1 | User Manual 2 | User Manual 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 4 | User Manual 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. 5 | User Manual 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. 7 | User Manual 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. 8 | User Manual 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. 12 | User Manual 2.6 Add visualforce page to layout In the following steps we are going to add the page <ObjectCaptureSectionPro> generated in section 2.3 Enable spImages for specific object to the object page layout. In order to add the page to the object 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 image viewer to. 4. Add a new section to house the image viewer. For this, drag and drop the Section button down to where