AI-powered data analyst for Salesforce
Slideform is the AI for business analytics. Connect your data, tell us what you need, and get custom charts, metrics, and insights in seconds.
Slideform securely connects to Salesforce, letting you query CRM data, run analyses, and generate visuals from simple prompts. Results can be embedded into branded, reusable templates, making reporting fast, consistent, and scalable.
Automated Salesforce reporting
Automatically generate Google Slides and PowerPoint directly from Salesforce data—eliminating manual data entry and reducing turnaround time. Slideform gives you the power to query and merge data, opportunities, metrics, and more directly into presentations and documents.
Generate reports and documents with Salesforce data
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.
What can you do with Salesforce + Slideform?
- Generate Google Slides from Salesforce
- Merge Salesforce data to PowerPoint
- Create new, branded charts from Salesforce data
- Calculate custom metrics for sales decks and proposals
- Generate QBRs or onboarding decks for customers
- Filter and select CRM data to generate a report
Put your reporting on autopilot
Slideform is your AI-powered reporting assistant. Generate custom reports with the latest data, KPIs, and insights automatically.