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Advanced Setup - Customizing your SharinPix Global Settings (copied)

SharinPix is available on the AppExchange

Once installed on your org, you will have few steps to follow to start using it.

You will find the description of each of those steps in this Getting Started Chapter.

Install SharinPix from the App Exchange

Navigate to our AppExchange page by click here.

Click Get it Now and follow the prompts

Setup Steps

You are few steps away from your first usage of SharinPix.

Those steps are:

  1. Configure the Salesforce usage of SharinPix

  2. Register your Salesforce organisation to SharinPix

  3. Add SharinPix Component to Classic / Lightning / Salesforce Mobile App

Setup Steps - 1 - Configure the Salesforce usage of SharinPix

Go to Salesforce Setup and type Connected in the Quick Find Box

Then click Manage Connected Apps

From the list, click Edit on the line containing the Albums Connected App

Change value of Permitted Users from "All users may self authorize" to "Admin approved users are pre-authorized"

Then use the button Save to save your modifications.

Alert?

Just say OK. You're about to give permission to the profiles that will be using this.

Manage profiles

Still in the connected apps...

Assign Profiles who will have access to managing images.

At least add yourself as System Administrator.

Setup Steps - 2 - Register your Salesforce organisation to SharinPix

First of all, reach SharinPix Settings Tab.

If you are under classic : Behind the + in the tab line (All Tabs) - SharinPix Settings

If you are under Lightning: AppLauncher - SharinPix Settings

In Lightning, click the waffle (The App Launcher - 9 Dots button under the Salesforce logo - ⓵ in the picture).

You can type Settings or find SharinPix Settings in the All Items list at the bottom of the page by scrolling down.

Connect to SharinPix for the first time / Grant API access / Go to Admin Dashboard

This screen manage the connection between Salesforce and SharinPix.

First line should turn itself to green. At this time your Salesforce organisation is now registred into SharinPix.

SharinPix needs the second line turn into green to to have the right to update your Salesforce data on your behalf.

The third line should stay yellow until Einstein configuration is required and completed.

This is how it should look, unless you are doing Einstein

Otherwise, verify Einstein.

Note that the "Go to administration dashboard" is available from here for an access to advanced SharinPix settings at any time.

Setup Steps - 3 - Part A - If you are using Classic

Now you are ready to add the SharinPix album to your Page Layout.

Use the Canvas App to create a space there to add photos (Canvas App is the easier way to do so)

Canvas App - Drag and Drop on the layout

Click EDIT next to the Layout(s) where you want to display photos

Find "Canvas Apps" at the bottom of the list at left in page layout

Click and you see Albums

Create Section on the page layout, then Save Layout. The Albums won't go into the section before it has been saved.

Click the wrench to adjust the settings.

  • Set the Height to 500 pixels.

  • Ok

  • Save

This will show up for Lightning and Salesforce Mobile App, but they will not be optimized.

This could be optimized if you create a single column section to receive the Album Canvas App.

To do so, you have to :

  1. Add a new section on your layout

  2. Use the wrench icon on the section to make it one column

  3. Save the layout (not quick saving, use the save button)

  4. re-open the layout

  5. drag and drop the Canvas App on it (if not saved before the one column section will not accept any VF or Canvas App)

Test by adding a photo!

Drag & Drop or Choose from photo files.

Click to see one photo at full size

Play with the icons at the top to learn what you can do!

Setup Steps - 3 - B - If you are using Lightning

What you have done on Setup Steps -2 - Part A will make this available on Lightning and in the mobile on the detail tab.

BUT the way it works is not perfect. At any click on the Album, it will open a new window.

To get the best implementation for Lightning you may better use our Lightning Component.

Adding a component to a Lightning Page

Go to a record page in Lightning...

This is RCRD, an org that helps disabled kids

Edit Page

Scroll down to the managed components

Choose the SharinPix Component

Drag the component into the sidebar.

You can't put the component into the detail page itself because it is already a component.

No need to add other settings.

After Save, Activate

Activation Page

You can set this as the organization-wide default, meaning the component shows up on all the pages for this object.

Or, play with the other options. Or go to "Learn more..."

Photo added to an organization

Setup Steps - 3 - Part C - If you are using Salesforce Mobile App

If you have been through the Classic implementation, you should already see the SharinPix album on the details tab. But it's not perfect and could be optimized by adding an action for SharinPix.

Anyway, if you have only been through the Lightning configuration you still have to do the following steps.

Create a "SharinPix Album" Lightning Action

Go to Setup -> Object Manager. Select the Object Type on which you intend to add the custom action. In the present case, it will be added on the Account Object.

On the left-hand-side of the screen, select the Button, Links and Actions item.

Create a "New Action"

From the Action Type picklist, selectLightning Component.

Enter the values as shown in the figure below:

Lightning Component field : :SharinPixAlbum. Height : at least 525px Standard Label Type: None Label: SharinPix Album Name: SharinPix_Album

Then Save.

Now you have to add this action to your object Layout.

Make "SharinPix Album" Action available on the Layout

In our example we will add the Custom Action to the Account Page Layout.

Head over to the Account Page Layout most relevant to your case.

From Mobile & Lightning Actions, drag and drop the SharinPix Album action inside the Salesforce Mobile and Lightning Experience Actions section.

Click on save.

Test the "SharinPix Album" Lightning Action from the Desktop

Access an account record. The newly-created custom action should appear on the page-layout

When the action is selected, the SharinPix Album is launched as shown in the image below.

Test "SharinPix Album" Lightning Action from Salesforce Mobile App

The SharinPix Album custom action can also be accessed from the Salesforce mobile application as shown in the images below.

Setup Steps - 4 - Customizing your SharinPix global settings

Go the Administration Dashboard

As described in Setup Steps - 2 - Open SharinPix Settings Tab and use "Go To Administration Dashboard" button.

You'll have to sign in again to authenticate your credentials

Click Settings Tab

Use Edit organisation button to change the settings

You can click all the box here to give by default access to all features to any users.

Later on, you may want to personalize this by giving specific access to some special users using SharinPix Abilities or SharinPix Permissions.

Hit Update Organisation when done to save your modifications.

Standard features

  • Add Button - for all users

  • Display Images from all Users

  • Add a tag function

  • Delete button

Adding tags to the photos

Add a tag Icon

Tag List with Add a Tag link

Add a Tag

Create and Display Tags

Photo with Tags

In Full screen, all the tool icons are visible

  1. Tag or annotate

  2. Download

  3. Duplicate

  4. Rotate

  5. Crop

  6. Edit

  7. Information

  8. Exit

Edit Tools - have some fun here

  1. Erase

  2. Size of mark

  3. Color of mark

  4. Text box

  5. Marker

  6. Select tool

  7. Save

  8. Exit

Advanced Setup - Using Inline Visualforce Page

Just following these few steps, and you'll have created a VF page for the photos. Use this if you need to give separate permissions or separate toolsets to different users.

Create a Visualforce page

Visualforce Pages ~ Click New

Create this page

<apex:page standardController="Contact">

<apex:canvasApp developerName="Albums" height="500px" parameters="{abilities:{'{!CASESAFEID($CurrentPage.Parameters.Id)}':{Access:{paste:true,image_copy:true,image_download:true,image_rotate:true,image_crop:true,image_delete:true,image_upload:true,image_list:true,see:true}}}}" width="100%"/>

</apex:page>

A minimum height of 500px is needed in order for the album to display correctly. This height should be added in the Visualforce page code and also while on the page layout when adding the Visualforce page into it.

Note have to be sure you replace "Contact" by the API name of your object if you want to use this code example on another object.

You can also personnalize the behavior of the SharinPix album by changing the abilities value (example: change image_delete:true into image_delete:false to remove the delete rights).

Try putting the VF page on the page layout

Add the Visualforce page to the page layout

Click the wrench to make sure you've got the 500px height you need for the photos to display properly

Save the layout

Here's the familiar "drop or click" box

You can add photos here!

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