{"id":12880,"date":"2026-05-12T12:05:21","date_gmt":"2026-05-12T12:05:21","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=12880"},"modified":"2026-05-12T12:05:23","modified_gmt":"2026-05-12T12:05:23","slug":"how-to-create-image-formula-fields-in-salesforce-for-better-visual-record-indicators","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2026\/05\/12\/how-to-create-image-formula-fields-in-salesforce-for-better-visual-record-indicators\/","title":{"rendered":"How to Create Image Formula Fields in Salesforce for Better Visual Record Indicators"},"content":{"rendered":"\n<p>Let\u2019s be honest plain text fields can get boring. When users scan records, they do not want to read; they want to see. That\u2019s where Image Formula Fields in Salesforce come in.<\/p>\n\n\n\n<p>In this blog, we\u2019ll build a simple yet powerful use case: displaying Gold, Silver, and Bronze medals on the Account Rating field using images stored in Salesforce.<\/p>\n\n\n\n<p>Salesforce Image Formula Fields allow you to display visual icons based on record values instead of plain text or numbers. This is extremely useful for:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Status indicators<\/li>\n\n\n\n<li>KPI tracking<\/li>\n\n\n\n<li>Priority flags<\/li>\n\n\n\n<li>Rating systems<\/li>\n\n\n\n<li>Approval indicators<\/li>\n<\/ul>\n\n\n\n<p>Visual cues help users understand information faster and improve the overall Salesforce user experience.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\"><strong>How Image Formula Fields Work in Salesforce<\/strong><\/mark><\/h2>\n\n\n\n<p><strong>Step 1: Upload Medal Images as Static Resources<\/strong><\/p>\n\n\n\n<p>These images will be used inside the formula field.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to Setup \u2192 Static Resources<\/li>\n\n\n\n<li>Upload a ZIP file containing the medal images:\n<ul class=\"wp-block-list\">\n<li>Gold<\/li>\n\n\n\n<li>Silver<\/li>\n\n\n\n<li>Bronze<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Set Cache Control = Public<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2026\/05\/Static-Resources.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2026\/05\/Static-Resources.jpg\" alt=\"Static Resource file\"><\/a><\/center><font size=\"2\"><center><i>Static Resource file<\/i><\/center><\/font> \n\n\n\n<p><strong>Step 2: Create the Formula Field<\/strong><\/p>\n\n\n\n<p>Navigate to:<\/p>\n\n\n\n<p>Object Manager \u2192 Account \u2192 Fields &amp; Relationships \u2192 New<\/p>\n\n\n\n<p>Configure the Field:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Data Type \u2192 Formula<\/li>\n\n\n\n<li>Return Type \u2192 Text<\/li>\n<\/ul>\n\n\n\n<p>Build the Formula<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2026\/05\/Account-Rating-Indicator.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2026\/05\/Account-Rating-Indicator.jpg\" alt=\"Account Rating Indicator Formula Field\"><\/a><\/center><font size=\"2\"><center><i>Account Rating Indicator Formula Field<\/i><\/center><\/font> \n\n\n\n<p>The formula checks the Account Rating field:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If the Rating is <strong>Hot<\/strong> \u2192 display the Gold image<\/li>\n\n\n\n<li>If the Rating is <strong>Warm<\/strong> \u2192 display the Silver image<\/li>\n\n\n\n<li>If the Rating is <strong>Cold<\/strong> \u2192 display the Bronze image<\/li>\n<\/ul>\n\n\n\n<p>This creates a visual rating indicator directly on the record.<\/p>\n\n\n\n<p><strong>Step 3: Test the Logic<\/strong><\/p>\n\n\n\n<p>Evaluate all scenarios by selecting each picklist value at a time, clicking save, and checking the icon you expect appears on the record.<\/p>\n\n\n\n<p><strong>Note<\/strong>: the icon will not change until you save the record.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2026\/05\/Account-Rating-Indicator-on-Account-record.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2026\/05\/Account-Rating-Indicator-on-Account-record.jpg\" alt=\"Account Rating Indicator on Account record\"><\/a><\/center><font size=\"2\"><center><i>Account Rating Indicator on Account record<\/i><\/center><\/font> \n\n\n\n<p><strong>Step 4: Add the icons where users need them<\/strong><\/p>\n\n\n\n<p>You can add the Image Formula Field to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Record pages<\/li>\n\n\n\n<li>Highlights panel<\/li>\n\n\n\n<li>List views<\/li>\n\n\n\n<li>Related lists<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2026\/05\/Image-Formula-Field-in-List-Views.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2026\/05\/Image-Formula-Field-in-List-Views.jpg\" alt=\"Image Formula Field in List Views\"><\/a><\/center><font size=\"2\"><center><i>Image Formula Field in List Views<\/i><\/center><\/font> \n\n\n\n<p><strong>Example<\/strong>:<br>Image Formula Field in List Views<\/p>\n\n\n\n<p>This makes important information visible instantly without opening the full record.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\">Why Image Formula Fields Matter<\/mark><\/strong><\/h2>\n\n\n\n<p>Users do not enjoy scanning large amounts of text. Visual indicators make records easier to understand and help users make decisions faster.<\/p>\n\n\n\n<p><strong>Benefits of Image Formula Fields:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Faster record scanning<\/li>\n\n\n\n<li>Better UI experience<\/li>\n\n\n\n<li>Improved readability<\/li>\n\n\n\n<li>Cleaner layouts<\/li>\n\n\n\n<li>Easier prioritization<\/li>\n\n\n\n<li>More intuitive Salesforce screens<\/li>\n<\/ul>\n\n\n\n<p>Best of all, these visuals can be customized based on your business requirements.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\">Conclusion<\/mark><\/strong><\/h2>\n\n\n\n<p>Image Formula Fields in Salesforce are a simple yet powerful way to improve the user experience by replacing plain text with meaningful visual indicators. Whether you are displaying ratings, priorities, statuses, or KPIs, these fields help users quickly understand record information without extra clicks or reading.<\/p>\n\n\n\n<p>By using static resources and formula logic together, you can create dynamic, visually engaging Salesforce pages that improve productivity and make your CRM easier to use.<\/p>\n\n\n\n<p>By following the above blog instructions, you will be able to learn \u201c<strong>How to Create Image Formula Fields in Salesforce for Better Visual Record Indicators<\/strong>\u201c. If you still have queries or any related problems, don\u2019t hesitate to contact us at <a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>. More details about our integration product are available on <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/\" target=\"_blank\" rel=\"noreferrer noopener\">our website<\/a> and <a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce AppExchange<\/a>.<\/p>\n\n\n\n<p>We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at <a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>.<\/p>\n\n\n\n<p style=\"text-align: justify\"><b>About Us<\/b><\/br>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> \u2013 a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.<br><br> Greytrix has some unique solutions for Cloud CRM such as <a href=\"\">Salesforce Sage integration<\/a> for <a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/integration\/\">Sage X3<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-100-integration\/\">Sage 100<\/a> and <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-300-integration\/\">Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Salesforce customization and development services<\/a> along with services such as Salesforce <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/data-migration-support\/\">Data Migration<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Integrated App development<\/a>, Custom App development and Technical Support business partners and end users. Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU&#x2122; integration for Sage ERP \u2013 Salesforce is a 5-star rated app listed on <a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>.<br> The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.<br><br> For more information on our Salesforce products and services, contact us at <a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\n<p><strong>Related Posts<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2021\/05\/29\/how-to-dynamically-set-base-64-image-in-lightning-carousel-image\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Dynamically set base 64 image in lightning: carousel image<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2015\/05\/14\/using-formula-fields-in-triggers\/\" target=\"_blank\" rel=\"noreferrer noopener\">Using Formula Fields in Triggers<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Let\u2019s be honest plain text fields can get boring. When users scan records, they do not want to read; they want to see. That\u2019s where Image Formula Fields in Salesforce come in. In this blog, we\u2019ll build a simple yet powerful use case: displaying Gold, Silver, and Bronze medals on the Account Rating field using\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2026\/05\/12\/how-to-create-image-formula-fields-in-salesforce-for-better-visual-record-indicators\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[3274,3282,3286,3284,3291,3281,3276,3288,3285,3275,3280,3293,3292,3283,3289,3277,3279,3290,3287,3278],"class_list":["post-12880","post","type-post","status-publish","format-standard","hentry","category-salesforce-srv","tag-create-image-formula-field-salesforce","tag-salesforce-account-rating-icons","tag-salesforce-admin-customization","tag-salesforce-dynamic-formula-fields","tag-salesforce-formula-field-best-practices","tag-salesforce-formula-field-examples","tag-salesforce-formula-field-images","tag-salesforce-formula-field-tutorial","tag-salesforce-formula-images-using-static-resources","tag-salesforce-image-formula-field","tag-salesforce-image-icons-in-fields","tag-salesforce-image-based-fields","tag-salesforce-lightning-formula-field","tag-salesforce-list-view-icons","tag-salesforce-record-indicators","tag-salesforce-static-resources-tutorial","tag-salesforce-ui-enhancement","tag-salesforce-user-experience-improvements","tag-salesforce-visual-crm-customization","tag-salesforce-visual-indicators"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/12880","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/comments?post=12880"}],"version-history":[{"count":6,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/12880\/revisions"}],"predecessor-version":[{"id":12890,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/12880\/revisions\/12890"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=12880"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=12880"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=12880"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}