How to Upload Multiple Pics in Salesforce

SharinPix is an efficient way to manage images on the Salesforce platform, whether in Lightning, Classic, or on mobile.

While a Rich Text field can be used to view an image on a Salesforce record, SharinPix elevates beyond this standard option to make images available in more means, and places. This managed packet gives users admission to many additional features, which are not bachelor with standard Salesforce functionality.

Whether you're thinking near enhancing a listing view, or simply a mode to upload pictures direct from the Salesforce record page, SharinPix's point & click features will grab your attention.

As the proverb goes, "a picture show is worth a thousand words" and SharinPix surely lives up to that, with multiple (80+) positive reviews on the AppExchange.

This in-depth review will swoop into SharinPix's features, ideal use cases, setup effort, and how this app could be a great improver to your Salesforce org.

Features

SharinPix has fabricated it a priority to ensure that most product features are rapidly available when you lot first get started; as a result, they are successful in enabling admins to create a personalized experience, in as piffling equally an hour.

In this commodity, nosotros'll focus on features bachelor in the Lightning user experience. If you are using Salesforce Classic, you still have the opportunity to accept advantage of SharinPix functionality.

Lightning Web Components (LWC)

SharinPix has multiple Lightning Components included with the managed package which can be added to your selection of Lightning tape pages.

The Album Lightning Web Component is the quickest mode to jumpstart your SharinPix journeying! Pictures from your object of choice will be related to the SharinPix Images object using a lookup relationship field. SharinPix Images records are automatically created as Salesforce records.

We'll explore this on the Standard Account object, but keep in mind that you tin can cull whichever Standard or Custom object, and still brand this happen.

Image above shows how the SharinPix' Album component tin can be added to Lightning record pages.

The Album component (or combined with the Button or Search components) can help you lot reduce the fourth dimension spent accessing or uploading pictures, while yet existence able to access all the content with a few clicks.

By selecting 1 or more images, both the button component and mass actions get bachelor. A PDF tin can exist generated, tags can be added for easy identification and the records can be shared every bit a public URL.

Mobile Experience

Some sources estimate that 85% of all pictures taken these days are taken with smartphones. The SharinPix App for mobile offers cracking functionality, which can be launched from the Salesforce record.

Not only can it supersede the need to use some other mobile photographic camera app (for taking pictures and scanning documents), but it can too import the pictures with their 'Championship' and 'Clarification' direct into Salesforce.

Fifty-fifty if the original film was blurry and had shadows, SharinPix ensures yous can ultimately obtain a make clean readable scanned document:

Cropping and Annotations

Since a picture can sometimes include too much detail, or but non enough, bringing the focus on the important aspects is 1 thing SharingPix does really well.

Add text, stickers – which, by the fashion, can be customized – and all kinds of annotations, plus the movie can be cropped, its 'Title' and 'Description' edited, and more.

Fifty-fifty subsequently annotations and edits take been fabricated, SharinPix ensures the original paradigm is never gone for skilful – it tin can always be recovered!

Enhanced List Views and Reports

In a world centered around tables, letters and numbers, an image can bring your team's favorite list views and reports to the next level.

Be it the company logo for accounts or pictures of physical products set up to exist shipped for orders, the images are actual Salesforce fields which can be gear up up and made available to users.

Imagine being a Sales Rep running a report to check out the Accounts recently assigned to y'all. Wouldn't they get more recognizable past their logo?

Worried that users will take to populate the field manually on each record they desire the picture to evidence on? Guess what – this can exist achieved automatically with the choice of a predefined Tag, as long as the Tag Action for the field has been previously gear up upward within the SharinPix settings.

Screen Flow Components

While SharinPix Images are as versatile as other Custom objects when it comes to Workflow or Process Builder, the custom components bachelor for the Screen Flow couldn't go unnoticed.

For case, displaying pictures related to Assets directly on the Account record using the Anthology Component makes accessing them much more efficient than combing through each private Asset.

Einstein Vision

Einstein Vision enables y'all to use the ability of AI and create learning models to recognize and allocate images at scale.

SharinPix tin simplify the process to create, train and optimize the model. Aspects which ensure successful Object Detection are image classification, labelling and prediction quality review, to name just a few.

Unlimited Storage

Aye, this is exactly what it sounds like – SharinPix offers unlimited storage for the pictures, so you won't take to spend fourth dimension deleting older items or worrying nearly reaching limits.

Coming up on the Roadmap

Google Maps and Programme PDF integration so you tin can plot hands images on a Map or in a Programme
Mobile Edit PDF and so you can edit/sign/annotate a template PDF from the mobile and get the result uploaded to Salesforce
Advanced Share then you can get a personalized public folio generated to offer a secure access to filtered images and extra data from the record in a page

Utilise Cases

I see SharinPix beingness an especially good fit for the post-obit:

Field Service
Sales
Marketing

Field Service

With pictures playing a meaning role in a field rep's 24-hour interval, during inspections or harm assessments, having an constructive process of capturing and storing them is central.

You can fifty-fifty apply images to guide users on where and what kind of pictures they should upload on the Salesforce record, with SharinPix'southward Single Image Component.

In the example below, the user might be a damage claims rep for an insurance company who is required to upload photos of damaged vehicles in a specific way.

With SharinPix, the user tin can be shown exactly what should exist included in the photo they need to upload. This tin can help reduce training fourth dimension and also ensures users are always capturing the required prototype, saving time and reducing mistakes.

Sales

Your Sales team could have access to a PDF containing images of products related with a sales opportunity, or even to a more visual product catalogue to share with their prospects.

Detail fields, such as Title & Description, could besides exist included by default when making the "Generate PDF" component bachelor on the Lightning record page.

Marketing

Since organizing campaigns oft leads to numerous pictures being sent dorsum and forth, from possible venue options to design templates, the addition of the Album Component on the Campaign record page can make a marketer'southward life much easier.

With properly tagged images, it can exist much easier to observe the content afterwards on, using a Campaigns report in the SharinPix'due south Prototype Search functionality.

Impact

Saves fourth dimension: spent on uploading, editing and finding relevant pictures in order to streamline various processes across different teams.
Guided user experience: by providing instructions or highlighting details on pictures from the Salesforce records.
Version command and epitome quality: minimizes the take a chance of using outdated content, as all versions can exist properly differentiated with the aid of tags, are always available as Salesforce records, and tin can easily be reported on.

Setup

You can go SharinPix up and running in nearly 10-15 minutes, including the package installation and granting permissions. Depending on the features that you lot want to make apply of, tailoring the experience for your org volition require a trivial bit more time.

While the setup is fairly intuitive, SharinPix makes sure to provide thorough documentation on each of the functionalities. Their squad ethos is centred around customer success – they really do pull out all the stops to ensure you are maximizing all their app has to offer.

Pricing & Adjacent Steps

SharinPix offers pricing options, which you tin find more details virtually on their website.

Notice more about SharinPix on the AppExchange, where you can besides access the gratis 14-24-hour interval trial to explore the features easily-on yourself.

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Source: https://www.salesforceben.com/sharinpix-in-depth-review-the-appassessor-23/