How to Scan Business Cards
Use the Mobile Locker app to scan business cards at events and automatically save contact information to your CRM. This guide walks you through the process step-by-step.
Navigate to Cards and click Scan business card
Once you've accessed the Business Card Scanner, you have three options to proceed:
- Scan with Camera — Use your device's camera to capture a business card in real-time. Position the card clearly in frame and let the app automatically detect and extract the information.
- Select from Photos — Choose a previously saved photo of a business card from your device's photo library. This is useful if you've already photographed cards but haven't processed them yet.
- Set Language — Configure the language settings for OCR (optical character recognition) to ensure accurate text extraction, especially if cards are in a language other than English.
After selecting your preferred method, the app will process the business card and extract contact details such as name, title, company, email, and phone number. Review the extracted information and make any corrections before submitting the contact to your CRM.
If you select Scan with Camera, a permission prompt will appear, and you click Allow.
After granting camera permission, the camera interface will open for scanning
Now you can review and edit what the app captured:
Edit Card Information
At the top, you'll see the photo of the scanned card. Below that are all the fields with the extracted information:
- Check the Info — The app pulled out name, work details, and contact info automatically
- Fix Any Mistakes — Tap any field to edit or add missing information:
- Name (First, Middle, Last)
- Work details
- Contact info
- Add any details the scanner missed
- Hit the Checkmark — When everything looks good, tap the ✓ button to save it
After submitting the card information, a processing screen appears. The app displays a progress indicator showing the extraction and processing status
Once processing is complete, the scanned contact is saved and displayed in your Business Cards library.
A contact will be created in Salesforce, and an attendee will be created for your event in Mobile Locker.