Create Leads and Accounts with Magic Snap

Turn a photo of a business card or a company sign, or a short description, into a Salesforce Lead or Account and Contact.

Magic Snap turns a photo into Salesforce records. Photograph a business card at a trade fair, a shop sign or the lettering on a company van, check what the AI read, and save it as a Lead or as an Account with a Contact. It works on a phone and on a desktop.

Before you start#

Your admin must have added the Magic Snap component (magicSnap) to an app page, the Home page or a record page in Lightning App Builder, or created a Lightning component tab for it. For the Salesforce mobile app, the admin also adds that tab to the mobile navigation. See Add components to pages.
You need the AI_Engine_User permission set. The AI_Engine_Admin permission set alone is not enough for Magic Snap.
You need permission to create the records Magic Snap saves: Leads, or Accounts and Contacts, plus Tasks and Salesforce Files. Fields you are not allowed to fill in are left empty on the new record.
On a phone, allow the browser or app to use the camera. Allowing location is optional.

Snap and analyse a photo#

Open Magic Snap.
Choose a source:
- Take photo: opens the camera on a phone or tablet.
- From gallery: pick a photo you took earlier.
Optionally, fill in Note about the conversation (optional), for example "Met at the fair, purchasing manager, wants a quote in Q3". Click the microphone to dictate the note instead of typing.
Click ◈ Analyze photo.

When you take a photo with the camera and allow location, the photo shows ◉ location attached. The approximate location helps the AI identify the right company. Photos from the gallery are sent without a location.

If the photo shows several business cards, Magic Snap reads each legible card and puts them all in the queue described under Snap several cards in a row below.

Find companies from a description#

Without a photo, click Describe (find companies by text), type at least five characters describing what you are looking for, for example "furniture manufacturers in Chelm, Poland", and click Find companies. The AI searches the web and suggests up to five matching companies. Click Find more for further suggestions.

To type everything yourself, click or enter details manually →.

Review the details#

Magic Snap shows what it found. Check every field before saving.

Several companies detected — which one?: if the photo or search matched more than one company, pick the right one.
◈ Possible existing records: records in Salesforce that may be the same company or person. To add the person to an existing account, select that account; the note Contact will be added to the selected Account. appears.
Lead or Account + Contact: choose what to create.
Company and Person: edit any field. Company fields include name, website, email, phone, address, country and industry. Person fields include first and last name, title, email, mobile and phone.
Note summary: a summary of your note, with a suggested next step.
Additional required fields: if your org requires fields that Magic Snap could not fill, they appear here when you try to save. Complete them and save again.

Research the company#

After a photo is analysed, a company is found from a description or you pick another company, Magic Snap researches the company on the web automatically and shows the result under AI Company Research. If no research is shown, for example because you entered the details manually, click ◎ Research this company. The research:

Writes a company profile with an assessment of how well the company fits your company's playbook, recommendations, publicly listed contact people, likely competitors and risk signals. This text is saved to the record description.
Fills in company phone, email and address fields that are still empty, from officially published details. It does not overwrite what is already there.
Suggests follow-up tasks under Suggested tasks. Ticked tasks are created when you save; untick the ones you do not want.

Save#

Click the save button. Its label depends on your choice: Save as Lead, Save Account + Contact or Add Contact to Account. To go back to the photo, click ← Back.

When the record is saved, you see Lead created! or Account saved! with buttons to open the new records. Click New snap to start again.

On save, Magic Snap:

Creates the Lead, or the Account and Contact.
Saves the note summary and any company research in the description of the new Lead or Account. When you add a Contact to an existing Account, the Account's description is not changed.
Creates the ticked suggested tasks and, when you added a note, a follow-up task due in three days.
Attaches the photo to the Lead or Account as a Salesforce File.

New Leads get the lead source Other.

Snap several cards in a row#

After a fair, you can photograph a stack of business cards and save them together as Leads.

After analysing a photo, click ⊕ Add to queue & snap next instead of saving.
Snap the next card. A badge shows how many snaps are waiting, for example 3 in queue — review & save.
Click the badge to see Queued snaps. Tap a row to review it on its own, or ✕ to remove it. Click Add more to continue snapping.
Click Save all as Leads.

Snaps saved with Save all as Leads are saved without company research or suggested tasks. To add those, open a row, review it and save it on its own. The queue is kept only while Magic Snap stays open; leaving the page clears it.

Good to know#

Photos are reduced in size before they are sent to the AI. A sharp, straight, well-lit photo gives the best result.
The photo, your note and, if allowed, your approximate location are sent to your AI provider for analysis. Company research sends the company name, website and city to the provider's web search.
Describe, Find more and company research use web search. If your org uses Azure OpenAI, web search needs a separate OpenAI connection set up by your admin. See Web Check and Company News.
If research fails, the card shows Research unavailable: with the reason. You can still save the record.

Troubleshooting#

"You do not have permission to use AI Engine. Contact your administrator.": ask your admin to assign the AI_Engine_User permission set.
Fields are empty or wrong: the photo is blurry, taken at an angle or in poor light. Retake it flat and in good light, or correct the fields by hand.
"No company or contact data found in the photo." or "Could not read data from the photo.": the AI could not read the photo. Retake it, or click or enter details manually →.
Additional required fields appear: your org has required fields or validation rules. Fill them in and save again.
A duplicate warning appears: Salesforce found a matching record. Select the existing record, or click Save anyway (create duplicate) if your org's duplicate rules allow it.
"Voice dictation is not supported in this browser.": type the note instead, or use a browser that supports speech input, such as Chrome or Edge.