SharinPix Integration: Enhance Image Management 

SharinPix is a powerful image management solution designed to enhance Salesforce’s capabilities by providing seamless photo integration within the Salesforce platform. From field service teams capturing images on-site to real estate professionals uploading property images, SharinPix offers robust tools for managing and interacting with images across various Salesforce clouds. Integrating SharinPix with Salesforce allows organizations to harness the full potential of image data, improving workflows, documentation, and customer service.

What Is the SharinPix App?

SharinPix is a comprehensive image management app designed to enhance Salesforce by integrating powerful image-handling capabilities directly into the platform. SharinPix allows users to efficiently manage, edit, and automate their image workflows within Salesforce, offering features like annotation, image tagging, album creation, and content recognition. This business-oriented image toolbox is perfect for industries where visual data plays a critical role, from field services to retail and real estate.

By integrating SharinPix, businesses can effortlessly manage images within their Salesforce records, providing real-time access and collaboration across mobile and desktop platforms.

The picture below depicts a SharinPix Album component with uploaded images:

The picture below shows the full-screen view upon clicking on an image in the SharinPix album:

Why Integrate SharinPix with Salesforce?

• Streamlined Image Management: SharinPix allows Salesforce users to capture, store, and access images directly within Salesforce records. This simplifies documentation, especially for field service teams, insurance agents, real estate brokers, and more.
  
  
• Enhanced Customer Experience: By integrating SharinPix with Salesforce, companies can provide a visually rich experience to customers, with annotated images to highlight details during interactions.
  
  
• Automated Workflows: Leverage SharinPix’s integration to automate tasks like image uploads, tagging, and linking images to specific Salesforce records, helping to reduce manual effort.
  
  
• Improved Decision Making: With access to real-time image data, businesses can make better-informed decisions, especially in industries like insurance, retail, or real estate where visual proof is key.
  
  

SharinPix Features :

Compatibility:

SharinPix works seamlessly across both Salesforce Classic and Lightning Experience, ensuring that users can manage and interact with images in any Salesforce interface. This cross-compatibility allows for smoother transitions and consistent user experience regardless of the version of Salesforce being used.

Mobile Image Capture:

Users can capture and upload images directly from the field using Salesforce’s mobile app or the Field Service Lightning App. This feature is especially useful for field teams who need to document work with photos in real time, making the process faster and more efficient.

Image Editing:

SharinPix allows users to edit, annotate, and tag images from any device, including smartphones. This capability enables users to highlight important details within images, improving communication and clarity when sharing photos with customers or colleagues.

Salesforce1 Mobile App Support:

View and interact with images directly from the Salesforce1 Mobile App.

Customizable Workflows:

Automate actions, like attaching images to specific records based on predefined rules, using Salesforce Flows or Process Builder.

Document Integration:

Users can easily insert images into documents generated by Salesforce or other documentation tools, such as PDF generators. This feature streamlines the process of embedding visual content into formal documents, making it easier to include images in reports, contracts, or invoices.

Drag-and-Drop Functionality:

SharinPix, users can drag and drop image components onto any Salesforce record page, enabling quick image uploads and organization. This intuitive interface is accessible from desktops, mobiles, or tablets, making it easy to manage images on any device.

Automated Field Updates:

When users add, update, or delete images, Salesforce fields can automatically update to reflect those changes. This automation saves time by reducing the need for manual data entry and ensures that Salesforce records are always up-to-date with the latest image information.

Extensive Image Format Support:

SharinPix supports a wide range of image formats, including JPG, PNG, GIF, PDF, AI, SVG, and many others. This flexibility allows users to upload and work with various file types, making it adaptable to different business needs and use cases.

Full-Screen Viewing:

Clicking on any image in a SharinPix album opens a full-screen view, allowing users to see details more clearly. This feature is particularly useful for reviewing high-resolution images or annotated photos that require careful examination.

Use Cases:

1. Field Service Management: Field service technicians can capture photos of their work, including before-and-after images, equipment inspections, and more. These images are automatically linked to the related Work Orders or Cases within Salesforce, streamlining the documentation process and providing real-time visual updates.
   
   
2. Real Estate and Property Management: Real estate professionals can upload and organize property images directly within Salesforce, annotate them, and share these images with potential buyers or renters through integrated tools like Salesforce Communities or Email Studio in Salesforce Marketing Cloud.
   
   
3. Insurance Claims Processing: Insurance agents can quickly capture images of damaged properties or vehicles, annotate critical details, and attach these images to the associated claim record in Salesforce for faster claim resolution and improved accuracy.
   
   
4. Retail Product Management: Retail teams can manage product images across stores and warehouses, ensuring visual consistency and up-to-date product visuals in Salesforce. These images can then be integrated into e-commerce platforms or customer-facing portals.
   

How Twopir Consulting Can Help:

At Twopir Consulting, we specialize in customizing and implementing SharinPix for Salesforce, offering various solutions tailored to your business needs, including:

• Album Management: Create and manage albums in Salesforce records with custom tags and actions for each image.
  

• Single Image Upload: Collect or display single images with specific tags directly within Salesforce.
  
  

   

• Before-After Image Displays: Build custom Lightning components and Apex logic to display ‘before-and-after’ images, including runtime filters for categorizing images from different records.
  
  

     

• Reference Image Display: Display reference images from parent records using customized components.
  
  
• Mass Editing Tools: Implement SharinPix components that allow bulk changes to image names and metadata.
  
  
• Dynamic Image Generation in Documents: Show images dynamically in Salesforce-generated documents and create PDF outputs based on client needs.

Results You Can Expect:

• Improved Efficiency: Streamline documentation processes by automating image uploads and management within Salesforce.
  
  
• Enhanced Collaboration: Enable your teams to collaborate more effectively using annotated images and galleries, leading to better problem-solving and faster decision-making.
  
  
• Increased Accuracy: Ensure accurate and real-time visual data in fields like insurance, real estate, and field service by linking images to Salesforce records.
  
  
• Faster Case Resolution: With visual data accessible to support and service teams, cases can be resolved faster, improving customer satisfaction.
  
  
• Better Reporting and Analytics: Leverage images as part of your Salesforce reporting, using visual data to make more informed business decisions.
  
  

Conclusion:

SharinPix integration with Salesforce unlocks new possibilities for managing and interacting with image data across industries. Whether you’re in field service, real estate, retail, or insurance, SharinPix enhances the value of your visual documentation, improving workflows and decision-making. Twopir Consulting is here to help you fully leverage SharinPix, ensuring that your Salesforce instance is optimized for image management, efficiency, and growth.

Let Twopir Consulting guide you through the SharinPix integration process, enabling your organization to maximise the potential of visual data within Salesforce. Reach out to us today to get started!