Slaesforce FAQ

how to add logo to documents in salesforce lightning

by Gabriella Boyle Published 3 years ago Updated 2 years ago
image

Click the "+" icon on the Navigation bar Click "Documents" Click the "New" button Fill up the Document Name Tick the checkbox for "Externally Available Image" Select the folder you want it to be saved Upload the logo by clicking on "Choose File"

  1. Click on Documents Tab.
  2. Click on New Button.
  3. Upload the Image that you want to use as logo, while uploading make sure you check the "Externally Available Image" and be sure about the folder in which you are uploading this image.
  4. Click Save.
Aug 28, 2014

Full Answer

How do I display my logo on the Salesforce website?

As a system administrator, you can display your logo on the salesforce.com sidebar, located on the left hand side of most pages.

How to add a logo to a document?

1.Click on Documents Tab 2. Click on New Button 3.Upload the Image that you want to use as logo, while uploading make sure you check the "Externally Available Image" and be sure about the folder in which you are uploading this image.

How to upload new document in Salesforce?

To upload new document in salesforce go to all Tabs | Documents | New. Enter Details like document name. Unique name will be auto generated based on document name. Select the folder to which the document is to be stored.

How to access Salesforce documents tab in Salesforce?

Login Salesforce to access Salesforce Documents Tab go to all tabs section. When we click on (+) displays al tabs available in Salesforce.com. Now all tabs in Salesforce.com are displayed. Click on Documents as shown below.

image

How do I add a logo to Salesforce lightning?

Lightning Experience:Click the Gear icon.Click "Setup"On your left panel, expand "Apps"Click "App Manager"On the right, click the drop down arrow next to the App that you want to edit.Click "Edit"Under "App Details & Branding", click "Clear" below the logo preview box.Click "Upload"More items...

How do I add an image to the document tab in Salesforce?

Add the Image File to Documents:Go to the Documents Home page. ... Under Recent Documents, click New.Give the image a descriptive name and store in Shared Documents. ... Click the Choose File button and navigate to the image file to import.Click the Save.

How do I add a logo to my letterhead in Salesforce?

In Salesforce Classic Navigate to Setup | Communication Templates | Classic Letterheads. Select your letterhead by clicking on the label. Select Edit Letterhead | Select Logo. Click to select the appropriate image.

How do I insert an image into Salesforce?

Add Image ContentTo add an existing image, click Browse and select your image.To upload or drag an image: Click Browse | Create. Drag images to the canvas or click Upload and select images from your computer. ... To use an external image: Insert the URL of the external image in the field below the Browse button.

How do I upload an image to Salesforce lightning?

Upload your image file to the Product Media record....Obtain the Salesforce Record ID for the image file.Click on the image you uploaded.From the Header drop-down, select View File Details.In the URL, copy the 15 or 18 digit Salesforce Record ID for the image. Save the ID in a location you can easily reference later.

Where are Salesforce logos stored?

Where is the logo image saved? In Salesforce classic we use to upload the file as Document and then only we were able to change the logo. But now in lightning experience the image is uploaded directly. The image is stored in the Content SObject, at the time of upload itself.

Where do I upload the logo for classic letterhead in Salesforce?

Click Edit Header Properties, and select the color, alignment, and height for the top section of the letterhead. Click Select Logo to include an image of your company logo in the top or bottom section of the letterhead. Note Upload the logo image to the Documents tab before you add it to the letterhead.

How do you make a lightning letterhead?

Note Enhanced letterheads aren't supported in Email Template Builder.From the App Launcher open Enhanced Letterheads. The only default list view is Recently Viewed. ... Click New.Name the enhanced letterhead.Add content to the header, footer, or both. ... Click Save.

How do you make a letterhead logo?

To make a letterhead, start by opening a new Microsoft Word document and saving it as a template. Then, click "Insert" and "Header" in the top menu bar. Enter your letterhead text, like your company name, address, and phone number. You can also add a logo by clicking on "Picture" in the "Insert" tab.

How do I add an image to my lightning email template?

Include Images In Your Lightning Email TemplatesStep 1: Enable Folders and Advanced Sharing for Lightning Email Templates.Step 2: Create an Email Template folder.Step 3: Navigate to Email Template and Add Folder.Step 4: Create an Email Template in created Folder and Add Image.More items...•

How do I add a logo to my Salesforce email template?

Navigate to Gear icon | Setup | Email | Classic Letterheads.Select your letterhead by clicking on the label.Select Edit Letterhead | Select Logo.Click to select the appropriate image. Then click Save.

Where is the Documents tab in Salesforce lightning?

The Documents tab isn't available in Lightning Experience, but your document files aren't going away. In fact, some features continue to rely on files in your Documents tab, like email templates. Don't delete these documents.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9