How do I change the product image in Salesforce?
Add Product Image From App Launcher, find and select Products. Select a product. In the Files related list, click Add Files. Note This field must be added to the Product page layout. Select a file, and then click Add. Click the file, click. For the Usage field, select Icon. Save your changes.
How do I change the quote logo in Salesforce?
Upload your image. On the document detail page, select Externally Available Image. This field indicates that the image is available for HTML email templates, such as a logo in a letterhead. It also indicates that the image doesnt require a Salesforce username and password to view in an email.
How do I customize quotes in Salesforce?
Create and Manage Quotes Click New Quote on the Quotes related list on an opportunity. The Subtotal , Discount , Total Price , and Grand Total fields show values from the opportunity. Complete the fields. Save your changes. A unique quote number is added.
How do I edit a quote template?
In the left sidebar menu, navigate to Objects Quotes. Click the Customized quote templates tab. To edit, clone, or delete the customized quote template, hover over the template and click the Actions dropdown menu, then select Edit, Clone, or Delete.
How do I add an image to a quote in Salesforce?
Upload an Image to the new Quote field Navigate to a Quote. Locate your Rich Text Field and double click on the field. A rich text editor will appear. Select the Insert Image icon. Insert an image via file upload or web address. Enter text if needed and format it using the editor. Click Save.
How do I insert an image into Salesforce?
Upload an Image Open the Files page. In Account Engagement, select Marketing | Content | Files. Click + Add File. Enter a descriptive file name for internal use, and fill in the other fields. Click Choose File, and select the image you want to upload. Click Upload file.
How do I add a logo to a quote in Salesforce?
High resolutions ensure that the image avoids pixelation and distortion. From the Documents page, select a document folder or click Create New Folder. Click New Document. Provide a document name. Upload your image. On the document detail page, select Externally Available Image.
How do I customize a quote template in Salesforce?
You start by navigating to the Quote Templates tab. In the navigation bar, click Quote Templates. Click New. For Template Name, enter AW Proposal . Check Default. For Top Margin, enter 0.5 . For Company Name, enter AW Computing . For Company Slogan, enter Always Winning! . For Company Phone, enter (650) 555-1212 .
How do I change the logo on a quote in Salesforce?
Switch to Salesforce Classic and navigate to the Documents tab. Click New, set the field values, and select the file to upload. On the detail page, check the Externally Available Image field, which indicates that the logo is available for HTML email templates (for letterheads). Click Save.
How do I add a logo to a quote template in Salesforce CPQ?
4:44 6:53 Salesforce CPQ Adding Images to Quotes - YouTube YouTube Start of suggested clip End of suggested clip Now while still in classic uh in setup go to the documents tab. And click go next to the salesforceMoreNow while still in classic uh in setup go to the documents tab. And click go next to the salesforce cpq assets folder here we have the draft watermark click on the link for it. And copy the id of