Using Salesforce to print and scan
RICOH Smart Integration (RSI) Package for Salesforce enables you to easily scan documents to your Salesforce account and it also enables you to print directly from Salesforce.
Application | Feature(s) supported | Feature(s) description |
Salesforce print application(s) | Print from Salesforce (Auth) | Print from your Salesforce account. ‘Auth’ application is an access-controlled folder which will be gated with a login. To access this, you’ll need to log in. If you cannot access, you do not have access rights. |
Salesforce scan application(s) | Scan to Salesforce (Auth) | Scan directly to your Salesforce account. You can convert to other file formats. ‘Auth’ application is an access-controlled folder which will be gated with a login. To access this, you’ll need to log in. If you cannot access, you do not have access rights. |
Get started with Salesforce to print and scan
You must have a Salesforce account to print and scan.
You’ll receive a registration email from info@eu.accounts.ricoh.com once an administrator has registered you.
Follow the link in the email to confirm your User ID and set your password.
If you use your Microsoft Office 365 account as your RICOH Smart Integration credential, select Sign in with Office 365 account.
Set up OAuth for Salesforce to print and scan
You need to set up OAuth authentication to give permissions to Salesforce.
Before you can set up OAuth for Salesforce, you must generate a security token from Salesforce. To do this, you can follow Salesforce’s guidance on resetting your security token.
Now you’ve generated your security token, you can set up OAuth for Salesforce.
Go to the login page.
Enter your User ID and password.
Select Application Settings (General Users) icon
On the left-hand navigation, select External Service Connections.
Go to the Salesforce row and select Configure.
Enter your:
Security Token you obtained previously
Username
Password
Select Confirm.
Return to My Page and check the Salesforce row now says Configured.
Configure settings for Salesforce to print and scan
Go to the login page.
Select the Application Settings (General Users) icon.
Select Application List from the left-hand navigation.
Select Salesforce Package.
The apps you can configure settings for will appear.
Configure settings for Salesforce scan application(s)
You can configure many settings for scan applications. Some useful ones are:
Enter an email notice (subject heading) in the Failure notice Email Subject box. This is the email address which will be automatically notified if the scan function does not work.
Set a default root folder (the administrator may have pre-selected the default root folder).
If you are adjusting the settings for a scan application, you’ll be able to amend the OCR (optical character recognition) setting and language. If enabled, OCR will automatically extract any text or images in a PDF.
Print using Salesforce application(s)
Before you can use Salesforce to print, you must have:
Confirmed your User ID and password.
Set up OAuth for Salesforce.
Configured settings – including specifying a default root folder to print from, and moved any files you want to print to this folder.
Once you have completed the prerequisites above, you are ready to print.
Go to RICOH Smart Integration MFP BrowserNX or the Bookmark cloud icon on the printer’s operation panel.
If this is the first time the MFP is being used, the administrator will need to log on to the MFP using Tenant ID or User ID and Password, or Email address and password. (Once an administrator has logged in to a Tenant on MFP, an administrator from another tenant cannot login to the same MFP).
The administrator will enter the login details.
Select the application you want to print from on the printer’s operation panel. You may need to log in.
Select the file you want to print. The maximum file size to print is 40MB.
Follow the operation panel screen to adjust settings for your print application (for example, number of copies to print).
Some settings might be unavailable to adjust, depending on how the administrator has calibrated the package.
Select the green Start button at the bottom right.
Scan and upload using Salesforce
Prerequisites for using Salesforce to scan
Before you can use Salesforce to scan, you must have:
Confirmed your User ID and password.
Set up OAuth for Salesforce.
Configured settings – including specifying the folder you want to scan to.
Once you have completed the prerequisites above, you are ready to scan.
Go to RICOH Smart Integration MFP BrowserNX or the Bookmark cloud icon on the printer’s operation panel.
If this is the first time the MFP is being used, the administrator will need to log on to the MFP using Tenant ID or User ID and Password, or Email address and password. (Once an administrator has logged in to a Tenant on MFP, an administrator from another tenant cannot login to the same MFP).
The administrator will enter the login details.
Select the application you want to use to scan on the printer’s operation panel. You may need to log in.
Select the file you want to scan. The maximum file size to scan is 40MB.
Follow the operation panel screen to adjust settings for your scan application (for example, the file name or whether to enable OCR).
The maximum file name length is 200 characters. Do not use the following characters: ~"#%&*:<>?/\{|}
Select the green Start button at the bottom right.