Option 4: Build an image URL within the S-Docs template
This option requires some planning so that the image field name can be programmatically derived. The formula field would contain something similar to the following: IMAGE("/CompanyIntranet/Products”+ myObject_c.ProductID_c + “.png") You would then drop the formula field into your S-Docs template with the Contains Rich Text option checked (as described in the previous option). Option 3: Use a formula field to display an imageīuilding on option 2, you can leverage a Salesforce formula field to create the image path and also display the image within the Salesforce record detail. a scanned photograph of a damage claim) or wanted to view the actual image in Salesforce within the record detail page. Therefore, it would not be appropriate for end-users who upload their own images frequently (e.g. Since this is a text field, if you were to include this field on a page layout, it would not render as an image – users would only see the text shown above when viewing the record detail in the Salesforce UI. It is useful for images such as representative signatures, where they are centrally controlled by an administrator, they do not change frequently, and the user would not normally need to view them in the Salesforce user interface along with the record. This is a simple approach but has limited usage. Then, using the S-Docs template editor, click on the Insert Field button, select the field, and then be sure to click on the Contains Rich Text checkbox. Each record would potentially contain a different link that corresponds to the applicable image.įor example, set the value of a ProductImage_c field on a Product record to: PRODUCT IMAGE: You can also use a standard Salesforce text field whose value contains the complete image element tag that you want to include. Option 2: Use a standard text field that contains the entire image markup
By doing so, you also maintain template formatting in a central location (the S-Docs template) versus fragmented design elements located in rich text fields throughout individual records. It is a better practice to use the S-Docs editor to control document layout rather than inserting a complex rich-text field into a template.
This is because Salesforce uses a rich-text editor that auto-formats rich text content and this formatting cannot be overridden through a source editor. If your rich text contains many items or elements, it may not render precisely.
SALESFORCE RICH TEXT FIELD PDF
Note: This option is only available for PDF documents.