Loading

Salesforce CPQ internal and external product images on Products

Julkaisupäivä: Jul 3, 2025
Kuvaus
Images can be added on product records in Salesforce CPQ. This guide provides an example of how to add images to products and present the content on generated quote documents, detailed below:
Ratkaisu

Image Setup

  1. Navigate to Setup | Customize | Products | Fields.
  2. Create a new custom field of type Text with a Label like "Product Image Link". Take note of the API Field Name for use in the next step. In this example, the API Name would be "Product_Image_Link__c".
  3. Create a new custom field of type Formula that outputs Text with a title like "Product Image".
  4. Insert the following as your formula:
    1. To insert an external image: 

      Replace "Product_Image_Link__c" with your API value from Step 2 if different: IMAGE(Product_Image_Link__c, "", 32, 32)

      To insert an Internal Image:

      Replace the hyperlink with a link to the image of your choice: IMAGE("https://c.naXX.content.force.com/servlet/servlet.ImageServer?oid=00DG0000000lknq&id="+Product_Image_... "", 32, 32)

  5. Click next as needed and complete the new field.
  6. Navigate to Setup | Customize | Products | Search Layouts | Search Results.
  7. Add the field created in Step 2 to the Selected Fields section and adjust the display order for the fields.
  8. Return to your desired Product and paste the URL (external) or the Salesforce ID (internal) that points to the appropriate image into the field you created from Step 2 (this causes the image to display on your record). You should also see the image when you search for Products to add from the Quote Line Editor.

NOTES:

  • You can obtain the link after uploading an image to Salesforce Documents, right-clicking the preview image and selecting "View Image" or "Properties" in your browser.
  • The OID is your org ID, so it is the same for all images. You can always use the full URL to your SFDC hosted images and reduce the number of product fields to just 2 (1 for the URL external or internal and 1 for the formula field).
  • The last two parameters are the size - 32x32 in this example. While this is generally a good setting for the width and height of an image, you may replace it with values that are bigger or smaller as needed.
  • Images render in document output with the same size as established in the formula field.
  • NOTE: As of Winter 17, users need to define image height and width in any image formulas used in the quote line editor. 

 

Displaying the image in your Quote Document

To enable display of this image in your Quote Documents or proposals, you need to add a new formula field that obtains the information from the Product object and sends it into the Quote Line object.

 

  1. Navigate to Setup | Objects | Quote Line | Custom Fields & Relationships | New. Set the type to Formula and Return Type to Text.
  2. Enter the API value from Step 3 for your Quote Line Formula Text Field Formula.
  3. Navigate to Quote Template | Line Columns.
  4. Choose or Create a Line Column to display Product Images on the Quote Document.
  5. Enter the Line Column Field Name API. This should be the same API as the Quote Line field created in Step 
  6. Click Next as needed and complete the new field.
 

Displaying the image in your Quote Line Editor

To enable display of this image in your Quote Line Editor after adding Products to the Quote:

  1. Navigate to Setup | Objects | Quote Line | Field Sets | Line Editor.
  2. Add the image to your Layout in the order you'd like it to appear.
  3. Remember that when using internal images in your Salesforce documents, you must mark them as externally available.
Knowledge-artikkelin numero

000383965

 
Ladataan
Salesforce Help | Article