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Monday, February 14, 2011

Inserting images to a record (Accounts, Contacts, Leads, etc)



1. Go to Setup.
2. Click on Customize (or Create to go to a custom object).
3. Select the object (Accounts for example).
4. Go to fields.
5. Click on New to create a new custom field.
6. Make sure that the field type is Text Area (Rich)
7. Follow the custom field wizard and hit save
8. Once you have created the field, go to the record where you want to paste the image
I am using an Account record, but these also works on other objects
9. Go to Accounts (or object you are working on)
10. Click on the Name of the record
11. Hit Edit
12. Go to the Custom Field created (Text Area Rich), and click where it says Insert Image
13. Once there you can either:

-Upload image and browse it from your computer

Or
-Paste the link where the image is located

14. Save Record


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