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Salesforce Integration

Fatima
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Exclusively for Team and Enterprise: Beautiful.ai’s Salesforce integration lets you share presentations, track views, and see engagement—all within Salesforce. Get the insights you need to close deals faster, follow up smarter, and supercharge productivity. 

Easily Share Presentations
Send presentations to Salesforce contacts in Beautiful.ai or share presentations as a direct link within Salesforce. Our integration makes it easier to work without switching back and forth between platforms. 

Track Viewer Engagement
See exactly who’s viewing your presentations, when they view, and how they engage with each slide. Use detailed metrics to fine-tune your outreach and follow-up.

Automatically Sync Presentation Data
Sent presentations are recorded in the Beautiful.ai tab within Salesforce, offering real-time updates on views, time spent, and viewer progression—all from one central location.

 

How to Connect Salesforce from Beautiful.ai

 

Step 1. Connect Beautiful.ai and Salesforce

  • In Beautiful.ai, go to Integrations and select Salesforce.
  • Click Add Beautiful.ai to Salesforce to start the setup. Log in to your Salesforce instance, then enter your Salesforce domain and admin username to connect. Click Connect Salesforce to complete the integration.

 

Step 2. Enable Beautiful.ai within Salesforce

  • After installation, open the Lightning App Builder in Salesforce.
  • Find Beautiful Links in the list of items, then click Add/View Item to place Beautiful Links on your dashboard, enabling easy access to shared presentations.


Step 3. Send presentation to contact

  • In Salesforce Contacts, select the contact you want to share a presentation with.
  • On the contact’s details page, click Email to compose a message, paste the Beautiful.ai presentation link, and customize as needed. Click Send to share.

 

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Step 4. View presentation Analytics

  • Go to the Beautiful Links section in Salesforce to find the presentation shared with the contact.
  • Click the presentation to view analytics like total views, view time, and access details. Select View Detailed Analytics for more insights to help inform follow-ups.

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Comments

2 comments

Date Votes
  • Albex Ulpoer
    1. Open your PowerPoint presentation.
    2. Go to the "View" tab on the ribbon.
    3. Look for the "Presentation Views" group whiteout survival ipad
    4. Click on "Sale integration" or "Normal" view. In Slide Sorter view, you'll see all of your slides at once as thumbnails
    0
    Comment actions Permalink
  • Alcantarason Profit
    1. Open your PowerPoint presentation.
    2. Go to the "View" tab on the ribbon.
    3. Look for the "Presentation Views" group WhatsApp Plus
    4. Click on "Slide Sorter" or "Normal" view. In Slide Sorter view, you'll see all of your slides at once as thumbnails
    0
    Comment actions Permalink

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