I need the ability to display a logo on the page based on which Account is logged in.
I have multiple clients using the same app. User Accounts are tied to Facilities and Facilities roll up to a Company. The logos are stored as an image on the Company record. I need to display the Company logo on each page. The logo needs to be the one for the company they belong to. I have not been able to figure out a way to do this. Has anyone successfully accomplished something similar? I'd love some advice on how to do this.
I created a work around where I put a field for images in the object that contains the company info so that I didn’t have to mess with API calls. I put a Details block at the top of each page that has only that field in it. It’s a bit kludgy but it works!
To get the logo field inside the Account in the first place, you could do one of these:
Anytime you update the company’s logo—I assume your app has a Form that does this—on that form, create a Record Rule that updates the connected Account.
Or you might use a Text Formula. Text Formulas have the ability to access a Connected object’s fields. Because Companies are connected to Facilities and Facilities are connected to Accounts, you can access the Company fields through the Account, it’s just a matter of playing around with Connections until the Text Formula in the Account lets you access the Company Logo.