Salesforce
Use the Rapid Pitch tab
Open your presentation library inside Salesforce.
The Rapid Pitch tab shows your library inside Salesforce. It is read-only: you can look at presentations and copy their links, but you cannot add or change anything here.
Open your library
- In Salesforce, open the Rapid Pitch tab. If you do not see it, open the App Launcher and search for it.
- Wait for the page headed Presentation library to load.
- Find the presentation you want. Each one is a card with its title and a picture.
You do not need a separate Rapid Pitch sign-in.
What each card gives you
- Open in new tab opens the presentation in a new browser tab.
- Copy link copies its link, so you can paste it into an email or a note. Share a link explains links.
To save a presentation's link on a Contact or Campaign, see Choose a presentation for a Contact or Campaign.
If the library is empty or not connected
- No presentations available means your Salesforce organization does not have any published presentations yet. Only published presentations appear.
- Library not connected means your Salesforce organization is not connected yet. "Ask your administrator to connect your Salesforce organization." Your administrator then asks your Predictive Presentation Technologies contact.
- Presentation library unavailable means the library could not load. Select Try again. If it still does not load, close the tab and open it again in Salesforce.
If you see presentations you do not recognize, read What a new install sees.