Think I know the answer but just wanted a sanity check.
Our company is looking to utilise some marketing scoring to help advice sales agents on how to best work a lead. We want to have one field populate with a value, and have a second field populate with an image based on that first value
Lets say we have a field on the lead object called Type. This will be a text or picklist field that will populate upon lead submissions with pre defined values, e.g. Type 1, Type 2 etc.
What I need to happen, is upon this field populating, is have a second formula field called Advice that will populate with an image depending on the Type value.
I've successfully tested this using a custom formula field that will pull through an imagine from the library based on the value in the Type field.
I built this using the Case functionality, and could build out further as needed.
Now the problem with this approach is we have 100 potential Type values, meaning 100 individual images to reference in our Advice field. It took me 200 characters to just populate one potential outcomes in the Advice formula field, so naturally I won't be able to fit all potential outcomes in one formula field.
I had hopes a potential work around could be to create a custom object to individually store Types with an Advice picture associated with them in a Rich Text field. I could then use a Lookup field to populate Type on the lead, and then a formula field to bring over the Advice for the record used in the lookup. Sadly it seems formula builder doesn't support Rich Text fields.
Wondering if anyone else has some other avenues I can try or if I'm destined to need to make more than one advice field.
3 answers
Hello Thomas,
Great use case. Please have a look at this article: Use Images in Salesforce Formula Fields to Spice up Your Org (https://www.salesforceben.com/use-images-in-salesforce-formula-fields-to-spice-up-your-org/)
Let me know if this helps :-)
Best,
Gauthier
