This lesson will cover the following topics:

03 | URL

01 Getting Started

This tutorial will cover images and how to import them into your document using the Titan Word plugin.
There are three methods you can use:
  • Using a rich text field
  • From a URL
  • From a file object (also known as a content version)

02 Rich Text Field

This method requires storing an image in a rich text field in a Salesforce object.
1. Navigate to your Salesforce account and open an object.
2. Select your text-rich field and click the image logo.
Upload image icon
3. Use the file explorer to find the image you want to upload and click open.
4. Click Save inside the text-rich area field. Your image is displayed.
Uploaded Salesforce image
5. Navigate back to your Word document.
6. Click the Insert/Edit field button. The Insert Field opens.
Insert/Edit Field
7. Use the drop-downs to select the Salesforce object to which the image was uploaded. For example, the image was saved to the Rich Text Area field for the Contact.
Insert salesforce field
8. Click the configure format button, this is to ensure your image renders correctly. The Configure field format screen opens.
9. Use the format dropdown to select the correct format. For images stored in rich text fields, select:
  • Inline HTML: This will render the image in line with all other content in your document.
  • HTML: This will render the image with no formatting.
10. Enable the Parse as Salesforce image checkbox and configure your image size. Once the configuration is complete, click Apply.
configure field format
The image field is displayed in the document.
Inserted rich text area

03 URL

This method requires storing a public URL image link in a field.
1. Navigate to your Salesforce account and open an object.
2. Add the image URL to the URL field. This must be a public link to the available image.
saved image URL
3. Navigate back to your Word document.
4. Click the Insert/Edit field button. The Insert Field opens.
Insert/Edit field button
5. Use the drop-downs to select the Salesforce object to which the image URL was uploaded. For example, the Image URL field for the Contact.
Insert image field
6. Click the configure format button, this is to ensure your image renders correctly. The Configure field format screen opens.
7. Use the format dropdown to select the correct format. For images rendered by URL, select Image. Click Apply.
configure field format
8. Review the image aspects and click Insert.
review image size
The image field is displayed in the document. 
inserted url image field

04 File Object

This method requires saving an image file to a contact.
1. Navigate to your Salesforce account and open an object.
2. In the Files section, drag and drop your images or select Add Files and Upload your image.
Added image to Salesforce
3. Navigate back to your Word document.
4. Click the Insert/Edit field button. The Insert Field opens.
Insert/Edit field button
5. Use the select field drop-down and select Version data. There is no need to specify how to format this image as it is stored as a file.
6. Review the image size and click Insert.
Insert field > pull file from Salesforce
The image field is displayed in the document.
Configured salesforce file object

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