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Merging Dynamic Images with Output Files

TOPIC
How to merge an image in the output file of a generated document.
INSTRUCTIONS

Appending “__image” at the end of the tag

Locate the field in the object that contains a record ID with an image extension. For example: 015i00000000w3N.gif. In the document, reference this field “__image” appended to the end of the tag.

For example, referencing the tag <<Opportunity_Image_Formula>> will bring in the value of the field (the text "015i00000000w3N.gif"), whereas the tag <<Opportunity_Image_Formula__image>> will pull in the image referenced the field.

Note: This does not necessarily have to be a record ID of the Document. This can also be an image URL.

Rich text field

Rich text fields are fields within an object that allow for formatted text, links and images. When using a rich text field, it is possible to use either text only or image only (it is not possible to combine the two in a single rich text field). The document will pull in whatever format is first in the field. For example, if text is the first thing in the field, only text will be pulled into the document.

Dynamic Image Replacement

An image can be dynamically replaced with the dimension of the image specified on the document. After placing an image in the document with the appropriate height and width, go to the selection pane in Word and select the image that is placed in the document. In the selection pane, input the tag with the “__image” (this is both for normal fields as well as rich text field).
ADDITIONAL INFORMATION
These images need to be a publicly available (either from within Salesforce or a publicly available image URL).
RELATED LINKS
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Version history
Revision #:
1 of 1
Last update:
‎12-18-2018 02:43 PM
Updated by: