One of the most exciting aspects of Salesforce is that it gives you the ability to tailor almost every aspect of it – to meet your business needs and company preferences. Visually, there is so much you can do to bring your Org to life. One feature that sometimes goes overlooked, mainly because it has been around for a while, is the ability to add images to Salesforce through a formula field. Through this type of formula field, you can run a calculation and have the value be represented by series of images depending on what that value is.
Salesforce has supplied large handful of icons that you can use to get going – but like so much else, personally customized icons can be used just as well!
One of the biggest benefits of including image formula fields in your Org is that information can be translated faster & users can consume information quicker. Let’s take a look at a few use cases:
· Account Health Ratings – helping identify Accounts that may be “At Risk”
· Color coded Status – applied to an Opportunity or Customer Account
· Case Status indicator – help display a Case’s status and priority
· Star Rating – help showcase a record’s value
The list of use cases is a long one – so let’s get started. Our team has vast experience using this feature to help add color Salesforce environments, whether it be through a page layout, list view, report, related list, etc.
To help generate some ideas, check out the graphics pack that Salesforce offers for free on the AppExchange!