---
title: Scan & Search
slug: scan/scan-and-search
description: Scan any barcode or QR code to instantly search and open the matching record in Salesforce using Unaric Scan.
image: https://archbee-image-uploads.s3.amazonaws.com/10Nod6Ww95R3dPr0k0TCJ/lDA6TJ6M1b_Rnd0G88JnU_unaric-scan.png
icon: {"faIcon":"fa-brands fa-searchengin"}
docTags: 
createdAt: 2024-08-22T03:03:59.547Z
---

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:

1. On Salesforce, go to **Setup > Global Actions.**
2. Create a new Global Action using the provided Custom Visualforce Action:

   ::Image[]{src="https://api.archbee.com/api/optimize/8U46cdD4FHoKekEMZZobD-mO_--g0eHqJY92yeaYFG5-20240823-234105.png" size="72" width="1002" height="572" position="center" darkWidth="1002" darkHeight="572" showCaption="false"}
3. Choose **ChangeIcon** and select the **BarCodeIcon.**
4. Add the action to desired page layouts.

## Using Scan & Search

1. On the Salesforce mobile app, open the **Scan & Search** component.
2. Tap the **Scan** button to open the camera.

   ::Image[]{src="https://api.archbee.com/api/optimize/8U46cdD4FHoKekEMZZobD-8g0Qc6IqeMfysCobjLuGC-20240824-184447.jpeg" size="54" width="720" height="628" position="center" darkWidth="720" darkHeight="628" showCaption="false"}
3. Once the camera scanner finds a matching barcode, it will open the record in the app. 

   ::Image[]{src="https://api.archbee.com/api/optimize/8U46cdD4FHoKekEMZZobD-rHTt0NZQqg2Z97RT_SgmM-20240824-184550.jpeg" size="54" width="720" height="956" position="center" darkWidth="720" darkHeight="956" showCaption="false"}

## 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.