Streamline your PowerPoint presentations when you link Shufflrr to SalesForce. Shufflrr automatically updates your PPT slides with real time data pulled from your CRM data. Sales reports, client updates, and performance metrics are always accurate and up-to-date. 

Automating data integration into your workflow enables your team to create a polished and client-ready PPT presentation that leverages the full power of your CRM data. Shufflrr is a natural extension of your SalesForce CRM system that enhances its usability and value.

Add Shufflrr link to Salesforce

Link Salesforce with Shufflrr

  • In Salesforce, retrieve your Organization ID:
    • Administer > Company Profile > Company Information
  • In Shufflrr settings panel, enable Salesforce Authentication under Authentication
  • Paste your Org ID into the field below and press space once
    • Multiple IDs are supported
  • Click Save at the bottom of the page
TO ONLY ENABLE SSO, STOP HERE.

Create the Salesforce tab

  • In Salesforce, go to the new tab creation interface:
    • Setup > Create > Tabs > Web Tabs > New Full Page Width
  • Apply the following settings:
    • Tab Type: URL
    • Tab Label, Tab Name: Shufflrr
    • Tab Style: Presenter (optional)
    • Content Frame Height: 720
    • Button URL: https://<your_site>.shufflrr.com/Login/OAuth
    • Add to Profiles: Default OFF (optional)
    • Add to Custom Apps: Deselect ALL (optional)

Add the tab to your Salesforce header

  • In Salesforce, click ‘+’ on the tab navigation bar
  • Select Customize My Tabs
  • Add Shufflrr

Get started with Shufflrr

Exploring how Shufflrr can work for your organization is easy. Just click to book a free demo or download our AI-powered plug-in for Windows.