This guide explains how to use the “Salesforce Multi Photo” field. The Salesforce Multi Photo field allows users to upload multiple photos at once and attach them directly to a Salesforce record.
1. INITIAL SETUP:
- Drag and drop a "Salesforce Multi Photo" field onto your form.
- Rename the field as needed.
2. CONFIGURE THE "SALESFORCE MULTI PHOTO" FIELD:
- Click the pencil icon on the "Salesforce Multi Photo" field.
- File Name:
- This sets the file name of the photo when it is saved to Salesforce.
- You can type a static name (e.g.,
Site Photo) or use a merge field from another form field to make it dynamic (e.g.,{{component_id}}). - File Title:
- This sets the title of the file as it will appear in Salesforce.
- You can type a static title or use a merge field from another form field (e.g.,
{{component_id}}).
- Items Per Row:
- This controls how many photos are displayed in each row.
- Enter the number of photos you want to display per row, for example,
3.
- Photo Height:
- This sets the display height of each photo when a fixed-height display mode is selected.
- Enter the required height in pixels, for example,
160. It is a standard height.
- Photo Display Mode:
- This controls how the captured photos are displayed inside the form.
- Select the fixed-height option to display all photos using the same configured height.
- The fixed-height option can help keep the photo gallery consistent when users select images with different dimensions.
- File Description:
- This adds a description to the file in Salesforce, giving context about the photo.
- You can type a static description or use a merge field from another form field (e.g.,
{{component_id}}). - Useful when multiple photos are being attached to the same record.
- File Parent Record ID:
- This is the most important option, it tells Formyoula which Salesforce record to attach the photo to.
- You have two ways to set this:
- Reference another field on your form that captures or looks up a Salesforce record ID, such as a Salesforce Lookup field or a Hidden field pre-filled with a record ID.
- Use the merge field syntax:
{{component_id}}— replacingcomponent_idwith the actual Component ID of that field. - This is the recommended approach when the record changes depending on what the user selects.
- Paste a fixed Salesforce Record ID directly into this field (e.g.,
0012w000003ABCXAA4). - Use this when all photos should always be attached to the same specific Salesforce record, regardless of what the user does on the form.
Option 1 — Using a Field ID (Dynamic):
Option 2 — Using a Hardcoded Record ID (Static):
3. TEST THE FORM:
- Try the form.
- Click the “Salesforce Multi Photo” field to select multiple photos from your photo library.
- Submit the form.
- Open the target record in Salesforce and verify the photo appears under the Files section.
Note: You can also use it inside a Repeat Group to capture multiple photos.
For any questions, please contact us - [email protected] or the Formyoula in-app chat 🙂