Xerox® Connect App for Salesforce: Efficiency counts! This app enables Salesforce users to scan and save new information, check leads, print sales documentation, and manage their documentation with total ease-of-use – all from the MFD, transforming your printer into a true digital workplace assistant.
Xerox Connect App for Salesforce
Connect for Salesforce is a Xerox® connector app linking users directly to the market-leading customer relationship management (CRM) platform. Reduce the need to manually enter data into your CRM by instantly digitizing and organizing your most important client documents for timely review and follow-up.
Use this app to easily access and search documents within your Salesforce account for printing or scan hardcopy documents into account folders right at the device. Users must have an existing Salesforce account. Supported file formats for print and searching include: PDF, JPEG, TIFF, XPS. Supported output file formats for scan: PDF, XPS, TIFF and JPEG.