SharinPix Sketch Plan

The SharinPix Sketch Plan allows users to add markers to sketches, which can then be annotated with text. This functionality is also available for offline use in Salesforce Field Service (SFS).

Information:

This feature is only available on Lightning. It can be used:

  • On Page Builder
  • On Desktop
  • Field Service Mobile (accessible both online and offline)

Getting Started

To use the SharinPix Sketch Plan component, simply need to drag and drop the component from the Lightning App Builder onto your page layout.

SharinPix Sketch Plan Setting

To use SharinPix Sketch Plan on both desktop and mobile, you should ensure the following for the SharinPix Sketch Plan component:

  • Assign the permission set, SharinPix Sketch Permission, to the users. 
  • Follow the steps below to set up a SharinPix Sketch Template and use of SharinPix Sketch Plan:
    1. Go to the App Launcher and find the Sketch Template.
    2. Create a new template and insert the SVG of an image into the template field.
    3. Go to the object where you will add the SharinPix Sketch Plan and edit the record page to add the component.
    4. In the SharinPix Sketcher component, select the Sketch Template.
    5. Begin adding annotation and text to the Sketch as needed.

Demo

 The diagram below illustrates the process of creating a Sketch Template with integrated SVG metadata from an image.

The diagram below shows the SharinPix Sketch Plan with the Sketch Template created above.

The diagram below shows a list of markers added to the sketch and the annotation.

The picture below shows sketches that have been annotated and saved in the SharinPix Sketch Plan.

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