Enable Users to Upload Profile Picture Salesforce Lightning

Almost people haven't put a ton of idea into Salesforce profile pictures. Salesforce Administrators are certainly non "near people" and they tend to put a little more than thought into information technology… but even then, non all of them have spent much fourth dimension thinking about them. For the most office, your users sometimes call up to upload a photo – sometimes it's not even a picture of themselves – so that's the terminate of information technology. Possibly nosotros're a lilliputian weird here at Gears (OK, at that place isn't much of a maybe), but our team has actually put a lot of idea into profile pictures (and images in general) and what can be washed with them. Some of these ideas are fun, others are maybe a little goofy, but at that place are also some legitimate business concern needs or enhancements that can be addressed. We've even gone so far every bit to build a couple of free AppExchange apps that I'll talk over beneath.

You might not accept begun your day thinking about pictures, but hither are viii ideas around leveraging and managing your Chatter contour pictures.

  1. Bulk Loading Chatter Profile Pictures – Permit's commencement off with getting those profiles pictures loaded. Well-nigh implementations of Salesforce or a Salesforce Community involve sending your users their user proper noun and passwords and telling them how to update their profile. With any luck, a good number of your users actually update their contour, and you're not stuck with a Community or Salesforce instance loaded with a bunch of Astro photos. What if you could do this in advance for them? A lot of companies on Google or Active Directory already have a photograph directory of their users. Some companies even require compliance with their corporate directory to ensure the images are the same. If y'all're not in those situations, or if you take a Customs, maybe you just desire to change the default user photo to something different than Astro. Possibly some branding for your company, or a rotation of images to make the Community a little more exciting. Whatsoever the instance, we have the solution for y'all: PhotoLoader. PhotoLoader is a free AppExchange app that does exactly what the name says – it lets you lot load photos in bulk to your Salesforce or Community user profiles. It's super simple and we support iii different ways to load the photos – loading the file directly to the user records, referencing a file within Salesforce already, or using an external URL equally a reference to the photo. If yous're rolling out a new Salesforce instance, a new Customs, or just trying to practise some clean-upward of your existing instance, this is the app for you. Super simple and gratuitous.

    Astro = User Laziness

  2. Defaulting the Profile Picture – Alright, you're already live and y'all take all of your user photos loaded. A week later you lot create your first new user since go-live and what does their contour picture announced as? That's right. Astro once more. Non that there's anything wrong with Astro, but perhaps you lot'd rather your default photo exist something that represents your make, or your community, or just something a little fun? Or perchance you'd like a rotation of default images to add a lilliputian variety to your Community or Salesforce instance. Well, fear non. We have an app for that, too – the aptly named PhotoDefaulter (Gears can non exist accused of coming upwardly with fancy names for our apps). PhotoDefaulter is another complimentary AppExchange app, and it allows you to designate a single default image equally a replacement for Astro or even use a rotation of images, then that when a new user or Community user is created, their photo will be defaulted for them based on your setup. Even ameliorate, if you lot're already loaded with a bunch of Astro pictures, you can employ PhotoDefaulter to retroactively bandy out Astro with your new default image(southward). One other characteristic is that the photograph rotation is based on the user blazon. So if you want unlike defaults for your Community than for your internal Salesforce, that won't be an consequence. Terrific fashion to add together a little fun or branding to your instance or Customs.

    Isn't this amend than Astro?

  3. Inactive Users – Sometimes it's a little bad-mannered to nonetheless have the photos of by users that are no longer agile. It'southward like the ghosts of employees by. Some of them you lot still wish were with you and when y'all see their pictures you sigh and smile, only others…well, others y'all might want to remove their photos. With a super simple trigger or Process Builder combined with our PhotoDefaulter app, automatically flip an inactive user's photograph to your default (or whatsoever default in your rotation rotation) or to an image designated specifically for inactive users. Make clean up your ghosts.
  4. GDPR Compliance – Believe it or not, GDPR applies to your profile photos besides if you lot have a Community (not so much for your internal Salesforce). If a Community user requests to be forgotten and have all of their information removed, that includes their profile photo. This is similar to the Inactive Users procedure above. You'll want a trigger or Process Architect looking at where yous rails your GDPR requests (whether y'all utilise the Individual object or something custom) and when you lot procedure a asking to be forgotten, have information technology burn down to automatically swap their profile picture with your default epitome.
  5. Branding / Badging / Recognition – It's besides possible to manipulate the contour photos by adding something to them. One selection is doing some branding on your user's profile pictures. I run into this beingness more for Communities, just imagine adding a small logo of the user's company onto their photo? It's a prissy way to personalize the Community fifty-fifty more with some user based co-branding. On the badging side, Communities already have badges y'all tin assign to users, just as your users reach different tiers of activity, yous could add together a banner to their profile image that shows their level or expertise. It lets your users be chop-chop identified every bit experts and is another manner to badge and make your meridian users stand out. If you lot just have a few brands / badges that yous want to apply to the photo, you could do this with a trigger / batch job using apex. If you have a lot of tiers, brands or rules around how you want to manipulate your profile pictures, you could still customize it, only using something like a rules engine to bulldoze this would be more efficient. We have our own rules engine on the AppExchange called BREeze, and you could utilise this to build out all of the rules and image manipulations in ane easy to manage place.
  6. Paradigm Manipulation / Validation – This is actually a asking we get quite often – basically, the need to standardize the profile pictures in a certain mode. Peradventure it'southward ensuring that the photo is always a head shot, or cropping it so that they are notwithstanding size, or simply only validating that the image is of a certain quality, there is lots of manipulation and validation you tin can do to the profile pictures. This would crave development, but it's definitely possible to do. It certainly makes reports, dashboards and the feeds look cleaner when there is a consistency to the images.
  7. Out of Part – Similar to the above, what about calculation a banner across the profile picture of someone who is currently out of office? Arrive easy to realize when they are out and perhaps even include the date they'll exist returning. You'll need a trigger for this, merely it would be pretty straightforward to practise.
  8. Facial Recognition – This is where things get sophisticated, just we've had a few requests for this blazon of functionality. There's no reason you can't push your profile pictures confronting some of the more advanced facial recognition programs out in that location. One use case is to endeavor and make certain people are using real photos of themselves and not pictures of animals (like our cat photo defaulter) or even celebrities. Apparently, this won't be perfect, merely information technology would catch virtually of these, especially since your users won't realize you take this level of sophistication trying to finish them. Another employ case is if yous take a public facing customs, especially for sure historic period groups, maybe you desire to look for photos that might be offensive and automatically flag them for review or fix them to a default until they can exist reviewed. Lots of potential use cases here, only you're definitely talking custom build to practise this.

Keep him out of your Salesforce (it'due south bad plenty he's on the Patriots)

I'1000 sure there are even more than heady, fun and business organisation needs effectually your Salesforce profile pictures. If you have any cool use cases, feel complimentary to annotate beneath or shoot them over from our Contact United states. By the way, nosotros're focused on profile pictures for this post, merely in that location'due south also no reason yous couldn't practise this to any photos being upload to Salesforce. Finally, if whatsoever of this inspires yous, feel gratuitous to grab our free apps or reach out for help with any customization around them. Nosotros'd be happy to help.

macdonaldmurst1966.blogspot.com

Source: https://www.gearsdesign.com/8-fun-and-business-use-cases-for-salesforce-chatter-profile-pictures/

0 Response to "Enable Users to Upload Profile Picture Salesforce Lightning"

Postar um comentário

Iklan Atas Artikel

Iklan Tengah Artikel 1

Iklan Tengah Artikel 2

Iklan Bawah Artikel