SharinPix - training package for SuperMums

You can start your 14-day free trial right now from our AppExchange page.


To register for this training program and be guided through steps to learn about the best way to use images in your Salesforce click here 


Our goal is to re-create the “Test Drive” experience as seen on the AppExchange SharinPix listing.

Here are the steps:

  1. Install SharinPix from the AppExchange and complete post-configuration using our Basic Setup Steps - Start with SharinPix in 3 steps article
  2. Setup ImageSync using our Setup SharinPix Image Sync  article. Don't forget to "Enable Image Sync"
  3. Modify the Case layout Lightning component to match the Test Drive
    1. Create a new case with the Subject "Seeking guidance on electrical wiring installation for GC5060 ". Set the Origin to "Web" and save. Add additional values to match the Test Drive if you like.
    2. Click the Setup gear icon in the top right, and choose “Edit Page”
  1. Edit the Lightning Page
    • In the right column
      1. Click "Change" to change the template
      2. Click "Header and Right Sidebar", and click "Next"
      3. For "Map Template Regions", keep the default settings and click "Done" 
  • In the left Region (the main content area):
    1. Drag the tab component that contains the “Feed” and “Related” tabs to the right sidebar.
    2. Add a Rich Text component. Copy and paste content from the Test Drive.
    3. Add the "SharinPix Album" component.
    4. Add an Accordion Component. Modify to match.
    5. Add two "Related List - Single" components.  Set the first component component to "SharinPix Images Related List".
  • In the right Sidebar:
    1. Add an Accordion component. Add Rich Text components as needed and modify to match.
    2. Add the "SharinPix to PDF" component.
    3. Add the "SharinPix Copy to Clipboard" component.
    4. Add the "SharinPix Album Resync" component. Modify the button label to match.
    5. Add a "Details" tab to the tab component, and set it as default. Reorder the tabs to match the Test Drive.
  1. Save your Case Page
  2. Activate your Page
  1. Create the example Case to match the Test Drive
    1. From the AppExchange Test Drive, download the images from the example Case to your computer.
    2. Edit the Case, add the Subject as seen in the Test Drive.  Set the Origin to "Web" and save.
    3. Click “Add” to upload the Images you downloaded from the Test Drive.
    4. TIP:  If no images appear in the SharinPix Images Related List, you missed enabling ImageSync in Step 2.  
  2. Play with your new Test Drive!

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