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 scan documents to Salesforce.

In this post, we’ll walk you through the latest updates from Salesforce Summer ’25, explore automation tools like ccScan, and show you how to build a workflow that makes scanning documents to Salesforce smarter, faster, and totally frictionless.

Whether you’re a Salesforce admin, consultant, or operations lead, this guide will help you:

  • Save hours per week on manual uploads

  • Reduce human error and naming chaos

  • Meet compliance and audit trail needs

  • Empower your field and back-office teams

Let’s dive in.

Scanning Documents to Salesforce Is Still a Challenge

Sure, Salesforce is powerful. But when it comes to getting scanned documents into the right record, things can get messy:

  • You scan to desktop, then manually upload to Salesforce

  • You rename files one by one (hopefully with some logic)

  • You drag and drop files to records

  • You lose time, track, and sometimes the file altogether

Now multiply that by 100+ documents per day across departments like HR, Legal, Support, and Field Services. It’s a pain point for everyone.

That’s why Salesforce’s latest updates—plus tools like ccScan—are a game-changer.

What’s New in Salesforce Summer ’25 for Document Scanning?

Salesforce’s Summer ’25 release includes big upgrades for teams that rely on document scanning. Here’s what you need to know:

Intelligent Document Reader (IDR)

Salesforce now offers automated data extraction from scanned files. The Intelligent Document Reader can:

  • Parse PDFs and images using OCR

  • Recognize standard forms and layouts

  • Map data directly to object fields (e.g., Contact, Case, Opportunity)

Perfect for processing invoices, applications, contracts, or intake forms.

Learn more about Salesforce IDR on Trailhead

DocumentScanner API (Mobile)

Need to scan from the field? Salesforce now supports mobile scanning APIs to let users:

  • Capture images using their phone’s camera

  • Upload them directly into Lightning Web Components

  • Attach to a specific Salesforce record in seconds

Great for inspectors, field agents, or anyone who works on the go.

Read about the DocumentScanner API

Einstein OCR & AI Summarization

Einstein now helps parse uploaded documents to:

  • Extract text via OCR

  • Summarize multi-page PDFs

  • Suggest next actions or follow-up items

Imagine uploading a 5-page contract and instantly seeing key terms, dates, and action items extracted right into your Opportunity record.

Improved Upload Security & Permissions

Admins can now set upload permissions via Dynamic Forms and OmniStudio to ensure:

  • Sensitive documents are only accessible to the right users

  • Upload workflows are clean and compliant

Enter ccScan: Automate the Entire Scan-to-Salesforce Workflow

While Salesforce has made great strides, most teams still need a bridge between their scanners and their CRM. That’s where ccScan for Salesforce comes in.

ccScan is a powerful scanning automation tool that lets you:

  • Scan directly to Salesforce records with no manual steps

  • Auto-name files using data fields (e.g., client name, case number)

  • Tag and route documents based on metadata

  • Support multiple record types and object logic

  • Integrate with Salesforce Files or Content Documents

Real World Example: From HR Headaches to Instant Onboarding

Before ccScan:

  • HR scanned new hire documents to a desktop folder

  • Uploaded manually to Salesforce HR App

  • Renamed files one at a time (with frequent errors)

After ccScan:

  • New hire forms are scanned directly into the correct employee record

  • Files are auto-tagged with employee ID and date

  • Entire onboarding doc set is available in seconds

Multiply that across departments and you’re saving dozens of hours per week.

How to Set Up a Smart Scan-to-Salesforce System

Here’s your simple 5-step blueprint:

1. Choose a Scanning Solution That Integrates
We recommend ccScan for native Salesforce integration, OCR, and metadata mapping.

2. Define Document Naming and Folder Logic
Use templates like: 2025_Claim_JohnsonMary_ClaimID4551.pdf

3. Use Metadata or Barcodes for Auto-Routing
Set rules so documents route to the right object (Case, Account, Contact, etc.) based on tags.

4. Enable OCR for Searchability
Every document should be full-text searchable once it’s in Salesforce.

5. Train Users and Set Role-Based Access
Keep it simple for users. Use permissions to ensure compliance and data security.

[[H2]] Best Use Cases: Where Scan-to-Salesforce Shines

  • Support Centers: Scan tickets, emails, and attachments directly to Cases

  • HR Teams: Upload and organize employee forms securely

  • Legal & Compliance: Auto-archive contracts with audit trails

  • Field Services: Mobile scan inspection reports or signed documents

  • Insurance & Claims: Fast intake and processing from physical forms

Final Thoughts: Let 2025 Be the Year You Kill the Upload Drag

Manual uploads are time-consuming. Scanned PDFs without OCR are useless. And chasing files down across SharePoint, email, and local folders is a productivity killer.

Salesforce is finally building document automation into its core platform—but to get the full benefit, you need a scanning system built for Salesforce. That’s where ccScan shines.

So if you’re ready to finally streamline how your team scans documents to Salesforce, starts with:

  • OCR

  • Auto-tagging

  • Secure uploads

  • Direct record assignment

…and ends with no more “scan_final_FINAL_revised_v3.pdf.”