Overview
The Salesforce integration connects your QR code scan data directly to your Salesforce org. When someone scans one of your QR codes, that interaction can be recorded against the right contact or lead in Salesforce, giving your sales team actionable insight into offline engagement. Combined with Salesforce automation tools like Flow, you can build powerful workflows that respond to real-world QR code interactions in real time.
Requirements
- QR Dex Plus plan or higher -- Integrations are available on the Plus, Pro, and Enterprise plans.
- A Salesforce account -- Any Salesforce edition that supports connected apps (Essentials, Professional, Enterprise, or Unlimited).
- Team owner permissions -- Only team owners can configure integrations in QR Dex.
- Salesforce admin access -- You need sufficient permissions in Salesforce to authorize third-party connected apps.
How to Connect Salesforce
Follow these steps to set up the integration:
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Go to your team page.
From your QR Dex dashboard, click Team in the top navigation bar, then click the Integrations button.
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Find Salesforce and click Connect.
In the list of available integrations, locate the Salesforce card and click the Connect button.
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Authorize QR Dex in Salesforce.
You will be redirected to Salesforce's OAuth login page. Sign in with your Salesforce credentials, review the permissions QR Dex is requesting, and click Allow. QR Dex requests only the permissions necessary to read and write contacts, leads, and activities.
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Configure sync settings.
Once authorized, you will be returned to QR Dex. Configure how scan data maps to Salesforce objects. You can choose whether scans create new leads, update existing contacts, or both. You can also select which QR codes should be included in the sync.
What the Integration Does
Once connected, the Salesforce integration provides the following capabilities:
- Contact and lead syncing -- Scan data is matched to existing Salesforce contacts or leads. If a match is found, the record is updated with the latest scan information. If no match exists and you have enabled automatic creation, a new lead is created.
- Engagement tracking -- Each scan is logged as a task or activity on the associated contact or lead record, making it visible to your sales representatives directly in Salesforce.
- Automated workflows -- Use Salesforce Flow or Process Builder to trigger actions based on QR code scan events. For example, you could automatically assign a follow-up task to the account owner when a lead scans a QR code at an event.
- Campaign attribution -- Associate QR codes with Salesforce campaigns to measure the impact of offline marketing efforts alongside your digital campaigns.
Object Mapping
During setup, you can configure how QR Dex data maps to Salesforce fields. By default, scan data populates standard fields on the Contact and Lead objects. If your org uses custom fields, you can map scan attributes (such as scan location, device type, or QR code name) to those custom fields for more detailed reporting.
Disconnecting the Integration
To remove the Salesforce connection, go to your team page and click Integrations and click Disconnect on the Salesforce card. Data that has already been synced to Salesforce will remain in your org, but no new scan data will be sent.
Troubleshooting
- Authorization failed -- Confirm that you are logging into the correct Salesforce org and that your user profile has permission to approve connected apps.
- Sync errors -- Check the integration status on your team page. If the status shows an error, try disconnecting and reconnecting. Also verify that the Salesforce user who authorized the connection still has an active account.
- Missing records -- Only scans associated with identifiable contacts or leads are synced. Anonymous scans are not sent to Salesforce unless automatic lead creation is enabled in your sync settings.