Scan & Create Task

use scan & create task to scan barcodes and automatically create tasks based on the scanned values the key points of this feature are it includes the scan custom flow component, which allows the user to scan one or more barcodes the scanned barcode values are passed as output from the scan component the flow then uses those scanned values to create one or more tasks in salesforce the scan & create task flow is also an example of how to integrate barcode scanning into a salesforce flow as such, administrators can use it as a starting point to build their own flows that incorporate barcode scanning for more information on how to create flows, see salesforce flow builder documentation scanning only works properly from the salesforce mobile app setting up scan & create task 1\ activate the flow the scan & create task flow is inactive by default to activate it on salesforce, go to setup > process automation > flows on the flow list, select the scan & task flow label click the activate button on the top right corner for more information, check salesforce flow documentation https //help salesforce com/s/articleview?id=release notes rn forcecom flow\ htm 2\ create the menu item after activating the flow, you can create a tab component to access it from your mobile devices on salesforce, go to setup > lightning app builder on the lighting pages bar, click the new button select app page and click the next button write a label for the tab component and click the next button choose a layout for the tab component the one region layout is recommended click the done button search for the scan component on the components sidebar and add it to the page click save to finish for additional configurations such as permissions and establishing a mobile navigation menu, click the activation button for more information, check salesforce lightning app builder documentation https //help salesforce com/s/articleview?id=sf lightning app builder overview\ htm using scan & create task on your salesforce mobile application, open scan & create task you will have three options for scanning single opens the scanning window until a single barcode is read the scanning window is closed and the value of the barcode is passed to the flow variable without the user indicating they have finished scanning repeat opens the scanning window until a barcode is read, then re opens the window until another barcode is read this continues until the user presses x duplicate scans are supported if enabled in postprocessing on the component the user must tap x to end the repeat scanning multi multi scanning allows multiple barcodes to be read in a single image all readable barcodes in the camera's view are read and added to a user displayed list of scanned values this list allows the user to swipe left to delete a scanned value, clear the list, or tap done to accept the scanned values the user must tap done to accept the current list of barcodes and return control to your flow after completing scanning you will see a list of the scanned elements tap the create task button to create a task with the scanned element values inside the task