you'd hear in a UN roundtable—but in reality, it affects everything from how citizens access social services to how fast your agency responds to a license request. At the heart of DPI is something surprisingly simple: the humble document.If your government office still relies [...]

By |July 31st, 2025|Business Efficiency, Document management, Government Document solutions|Comments Off on Digital Public Infrastructure & Records: Why Scanning Is Core to Government Modernization

Avoiding the Archive Abyss: How to Implement Searchable Digital Records in Government Offices

Let’s face it—government offices are drowning in paper. Filing cabinets are bursting, basement archives are stuffed with decades-old permits, case files, and citizen forms. And when someone needs a record from 2013? Cue the manila-folder treasure hunt.But there’s a better way.Searchable digital records aren’t just about saving space. They’re about saving time, complying with public [...]

By |June 30th, 2025|Document management, Government Document solutions|Comments Off on Avoiding the Archive Abyss: How to Implement Searchable Digital Records in Government Offices

Building Scalable Admin Frameworks: Structure Salesforce for Ops‑Heavy Teams

 Here’s a secret: Salesforce is only as good as your admin setup. For ops-heavy teams processing invoices, contracts, HR files, or support docs daily, a slick framework is the difference between systematic efficiency and chaos central.In this post, we’ll walk through how to architect a Salesforce environment that:Scales with your teamReduces manual heavy-liftingIntegrates smart document [...]

By |June 30th, 2025|Business Efficiency, ccScanSalesforce, Document management|Comments Off on Building Scalable Admin Frameworks: Structure Salesforce for Ops‑Heavy Teams

Confessions of a Salesforce Admin: I Used to Manually Upload Every PDF

Let me paint you a picture. It’s 8:37 AM. I’ve just logged into Salesforce, coffee in hand, already 7 tabs deep. And what’s staring back at me? A flood of new case records—each with its own poorly named file, a blurry scan saved as “scan1234_final_final_v2.pdf.” I sigh, again. Another day of dragging, dropping, and renaming.As [...]

By |May 22nd, 2025|Business Efficiency, Business Landscape|Comments Off on Confessions of a Salesforce Admin: I Used to Manually Upload Every PDF
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