Scan & Search
Use the Scan & Search component to access Salesforce records from barcodes using mobile devices. Scan & Search operates by scanning a single barcode at a time. Use cases include:
- Accessing customer records at a service desk
- Inventory management in warehouses
- Asset tracking in the field
- Event check-ins
The component attempts to find matching records in two ways:
- Salesforce ID Match: If the scanned value matches a Salesforce ID, the corresponding record opens automatically.
- SA_ID Field Match: If no Salesforce ID match is found, the system searches for the scanned value in SA_ID__c fields across all objects in your org. Users can re-use existing or pre-printed barcodes by linking them to specific Salesforce records using the SA_ID__c field.
Setup and configuration
Scan & Search is pre-configured as a Lightning Page Tab. Administrators can position this tab in the Salesforce Navigation menu for easy access.
Additionally, to add Scan & Search as a Global Action:
- On Salesforce, go to Setup > Global Actions.
- Create a new Global Action using the provided Custom Visualforce Action:
- Choose ChangeIcon and select the BarCodeIcon.
- Add the action to desired page layouts.
Using Scan & Search
- On the Salesforce mobile app, open the Scan & Search component.
- Tap the Scan button to open the camera.
- Once the camera scanner finds a matching barcode, it will open the record in the app.
Limitations
- Scan & Search is optimized for mobile devices and may not function on desktop interfaces.
- Only one barcode can be scanned at a time.
- Scan & Search does not integrate into a Flow.