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Reference an image on a CPQ Quote Document in Classic

Udgivelsesdato: Mar 13, 2024
Beskrivelse
Images can be used in Template Content in order to render pictures on a saved quote document. A best practice is to first save the image in a Document folder in the org. The image must have its 'Externally Available' checkbox marked as true and the folder containing the image must be shared to users who are previewing and saving quote documents.
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The steps below provide instructions on how to use an image that is saved to the Documents in Classic:

Create a public folder 

  1. Documents > Folders > Create New Folder
  2. Ensure the folder is set to: This folder is accessible by all users

 'My Personal Documents' is not accessible by users other than the owner of the Document. Optionally, specify folder sharing by clicking the 'Folder' field and clicking 'Edit' to specify the folder accessibility.

Create an Image Document

  1. New Document
    1. Externally Available Image = TRUE
    2. Upload your document. 
      1. Supported image file types for Quote Documents are JPG, PNG, BMP, and GIF. The size of the file should be as small as possible in order and must not exceed the 5-MB file size limit for Quote Documents. More information surrounding Salesforce File Size and Sharing Limits can be found here
    3. Copy the document URL 
      1. Navigate to the Document folder
      2. Right-click on Image and select 'Copy Image Address'.
        1. Example: https://[NAME].force.com/servlet/servlet.ImageServer?id=[ID]&oid=[ID]&lastMod=[ID]

 

Navigate to Template Content from the App Launcher menu

  1. New
  2. Select HTML as the Type of this content.
  3. Specify a name for the Template Content.  
  4. Click the 'Source' button when in the editor. 
    1. The Source displays all the underlying HTML markup that is rendered when the template is previewed or saved.
  5. Utilize an <img> HTML tag in the template content like so: 

<img alt="no image" src=" " title="My Image" height="50"  width="50" />

The height and width tags specify the dimensions of the image (in pixels). It is also possible to use 'Auto' for height and width as well as for dynamic sizing based on other elements.
e.Fill in the src text by navigating to the Document folder, right-clicking on Image and clicking 'Copy Image Address'. Paste the URL into the src text and it should appear in a format similar to the following example:

<img alt="no image" src="https://[NAME].force.com/servlet/servlet.ImageServer?id=[ID]&oid=[ID]&lastMod=[ID]"" title="My Image" height="50"  width="50" />
 

After completing your HTML markup, click Source again to see the Preview. This ensures that special characters are formatted correctly in the markup.

Notes:

  • You must be in Classic mode to view the Documents tab. It is not available in Lightning.
  • You cannot use an image that is saved as a File. Using a Copy Image Address or generating a public link does not show the image in the Quote Document.
 
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Vidensartikelnummer

000382224

 
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Salesforce Help | Article