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            Show Data Sources with Custom Icons (Managed Package Feature)

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            Show Data Sources with Custom Icons (Managed Package Feature)

            You can supply your own icons to help users interpret information at a glance.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To upload new documents: Create on Documents
            Note
            Note For images to display with the best results in the timeline, they must be within the recommended file and frame size. The recommended file size is up to 1 MB. Salesforce scales the image to roughly 48 x 48 pixels, so smaller images, and images with an aspect ratio of 1:1 (square) provide the best results.

            Icons can help frequent users understand information without having to look it up. When you show information from custom objects or fields in the timeline, you can include an icon that lets care coordinators understand the type of event that’s represented. For example, you can make it easier to identify the source of a record in the Care Gaps list by attaching the logo of the originating company.

            1. From the Health Cloud - Admin Home page in Salesforce Classic, select the Documents tab, and click New.
            2. Enter a name for the icon. The name you assign to your icon is case-sensitive.
            3. The Document Unique Name is autopopulated. Keep it as is.
            4. Select Externally Available Image.
              If this is selected, Health Cloud components can display the image.
            5. For Folder, select Health Cloud Assets from the picklist.
            6. Enter a description and keywords to use later as search criteria.
            7. Click Choose File.
              Note
              Note Logo images should be 48x48 pixel PNG files.
            8. Save your work.
            9. Specify where you want the icon to appear.
              For example, suppose you want to make the icon identify a source system for Care Gaps.
              1. Switch back to Lightning Experience.
              2. From Setup, in the Quick Find box, enter Custom Metadata Types, and then select Custom Metadata Types.
              3. Select Manage Records next to Source System Logo Mapping and add a record.
              4. Give it a label and name. For the Source System Name, use the name that is used for Source System in the Care Gap records. For Logo Document Name, use the name that you gave to the Document record.
                Note
                Note These names are case-sensitive.
              5. Save your work.
             
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