Automate Your Document Digitization into Salesforce

Tired of wasting time uploading, organizing, and tagging documents manually in Salesforce? ccScan for Salesforce transforms that tedious process into a smooth, automated workflow—saving your team time, money, and headaches.

Scan or import documents directly into Salesforce with no manual steps. ccScan automatically identifies, classifies, and routes each document to the right location—whether that’s Attachments, Files, Content, Chatter, or even custom objects and fields!

✔ Import hundreds—or thousands—of documents at once
✔ Auto-populate custom fields and update records on the fly
✔ Seamless compatibility with Salesforce Group, Professional, Enterprise, and Unlimited editions
✔ No per-user fees—built to scale with your team

Regardless of the type of document you are processing and digitizing, ccScan gives you a hands-free, rule-based engine to take care of it all—so you and your team can focus on what matters.

One tool. One click. One less thing to worry about.

A Detailed 5 minute walk-through of the features

ccScan Advanced for Salesforce

ccScan Advanced for Salesforce provides the power of fully automated and unattended importing – complete with automatic naming of files – of any paper document.

Any office, either paper-based or paperless, looking to automate their system will benefit from its smart processing and intuitive capabilities. ccScan Advanced features are based on sophisticated technologies such as barcode detection, OCR, and Text Pattern search and extraction with Regular Expressions and conditional Rules. Please see a detailed list of features below:

Lookup or Create Salesforce Records

ccScan enables you to easily search Salesforce records in order to attach documents using SOQL (Salesforce Object Query Language) queries. ccScan Advanced offers several search and creation methods, including automatic capabilities based on detected barcode values or found from patterns in text extracted with OCR (optical character recognition). You are able to even drag & drop URL addresses of Salesforce detail pages open in your browser directly to ccScan, instead of using its lookup functions.

ccScan provides highly efficient features for scanners with a large document feeder. It enables you to separate multi-page documents automatically with barcode pages included with ccScan or if you prefer create your own. Each resulting document can be uploaded as a Salesforce Attachment, to a specific Library in Salesforce Content, or a specific folder in Salesforce Documents.

With ccScan Advanced Edition, automatically populate input fields such as description and keywords using text extracted from selected portions of the scanned or imported images. Use the optional OCR Engine with the Standard Edition to manually sweep data into custom columns or fields. Permanently redact and annotate the pages of a document before storing it.

With ccScan, you can scan or import documents as Salesforce Attachments directly into the Notes & Attachments section of any Standard or Custom record. It permits you to search, access, and apply settings such as document name, description, and privacy.
In addition to selecting a Library in Salesforce Content, ccScan permits you to search and edit a wide-variety of Content settings for any scanned or imported document, including document title and description, amongst a multitude of others.

Documents can also be stored in Salesforce Chatter, the industry-leading social network that provides unparalleled collaboration and syncing.

Finally, along with selecting or creating a folder in Salesforce Documents, ccScan supports the majority of settings that can be applied to scanned or imported documents. When creating new or updating existing documents, the input fields can be entered explicitly or fully automated through macros and barcodes. During job setup, choose the input fields to be utilized and hide those of no interest.

Everything is fully customizable, with as much or as little automation as you want.

ccScan utilizes the widely recognized and compatible PDF (Portable Document Format) parameters. Everyday documents are stored for quick and easy retrieval using the standard PDF format. In order to guarantee future integrity and accessibility, it uses the archive quality PDF/A-1b format for long-term storage.

ccScan Advanced includes an OCR engine to convert scanned images to PDF with searchable text, while keeping the original document appearance. An optional OCR engine is available for ccScan Standard.

ccScan provides powerful bulk importing functionality. Using wildcards (search specifications) to select document names and/or file extensions from a local folder, ccScan will automatically search for, identify, and export all applicable files into Salesforce Documents. For example, you may select TIF or GIF files with the letter X in the second filename position by using a wildcard specification of ?X*.?if and enabling Recursion.

ccScan will navigate all folders below the initial folder and import all files meeting your search specifications. Import any PDF, JPEG, TIF, PNG, BMP or DCX document types, in addition to any other file format accepted by Salesforce.

When the Startup Wizard is complete, ccScan is ready-to-use with a set of default jobs. Jobs can easily be customized to process recurring scanning or import tasks with minimal clicks to save time and reduce the potential of input errors. On a per-job basis, decide which scanner and import fields the user should enter, set those defaults, and provide details for fields not shown.

Security is paramount in the digital world, and ccScan takes the security of you and your business very seriously. ccScan does not locally store any Salesforce usernames or passwords by default. Your documents and settings are transferred directly from your PC to Salesforce without first uploading them to any intermediate web servers. Documents are safeguarded with Secure Hypertext Transfer over Secure Sockets Layer (SSL) while transferring to and from the Cloud provider. All jobs are fully protected by password and powerful built-in .Net encryption.

A password-protected setup mode is provided to allow administrators to manage creation and setup of all jobs within the network. For smaller operations, the administrator and user are typically the same person. A daily audit trail is maintained in friendly XML or JSON to keep track of all scanning and import activity. Administrators can easily switch between multiple Salesforce Orgs, and edit a variety of parameters, such as allowing an automatic login to Salesforce or requiring an explicit login at each session. Total control is in your hands.

  • Database Lookup – Automatically connect to any ODBC compliant database to query and return one or more fields for population of Cloud provider document and folder names and fields or custom objects.
  • Zonal OCR – Enhanced OCR extraction accuracy by setting up zones around key word, numbers or text areas, then automatically populate fields, objects or document names and folders.
  • Achieve even more precise extraction by using Regular Expressions in OCR zones.
  • Improved and completely unattended automatic importing, indexing and exporting to the Cloud
  • Updated document separation methods
  • New and improved Regular Expression and field macros
  • Improvements in OCR engine
  • New and updated Cloud provider capabilities
  • Software maintenance and Major/Minor version upgrade included in new price
  • Basic startup assistance included. Extended startup, workflow design or job support available from Professional Services
  • Generate unattended jobs to import fax files to automatically selected folders. ccScan ensures those documents are appropriately named based on information extracted from barcodes and text pattern searches obtained through OCR (optical character recognition).
  • Create Attachments from scanned paper or imported PDF documents. ccScan can automatically update the parent record fields with information extracted from the attached document.
  • Run unattended jobs to import electronic documents or faxes and automatically attach them to new or existing Salesforce accounts. ccScan will determine the corresponding record by text taken from barcodes or pattern searches in the document.
  • Scan invoices and automatically attach them to custom Purchase Order records based on the retrieved purchase order number.
  • Scan documents and automatically populate custom fields in Content Libraries.
  • Use ccScan in a wide range of business processes where opportunities for automation and better time management are present.
  • Export documents directly to Chatter to preview quickly on your mobile phone or tablet with minimum navigation.

ccScan Advanced

$7016*
  • /user/month( $842 billed annually)
Purchase Today!

(Remember to use the 15% off Discount code you received from your Salesforce Consultant)

scanning software for salesforce.

A Quick, Complete 5 Minute System Walkthrough with Sean Dillman

“I love this product! It has cut down so much on time spent organizing files and the amount of paper we have to use. Monte is amazing and always answers my calls and emails immediately. He’s easy to talk to and is really helpful with any issues I come across.

north star fundKate Coley North, Star Fund

“We couldn’t be more impressed with the exceptional support provided by the CCscan team. Their responsiveness and expertise have been invaluable in helping us maximize the potential of the application. Whenever we’ve encountered challenges, their team has gone above and beyond to provide quick and effective solutions. It’s rare to find such a reliable and customer-focused vendor, and we are truly grateful for their dedication to our success.

Mike Gatto, IT Business Systems Analyst, Flexco Fleet Services

“Monte and the entire team at ccScan have been absolutely fantastic to work with. Their application has been a game-changer for us, saving an incredible amount of time and significantly improving our workflow. We’ve been using ccScan for several years now, and its reliability and efficiency have exceeded our expectations. It has streamlined our processes, making document management smoother and faster than ever. We truly appreciate the value it brings to our operations and can’t emphasize enough how much we love this product! Thank you, ccScan team, for your continued excellence and support!

Irene Olan , International Christian College and Seminary

“Great experience! The implementation team is really good, and accommodating. I highly recommend this system”

John Delaney, COO , Progress House

“This app is awesome! My nonprofit was in the “throws” of going paperless and this app, as well as the helpful and courteous staff’s can-do attitude, made it a reality for our organization.

They are happy to help you with any configuration assistance to get you up and rolling. Scan double sided, customized bar codes, direct to desired Salesforce ID and Google Docs are just a few of the features – where is the 6 star rating? Purchase with confidence my friends!

midtown assistance centerMitchell Parsons, Midtown Assistance Center

“Everything we wanted and more!
ccScan does everything we need it to do and so much more. Couldn’t be happier. We had a test environment setup and functional in less than 30 minutes, at a fraction of the cost of the competitors. Just an email or a phone call away, I was in good hands and had all my questions answered quickly ”

Jay Sallafranque, Systems Administrator , Montreal Pembroke Management Ltd.

“Very powerful and flexible package – outstanding support!

ccScan worked very well and integrated with Box, Dropbox and Salesforce cleanly. There are lots of options and configurable parameters, but the defaults are good enough that you can get up and running quickly. Pre-sale support was fantastic, very helpful and knowledgeable”

Ned Martini , Fine Arts Museum of San Francisco

“Each year during the month of August and September, we send and receive over 20,000 documents as part of our customers annual contract renewals. Last year it took our admin team 9 months to scan each document individually and attach them to the appropriate account in Salesforce. With ccScan’s ability to do bulk scanning along with the OCR capabilities, our CSR’s have adopted a process to collect them in a daily batch and scan them at the end of each day. Rather than taking months, it now takes minutes. As a result, all of our customers data and contract information is now at our CSR’s fingertips. Gone are the days of needing to dig through stacks of paperwork. Kudo’s to the team at Capture Components, this products has proven it’s value 10x over.

Jim Carey, Landmark Services Cooperative