Map Barcodes and QR Codes from Your Documents in Salesforce

Documents are at the heart of any business as you use them to negotiate contracts, create reports, and close deals. No matter the industry you are in, you require accurate and up-to-date documents that are stored in an easily accessible format for your record keeping. 

Keeping your Salesforce documents up to date and fresh can feel like a challenge. You want your users to engage with your content in a meaningful way and not just be clicking through drab content. One of the ways you can do this during your Salesforce document generation process is by including a variety of dynamic elements that users can interact with. Barcode and QR (quick response) codes assist with document identification, management, tracking, data capture, improved customer engagement, and integration with document generation with Salesforce.

Leveraging Barcodes and QR Codes in Salesforce Documents

So we’ve covered how leveraging barcodes can enhance your Salesforce document management, data capture, and process. Here are a few ways you can implement barcodes and QR codes into your Salesforce document generation process: 

1. Document Tracking and Identification – Assigning unique barcodes to each document record during the SF document generation step means you can easily scan these codes to identify them in Salesforce. 
2. Data Capture and Automation – Using Salesforce or a third-party doc gen tool for Salesforce you can scan your document codes and populate your document fields using scanned data, reducing manual data entry. 
3. Workflow Automation and Process Efficiency – Trigger workflows and processes in Salesforce by scanning the document codes and initiating approvals, updates, or review processes. 
4. Integration with Document Generation Tools – Insert codes into your documents with integrated third-party tools like Titan. These codes are dynamically generated using your Salesforce data. 
5. Document Versioning and Security – Codes can be inserted to track each version of a document and ensure security as these codes can authenticate document access. 
6. Distribution and Access Management – You can access your documents through users scanning codes and ensure that users verify themselves before opening the document. 
7. Customer Engagement and Interaction – Enable users to access additional information or initiate actions through scanning codes embedded in your documents. 
8. Reporting and Analytics – You can track how often users are interacting with your codes and how they impact processing times. 

These are just a few ways you can implement barcodes and QR codes to enhance the user experience for multiple document-related activities. 

Understanding the Role of Barcodes and QR Codes in Documents

Adding barcodes and QR codes when creating documents in Salesforce makes it easier for the user to complete specific processes and gain access to the information they require. The end-user experience keeps people coming back for more and makes for more meaningful interactions with your documentation. There are multiple ways to insert barcodes and QR codes into your documents you can either choose to complete the process in Salesforce or implement a third-party document generation tool for Salesforce. 

How to Generate Barcode and QR Codes in Salesforce

Creating barcodes and QR codes when generating documents in Salesforce will typically involve using a third-party app or implementing custom development. Visit the AppExchange to see your options available. Your app should offer both barcode and QR code generation so ensure you get the most out of your software choice for Salesforce document creation. You can create a custom Lightning component or Visualforce page in Salesforce to include in your document generation process. 

Barcode & QR Code Mapping in Salesforce: What to Know

When including barcode and QR code scanning in your Salesforce doc gen, it can be tempting to include them for the novelty factor but they do need to serve a purpose. Determine which object in Salesforce will be associated with the barcode, will it be the Account, Contact, Product, etc? Have you created a custom field in Salesforce that will be used to store the code data? Choose between static and dynamically generated codes. 

Make sure you include a barcode and QR code scanner in your document. Your selected document generation for Salesforce software tool should offer scanners so your users can scan your included codes. You can create workflows that trigger based on the scanned code data. Include validation rules and error handling mechanisms to ensure data integrity and a good user experience. 

Steps to Embed Barcodes and QR Codes Into Salesforce Docs

There are several steps involved when it comes to embedding barcodes and QR codes into your Salesforce doc gen process. These steps will differ depending on your chosen document generation software and serve as a general guide: 

1. Identify the document generation requirements. 
2. Select your code generation method. 
3. Create custom fields in Salesforce to store the codes. 
4. Generate your codes using your chosen method. 
5. Embed your codes in your documents. 
6. Merge your code data into your document templates and ensure the data is mapped correctly to the designated areas. 
7. Test the generation process to ensure that the codes display correctly. 
8. Deploy your tested document. 

Once you have integrated your codes into your documents, ensure you continuously monitor and maintain them to ensure a seamless experience for your customers and efficient data collection for your business. 

Barcode and QR Code Scanning Automation

Making the most out of your document management for Salesforce means including interactive and engaging elements for your end user. These powerful elements can not only enhance the user experience but also make data processing and information collection a breeze for your business. Whether you have chosen to go with either a QR code vs barcode, ensure you always include a barcode or QR code scanner so your users can interact with the code you have provided. Implementing an easy-to-use powerful tool that offers these capabilities is a surefire way to ensure your success.