Improving image access and print functionality in salesforce for multi-device compatibility

Improving image access and print functionality in salesforce for multi-device compatibility

Challenges

1- Difficulty viewing images across different devices.

2- Inability to open components in PDF format in Salesforce.

3- Slow image loading times.

Solutions

1- Compressed image sizes for quicker loading and mobile compatibility.

2- Customized and redesigned Visualforce pages to enable PDF print functionality.

3- Integrated new download, save, and print options for components.

Results

1- Faster image loading times, improving efficiency by 50%.

2- Seamless image viewing across devices, with 100% mobile compatibility.

3- Ability to save components in PDF format and print them, streamlining reporting processes.

Our client is a leader in providing energy solutions to multi-tenant properties. They specialize in offering affordable solar energy by renting unused rooftop space and installing solar panels, delivering energy directly to tenants in multi-tenant buildings.

The client faced challenges in uploading and viewing images within Salesforce across different devices. Mobile access to images was particularly problematic. Additionally, they wanted the ability to create custom print views for Salesforce components so that they could save and print reports in PDF format.

We worked with the client to compress the image sizes using an external library, making it possible to view images on mobile devices. We also customized and designed Visualforce pages for various Salesforce components, enabling a print view functionality that allowed them to save and print the data as PDFs.

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Key Industry

- Professional services

Key Pains

- Delays and inefficiencies in uploading images.

- Incompatible image viewing across devices, particularly mobile.

- Lack of custom print view for Salesforce components.

Product Mix

- Sales cloud

The outcome
  • The client struggled with large-sized images in JPG and PNG formats that would not load correctly on mobile devices, hindering accessibility for users on the go.
  • Images stored in Salesforce in their original sizes caused delays in loading times, resulting in inefficiencies and slower processes for users needing quick access to images.
  • The client lacked the ability to open and save components from Salesforce in PDF format, making it difficult to generate printable versions of key information for reporting or sharing.
  • Image accessibility was restricted to desktop devices, creating challenges for mobile users who needed to access images while out in the field or working remotely.
  • We identified the large file sizes and image formats that were causing issues and compressed them using an external library. This significantly improved mobile compatibility, allowing images to load quickly across all devices, including mobile.
  • By compressing images, we reduced the load times and enhanced the user experience. Images were now accessible more quickly, reducing delays in accessing critical data.
  • We customized Visualforce pages to allow components in Salesforce to be exported and saved in PDF format. This enabled users to generate reports that could be printed or saved for future reference.
  • We integrated functionalities that allowed users to download and save Salesforce components in PDF format. This gave the client the ability to generate print-ready reports, increasing productivity and making data-sharing easier.

60%

Improved Mobile Accessibility

After compressing the image sizes, all images were consistently displayed across devices, ensuring 100% mobile compatibility and improving accessibility by 60%. Mobile users now had reliable access to all necessary visual data without any delays.

50%

Increased Productivity

The image loading times were reduced by 50%, making the overall user experience much more efficient. By eliminating slow load times, users were able to access and work with images faster, improving productivity across teams.

Enhanced Print Functionality

With the new PDF print view capabilities, the client was able to save and print Salesforce components. This streamlined the reporting process, saving time by automating what was previously a manual task. Users could now generate and print reports directly from Salesforce without needing to manually compile information.

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