Skip to content Skip to sidebar Skip to footer
Home / uploading image into salesforce rich text field image doesnt appear

uploading image into salesforce rich text field image doesnt appear

Post a Comment

Salesforce image formula fields display image icons to Salesforce users according to the field value/s a record has, instead of calculating a number, or outputting a string of text. Simply speaking, the formula statements will ask: "if this equals [some value], show [paradigm A], if not, show [paradigm B]". This is a basic, two-line example, and you may already know that Salesforce formulas can be several lines long, to switch between different images in formula fields.

Prototype formulas in Salesforce are a great add-on to your org to help users to digest information quickly on records or list views, and bring their attending to what'due south important. Salesforce epitome fields can exist tricky to employ on your starting time few attempts, which is why we've included Salesforce image formula examples to get you started.

How Practise I Use a Graphics Pack in Salesforce?

Let'south begin by downloading the Salesforce Graphics Pack from the AppExchange. Thanks to our friends over at Salesforce Labs, nosotros instantly have a whole host of icons to play around with.

Access your Salesforce paradigm library by heading to the App Launcher (waffle icon), and searching "Lightning Graphics Pack":

This launches an icon library with several tabs ('Farm Fresh', 'Icon Daze', 'Tango Desktop Project', etc. are icon developers. The icons are non categorized in any other mode). Accept a look around, there are hundreds to choose from!

How Practice I Apply an Image Formula in Salesforce?

In this tutorial, we will add together an "Business relationship Health" formula field, based on the standard "Rating" picklist field.

What is a Formula in Salesforce? If yous're new to formulas check out this Trailhead module.

Pace 1: Create a custom formula field

In Salesforce Setup, caput to the Object Manager → Account → Fields & Relationships → 'New' (button).

  • Choose the field type: Formula
  • Field label: Business relationship Wellness
  • Formula Return Type: Text*

*note at that place is no option for 'epitome' return type, which often trips people up.

Step 2: Write the Salesforce image formula

Here'due south the whole formula and what each role of the formula ways: 

CASE(Rating,  "Hot", Image("/resources/1523798147000/GraphicsPackNew/silk/16/silk/medal_gold_1.png", "Hot"),  "Warm", IMAGE("/resource/1523798147000/GraphicsPackNew/silk/xvi/silk/medal_silver_1.png", "Warm"),  Prototype("/resources/1523798147000/GraphicsPackNew/silk/16/silk/medal_bronze_1.png", "Cold"))
  • Example: a Salesforce formula part where you have multiple statements relating to picklist field values. In this example, the formula is asking "if the rating is "Hot" then show [image A], if the rating is "Warm" then show [epitome B], if the rating is "Cold" then prove [paradigm C]".
  • Prototype: indicates you are nigh to reference an image file.
  • "/resource/… : the image URL. Clicking on an icon in the Graphics Pack will open the file in a new tab. That tab contains the URL, eg. [your domain]/resource/1630492553000/GraphicsPackNew/fatcow/farmfresh/16/film.png
  • "Hot": y'all see the picklist value repeated later on the image URL – that'southward known as the Alt text. That will appear to the user in case the image doesn't load properly, so is a good fallback option.

Before you write your formula, pick out the graphics you want to utilise, and list out the epitome file URLs and picklist values. Copying and pasting from your notes will make building the formula in the formula editor clearer.

Click "Cheque Syntax", which will check your formula is written correctly and references fields that exist.

Step 3: Test the logic

Test all scenarios by selecting each picklist value at a time, clicking save, and checking the icon you expect appears on the record.

Note: the icon won't modify until you save the tape.

Step 4: Add together the icons where users demand it

Add the image formula field to:

  • Tape pages
  • The highlights bar on record pages
  • List views
A list view with an image formula field added.

Salesforce Image Formula Examples

Account Health Rating

The example in the tutorial was based on the standard "Rating" field, nevertheless, your organization may have another definition of what a 'healthy' business relationship looks similar. Could it be the concluding action engagement? If they are approaching the stop of a contract, and there's no renewal opportunity being worked on?

Instance Status Image

Quickly bear witness which Cases need attention with a uncomplicated epitome field based on Case "Status": 

CASE(Status, "New", IMAGE("/resource/1523798147000/GraphicsPackNew/silk/16/silk/star.png", "New"), "Working",Epitome("/resources/1523798147000/GraphicsPackNew/silk/16/silk/comments.png", "Working"), "Escalated",IMAGE("/resource/1523798147000/GraphicsPackNew/silk/16/silk/flag_red.png", "Escalated"), IMAGE("/resource/1523798147000/GraphicsPackNew/silk/16/silk/middle.png", "Closed"))

Lead Score

If your users have a high volume of leads to work through, help them prioritize who's worth talking to past highlighting sales-prepare prospects, leads from target accounts, or that fit your ideal customer profile.

The most unproblematic version is to base the formula on the standard "rating" field.

If you lot apply a marketing automation platform, it near certainly has lead scoring functionality (normally a number) that tin be synced across to Salesforce. This tutorial shows you how to create a Salesforce star rating formula fields for Pardot Prospect score:

Mailability Flags

Another of my favorites to add together to Salesforce orgs is flags to make communication preferences highly visible. Not only does this end users contacting people who accept opted out, it as well helps sales and marketing teams work together (this is because marketing emails are treated differently to one-to-one contact).

Brandish a coloured flag on the Lead or Contact record in Salesforce co-ordinate to the channels yous want to encompass (email, phone SMS):

In this instance, the colour flags employ as follows:

  • Green = If not opted out of any
  • Orangish = IF Opted out of Email OR Phone OR SMS
  • Scarlet = If not opted out of all (Email AND Phone AND SMS)
IF  (HasOptedOutOfEmail = True && DoNotCall = TRUE && SMS_Opt_Out__c = TRUE,  IMAGE("/img/samples/flag_red.gif", "Cherry Flag"),  IF  (HasOptedOutOfEmail = True || DoNotCall = True || SMS_Opt_Out__c = TRUE,  Paradigm("/img/samples/flag_yellow.gif","Yellow Flag"),  IMAGE("/img/samples/flag_green.gif","Dark-green Flag")))

Read this tutorial for more than examples: Create Mailability Flags in Salesforce for Highly Visible Communication Preferences

Final Thought

At present that you've seen the ability of prototype formulas, enquire yourself the question, "Where can my users do good the almost from images?" You don't want to apply images for the sake of it, but to help users become a glimpse of the condition of their data.

roybusick.blogspot.com

Source: https://www.salesforceben.com/use-images-in-salesforce-formula-fields-to-spice-up-your-org/

Post a Comment for "uploading image into salesforce rich text field image doesnt appear"