No. 1 Guide to create presentations from Salesforce data

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Salesforce is the world’s most powerful CRM. With all your customer’s data in the platform, you would want to create presentations using Salesforce data.

This will enable you to make more resonating presentations where slides are personalized based on field data related to your record.

The answer to the question ‘How to create presentations from Salesforce’ data is more difficult. Or at least it was.

In this expert guide, you will find a no-code solution to:

  • Use Salesforce data related to records directly in Google Presentations
  • Sync fields from Salesforce to placeholders in your content
  • Generate data-driven presentations automatically in three clicks

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About Megan

Megan Foster is a sales leader and revenue operations manager with 5+ years of experience in high tech SaaS. She has experience in both regional and global sales and marketing teams. She is the co-founder of SlideFill.

Why you should use Salesforce data in presentations

Customers love content that’s personalized to their own business. In fact, 71% of your customers do expect you to provide personal insights and advice.

Companies that leverage personalization in their presentations will:

  • Generate 40% more revenue
  • Convert 35% more prospects

Having a strong go-to-market strategy that enables your sales and marketing teams to be specific by using data points from Salesforce, will deliver results.

Creating presentations from Salesforce data

1. Creating presentations from Salesforce data © SlideFill 2024

How to use Salesforce data in presentations

This guide and walkthrough will help you to start making presentations or content at scale using your Salesforce data.

1. Create a Salesforce report

Navigate to Salesforce and go to the ‘Reports’ tab. Create a new report.

Under ‘Filters’ it’s recommended to set the respective conditions for the records you want to target with your presentations. You want to make sure that your presentations are tailored to a specific audience. This is how you will make your presentation resonate with your audience.

Add a set of filters for a specific target audience.

Now navigate to ‘Outline’. Select the fields that contain data points you want to use in your presentation. This could be for example: name, revenue, growth etc.

Make sure that all the fields you use have data in them. This is not a hard requirement but it will enable you to maximize your personalization in the presentations.

Do a spot check to see if the data selected is correct. Avoid the usage of groups.

Once you are happy with your report, press the ‘Save & Run’ button at the top right.

Create a Salesforce report

2. Create a Salesforce report © SlideFill 2024

2. Export a Salesforce Report

Salesforce will generate your report after you have hit ‘Save & Run’.

On the report page, you have the option to export your report as a ‘CSV’ file.

To do so, navigate to the downwards arrow next to ‘Edit’ and select the option ‘Export’.

Select ‘Details Only’ and set the format to ‘Comma Delimited .csv’

Create a Salesforce report

3. Export a Salesforce report © SlideFill 2024

3. Prepare your Google Sheet

Open your Google Drive account and create a new Google Sheet.

At the top of your sheet, select ‘File’ and ‘Import’.

Navigate to the last tab called ‘Upload’ and import your CSV file you downloaded in the previous step.

Import your Salesforce Data in Google Sheets

4. Import your Salesforce data in Google Sheet © SlideFill 2024

4. Prepare your presentation template

Create a presentation template. This will be a presentation you design in which you want to import your Salesforce data.

You have complete freedom to decide what information you want to present, how to design your presentation or how long the presentation will be.

When you’re creating your presentation, you want to include placeholders for data you want to import from Salesforce. The placeholders have the same name as the header of your column in the Google Sheet but are wrapped in accolades.

For example: the data in the column with header ‘First Name’ will be populated in the presentations you will generate on slides that have the placeholder {{First Name}}.

Every row in your Google Sheet will create one unique presentation for that respective client. This is how you can generate data-driven personalized presentations and content at scale.

Add placeholders to your presentation template

5. Add placeholders to your presentation template © SlideFill 2024

5. Bulk create data-driven presentations from Salesforce data

You have now successfully prepared your:

  • Salesforce data
  • Presentation template

The last step is to start creating your personalized content at scale.

To do so, create a free account on SlideFill and use our 100% free software to make presentations.

When you are logged in, you will need to:

  • Step 1: Select the Google Sheet you created
  • Step 2: Select the Google Presentation you created
  • Step 3: Generate your unique personalized presentations

Our software will automatically create presentations using your template. In every presentation, the placeholder is replaced with the respective data from Salesforce.

In the case of our example, we will generate three presentations. One for Tesla, one for Unilever and one for SlideFill. Every presentation will only have the data of one row.

You can easily share and export your presentations with your clients or colleagues in your organization.

Our guide on content automation use cases will give you additional inspiration to start creating presentations at scale.

Generate your data-driven presentations from Salesforce

6. Generate your data-driven presentations from Salesforce © SlideFill 2024

Frequently Asked Questions

Before you head to the conclusion of this article, you can find answers on frequently asked questions related to creating presentations from Salesforce data on SlideFill:

Can I request more features?2024-03-25T09:46:05+00:00

It is possible to request more in-depth use cases and features through our support page.

Find more answers related to the Product

Discover all frequently asked questions and answers about the SlideFill product.

Can I use SlideFill for other use cases?2024-03-27T07:20:27+00:00

Yes! The use cases of SlideFill are limitless and you can decide yourself for what other use cases you want to use SlideFill.

A couple of use cases:

  • Refresh business reviews
  • Invite clients to different webinars
  • Make better performing pitch decks
  • Send out follow-ups after offline events
  • Create personal birthday or holiday cards
  • Generate product marketing content at scale
  • Publish automatically created success stories
  • Produce thousands of creatives in three clicks
  • Present upcoming product features and services
  • Roll-out motions for different regional sales teams
  • Drive employee and job interview candidate feedback
  • Improve your new lead program aligned with leads info
  • Mail clients with a personal monthly performance report
  • Tailor onboarding programs for new employees at your company
  • Share localized and relevant case studies with your target audience
  • Build social media or website visuals automatically from your template

Find more answers related to SlideFill Use Cases

Discover all frequently asked questions and answers about SlideFill Use Cases.

How can I give feedback?2024-03-25T10:40:41+00:00

At SlideFill we truly appreciate your feedback. Our product is free and we are building to learn what works and what doesn’t.

In order to be able to continue doing so, we need feedback from our users.

If you want to provide feedback, feature requests or report a bug, you can do that via our support page and we will be extremely grateful.

Find more answers related to the Company

Discover all frequently asked questions and answers about our company.

How many case studies can I create?2023-12-26T10:52:58+00:00

SlideFill is 100% free and there is no limit on the amount of case studies you can create. You can for example create hundreds of case studies for different industries or demographics. You can also easily request your customers to fill in a couple of questions via a Google Form and use the data directly from Google Sheets in order to generate data-driven success stories.

It’s important to use the right success story to convince the right client, by using a success story which resonates with their demographics.

Case studies are also not limited in terms of number of slides or variables. Your presentation can be as long as you want (contain unlimited slides) and slides can contain as many parameters as you need.

Find more answers related to Success Stories Use Cases

Discover all frequently asked questions and answers about Success Stories Use Cases.

How many sales presentations can I create?2023-12-26T10:56:04+00:00

SlideFill is 100% free and there is no limit on the amount of sales presentations you can create. You can for example download 10,000 records from your CRM and create a unique pitch deck for every single client on the list in three clicks.

Sales presentations are also not limited in terms of number of slides or variables. Your presentation can be as long as you want (contain unlimited slides) and slides can contain as many parameters as you need.

Find more answers related to Sales Use Cases

Discover all frequently asked questions and answers about Sales Use Cases.

How much marketing content can I create?2023-12-26T10:54:27+00:00

SlideFill is 100% free and there is no limit on the amount of marketing content you can create. You can for example download create 10,000 personalized data-driven follow ups for your marketing events or hundreds of newsletter attachment tailored to every single client in three clicks.

Marketing content is also not limited in terms of number of slides or variables. Your presentation can be as long as you want (contain unlimited slides) and slides can contain as many parameters as you need.

Find more answers related to Marketing Use Cases

Discover all frequently asked questions and answers about Marketing Use Cases.

Is SlideFill safe and secure?2024-03-25T09:44:08+00:00

SlideFill is 100% safe and secure. The application is verified and approved by Google’s strict policies. The most important note is that no data is stored on SlideFill, this also means no data can leak through SlideFill. All your data, including your input data, your presentation template and your created presentations are stored on your own Google Drive.

  • Security: Logging in to the platform is possible via your own credentials or directly through your Google account. When setting up your account, you will need to give permission to access the content you want to use from your Google Drive. We never change files on your Google Drive, we only create new ones based upon your input. For more information: read our terms of service.
  • Privacy: Your data is always yours. While we read your data in order to generate presentations, the data is not stored on our platform. This means that all data is only passed through SlideFill in order to replace your placeholders, without us having visibility on your data or storing it in a database. There is no one on the team of SlideFill with the ability to see your data. For more information: read our privacy policy.

You can find more high level information on our “Privacy and Data” page.

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What can I do with SlideFill?2024-03-27T05:35:13+00:00

What can I do with SlideFill? You can save hours creating data-driven content at scale!

SlideFill is a platform allowing you to connect data from Google Sheets in order to create Google Presentations and other data-driven content at scale.

The software will help you to:

• 𝗦𝗮𝗹𝗲𝘀: Create thousands of personalized client presentations with automatic data insert in seconds and close more deals with your top performing clients

• 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀: Refresh data-driven weekly business reviews decks with up to date metrics and reduce the cost of your reporting team.

• 𝗖𝗮𝘀𝗲 𝗦𝘁𝘂𝗱𝗶𝗲𝘀: Produce case studies showcasing best practices and results in a few clicks and build stronger relationships by highlighting client success.

• 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴: Tailor marketing content with audience specific data and resonate with your target market based on their demographics.

Start pulling in personalized metrics and data directly in Google Slides through our easy user interface.

SlideFill is 100% FREE without storing any of your data on its servers.

Find more answers related to what SlideFill is

Discover all frequently asked questions and answers about What SlideFill Is.

What software do you need to create content?2024-03-27T05:33:44+00:00

You don’t need any additional software in order to create automatic sales presentations, marketing content or case studies at scale with SlideFill.

You only need:

  • Google Sheets: host your data in Google Sheets. The data will be used in order to populate the placeholders on the presentation templates. The headers of the columns are necessary in order to map your Google Sheet data to the presentation template. Every row in your Google Sheet will create one unique presentation. There are no limits in terms of data points, columns or rows.
  • Google Slides: create a presentation template with placeholders. The placeholders should be based upon your column headers. If you have a column header “Company” the placeholder in your presentation should be {{company}}. Make sure to put the placeholder on every slide where you want to populate data. There are no limits in terms of placeholders or slides.
  • SlideFill: magic happens on SlideFill. SlideFill will map your fields and datapoints coming from your Google Sheet to the placeholders in your Google Presentation template. In three simple steps, you will be able to create an unlimited amount of new presentations with your data filled in.

Make sure to read “How it works” for more details.

Find more answers related to the Product

Discover all frequently asked questions and answers about the SlideFill product.

Who can make marketing content?2023-12-26T10:54:22+00:00

If you are looking to decide who can make marketing content, you either have the option to:

  • Centralize the creation of all presentations, where one individual makes presentations for your whole marketing organization. This has a couple of benefits such as:
    • Global scale
    • Brand consistency
  • Give access to every marketing team member to create marketing presentations at scale via SlideFill. The benefits of individual access are:
    • Local customization
    • Increased relevancy
    • Elevated velocity

Find more answers related to Marketing Use Cases

Discover all frequently asked questions and answers about Marketing Use Cases.

Who can make sales presentations?2023-12-26T10:55:59+00:00

If you are looking to decide who can make sales presentations, you either have the option to:

  • Centralize the creation of all presentations, where one individual makes presentations for your whole sales organization. This has a couple of benefits such as:
    • Global scale
    • Brand consistency
  • Give access to every sales team member to create sales presentations at scale via SlideFill. The benefits of individual access are:
    • Local customization
    • Increased relevancy
    • Elevated velocity

Find more answers related to Sales Use Cases

Discover all frequently asked questions and answers about Sales Use Cases.

Who can make success stories?2023-12-26T10:52:53+00:00

If you are looking to decide who can make success stories, you either have the option to:

  • Centralize the creation of all presentations, where one individual makes case studies at scale for your whole organization. This has a couple of benefits such as:
    • Global scale
    • Brand consistency
  • Give access to every team member to create case studies via SlideFill. The benefits of individual access are:
    • Local customization
    • Increased relevancy
    • Elevated velocity

Find more answers related to Success Stories Use Cases

Discover all frequently asked questions and answers about Success Stories Use Cases.

Do you want to
save hours?

Start creating data-driven content at scale by connecting Google Sheets to Google Slides through SlideFill.

Getting started with SlideFill is 100% free and will save you hours instantly.

Conclusion

What’s next for you

Creating presentations from your Salesforce or CRM data was never this easy. Your team can save more than 40% of their time when using SlideFill to automatically create content from customer’s data.

Looking for more ways to increase profitability?

Download our free eBook:

Revenue Operations Explained: 7 Proven RevOps Strategies to Decrease Cost and Increase Revenue

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This article does not contain any promotional or paid placements.
Views are personal and not affiliated to employers.
No generative AI was used to write the article.
All examples are illustrative and fictional.

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