Take a snapshot

Take a snapshot of the 2D environment and attach it to a Salesforce Record

2D - Taking a snapshot

1. Go to Your record on Salesforce page where the 2D component has been added.

Ensure the user has the RenderDraw User permission set

2. Add your items to the screen either by data with the passed in Canvas, or by dragging and dropping.

Add your items to the screen either by data with the passed in Canvas, or by dragging and dropping.

3. Select "on"

Select "on"

4. Once ready to take a snapshot, view the toolbar on the 2D component

Once ready to take a snapshot, view the toolbar on the 2D component

5. Select the snapshot button

if this button isn't here, ensure your 2D scene settings were properly setup with the "show take snapshot button" selected in the environment options

Select the snapshot button

6. Once the preview dialog opens, either download or attach the image to a record

Once the preview dialog opens, either download or attach the image to a record

7. Click on Attach the image to a record

Click on Attach the image to a record

8. The updated dialog opens, this is where you can rename the file and select the file type

The updated dialog opens, this is where you can rename the file and select the file type

9. Find your record by searching for the object and name of the record to associate

Find your record by searching for the object and name of the record to associate

10. Click on Add File to Record

Click on Add File to Record

11. A confirmation message will confirm the snapshot was saved

A confirmation message will confirm the snapshot was saved

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