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Salesforce Document Generation
Configure Custom Image Fields for Server-Side Salesforce Document Generation

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Configure Custom Image Fields for Server-Side Salesforce Document Generation

Create a custom text field for any object that you want to fetch your image from. To render the image in the generated document, you must map the image API name from your object by using Omnistudio Data Mapper.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To configure custom image fields: DocGen Designer
  1. From Setup, click Object Manager.
  2. In the Quick Find box, search for the object that you want to add the custom text field to.
  3. Click the object name, and then click Field & Relationships.
  4. Click New.
  5. Select Text as the data type, and click Next.
  6. Enter the field label, length, and field name, and then click Next
    For example, enter IMG Document Generation as the field label.
  7. In the Field-Level Security for Profile, select the Visible checkbox for the profiles that must see the custom field. Click Next.
    The custom field is hidden from all profiles if you don’t add it to field-level security.
  8. Select the Dynamic Forms-enabled Lightning record pages that must include the field, and then click Next.
    If you don’t have any Dynamic Forms-enabled Lightning record pages for the object, you won't get the option to select Dynamic Forms-enabled Lightning record pages.
  9. Select the page layouts that must include the field.
  10. Save your changes.
  11. On the Field & Relationships tab, search for the custom field, such as IMG Document Generation. Note the field name (API name) for referencing it later in your Data Mapper Extract.
    For example, ins_238__IMG_Document_Generation__c. Here ins_238__ is the namespace.

For more information, see Create Custom Fields

 
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