Pipeline and forecast decks
Roll up opportunities, stages, and owners into recurring sales and forecast presentations.
Salesforce integration
Connect Salesforce to Google Slides and PowerPoint
Slideform is the AI for business analytics. Securely connect Salesforce to query CRM data, run analyses, and generate visuals from simple prompts — then embed the results in branded, reusable templates so reporting stays fast, consistent, and scalable.
CRM
Salesforce → Slideform
- Standard objects: Accounts, Contacts, Leads, Opportunities, Products, Cases, Users, Campaigns
- Opportunity line items and stage history
- Custom objects (any object ending in __c)
- Standard and custom fields on every object
- Formula fields, roll-ups, and picklists
- Reports and dashboards built in Salesforce
What teams build with Salesforce + Slideform
QBRs, pipeline reviews, forecast updates, and customer onboarding decks from trusted CRM data.
AI-generated charts and summaries
Turn Salesforce metrics into branded charts and narrative commentary with the Analyst.
Per-account QBRs and reviews
Filter CRM data by account or segment to generate tailored client decks.
See it in action
A short demo of the Salesforce integration.
More about Salesforce and Slideform
Guides and how-tos from the Slideform blog.
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