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P3PC-3812-01ENZ0 Salesforce Chatter Add-in User ’ s Guide ScanSnap N1800 Network Scanner ...
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2 Contents Introduction ......................... ......................................................... 4 ■ About This Manual .. .................................... ......................... 4 ■ Opening Help ................. .............................. ......................... 5 Chapter 1 Overview ..................................... ...
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4 Introduction Thank you for using the Salesforce Chatter Add -in. This manual aims to provide administrators and regula r users with an overview of the Salesforce Chatter Add-in, and instructions on its installation, uninstallation, and operations. We hope that this manual will provi de you with useful information in order to utilize the Salesforc ...
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5 Screen Examples in This Manual The screen examples in this manual a re subjec t to change without notice in the interest of product improve ment. The actual windows and operatio ns may differ depending on the operation method. If the actual screen differs fro m the screen examples in this manual, operate by following the actual displayed screen. ...
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6 Chapter 1 Overview This chapter provides an overview of the Salesforce Chatter Add-in. 1.1 Features of the Salesforce Cha tter Add-in ........................................ ................... 7 1.2 System Requirements .................................................... ........................................ 8 ...
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7 1.1 Features of the Salesforce Chatter Add-in The Salesforce Chatter Add-in is an app lication used for posting scanned data to Salesforce Chatter. Posting scanned data to Salesforce Chatter enables sca nned data to be viewed from anywhere at anytime by logging into Sa lesforce Chatter via a Web browser. For details about how to install and unins ...
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1.2 System Requirements 8 1.2 System Requirements The Salesforce Chatter Add-in runs under t he following conditions: Access to the Internet must be possible for using t he Salesforce Chatter Add-in and posting to Salesforce Chatter. A Salesforce account that is enabled for posting to Salesforce Chatter must be created in advanc e. Scanner System V ...
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10 Chapter 2 Inst allation/Uninst allation This chapter explains how to in stall and uninstall the Salesforce Chatter Add-in. For details about operations of the ScanSnap N18 00, refer to the Operator’s Guide of the scanner model. 2.1 Installing the Salesforce Chatter Add-in ....................... ...................................... 11 2.2 Un ...
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11 2.1 Installing the Salesforce Chatter Add-in The Salesforce Chatter Add-in can be in stalled by selecting "NetScanner_ScanToSalesforce_1.1.1" on the [Add-in Software] window, and pressing the [Install] button. When the Salesforce Chatter Add-in is installed , "ScanToSalesforce" is shown in the list. Ce ntral Admin Console &qu ...
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2.1 Installing the Sale sforce Chatter Add-in 12 On the regular user’s [Main Menu] and [J ob Menu] win dow, the [Scan to Salesforce Chatter] button is shown. Example: On the [Main Menu] win dow, the button is shown as below. There is no need to configur e an Add-in settings file or set whether to show the keyboard. The keyboard can be sh own rega ...
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Fujitsu N1800 - page 13
13 2.2 Uninstalling the Salesforce Chatter Add-in The Salesforce Chatter Add-in can be uninstalled by se lecting "ScanToSalesforce" on the [Add-in Software] window, and p ressing the [Uninstall] button. When the Salesforce Chatter Add-in is uninstalled, "ScanToSalesforce" is deleted from the list. User information for the Salesf ...
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Fujitsu N1800 - page 14
14 Chapter 3 Regular User Operations This chapter explains regula r user operations after the Salesforce Chatter Add-in is installed. For details about operations of the ScanSnap N18 00, refer to the Operator’s Guide of the scanner model. 3.1 Posting the Scanned Data to Salesforce Chatte r ............................................... 15 ...
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15 3.1 Posting the Scanned Da ta to Salesforce Chatter Post the scanned data to Salesforce Chatter. Up to 100 files can be poste d 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 appe ars. When the following conditions are satisfie ...
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3.1 Posting the Scanned Data to Salesforce Chatter 16 2. Enter a user name and password fo r 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 be fore , you can select the previously used user name fr om the [Acco unt ...
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17 3. Press the [OK] button. D The [Scan to Salesforce Chatter] window app ears. To change the scan settings, press for [Scan Settings]. For details, refer to the Operator’s Guide of the Sca nSnap N1800. ...
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3.1 Posting the Scanned Data to Salesforce Chatter 18 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 , and enter a message on the [Chatter Information] window. z For [Post as an attachment], messages cannot be posted. 5. ...
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19 6. Press for [Object]. D The [Object Selection] window appears. 7. Select an object for a destination. D In [Destination List] on the [Destinatio n Se lection] window, a list of destinations are shown according to the selected object. 8. Select a destination in [Destinatio n List], and pres s the [OK] button. D The selected destination is shown ...
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3.1 Posting the Scanned Data to Salesforce Chatter 20 9. For [File Name], enter a file name for the scanned data to be posted to Salesforce Chatter. 10. Press the [Scan] button. When [Scan Viewer] is [Off], press the [Scan&Post] button. D The scanning starts. D The procedures after scanning o r for viewing the scanned data are the same as when ...
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z The contents of this manual are subject to change without notice. z PFU LIMITED assumes no liability for incidental or consequential damages arising from t he use of this Product, and any claims by a third party. z Copying of the contents of this ma nual, in whole or in part, as well as the scanner applications is pr ohibited under t he copyright ...
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