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Canva for Salesforce

Design and deliver on-brand sales collateral faster with Canva.

Overview

Canva for Salesforce allows sales teams to generate on-brand presentations, brochures, and other marketing collateral using live Salesforce data—all without leaving the Salesforce interface.

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  • Seamless Integration: Generate Canva designs directly from Salesforce records like Accounts, Contacts, Opportunities or even Custom objects.

  • Real-Time Data Auto-Fill: Auto-fill Salesforce data into Canva templates to create customized, client-specific presentations and collateral in seconds.

  • Leverage Brand Templates: Use your existing library of brand templates, ensuring that every design aligns with company guidelines.

  • Charts autofill: Use existing reports in Salesforce to populate charts in Canva.

  • Collaborate with Canva: Easily open and edit designs in Canva from Salesforce for final adjustments before sharing with clients.

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 generate materials directly within Salesforce using real-time customer data. Sales representatives can access pre-approved, brand-consistent templates, ensuring that all designs meet company standards without involving the design team at every step. With data auto-fill, your sales team can save hours of manual work and focus on what really matters—closing deals and building relationships

Categories

Business Needs
Sales
Productivity
Document Generation
Personas
Administrator
Business User
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Lightning App Builder
Salesforce Mobile