When you meet a lot of people on some conference or another public activity, they give you their business cards, but you don't have a lot of time to look at and remember all of these people. Still, you can store cards in your pocket or wallet and after some time look at them and sort out needed contacts. Then, perhaps, you want to save all the contacts to your enterprise CRM system to make business with these people further.
Usually, you need to enter all of the contacts from all your cards into your system manually. It's not a big deal in case of a few cards, but if you have dozens of them everyday, it becomes a routine that takes time. Our sample provides approach showing how to automate this manual task.
Bot processes existing cards that are stored in the .png format according to predefined templates. After that, all the recognized contacts are collected in a .csv file to be uploaded to Salesforce. Unrecognized contacts which have not been associated with any of the existing templates are collected into another file for manual check. Bot uploads the recognized contacts using a specific Salesforce account with two-factor authentication.
Example Overview Video
See the video showing how our bot works.
Installation and Getting Started
Extract the sample folder and drop it into your default Workspace in WorkFusion Studio (C:\Users\name\workfusion-workspace\rpae_project).
Open the sample in WorkFusion Studio.
Go to Window > Preferences, expand WorkFusion Studio, and select the Secret Vault tab.
Press the Add button and enter salesforce_cred as Alias. Enter the Salesforce username in the Key column, and the Salesforce password in Value.
Press Apply and Close.
Copy input files from the folder imagesto any appropriate folder and edit the following variables:
folder_path– the path to the input files with business cards images