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Integrate Salesforce with Google Slides or PowerPoint

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Connect Salesforce to documents, spreadsheets, and slides

Integrate Salesforce with Google Slides, Docs, and other report formats.  Slideform's Salesforce integration gives you the power to merge data, opportunities, KPIs, metrics, and more directly into presentations and documents. Use sophisticated lookups to select the data you need from Salesforce CRM.

See how to connect Salesforce to Slideform

Generate reports and documents with Salesforce data

What can Salesforce + Slideform do?

  • Generate QBRs or onboarding decks for customers
  • Create custom sales decks and proposals
  • Link Account-specific data to a presentation deck
  • Automatically pull the latest sales data into a report
  • Filter and select CRM data to generate a report

 

Data types
About Salesforce

Salesforce is a cloud-based software platform providing customer relationship management (CRM) services. The platform enables businesses to manage customer interactions, sales, and marketing. Salesforce serves over 150,000 companies and offers Sales Cloud, Marketing Cloud, Service Cloud, and other applications.

www.salesforce.com

 

Learn More

Here's some additional resources to get you started.

Let Slideform build your slide decks

Slideform is your AI-powered presentation assistant. Generate reports with the latest data, KPIs, tables, images, text, and charts automatically.