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 [...]
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 [...]
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 [...]
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 [...]
Google Drive Organization Hacks: Use Metadata, OCR, and ccScan Like a Pro
Let’s start with a confession: no matter how pretty your Google Drive looks today, it’s probably a dumpster fire tomorrow. Before you know it, the "April 2023 Invoices" folder is spilling over, a colleague renamed a scanned file to “scan_00789.pdf,” and good luck finding the latest version of that contract. If searching for your own [...]
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 [...]