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Add Image to Salesforce’s FSL Service Report
At the time of this post, we have witnessed that when generating a Service Report under the Salesforce FSL, we cannot add an image as part of the generated report.
By image, I am not referring to Static images such as Company logos or signatures but dynamic ones such as Bar codes or QR codes related to a Work order.
Click here for detailed instructions on creating a Service report template within Salesforce FSL.
It is an everyday use case where businesses desire for the Service report to include images captured by the field engineer/ technician while at the customer’s site. Additionally, some of the customers also desire to display Bar codes or QR codes within the report.
As one can see in the below screenshot, a Bar code was generated within Salesforce and the same has been displayed within the Service report.
As mentioned earlier, the Service report template config/setup screen provides the option to add static images such as the company logo but getting images related to a WO is not yet supported.
This is where the IMAGE function within the formula field comes to our rescue.
Below are the steps required to implement this solution
- Create a new custom field (text) ‘Bar Code Name Version ID’…
