Slaesforce FAQ

how to upload a logo for templates on salesforce lightning

by Max Bosco Published 2 years ago Updated 1 year ago
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To do this follow these steps 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.

Full Answer

How do I add a template image to my Lightning app?

(Optional) Add a Template Image If you added a description to your .cmp resource, both it and the template image display when a user selects your template in the Lightning App Builder new page wizard. You can use an SVG resource to define the custom template image.

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 image and change app’s logo?

How to upload image and change app's logo 1 Go to Setup >Create> Apps 2 Click Edit in front of your app. 3 Click on Insert Image . Now a pop up will appear with your uploaded logo If you cannot see the file you want make sure file location is exactly that ... 4 Click on the image name. 5 Click Save.

How to change logo to sidebar using documents in Salesforce?

Enter Bookmark name and Paste the URL that you copied previously after uploading document in salesforce. Click on Save button. How to change Logo to the Sidebar using Documents? As an Administrator we can change the log on our sidebar and we can insert custom image.

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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 upload a logo to Salesforce?

Follow the below steps.Go to Setup >Create> Apps.Click Edit in front of your app.Click on Insert Image . Now a pop up will appear with your uploaded logo. If you cannot see the file you want make sure file location is exactly that you want from the above drop down box.Click on the image name.Click Save.

How do I add an image to a lightning email template in Salesforce?

Using Image TagsAdd an image to the Documents tab.On the Documents home page, open the image by clicking its name.Right-click the image and get its reusable URL address. When you use the URL, you reference the copy of the image on the Salesforce server.Open your custom HTML or Visualforce template.

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

In Lightning Experience 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.

How do I upload an image to Salesforce lightning?

Obtain the Salesforce Record ID for the image file....Update the product record that you want to add the image to.On the CC Products tab in your org, select a product.Go to the Product Media related list, and click New.In Product Media Source, select URI.Complete the other image fields, and save your changes.

Where do I upload my logo for letterhead in Salesforce?

You must upload the logo image to the Documents tab before you can add it to the letterhead. Make sure the document is marked as an Externally Available Image so it is visible to non-Salesforce users when it is received in an email. So Document is the answer of your question.

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.

How do I add a logo to an email template?

Simplified: Adding your logo to email templatesHead to the 'Branding' page, select your image file and click 'Upload logo' ... Right click the image, and select 'Copy image address'Select the email template you want to customise.Right click on the Signable logo and select 'Image Properties'More items...

Can you add image to Salesforce email template?

You can include images, such as logos, in your custom HTML and Visualforce email templates. Salesforce allows you to use style tags to add external or internal images to an email.

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 create an enhanced letterhead in Salesforce?

0:001:06How to Create a Letterhead in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipEnter a name for the letterhead. Next to letterhead label. This automatically populates theMoreEnter a name for the letterhead. Next to letterhead label. This automatically populates the letterhead unique name optionally enter a description for your letterhead.

How to upload a document to Salesforce?

How to Upload a file to Salesforce Document library? 1 Enter Details like document name. 2 Unique name will be auto generated based on document name. 3 Select the folder to which the document is to be stored. 4 Enter description. 5 Now browse for the file to upload. 6 Click on Save button.

How to Upload a file to Salesforce Document library?

To upload new document in salesforce go to all Tabs | Documents | New.

What is document tab in Salesforce?

Documents tab in Salesforce are used to upload documents and images with all file extensions like .htm, .html, .htt, .htx, .mhtm, .mhtml, .shtm, .shtml, .acgi.

How big is an image in Salesforce?

To insert an Image into file storage in Salesforce, the image must have maximum size of 20KB.

How to change Logo to the Sidebar using Documents?

As an Administrator we can change the log on our sidebar and we can insert custom image. To insert custom image on the sidebar Go to all Tabs | Documents | New

Define a Tokens Bundle

To enable your Lightning components to access branding tokens, which control things such as the logo and font family, define a tokens bundle in the same namespace.

Add a CSS Resource

In Experience Builder, each property in the Theme panel maps to one or more standard design tokens. So by using tokens in the CSS of your component, you make it easy for admins to use the Theme panel to quickly update the component’s appearance.

Upload an Image in the Theme Panel

All that’s left to do to is upload a company logo in Experience Builder.

What is a Lightning page template?

Every standard Lightning page is associated with a default template component , which defines the page’s regions and what components the page includes. Custom Lightning page template components let you create page templates to fit your business needs with the structure and components that you define. Once implemented, your custom template is available in the Lightning App Builder’s new page wizard for your page creators to use.

What is the description attribute in Lightning App Builder?

The description attribute on the aura:component tag is optional, but recommended. If you define a description, it displays as the template description beneath the template image in the Lightning App Builder new page wizard.

What is a custom template?

A custom template is an Aura component bundle that should include at least a .cmp resource and a design resource. The .cmp resource must implement a template interface, and declare an attribute of type Aura.Component [] for each template region. The Aura.Component [] type defines the attribute as a collection of components.

What is the label text in a CMP file?

Here’s the design file that goes with the sample .cmp resource. The label text in the design file displays as the name of the template in the new page wizard.

How big is a SVG file?

We recommend that your SVG resource is no larger than 150 KB, and no more than 160 px high and 560 px wide.

What is lightning:flexipageRegionInfo?

You can use the lightning:flexipageRegionInfo subcomponent to pass region width information to a component. Doing so lets you configure your page components to render differently based on what size region they display in.

Can a template component multitask?

Template components shouldn’t implement any other type of interface, such as flexipage:availableForAllPageTypes or force:hasRecordId. A template component can’t multi-task as a regular component. It’s either a template, or it’s not.

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