Our last step in Formstack Documents is going to be setting up the email delivery of the document to go to the current user in Salesforce that is generating the presentation. From the Deliver tab, click the Edit button next to the email delivery, then for the To address, pick < > from the merge field dropdown. In the box, type in {$EmailTo}.
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What can I do with the new Salesforce PowerPoint integration?
It is a very powerful tool with many integrations, but Salesforce PowerPoint integration has never been available until now. What Can I Do With Salesforce PowerPoint Integration? For our experienced DataPoint users, the new Salesforce PowerPoint integration gives you another powerful source for data-driven presentations.
What makes a good Salesforce presentation?
Aaron Rabideau and Gabrielle Tabios are the masterminds behind the presentation visuals at Salesforce’s largest events, including the Dreamforce keynote. Over and over again, they make it clear that slide design exists to support the presentation narrative. Some of the best presentations have little or no visual elements.
How do I connect to Salesforce data in Datapoint?
If you are an existing DataPoint user, just upgrade to the latest version and you will see the Salesforce data connection option in the List menu. If you are new to DataPoint, you can download a free trial here. Our technical team has also put together this article with step-by-step instructions on how to connect to your Salesforce data.
Who gives the keynote presentations at Salesforce World Tour?
Sara Cattanach crafts messaging and content for the keynote presentations at Salesforce World Tour experiences, and coaches speakers to deliver great presentations. Aaron Rabideau and Gabrielle Tabios are the masterminds behind the presentation visuals at Salesforce’s largest events, including the Dreamforce keynote.
How do I share attachments in Salesforce?
next to the name of a person or group. To prevent others from changing who can access the file, select Prevent others from sharing and unsharing....Start by sharing the file from one of these locations:Next to the file on Files home, click. ... On the detail page of the file you want to share, click Share.More items...
Can you attach a file in Salesforce?
You can attach files—such as Microsoft® Office documents, Adobe® PDFs, images, and videos—to most Salesforce records through the Files related list. Note If you don't see the Files related list on a record, ask your admin to add it to the page layout for that record type.
How do I upload a PDF to Salesforce?
Salesforce.com makes it extremely easy to generate PDF documents on the fly by simply using the renderAs="pdf" attribute for the
Can you upload videos to salesforce files?
You can upload and download audio and video files, but you can't parse or preview them. Note Files without a file extension or with an unrecognized file extension show “unknown” in the Type column. By default, you can upload Files up to 2 GB .
How do I create an attachment in Salesforce?
Create an AttachmentCreate the parent object for the Attachment object.Click the Add an Object dependent on button, and select the Attachment object from the list.You'll need to map the ID of the parent object to the Attachment object's Parent ID.More items...
How do I attach a file to an email in Salesforce?
Attach a file to a Salesforce email template Go to Setup. Click on the name of the email template that you would like to attach a file to. Click the Attach File button. Complete the three steps and click the Done button.
How do I email a PDF attachment in Salesforce?
At the moment, the user has to wait for approval and then press the PDF button , then save this to the 'Downloads' on the hard drive, then 'Send and Email', then click 'Template', then attach the saved PDF, then find the BCC people etc etc.
What file types can you upload to Salesforce?
Files RequirementsFiles formats supported include .docx, .pdf, .ppt, .pptx, .xls, and .xlsx.All image files are supported including .gif, .jpg, and .png.Files cannot be deleted from within Salesforce for Android and iOS.More items...
What is the difference between files and attachments in Salesforce?
Files need to upload, store, find, follow, share, and collaborate on Salesforce files in the cloud. Attach files to records from the Attachments related list on selected detail pages. We can upload a file and store it privately until you're ready to share it. We can share the files with groups, users, etc.
How do I transfer files to Salesforce?
Import Documents with Data LoaderCreate a CSV file with the following fields: FOLDERID. NAME. CONTENTTYPE. TYPE. ISPUBLIC. BODY. ... Start Data Loader.Select Insert.Click Show all Objects.Click Document in 'Select Object. 'Browse to the CSV file you created in step 1.Click Next, then OK.Click Create or Edit Map.More items...
How do I upload a personal document to Salesforce?
To upload new document in salesforce go to all Tabs | Documents | New.Enter Details like document name.Unique name will be auto generated based on document name.Select the folder to which the document is to be stored.Enter description.Now browse for the file to upload.Click on Save button.
How do I use files in Salesforce?
On the Files tab, organize and access your files.Using Salesforce Files. ... Files Home. ... Upload Files. ... Upload a New Version of a File. ... Search for Files. ... Attach Multiple Files to a Chatter Post. ... Filter Your Files List. ... Create Folders in Libraries in Lightning Experience.More items...
How does Sara start a presentation?
When Sara is at square one starting a new presentation, she begins in a spreadsheet by writing out the narrative, with each slide title in its own row. When she has the story down, she goes to the speaker for the first round of feedback — before making a single slide.
Who is the mastermind behind Salesforce?
Aaron Rabideau and Gabrielle Tabios are the masterminds behind the presentation visuals at Salesforce’s largest events, including the Dreamforce keynote. Over and over again, they make it clear that slide design exists to support the presentation narrative.
Why do you need longer titles in a presentation?
Newer speakers may need longer titles to help them remember the narrative while presenting. The better you get at storytelling, the less you will need those cues, and the more you can pare down the text on your slides to put your audience’s focus on your words. 4. Recurring images help enhance the narrative.
What happens if you see something wrong on a slide?
If they see something wrong on a slide, they may not have the design eye to pick out exactly what’s wrong, but their attention will be taken away from what you are saying as they subconsciously work to figure out what’s off.
Is PowerPoint a starting point?
The basics of presentation design. By now, you should be convinced that PowerPoint is not your starting point. After you’ve nailed down your story, and the titles of each of your slides, you can finally get to what you came to this article for: creating impactful slides.
How to make a PPT into a video?
Here are a few easy methods you can use to get started: 1 Upload your PPT file to a file sharing service (method #4) 2 Use a slide hosting service (method #5) 3 Upload your converted PPT-to-video file to YouTube (method #6)
Where is the Share button in PowerPoint?
The most recent versions of PowerPoint include a Share button in the upper right corner of the ribbon. While the Mac and PC versions of PowerPoint differ, you’d still need to upload the PPT to the “cloud,” that is, OneDrive or SharePoint.
What is presentation hosting?
This means you get to take advantage of all the benefits of file sharing services plus a whole lot more! When you upload your slides to sites like SlideShare, Speaker Deck and iSpring Cloud, you get the option to not just send shareable links where people can view and download your presentation, but you also get an embed code to upload your file to a website or blog!
Can you share PowerPoint slides on your computer?
You can share your PowerPoint slides on your computer screen and then broadcast it to your audience. The good thing is they’re not limited to being passive viewers either.
