Document Generation
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Word DocX Template Actions
Insert Picture
this action enables you to insert a picture from either a url field or a salesforce content version id you can retrieve the image link or id from a record field, a resource, or enter it manually follow the steps below to insert a picture there are two ways to provide the image source using a url – add a direct link to a public image the link can come from a field in your records, a resource, or be entered manually using a salesforce content version id – use the unique contentversionid of an image stored in salesforce this allows you to insert images securely from your salesforce library inserting an image using a url select "insert picture" from the select action drop down menu, choose insert picture choose the picture source in the picture source drop down, select url select the url field in the url drop down, choose the field that contains the public link to the image this field can dynamically insert images based on urls retrieved from record fields or other variable resources insert the image click insert to place the image at the desired location adjust the image resize or reposition the image as needed apply formatting options, such as adding a border, for a polished appearance inserting an image using a salesforce content version id select "insert picture" from the select action drop down menu, choose insert picture choose the picture source in the picture source drop down, select salesforce content version select the content version id field in the salesforce content version id drop down, choose the field containing the contentversionid of the image you want to insert, or enter a static contentversionid insert the image click insert to place the image at the desired location adjust the image resize or reposition the image as needed apply formatting options, such as adding a border, for a polished appearance go to 0 17 to see the insert picture action being used to create a sample receipt in microsoft word