P3PC-3812-01ENZ0 ScanSnap N1800 Network Scanner Salesforce Chatter Add-in User’s Guide
Contents Introduction .................................................................................. 4 ■ About This Manual ............................................................... 4 ■ Opening Help ........................................................................ 5 Chapter 1 Overview ................................................................. 6 1.1 Features of the Salesforce Chatter Add-in .................... 7 1.2 System Requirements ...........................................
Introduction Thank you for using the Salesforce Chatter Add-in. This manual aims to provide administrators and regular users with an overview of the Salesforce Chatter Add-in, and instructions on its installation, uninstallation, and operations. We hope that this manual will provide you with useful information in order to utilize the Salesforce Chatter Add-in. Trademarks Salesforce, the Salesforce logo, and Salesforce CRM are registered trademarks or trademarks of salesforce.com, inc.
This symbol is used to indicate information about administrator operations. Each operation method is indicated by the following symbols: z Administrator operating via the LCD touch panel. z Administrator operating via the network interface using the Network Scanner Admin Tool. Admin z Central Console Administrator operating via the network interface using the Scanner Central Admin Console. This symbol is used to indicate information about regular user operations.
Chapter 1 Overview This chapter provides an overview of the Salesforce Chatter Add-in. 1.1 Features of the Salesforce Chatter Add-in ........................................................... 7 1.2 System Requirements ............................................................................................
1.1 Features of the Salesforce Chatter Add-in The Salesforce Chatter Add-in is an application used for posting scanned data to Salesforce Chatter. Posting scanned data to Salesforce Chatter enables scanned data to be viewed from anywhere at anytime by logging into Salesforce Chatter via a Web browser. For details about how to install and uninstall the Salesforce Chatter Add-in, refer to "Chapter 2 Installation/Uninstallation" (page 10).
1.2 System Requirements 1.2 System Requirements The Salesforce Chatter Add-in runs under the following conditions: Scanner ScanSnap N1800 System Version ss001 01.01.01.0046 or later Access to the Internet must be possible for using the Salesforce Chatter Add-in and posting to Salesforce Chatter. A Salesforce account that is enabled for posting to Salesforce Chatter must be created in advance.
Chapter 2 Installation/Uninstallation This chapter explains how to install and uninstall the Salesforce Chatter Add-in. For details about operations of the ScanSnap N1800, refer to the Operator’s Guide of the scanner model. 2.1 Installing the Salesforce Chatter Add-in............................................................. 11 2.2 Uninstalling the Salesforce Chatter Add-in ........................................................
2.1 Installing the Salesforce Chatter Add-in Central Admin Console The Salesforce Chatter Add-in can be installed by selecting "NetScanner_ScanToSalesforce_1.1.1" on the [Add-in Software] window, and pressing the [Install] button. "1.1.1" in the name of the file to be installed indicates the version. The version may change when a new file is provided for the Salesforce Chatter Addin. When the Salesforce Chatter Add-in is installed, "ScanToSalesforce" is shown in the list.
2.1 Installing the Salesforce Chatter Add-in There is no need to configure an Add-in settings file or set whether to show the keyboard. The keyboard can be shown regardless of the [Show On-Screen Keyboard] setting. On the regular user’s [Main Menu] and [Job Menu] window, the [Scan to Salesforce Chatter] button is shown. Example: On the [Main Menu] window, the button is shown as below.
2.2 Uninstalling the Salesforce Chatter Add-in Central Admin Console The Salesforce Chatter Add-in can be uninstalled by selecting "ScanToSalesforce" on the [Add-in Software] window, and pressing the [Uninstall] button. When the Salesforce Chatter Add-in is uninstalled, "ScanToSalesforce" is deleted from the list. User information for the Salesforce Chatter Add-in is not deleted.
Chapter 3 Regular User Operations This chapter explains regular user operations after the Salesforce Chatter Add-in is installed. For details about operations of the ScanSnap N1800, refer to the Operator’s Guide of the scanner model. 3.1 Posting the Scanned Data to Salesforce Chatter...............................................
3.1 Posting the Scanned Data to Salesforce Chatter Post the scanned data to Salesforce Chatter. Up to 100 files can be posted to Salesforce Chatter at one time. 1. On the [Main Menu] or [Job Menu] window, press the [Scan to Salesforce Chatter] button. D The [Salesforce Authentication] window appears. When the following conditions are satisfied, Salesforce authentication is performed for the previously used Salesforce account and the [Scan to Salesforce Chatter] window appears.
3.1 Posting the Scanned Data to Salesforce Chatter 2. Enter a user name and password for logging into Salesforce. When you are logged into the scanner with an account other than a guest account, select whether to remember the password. If you have logged into Salesforce before, you can select the previously used user name from the [Account List] window, which is shown by pressing 16 .
3. Press the [OK] button. D The [Scan to Salesforce Chatter] window appears. To change the scan settings, press for [Scan Settings]. For details, refer to the Operator’s Guide of the ScanSnap N1800.
3.1 Posting the Scanned Data to Salesforce Chatter 4. Press for [Method], and select a method for posting scanned data. z For [Post to Chatter], select whether to post with a message for [Post Message]. To post a message, press window. , and enter a message on the [Chatter Information] z For [Post as an attachment], messages cannot be posted. 5. Press for [Post to]. D The [Destination Selection] window appears.
6. Press for [Object]. D The [Object Selection] window appears. 7. Select an object for a destination. D In [Destination List] on the [Destination Selection] window, a list of destinations are shown according to the selected object. 8. Select a destination in [Destination List], and press the [OK] button. To filter destinations to be shown in the destination list, enter a search string in [Search Keyword], and press . Destinations containing the search string are shown.
3.1 Posting the Scanned Data to Salesforce Chatter 9. For [File Name], enter a file name for the scanned data to be posted to Salesforce Chatter. z The following file names cannot be used: z CON z PRN z AUX z CLOCK$ z NUL z COM0 - COM9 z LPT0 - LPT9 z The following symbols cannot be used: \/*":<>?| On the [File Name] window which is shown by pressing default file name format can be selected. for [File Name], a 10. Press the [Scan] button. When [Scan Viewer] is [Off], press the [Scan&Post] button.
ScanSnap N1800 Network Scanner Salesforce Chatter Add-in User’s Guide P3PC-3812-01ENZ0 Issue date June 2011 Issued by PFU LIMITED zThe contents of this manual are subject to change without notice. zPFU LIMITED assumes no liability for incidental or consequential damages arising from the use of this Product, and any claims by a third party. zCopying of the contents of this manual, in whole or in part, as well as the scanner applications is prohibited under the copyright law.
