SharinPix Media Import Feature

Overview

The SharinPix Media Import feature allows users to easily transfer any media content, including images, documents, and other files, from Salesforce into SharinPix. Media sources can be Content Documents, Attachments, or 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 Import Object: This custom Salesforce object stores details of media files to be imported into SharinPix.

• Automated Sync: Once a SharinPix Media Import record is inserted, an automated batch process begins synchronizing the media files with SharinPix.

Warning:

This feature is designed for single or small-volume imports.

Large import volumes can trigger internal safety limits, resulting in a temporary block for your organization. Please follow our volume guidelines to ensure uninterrupted service.

• High-Volume Imports: If you need to process large batches, please follow the guidance in this documentation for the correct workflow.

• Need guidance? Contact SharinPix Support before proceeding.

Prerequisites

• The permission set SharinPix Media Import must be assigned to users who will use this feature.

• To use this feature, you will need to grant API access to SharinPix. Link: Basic Setup - Step 2 - Register your Salesforce organization to SharinPix

• SharinPix Package Version 1.310 or later is required to access this feature. Refer to this documentation to update your package.

Steps to Use the 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

1. Navigate to the SharinPix Media Imports tab in Salesforce.

2. Click on New.

3. Fill in the required details, including the file to be imported or the media URL.

4. Click Save.

Using Data Loader

1. Open Data Loader and log in with your Salesforce credentials.

2. Select the Insert operation.

3. Choose the SharinPix Media Imports object.

4. Upload a CSV file containing the details of the media records.

5. Map the CSV fields to Salesforce fields.

6. Click Next and then Finish to start the import process.

Using Salesforce Inspector Extension

1. Install the Salesforce Inspector extension for Chrome.

2. Open Salesforce and navigate to the SharinPix Media Imports object.

3. 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:

1. Go to Setup and navigate to Flows.

2. Create a new Flow and select the type (e.g., Record-Triggered Flow).

3. Define the criteria for when the Flow should trigger (e.g., upon creation or update of a record).

4. Add an Action to create a record in the SharinPix Media Imports object.

5. Map the necessary fields from the triggering record to the SharinPix Media Imports object, including the file URL if applicable.

6. 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 a 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.

media_import_sample

Automated Synchronization

Once SharinPix Media Import records are inserted, a batch job automatically starts syncing them 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 when creating a SharinPix Media Import record. Editing the record afterwards won't trigger the sync.

Image Sync functionality

You can activate the Image Sync functionality if you would like any media transferred to have their corresponding SharinPix Image records. You can follow the documentation here on how to set up a Webhook: Image Sync for pictures uploaded via SharinPix Mobile App

For further assistance or queries, please contact the SharinPix support team.