For the complete documentation index, see llms.txt. This page is also available as Markdown.

How to: Add Images as Salesforce Documents

This page will walk a user through adding a static image as a document to be used throughout an Org.

Phase 1: Switch to Salesforce Classic

The Documents Tab has been depreciated by Salesforce, and thus not available on the lightning experience.

  1. Select the User's Avatar in the top right of the screen

  2. Select Switch to Salesforce Classic from the dropdown

Phase 2: The Documents Object

  1. Navigate to All Tabs

  2. Select the Documents Tab

  3. Select the desired folder and select New to create a new document

  4. Fill in the following information:

Be sure to Set Externally Available Image to True. If the setting is disabled, the document will be received as a broken image when delivered outside of the organization (such as email templates).

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