Generate Barcodes in Salesforce

This IDAutomation user guide explains how to implement the SaaS Barcode Generator to produce barcodes in Salesforce. IDAutomation’s hosted barcode generator service dynamically creates high-quality GIF, JPEG, or 1-bit BMP images streamed directly to an application. The user manual employs the IDAutomation SaaS Barcode Generator in Salesforce Developer Edition to convert a field to a QR-Code image in a page layout.

Sales Force QR Code Implementation Tutorial

  1. Log in to Salesforce Developer.

  2. Select Object Manager.
    Select Object Manager

  3. Select Account in the Label section.
    Select Account in the Label section.

  4. Select Fields & Relationships.Select Fields & Relationships.

  5. Select New.Select New.

  6. Set the Data Type to Formula, and then select Next.Set the Data Type to Formula, and then select Next.

  7. In the Field Label text box, create a name for the field, set the Formula Return Type to Text, and select Next.In the Field Label text box, create a name for the field, set the Formula Return Type to Text, and select Next.

  8. In the formula text area, insert the SaaS Generator URL, include field(s) available in the Insert Merge Field drop-down, and choose Next.
    IMAGE('https://www.bcgen.com/demo/IDAutomationStreamingQRCode.aspx?D=' + Website, 'Website')Insert the SaaS Generator URL and include field(s) available.

  9. Choose the profiles to which you want to grant edit access to this field via field-level security, and then select Next.
    Choose the profiles to which you want to grant edit access.

  10. Select the page layout to associate with the field, then choose Save.
    Select the page layout.
  11. Select Page Layouts and then choose a page layout to view.Select Page Layouts and then choose a page layout to view.

  12. In the Preview As drop-down, select the user perspective.In the Preview As drop down, select the user perspective.

  13. The QR code displays in the report. The watermark only appears below the QR Code in the free version. To remove the watermark, purchase the SaaS Barcode Generator.The QR-Code displays in the report.


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