SharinPix Media Import Feature
Overview
SharinPix Media Import feature allows the users to easily transfer any media content including images, documents and other files from Salesforce into SharinPix. Media sources can be Content Document, Attachment, and even external sources with a public URL.
After the import is completed, you will see the files in the SharinPix Album component on the Salesforce records.
Key Components
- SharinPix Media Imports Object: This custom Salesforce object stores the details of the media files that need to be imported into SharinPix.
- Automated Sync: Once a record is inserted into the SharinPix Media Imports object, an automated batch process starts to synchronize the media files with SharinPix.
Prerequisites
- The permission set SharinPix Media Import needs to be assigned to the users who will be using this feature.
- To be able to use this feature, you will need to grant API access to SharinPix. Link: Basic Setup - Step 2 - Register your Salesforce organization to SharinPix
Steps to Use SharinPix Media Import Feature
1. Creating SharinPix Media Import Records
You can create records in the SharinPix Media Imports object manually or through various automated tools and methods, such as:
Manual Creation
- Navigate to the SharinPix Media Imports tab in Salesforce.
- Click on New.
- Fill in the required details, including the file to be imported or the media URL.
- Click Save.
Using Data Loader
- Open Data Loader and log in with your Salesforce credentials.
- Select Insert operation.
- Choose the SharinPix Media Imports object.
- Upload a CSV file containing the details of the media records.
- Map the CSV fields to Salesforce fields.
- Click Next and then Finish to start the import process.
Using Salesforce Inspector Extension
- Install the Salesforce Inspector extension for Chrome.
- Open Salesforce and navigate to the SharinPix Media Imports object.
- Use the extension to import data by pasting CSV data or JSON format.
2. Automating the Import Process with Custom Flows
Salesforce Flows can be used to automate the creation of SharinPix Media Import records:
- Go to Setup and navigate to Flows.
- Create a new Flow and select the type (e.g., Record-Triggered Flow).
- Define the criteria for when the Flow should trigger (e.g., upon creation or update of a record).
- Add an Action to create a record in the SharinPix Media Imports object.
- Map the necessary fields from the triggering record to the SharinPix Media Imports object, including the file URL if applicable.
- Save and activate the Flow.
Field Mapping
- sharinpix__AlbumId__c: he Salesforce record ID on which the media will be added to in SharinPix
- sharinpix__AttachmentId__c: Id of Attachment record
- sharinpix__ContentDocumentId__c: Id of the Content Document record
- sharinpix__Url__c: Public Url of media to be imported
- sharinpix__Tags__c: Auto tag the medias. If more than one tag is applied, a semi-colon (;) is used as delimiter.
Note:
- Only one of the fields sharinpix__AttachmentId__c, sharinpix__ContentDocumentId__c, or sharinpix__Url__c can be filled at a time.
- Additionally, sharinpix__AlbumId__c is required.
Automated Synchronization
Once records are inserted into the SharinPix Media Imports object, a batch job automatically starts to sync these records with SharinPix. The batch job handles the transfer of media files, ensuring they are uploaded to SharinPix without manual intervention.
You can monitor the progress and status of the batch jobs by navigating to the Apex Jobs page in Salesforce Setup.
This feature only works on the creation of a SharinPix Media Import records. Editing the record afterwards won't trigger the sync.
Image Sync functionality
You can activate the Image Sync functionality if you would like to sync all the medias that are being imported as SharinPix Image records. You can follow the documentation here on how to setup a Webhook: Image Sync for pictures uploaded via SharinPix Mobile App
For further assistance or queries, please contact the SharinPix support team.
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