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DealerTeam

Set Store Logo by the Location

Goal

Each store location may use a different logo for their forms and invoices. Learn to set the Store Location Logo used on Invoices by the Location object. Changes will be made to all forms and invoices that may contain a logo.

After reading this article you will be able to:

  • Obtain the document unique name
  • Navigate to the location object
  • Change the logo

Prerequisites 

Your logo has to be add to the system before it can be selected. You may need to learn How to Upload a Documents before you begin. 

Consider these requirements while saving a Logo into Documents:

  • The image must be in GIF or JPEG format and less than 20 KB in size.
  • The image size is best at 300 pixels wide by 55 pixels high
  • For the best on-screen display we recommend a transparent background.

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Salesforce Classic.

 

Step One: Obtain Document Unique Name

  1. Click the All Tabs (+) button.
  2. Click Documents.
  3. Click desired logo.
  4. Copy the <Document Unique Name>.

Step Two: Navigate to the Location Object

  1. Click the All Tabs (+) button.
  2. Click Locations.
  3. Click on the desired Store Location. 

Step Three: Replace Logo Name Field

  1. Double-click the Logo Name field. 

Set Rental Invoice, select logo name field 2.png

  1. Paste <Document Unique Name>  into the Logo Name field.

Set Rental Invoice, replace with Document unique name.png

 

  1. Click Save