Generate QR Code in Salesforce Automatically

Businesses today use Salesforce as their central data hub — but what if you could connect that data to the physical world with a simple scan?

At Astrea IT Services, we’ve built a solution that does exactly that. It reads the URL field of an Account record in Salesforce, generates a QR code automatically, and stores the QR code as an attachment within the same record.

The result: every Account in Salesforce now has a unique, scannable QR code that instantly opens its linked webpage — whether it’s a customer portal, partner site, or Experience Cloud page.

Why Automate QR Code Generation in Salesforce

Field teams, partner managers, and service agents often need to access Salesforce records on the go. Searching by name or ID takes time — scanning a QR code is instant.

By automating QR code generation inside Salesforce, This automation is simple to set up, lightweight, and fully customizable — a great example of how no-code or low-code tools can enhance Salesforce usability.

How the Solution Works

Our approach is straightforward but powerful:

Each Account in Salesforce includes a URL field — usually linking to a company site or portal.
When a record is created or updated, our Apex process reads that URL.
The system automatically generates a QR code for the link.
The QR code is then stored as an Attachment (or File) related to the Account record.
You can run this automation through a Flow, Trigger, or Scheduled Job — ensuring every Account stays updated with its QR code, completely hands-free.

Use Cases for “Generate QR Code in Salesforce”

1. Partner and Dealer Identification

Each branch, partner, or dealer can display a printed QR code that links directly to their Salesforce Account. Scanning it opens the record instantly — no need to search.

2. Events and Exhibitions

Event teams can generate QR codes for sponsors or vendors. Scanning them at booths or check-in points opens the corresponding record or contract.

3. Customer Welcome Kits

Include a QR code that links customers to their personalized portal or onboarding dashboard in Salesforce.

4. Asset and Store Tagging

Technicians can scan a QR code placed on equipment or signage to view the associated Salesforce record — ideal for field service and retail management scenarios.

5. Document Integration

Embed QR codes into PDF reports, invoices, or product manuals to provide instant access to the related Salesforce record.

Technical Overview

Our implementation uses Salesforce Apex and standard APIs to generate and attach QR code images.

It can be easily extended to:

Use Files (ContentVersion) instead of Attachments.
Embed QR codes inside PDFs or email templates.
Run across multiple objects (Contacts, Opportunities, Assets, etc.).
Combine with Agentforce or Salesforce Flow for intelligent, context-aware QR creation.

This flexibility makes it reusable across industries — from retail to manufacturing to services.

Future Enhancements

We’re exploring deeper integrations where scanning a QR code could trigger Salesforce actions, not just open URLs — for example, automatically logging service visits or creating cases.

About Astrea IT Services

Astrea IT Services is a Salesforce Consulting Partner specializing in automation, AI, and integration solutions.
We help businesses maximize Salesforce through smart, practical tools — from QR code generation and Flow-based automation to Agentforce and AI-driven testing.

https://developer.salesforce.com/docs/commerce

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