Main Documentation
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Getting Started with SharinPix
- Basic Setup Steps - Start with SharinPix in 3 Steps
- Basic Setup - Step 1 - Configure the Salesforce usage of SharinPix
- Basic Setup - Step 2 - Register your Salesforce organization to SharinPix
- Basic Setup - Step 3a for Classic Users - Setup SharinPix for Salesforce Classic
- Basic Setup - Step 3b for Lightning Users - Setup SharinPix for Lightning Experience
- Basic Setup - Step 3c for new Salesforce Mobile App Users - Setup SharinPix for Mobile (Lightning Experience)
- Basic Setup - Step 3d for old Salesforce Mobile App Users - Setup SharinPix for Mobile (Classic Implementation)
- Advanced Configuration - Customizing your SharinPix components with SharinPix Permissions
- Overview of the SharinPix Administration Dashboard
- SharinPix App
- How to contact support?
- Single Image Caption
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Best Practices
- View / Upload images on Salesforce Classic for Desktop
- View / Upload Pictures on Lightning Experience
- View / Upload Pictures on Salesforce mobile App
- View / Upload Pictures on Salesforce Community
- Working with Images with Salesforce Field Service
- Images on generated PDF document
- Images on Salesforce Report and Views
- Search for Images in Salesforce using SharinPix
- Images features in your Salesforce Flow
- Display Images from another Salesforce record
- Working with SharinPix Tokens
- Working with Sketches in Salesforce Field Service (Offline/ Online LWC)
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SharinPix Lightning Components
- Overview of the SharinPix Lightning Components
- SharinPix Album
- SharinPix Album with Chatter
- SharinPix Chatter
- SharinPix Copy To Clipboard
- SharinPix Map
- SharinPix Mobile Launcher
- SharinPix Related Record Albums
- SharinPix Related Search
- SharinPix Rich Text To PDF
- SharinPix Search
- SharinPix Single Image
- SharinPix Single Image Grid
- SharinPix To Album
- SharinPix To PDF
- SharinPix To Rich Text Area
- SharinPix Upload Button
- SharinPix Custom Upload Button
- SharinPix Plan
- SharinPix Map To Album
- SharinPix Plan Items Related List
- SharinPix Merge Album
- SharinPix Album Resync
- SharinPix Import Files
- SharinPix Collage
- SharinPix Share Selection
- SharinPix PDF Form Builder
- SharinPix Mobile PDF Form Launcher
- SharinPix Token Viewer
- SharinPix Plan Share Link
- SharinPix Plan to Album
- SharinPix PDF Merge
- SharinPix Album (LWC)
- SharinPix Share
- SharinPix Sketch Plan
- SharinPix Sketcher
- SharinPix Sketch Components for Salesforce Field Service Usage
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SharinPix features - main integration
- Using on a Lightning Record Page
- Using on the Lightning Home Page
- Using on Lightning with "SharinPix Album" Lightning Action
- Using on Lightning with "SharinPix Search" Lightning Component (Dev Skills Required)
- Using on Lightning with "SharinPix Album with Chatter" Lightning Component
- Using on Lightning with "SharinPix Mobile Launcher" Lightning Component (Admin Friendly)
- Classic Look on a Lightning Page
- Using on Lighting with your own personalized Lightning Component (Dev Skills)
- Using on Lightning with your own personalized Visualforce Component (Dev Skills)
- Using on Classic with SharinPix Canvas App
- Using on Classic with a Visualforce Page WITHOUT an Apex Controller (Admin Friendly version)
- Using on Classic with a Visualforce Page WITH an Apex Controller (Developer skills required)
- Using on Salesforce flow (Developer skills required)
- Using on Salesforce Mobile Apps
- Using on Salesforce Field Service App (Field Service Lightning)
- Using on Chatter
- Using SharinPix in Salesforce Community
- Using SharinPix to PDF Component in Salesforce Community
- Using on a Web Form
- Using in your own mobile app
- Using the Mobile Launcher Visualforce Component
- Using a SharinPix component in an Iframe (Developer-oriented)
- Integrate SharinPix Album on Your Website (Developer-oriented)
- SharinPix Language Translation
- Using the SharinPix to PDF Visualforce Component (Developer-Oriented)
- Using SharinPix deeplink to launch a PDF from Salesforce mobile
- SharinPix Custom Translation
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SharinPix features - User interface
- Thumbnail View
- Thumbnail View - The menu
- Thumbnail View - Pagination
- Thumbnail view – Delete
- Thumbnail view – Trash bin
- Thumbnail view – Image Selection
- Thumbnail view – Full Screen
- Thumbnail view – Automatic Full Screen in Lightning
- Thumbnail view - Tags
- Thumbnail view - Sort
- Thumbnail view – open an Image in Large View
- Thumbnail View - Group PDF
- Thumbnail View - Display infos
- Large View
- Large View: Caption/Title and Description
- Large View: Toolbar
- Large View: Toolbar – Tags
- Large View: Toolbar – Show/Hide Annotation
- Large View: Toolbar – Download
- Large View: Toolbar – New Annotation Toolbar
- Large View: Toolbar – Annotate
- Large View: Toolbar – Rotate
- Large View: Toolbar – Crop
- Large View: Toolbar - Crop with Aspect Ratios
- Large View: Toolbar – Information
- Large View: Annotation – Stickers
- Large View: Annotation –Text
- Large View: Annotation – Color Selection
- Large View: Annotation – Edit
- Large View: Annotation – Move
- Large View: Annotation – Tools
- Large View: Annotation – Comment with Chatter
- Large View: Viewer infos
- Large View - Image Color Adjustments
- Image and PDF Quality Settings
- Search Thumbnail View - Sort
- Thumbnail View - Album Gallery Navigation
- Thumbnail View - Album Gallery Section by Uploaded Date
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SharinPix features - Upload Images
- Supported format - Rendered images
- Supported format - Multipage format
- Supported format - other files
- Drag and Drop
- Using the Add button on a desktop
- Using the Add button on a mobile
- Upload from Webcam
- Upload using WebForms
- Restrict Uploads Using File Extensions
- Allowing Camera only image uploads (Mobile only)
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SharinPix features - Download images
- Single Image download
- Browser Download – right click menu
- Download icon from the toolbar
- Known limitation on iOS – Download a PDF
- Personalized image download - footer integration
- Personalized image download with annotations (Admin-Oriented)
- Personalized image download with annotations (Developer-Oriented)
- Personalized image download without annotations
- Personalized image download for a specific size/format
- Multiple Images download (ZIP) - Out of the box
- Multiple Image download (ZIP) - make it available for your Album
- Multiple Image download (ZIP) - make it available for your Search Results
- Multiple Image download (ZIP) - how to add download:true to a VisualForce page
- Multiple Image download (ZIP) - How to personalize the download filenames
- Download Image with Custom Filename directly from the SharinPix Image record URL
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SharinPix features - Menu Commands
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SharinPix features - Working with Tags
- Tags Command in SharinPix menu
- Create Tag
- Fixed Tags from the menu
- Predefine tags for your users
- Tags globally listed in the menu of all your albums
- Tags available for a specific album
- Tag Action
- Server Side notification – new_tag_image (Webhook)
- Client Side notification – tag-image-new (Footer)
- Remove Tag
- Auto Tags
- Multi-Selection of Tags from Filtering Menu
- Tag Sets
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SharinPix features - Search Images
- Using Salesforce Search on SharinPix Image objects
- Using the Search Image tab
- Why do we need a report ?
- How to create a report for Image Search
- How to open the Image Search page with a Report Id and Filters dynamically
- Using your personalized Search
- Your Salesforce Filters
- The Tag Filters
- How to show the result
- How to personalize the image large view and interaction (footer)
- Display Thumbnail Infos
- Using Sort inside query parameters
- Using tag filters inside query parameters
- SharinPix Aggregate Search (Developer-Oriented)
- Using your personalized Search in a Salesforce Flow (Admin-Oriented)
- Using Collage on Search Component
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SharinPix Mobile App
- Where to find the SharinPix mobile app
- SharinPix Mobile App: How it works
- SharinPix mobile app: Minimal Requirements
- SharinPix Mobile App: Settings Screen
- How to install the SharinPix mobile app Beta version
- SharinPix Mobile App: Take Pictures
- SharinPix Mobile App: Tag Pictures
- SharinPix Mobile App: Add Title and Description to photos
- SharinPix Mobile App: Upload Pictures
- SharinPix Mobile App : Deeplink syntax
- Navigation with SharinPix Deep Link and Universal Link
- Mobile token generation methods
- SharinPix automatic mobile upload token generation (Admin Friendly)
- SharinPix Mobile App: Checklist
- SharinPix Mobile App: Global Configuration
- SharinPix Mobile App: Online mode
- SharinPix Mobile App: Smart Document Scanning
- SharinPix Mobile App: Snap & Say
- SharinPix Mobile App: Create a Shooting Job for later upload
- SharinPix Mobile App: Access to Shooting Job
- SharinPix PDF Photo Field
- Troubleshoot SharinPix Mobile App Common Issues
- SharinPix Mobile App: Team Checklist
- SharinPix Mobile App: Template Image
- Export media to internal storage
- SharinPix Mobile App: Checklist with Form Features
- SharinPix Mobile App: Text Recognition on Scan (OCR)
- SharinPix Mobile App: Roomplan
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SharinPix - Access and Security
- SharinPix Abilities
- SharinPix Permission object - How to create and assign custom permission?
- SharinPix Permission for SharinPix Mobile Launcher Component
- How to dynamically assign SharinPix Permission records to albums using Flows? (Admin-Friendly)
- SharinPix permission
- Customizing your SharinPix Global Settings
- SharinPix Webcam Permissions
- SharinPix automatic token generation (Developer-oriented)
- Online token generation methods
- SharinPix security token
- How to pull the SharinPix Token onto my object? (Developer-oriented)
- Token validation or invalidation using Session ID
- SharinPix Endpoint URLs to authorize or whitelist
- Integration in a WebForm (Admin Friendly)
- Integration in a WebForm (Developer-oriented)
- How to display one image or a group of images using the SharinPix Album component? (Developer-Oriented)
- SharinPix User and Profiles access rights
- SharinPix Community users access rights
- SharinPix Permission Sets
- SharinPix Imports Requirements
- SharinPix Token Verification
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SharinPix Image Sync
- What is SharinPix Image Sync?
- What are the uses of Image Sync ?
- The SharinPix Image Object
- Setup SharinPix Image Sync
- Enable Image Sync for Classic
- Enable Image Sync for Lightning
- SharinPix Transformation - get your images automatically resized!
- SharinPix Transformations Examples
- SharinPix Transformation - Get your images watermarked
- Image Sync for pictures uploaded via SharinPix Mobile App
- Force Image Sync using Apex Code or Developer console
- How to use image sync on multiple albums (batch)?
- Troubleshoot Common Image Sync Issues
- SharinPix Transformation - Flow
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SharinPix integration - events
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SharinPix Chatter Feed for Image and Annotation
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SharinPix integration with other Apps
- SharinPix integration with TaskRay
- SharinPix for Field Service - our customers are talking for us
- Integration of SharinPix App with SFS (FSL) App using App Extension
- Integration of SharinPix App with SFS (FSL) App using Flows
- View a SharinPix album from the SFS (FSL) app
- Display Images in Service Report (Salesforce Field Service / FSL)
- Using deeplink to return to SFS (FSL) Flow with additional image information
- SharinPix Image Gallery (Document Builder)
- Add Photos on a Newly-Created Record Using Field Service Mobile Flow and SFS Mobile (Developer-Oriented)
- SharinPix WebView on a Native iOS Mobile Application
- SharinPix WebView on a Native Android Mobile Application
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SharinPix Cookbook - Use Case and Implementation Examples
- Utils methods
- Image methods
- SharinPix Code Generator
- Generate SharinPix PDFs Automatically
- Display an image in a Salesforce field using Tag Action
- Display an image in Salesforce fields using Salesforce Flows
- Display another record's album on a page record using a Flow (Admin-friendly)
- Rename a SharinPix album using a Flow (Admin-Oriented)
- Create Contacts from an Account using VisualFlow
- Display a list of records with corresponding SharinPix albums (Developer-oriented)
- Integrating SharinPix with Salesforce Mobile App using Lightning Action and Visualforce
- Extract Parameters from URL to display Album
- Fullscreen Image Viewer
- Open a specific image in Full View
- Generate SharinPix Mobile URL
- Automatic token generation on a WorkOrder using Trigger (Developer-oriented)
- SharinPix Webhooks
- SharinPix Webhook Payload
- Duplicate a SharinPix album using a Flow (Admin-Oriented)
- Append images to a Rich Text field using a Flow (Admin-Oriented)
- SharinPix Map Use Cases
- SharinPix Plan Use Cases
- Implement a SharinPix upload button in a Visualforce page
- List of SharinPix LWC and Aura components in the SharinPix package
- Embed SharinPix Aura components in LWC using Screen Flows
- Salesforce Files Import and Export using SharinPix Features
- Append images to a Rich Text field using a Batch (Developer-Oriented)
- SharinPix Mobile App: Retrieve User Information When Uploading Photos (Developer-Oriented)
- Implement a SharinPix Token Decoder in Salesforce (Developer-Oriented)
- Generate token from SharinPix Permission with Apex
- Display an Album in a Lightning Web Component
- Display an upload button in a Lightning Web Component
- Share Utils Methods
- Download Zip - Using Customized Download Filenames to Build a Folder Structure
- SharinPix Mobile App: Track Mobile Users Uploading Photos From the SharinPix Mobile App
- SharinPix Generative AI Analyse/Extract Image Capabilities
- SharinPix Media Import Feature
- SharinPix Sketch to Album
- SharinPix Bulk PDF Generation Feature (Developer-oriented)
- Generate SharinPix Shareable Album Links Automatically
- Upload Images with Custom Metadata (Developer-Oriented)
- Refreshing SharinPix Mobile Launcher and Handling OnClick Events
- SFS Components Configuration (Roomplan, Document Scanner, Barcode Scanner, and Image and Annotate)
- Delete or Purge SharinPix Images
- Automatically move images from Lead record to Opportunity on Lead Conversion
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Legacy SharinPix documentation