1 | User Manual
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Table of Contents
1. Introduction ...... 4 1.1 Document Purpose ...... 4
1.2 Application Overview ...... 4
2. Administration ...... 5 2.1 Install spImages application ...... 5
2.2 Adding a new remote site ...... 7
2.3 Enable spImages for specific object...... 8
2.4 Enable visualforce pages to profiles ...... 9
2.5 Create custom action ...... 10
2.6 Add visualforce page to layout ...... 12
2.7 Add custom action to layout ...... 13
3. Web application ...... 15 3.1 Supported file types ...... 15
3.2 Uploading images ...... 16
3.2.1 Upload through spImages section ...... 16
3.2.2 Upload by taking pictures ...... 18
3.3 Slide images ...... 19
3.4 Edit images ...... 20
3.5 Delete images ...... 20
3.5.1 Image delete icon ...... 20
3.5.2 Delete from Options ...... 21
3.5.3 Delete from Slider ...... 22 3 | User Manual
4. Mobile application ...... 23 4.1 Uploading images ...... 23
4.1.1 Upload through spImages section ...... 23
4.1.2 Upload by taking pictures ...... 25
4.2 Slide images ...... 26
4.3 Edit images ...... 27
4.4 Delete images ...... 29
4.4.1 Delete images from Gallery ...... 29
4.4.2 Delete images from Slider ...... 31
5. Frequently asked questions ...... 32
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1. Introduction
1.1 Document Purpose
The purpose of this User Guide is to explain how to install and use the spImages application. The document contains a table of contents, detailed information, images and a frequently asked questions section for better understanding.
1.2 Application Overview
The spImages application lets the user give Salesforce objects a personalized touch with images right on the records themselves. Images can be added by taking pictures with your web cam, mobile device camera, or using stored images. The application displays images uploaded through the application itself, or through the Attachments and Notes section. Single image enlargement is also available, as well as the ability to add and edit image titles and notes.
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2. Administration
This section will help you set up your organization to be able to start using spImages application on the web, as well as in Salesfroce1.
In order to setup your spImages application you need to do steps 2.1 to 2.7.
2.1 Install spImages application
In order to install the spImages application:
1. Go to the AppExchange http://www.salesforce.com/appexchange 2. Search for spImages 3. Click the button. 4. Click the option Log in to the AppExchange. 5. You can then select to install spImages in either Production (includes active, trail or developer orgs) or Sandbox.
6. Select check box to agree the terms and conditions. 7. Click the button. 8. Enter your organization credentials. 9. Select installation details (either for Admin Only, All Users, or Specific Profiles) 10. Then click Install. 6 | User Manual
If the installation is successfully completed you will see the following confirmation message.
After this, you will be able to see the spImages application on the Force.com App Menu.
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2.2 Adding a new remote site
In order to enable spImages features for specific Salesforce objects is it necessary first to specify the Remote Site corresponding to your Salesforce organization.
In order to set the Remote Site:
1. Click the spImages application in the Force.com App Menu. 2. Click the Administration tab. 3. Click the “Enable spImages” link under the Page Name for any object. (If the Remote Site has not been specified yet the system will display a message with the necessary Remote Site URL as shown below).
4. Copy the specified URL and click where it says “Click here to proceed”. (The system redirects you to the Remote Sites page). 5. Click the New Remote Site button.
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6. Enter Remote Site Name. 7. Paste the URL copied from the previous page into the Remote Site URL box. 8. To allow access to the remote site regardless of whether the user’s connection is over HTTP or HTTPS, select Disable Protocol Security checkbox. When selected, Salesforce can pass data from a HTTPS session to a HTTP session, and vice versa. Only select this checkbox if you understand the security implications. 9. Enter a description of the site (this is optional). 10. Check the Active checkbox. 11. Click the Save button.
2.3 Enable spImages for specific object
Once the Remote Site has been specified the user can enable spImages for a specific object. When you generate spImages for an object, two pages are automatically created. In order to enable spImages for a specific object:
1. Click the Administration tab. 2. Click the “Enable spImages” link under the Page Name for the desired object. (A confirmation message is displayed letting you know that the spImages pages were successfully created). 9 | User Manual
2.4 Enable visualforce pages to profiles
The administrator needs to give access the desired profiles to the visual force pages that were automatically created when spImages was enabled during the process outlined in the previous section. This is necessary for the profile users to be able to have access to the spImages visualforce pages. In order to do so: 1. Go to Setup / Administer/ Manage Users / Profiles 2. Click the desired profile name (ex: System Administrator). 3. Go the section “Enable Visualforce Page Access” by scrolling down . 4. Click Edit button. 5. Select the necessary pages from the Available Visualforce Pages window and move them to the Enabled Visualforce Pages using the arrow keys. 10 | User Manual
6. Click the Save button. 2.5 Create custom action
In order to use spImages in Salesforce1 in your mobile device, a custom action needs to be created and then added to the layout. To create the custom action: 1. Go to Setup. 2. Under Build/ Customize find the objects for which you already enabled spImages and click “Buttons, Links, and Actions”. The following is an example using the standard Account Object. 11 | User Manual
3. Click the New Action button. 4. Select Custom Visualforce in the Action Type dropdown list. 5. In the Visualforce Page select the one that have the word “One” in the name. (This is the page necessary for Salesforce1). 6. Specify height: 250px 7. Enter Label and Name: spImages. 8. Click the Change Icon link in order to select the provided icon for the Salesfrorce1 action. 9. Search for icon called “spImagesLogo” and select it. 10. Click the Save button.
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2.6 Add visualforce page to layout
In the following steps we are going to add the page
6. Once the section is created, drag and drop the ObjectCaptureSectionPro from the Visualforce Pages to the newly created section.
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7. Click the wrench icon of the ObjectCaptureSectionPro page in order to edit the properties of the page. 8. Enter Height (in pixels) : 480 9. Select the Show scrollbars checkbox.
10. Click OK. 11. Click the Save button at the top of the page. 2.7 Add custom action to layout
The custom action created on section 2.4 Create custom action needs to be added to the object layout. This allows the application to be used in Salesforce1 through your mobile device.
In order to add the custom action to layout:
1. Go to Setup 2. Find the object to which you wish to add the spImages viewer and click Page Layouts from the menu. 3. Click Edit next to the layout you wish to add the custom action to. 4. Drag and drop the spImages action from the Salefforce1 Actions to the “Actions in the Salesforce1 Action Bar” section. (If it needed click the link “override the predefined actions” in order to be able to add the spImages action). 14 | User Manual
5. Click the Save button at the top of the page.
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3. Web application spImages can be accessed by using your web browser. The user just needs to log into its Salesforce organization and look for the spImages application in the Force.com menu. The Administration tasks need to be performed in order for you to be able to use spImages in your Salesforce organization.
3.1 Supported file types
spImages supports the following file extensions:
JPEG .jpeg, .jpg PNG .png Bitmap .bmp GIF .gif TIFF .tiff, .tif CIS-COD .cis CMU .cmu CMX .cmx IEF .ief PIPEG .jfif ICON .ico Portable anymap .pnm Portable bitmap .pbm Portable graymap .pgm Portable pixmap .ppm RGB .rgb X BitMap .xbm X Pixmap .xpm X Windowdump .xwd
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3.2 Uploading images
The application allows the user to upload images into the Salesforce records for a more personalized touch. Images can be uploaded by using stored images or taking pictures with your device camera.
3.2.1 Upload through spImages section Images can be uploaded to the record by either using the Upload Icon or by dragging and dropping them into the spImages section.
Upload Icon
In order to upload images using the Upload Icon: 1. Click one of the records of the object that you already added the
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3. Click the Browse button. 4. Search for and add your stored images.
After this, the selected images will be already uploaded into the record. You can click the Gallery icon to see them.
Drag and drop
You can also add images by dragging and dropping them into the spImages section.
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3.2.2 Upload by taking pictures
Another way of uploading images is by taking pictures with your device camera.
1. Click the Capture icon. 2. Click the Play button.
3. Allow your browser access your camera. 4. Click the Take button. 5. Enter the desired Title and Notes. 6. Click Save Picture button.
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3.3 Slide images
You can access the images slider by either clicking an image or by the Options menu at the top right of the spImages section.
You will have access to the slider if you select some images then slide or just click and imagey.
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3.4 Edit images From the slider you can edit the images Title and Notes. You just need to click the Edit button, make the change and click Save.
3.5 Delete images
Images can be deleted in three different ways, from the image delete icon, from the options and from the slider.
3.5.1 Image delete icon
Images can be deleted by using the Delete icon on top of the images in the Gallery. 21 | User Manual
3.5.2 Delete from Options
Images can also be deleted from the Options menu. The delete option will delete all images that are selected.
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3.5.3 Delete from Slider
Images can also be deleted from the slider by clicking the Delete button.
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4. Mobile application spImages can also be used in Salesforce1 on mobile devices. In order to do this the user needs to download Salesforce1 application and log in with its Salesforce organization credentials. spImages mobile is very convenient since the user can take pictures and upload them directly into the records. The Administration tasks need to be performed in order for you to be able to use spImages in your mobile device.
4.1 Uploading images The application allows the user to upload images into the Salesforce records for a more personalized touch. Images can be uploaded by using stored images or taking pictures with your device camera.
4.1.1 Upload through spImages section Users can upload images they have stored in their mobile devices the record spImages section.
In order to upload images:
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1. Log into your Salesforce Organization using the mobile application (Salesforce1). 2. Tap the Navigation Menu at the top left. 3. Tap the tab corresponding to the object for which you already enabled spImages and created the custom action during the Administration process. For example: Accounts. 4. Tap a record with the correct layout (layout on which you included the spImages custom action during the Administration process).
5. Tap More Actions if necessary to look for spImages action.
6. Tap spImages action. 7. Tap the camera icon in order to search for the stored images. 8. Tap Choose Existing.
9. Search for your stored images and select one.
Once you upload the image, it will be shown on the spImages section. Images uploaded thorough spImages are also saved in the Attachments and Notes section on the record.
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4.1.2 Upload by taking pictures Users can also add images to the records by taking pictures with the camera.
In order to take pictures:
1. Log into your Salesforce Organization using the mobile application (Salesforce1). 2. Tap the Navigation Menu at the top left. 3. Tap the tab corresponding to the object for which you already enabled spImages and created the custom action during the Administration process. For example: Accounts. 4. Tap a record with the correct layout (layout on which you included the spImages custom action during the Administration process).
5. Tap More Actions if necessary to look for spImages action.
6. Tap spImages action. 7. Tap the camera icon in order to search for the stored images. 8. Tap the Take Photo option.
Once you take the photo, it will be shown on the spImages section. Images taken are also saved in the Attachments and Notes section on the record.
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4.2 Slide images
With spImages the user can slide through the images in a very intuitive way. The user just needs to tap one of the images in the spImages section, and then use the next and previous arrows on the screen.
To go back to the Gallery you should only click the Cancel button.
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4.3 Edit images
The Title and Note of the images can be edited from the slider by tapping on the
image. You will see three new options by tapping the image in the slider: the Edit
Delete and the Gallery icons.
To Edit the Title or Note just tap the Edit icon, modify and Save your changes. 28 | User Manual
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4.4 Delete images
Images can be deleted from the Gallery or from the Slider.
4.4.1 Delete images from Gallery
If you are in the Gallery you just need to tap the Select option.
Then select some images by tapping on them. Finally, just click the Delete icon and confirm deletion. 30 | User Manual
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4.4.2 Delete images from Slider
If you tap on images from the Slider the Delete icon will appear.
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5. Frequently asked questions
Q: I received the following error while installing spImages: “Missing Organization Feature: Content”.
A: In order to solve this issue you need to enable the Salesforce Content feature. Please follow the steps described below: 1. Go to Setup -> App Setup -> Customize -> Salesforce CRM Content -> Settings -> Edit. 2. Select the checkbox “Enable Salesforce CRM Content” and click Save. 3. Repeat the installation process.
Q: I received the following error while trying to Enable spImages: “IO Exception: Unauthorized endpoint, please check Setup->Security->Remote site settings. endpoint = https://spimages.na17.visual.force.com/services/Soap/u/30.0 This Remote Site needs to be created only once. Click here to proceed.”
A: In order to solve this issue you need to add the corresponding Remote Site. Please follow the steps described below: 1. Copy the corresponding URL from the error message. 2. Click the provided link “Click here to proceed”. 3. Click the New Remote Site button. 4. Enter the copied URL for the Remote Site URL. 5. Fill out the rest of the information. 6. Click Save.
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