Create a [No Code] QR Code for Program Engagements (or anything else in Salesforce)
QR codes are popping up everywhere, restaurants, doctor’s offices, and more. You can use a QR code to encode just about anything, including Salesforce records! Today in Solutions Engineered, I’ll be showing you how to use a formula field to add a QR code for a program engagement record. These QR codes can be scanned and allow a user to immediately see the program engagement record.
Don’t just limit yourself to program engagements, however. This formula field can be used on any Salesforce record — standard or custom — the possibilities are endless! Happy QR code scanning!
Helpful Links and Information:
Formula Field (as shown in video):
IMAGE(‘https://chart.googleapis.com/chart?cht=qr&chs=200x200&chl=https://<your-domain>.lightning.force.com/’&Id,‘Program Engagement QR Code’)
- Google QR Code Documentation
- Salesforce Documentation: Build a Formula Field
- Salesforce Documentation: Dynamic Forms
NOTE: Please note that the information in this blog post is not intended to be Salesforce implementation advice. As a Solution Engineer, I build solution demos that highlight what you can do with Salesforce, not necessarily what you should do in your production environment. You should always solicit the advice of an experienced, certified Salesforce partner when making implementation decisions.
