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How do I download one-click presentations from Salesforce?
How do I download one-click presentations from Salesforce?

Automated briefings, account plans, executive POVs and sales decks can be downloaded from CRM

Alex avatar
Written by Alex
Updated over a year ago

Downloads overview

Automated presentations, such as executive point-of-view decks, executive briefings and account plans, can be downloaded from the Databook Sales Cloud app, in either the Account or Opportunity views.

To download a presentation, please click on the 'Downloads' tab.

The presentations that are available for your organization will be listed below. Clicking on the 'Download' button will generate the automated presentation and send it to your email within about 1-2 minutes.

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