For Everyone

Salesforce Admins: Make QR Codes and Barcodes in Salesforce

2 min read
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Unlock the power of QR codes and barcodes (aka zebra codes) in Salesforce. Add them to your page layouts, email templates, communities (aka experience cloud), portals, and printed templates.

This can be accomplished by a junior admin with a simple formula field — no code required.

Read more if you want to embed a QR Code or any other barcode format into your salesforce instance like this:

It’s really easy for an admin to embed a QR Code like this into any object in Salesforce.

Barcodes and QR Codes are machine-readable formats for data, so the first step is to pick the data you want from that record.

The Record ID or Auto-Number field is a good choice because it won’t change with time — as you might see with email, name, or phone number.

Here is the formula that generates the QR code in the above screenshot:

In the above formula, a barcode generation service is called and an image is returned with the data you want to be embedded within it. The “& Id” part is what you would customize with your own information. You can use custom or standard fields, or even cross-object references. It accepts numbers, text, urls, phone numbers, urls, etc.

To create this formula and embed a QR code in your salesforce instance, just follow these steps:

  1. Open Setup
  2. Click the “Object Manager” tab
  3. Open the object for which you want to create your QR code (eg. Contact)
  4. Click “Fields & Relationships”
  5. Click the button “New”
  6. Select “Formula” and click “Next”
  7. Enter your desired field name (eg. “QR Code”), select the type “Text”, then click “Next”
  8. Enter the following formula and click “Next”:

"" & Id ,
"qr code",

  1. Chose your permissions and page layouts at the end of the wizard.

At this point, you’ll be able to see the QR code in your page layouts and you can include it in emails, communities, conga docs, or any other place you need them.

🎉🎉🎉 Congrats! You did it! 🎉🎉🎉

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