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A utility component to do barscans from Salesforce mobile app. This utility utilizes pic2shop so make sure to install that on your mobile phone. The following is a video of the utility in action. Notice the "Scan Barcode" action at bottom of Salesforce Mobile app. Click that and it brings to a page to do scans. Click the image in middle of the page and it will launch over to pic2Shop app, scan the barcode/QR code and it will then punch back in to the Salesforce mobile app to the record encoded in the barcode/QR code (see details below how to set that up).
To create a QR code for scanning, a good utility to use is this service called QR Code Generator. On an Salesforce object that you want to generate a QR code, create a custom formula field that return a Text data type. In the formula field, enter the following:
IMAGE("https://api.qrserver.com/v1/create-qr-code/?data=salesforce1://sObject/" & Id & "/view", "QR Scan Code", 220, 220)
Next, create an email template that utilizes the formula field above. You can then send such email to a recipient and have a QR Code embedded in the email like the following sample email. You can use this to scan with this utility.
Here are steps to use this component:
- Install the pic2shop app on your mobile phone.
- Install the component per the Deploy to Salesforce button below.
- Go to Setup > Apps > Mobile Apps > Salesforce > Salesforce Navigation. Assign the Scan Barcode item to top of your navigation items like the following:
- Make sure to create QR Code Formula Field and Email template as described above.
- Not to use the component, just click on the Scan Barcode item at bottom of Salesforce Mobile app.
- It will then launch the pic2Shop app. Scan a QR code generated per the instructions above and it will punch back in to Salesforce Mobile to that record.
