Barcodes as a reliable solution to manage Salesforce data sharing

With the increasing complexity of enterprise malware attacks, customer data security comes first, and securing those details is a primary objective for any organization. Stakes are high and intended data leaks can tarnish entire reputations, let alone open you up to litigation.

That said, not only securing data form unexpected alterations but making them available to intended permission levels faster is still pivotal.

Barcodes present themselves as a viable option among all this, and we’ll put them to the test in the coming sections.

Key Use-cases for Barcodes

Quotes product history and specs faster

For one thing, field agents can quickly share product history, specifications, and quote totals to customers without toggling between multiple screens, page loads, or sliding up and down on app pages.

The process ease of this delights in both customer as well as directions.

Sharing immutable order summaries

We can also share order details with customers without caring for unintended modifications, besides customer details, activities, and invoices. Of course, permissions notwithstanding, this also extends to any amount of other Object data.

With that, let’s go over a minimal demonstration of this.

Expose limited field data in 3 steps

We’ll now go over the routine for converting any field data to a secure and easily shareable 2 dimension Barcode.

Setting up the barcode

Step 1

Pick one or more fields whose data you want accessed through the barcode. For illustration, we’ve taken a custom field(Product description) that holds basic information about a product.

Step 2

Now, create a formula field (we’ll call it, say Specification code) to capture the barcode for the Product description field.

Then, Go to:

Setup → <Object Name> → fields and references → new → select formula field, as depicted below.

Now, choose Text radio-button.

Next, insert the specified formula, as shown.

Finally, click Save.

Seeing the barcode in action

For perspective, here’s what the sections for Product Specification looked like earlier.

And here’s what they look like once formula values are inserted:

Conclusion

In the above demonstration, we briefly went over the setup, configuration, and preview of exposing a limited set of Salesforce Object Field formulas over a barcode.

For more elegant solutions for modern field service, mobile apps, and methodologies for fast and secure data access, reach out to us at hicglobalsolutions.com