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Canva for Salesforce
by Canva Pty LtdSalesforceFree
Create Salesforce-based sales collateral in Canva using record data, templates, and report charts.
PRICINGFree
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
What it does
Canva for Salesforce connects Salesforce records with Canva for creating presentations, proposals, annual reports, and other sales collateral. Designs can use data from Accounts, Contacts, Opportunities, and custom objects, including charts populated from Salesforce reports. Sales representatives can apply pre-approved templates, fill them with Salesforce data, and open the designs in Canva for editing.
Key capabilities
from the Salesforce AppExchange listingRecord-based design creation
Generates Canva designs from Salesforce Accounts, Contacts, Opportunities, and custom objects.
Salesforce data autofill
Places Salesforce data into Canva templates for customized presentations and collateral.
Brand template access
Provides access to an existing library of pre-approved brand templates.
Report chart autofill
Uses existing Salesforce reports to populate charts in Canva.
Canva design editing
Opens designs from Salesforce in Canva for further editing before sharing.
Use cases
- Sales representatives can prepare client-specific presentations from Salesforce records.
- Sales teams can create proposals and annual reports using Salesforce data and Canva templates.
Who it's for
Sales representatives and sales teams.
How it compares
Canva for Salesforce creates Canva designs from Salesforce records and reports, with data autofill, brand templates, and chart population. Slidecast focuses on presentation creation, delivery, and performance analytics, with templates and options such as video bubbles and audio overlays.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Free | Cloud | |
| Slidecast: The Ultimate Sales Engagement Software | Paid | Cloud |
In the catalog
1,106 plugins in Salesforce Platform · Documents and content
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free
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What the vendor says
«The Canva for Salesforce integration brings together the power of Salesforce data and Canva’s industry-leading design capabilities, streamlining the creation of professional, on-brand sales collateral. Whether you’re preparing a sales presentation, a proposal, or an annual report, Canva for Salesforce makes it easy to …»