IDEntry

scan → Salesforce → LeadsOnline
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How to use IDEntry

IDEntry reads the barcode on the back of a customer's driver's license so you don't have to type their information. It fills in Salesforce for you and builds the police report file at the end of the day. Tap a section below to open it.

▶️ Start of each event day (do this first)
  1. Open Salesforce and log in like you always do.
  2. Go to today's Roadshow Event and tap the New RS Seller-2 button — like you're about to enter a customer.
  3. Don't type anything. Instead, tap the address bar at the top of the browser (the long web address), select it all, and Copy.
  4. Come back to IDEntry, tap Settings at the bottom, paste the address into the box under "Today's Roadshow Event", and tap Set event.
  5. You should see a green check with today's city and date. Done — you won't need to do this again until the next event day.
Also check that your name is in the Clerk name box in Settings — it goes on the police report.
📷 Scanning a customer's license
  1. Ask for the customer's driver's license and flip it to the back — the side with the long striped barcode.
  2. On the Scan screen, tap Start camera.
  3. Hold the license so the barcode fits inside the orange box. Hold still. It usually reads within a second or two.
  4. When it reads, the customer's information appears on screen. Compare it to the license — especially the address, since people move.
  5. Tap Open in Salesforce. The New RS Seller-2 page opens with the customer's info already typed in.
  6. In Salesforce: double-check everything, fill in anything missing (like the dropdowns), add the items being sold, and tap Save — just like normal.
Trouble reading the barcode? Light matters most. Turn ON the 💡 Light button if you see it, or lay the license flat on the table under good light. Hold the phone a little farther away, not closer — use the Zoom slider instead. Still stuck? Take a regular photo of the barcode with the camera app, then use Choose File below the camera to pick that photo.
📝 During the day: ticket details

The police report needs a few things the license doesn't have: the ticket #, what was sold, the weight, and the amount paid. There are two ways to get them in — the bookmark way is much faster:

The easy way (after one-time setup below):

  1. Right after you tap Save in Salesforce, you'll be looking at the saved customer record.
  2. In Safari: tap the bookmarks button (the little book), then tap Send to IDEntry.
    In Chrome: tap the address bar, type sendid, and tap the suggestion with the little star next to it (not the search one).
  3. IDEntry opens by itself with the ticket #, amount, and weight already filled in. Just glance at the item description, tidy it up if needed (e.g. "3 silver rings, wheat pennies"), and tap Save.

The by-hand way (always works):

  1. Tap Day list at the bottom.
  2. Find the customer and tap Ticket details.
  3. Fill in the Ticket #, what they sold (description and category), the DWT, and the amount paid. Tap Save.
🔖 One-time: add the "Send to IDEntry" button

This adds a special bookmark to Safari that carries ticket information from Salesforce back into IDEntry. You only do this once per device (a helper can do it for you — it takes two minutes).

On the iPad or iPhone:

  1. In IDEntry, go to Settings and tap Copy button code.
  2. Open Safari on any page. Tap the Share button (square with an arrow) → Add Bookmark → Save.
  3. Tap the book icon to open Bookmarks, then tap Edit (bottom corner), then tap the bookmark you just made.
  4. Change its name to: Send to IDEntry
  5. Tap the address line under the name, clear it out completely, then press and hold → Paste.
  6. Tap Save / Done. That's it.

Using Google Chrome on the iPhone/iPad instead:

  1. In IDEntry, go to Settings and tap Copy button code.
  2. In Chrome, on any page, tap the three dots menu → tap the ☆ star to bookmark the page, then tap Edit when the little message pops up at the bottom. (Missed it? Three dots → Bookmarks, press and hold the new bookmark → Edit.)
  3. Change the name to exactly: sendid (one word — you'll type this later, so short is good).
  4. Tap the address line below the name, clear it out, press and hold → Paste, then save.
Chrome is different in one way: tapping the bookmark from the bookmarks list does nothing. Instead, while looking at the customer's record, tap the address bar, type sendid, and tap the suggestion with the little star next to it (not the search one). That runs it.

On a computer: in IDEntry Settings tap Copy button code. Bookmark any page (Ctrl+D), then right-click that bookmark → Edit, rename it Send to IDEntry, and paste the code into the URL box.

To test it: open any saved RS Seller-2 record in Salesforce and tap the bookmark. IDEntry should open with that ticket's info. If you tap it on the wrong page, it just tells you — nothing breaks.
📤 End of day: the police report (LeadsOnline)
  1. Tap Day list and make sure each customer's ticket details are filled in.
  2. Tap Export .xlsx. A file named LeadsOnline_(date) downloads to this device.
  3. Log in to LeadsOnline.com like you always do, go to Upload Data, and upload that file.
  4. Good habit: go to Settings and tap Download backup — one file with everything on the device, just in case.
  5. Once LeadsOnline confirms the upload, come back and tap Clear this day. That removes customer information from this device — good practice, since Salesforce keeps the real records.
Can't find the downloaded file? On an iPad it's in the Files app, in the Downloads folder.
🛠️ If something looks wrong
  • A field didn't fill in Salesforce (often the dropdowns like State or Eye Color): just pick it by hand and save. Mention it to Mike so it can be fixed for next time.
  • The customer's address changed from what's on the license: type the new one over it in Salesforce, and edit it in Day list too.
  • "EXPIRED" warning in red: the license is past its expiration date — follow your normal company policy for expired IDs.
  • Scanned the same person twice? Open Day list, tap the extra one, and tap Delete.
  • App closed or iPad died? Don't worry — everything you scanned is still there when you reopen the app.
  • Everything seems GONE (0 records, name asked again)? Your data is almost certainly fine — there are just two copies of the app: the one in the Safari tab and the one on the home screen, and each keeps its own records. Open it the other way and your records will be there. Always use the same one (and its Download backup button can move data between them).
🔒 Where does customer information go?

Scans stay on this device only. Information is sent to exactly one place: your company's Salesforce, and only when you tap Open in Salesforce. Nothing is uploaded anywhere else. Clearing the day after the LeadsOnline upload removes it from this device too.

🎓 Practice run

You'll scan your own license, watch it fill in Salesforce, then erase every trace. About 5 minutes. Nothing in here can break a real record, and you can tap Close anytime — your checkmarks will wait for you. Tap a box again to un-check it.

One rule for the whole practice: we never tap Save in Salesforce. Today is look-and-cancel only — Save is for real customers.
0 of 13 done

Get ready

Scan yourself

Into Salesforce — look, don't save

✋ Before you start these steps: in a minute Salesforce will show a filled-in form with a big Save button. You will NOT be tapping it. The plan is: open → look → Cancel. That's it.

Back in IDEntry

Clean up (erase yourself)

Want to practice the sendid bookmark too? Open any real customer's saved record in Salesforce and run it — it only fills that customer's own ticket info into IDEntry, which is always safe.

Point at the barcode on the BACK of the license

…or drag & drop an image here, or paste one (Ctrl+V)

Tip: laptop webcams usually can't focus close enough for the barcode. Snap a sharp, well-lit photo of the barcode with a phone and use it here.

Desktop test: paste raw barcode text
Clear only AFTER the LeadsOnline upload is confirmed.

Today's Roadshow Event

Once per event day: in Salesforce, open today's Roadshow Event and tap New RS Seller-2. Then copy the whole web address from the top of the browser and paste it here.

Clerk

Backup & restore

Downloads everything on this device — every scan from every day, plus your settings — into one file. Good habit: tap it at the end of each event day. If anything ever happens to this device or the app, Restore that file and you're back where you were.

"Send to IDEntry" button

Optional but recommended: a one-time-setup bookmark for Salesforce. After you save a customer, tapping it copies the ticket #, amount paid, and weights back into IDEntry automatically — no retyping. Tap the button below to copy the code, then follow the steps in ? Help → "Add the Send to IDEntry button".

Privacy

All scanning and parsing happens on this device. License data is stored only in this browser's local storage and is sent only to your Salesforce org when you tap "Open in Salesforce". Nothing is uploaded to any other server.

About

…

Every update gets a new name and color — if the colored pill above changed, the update worked. Updates usually announce themselves with a yellow "Update now" banner; a green note confirms after (e.g. "Gold → Sapphire (blue)").

Check for updates looks right now and installs anything new on the spot. Fix the app is for when something seems stuck: it re-downloads the whole app fresh — your records and settings are never touched.

Technical version: …

Advanced: Salesforce field mapping

Placeholders: {firstName} {middleName} {lastName} {street} {street2} {city} {state} {zip} {dobStr} {idNumber} {expiryStr} {sex} {eyeColor} {hairColor} {heightFeet} {heightInches} {weightLbs} plus ticket fields {number} {items} {category} {dwt} {amount} {phone} {employer} {weight}.