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Home » Video » Tips and Best Practices to Rock Your Next Presentation and Demo

Tips and Best Practices to Rock Your Next Presentation and Demo

I’ve been on the Admin Relations team for more than 3 years, and one of the first projects I managed was the launch of the Admin Webinar program. This program is where we get Salesforce Admins and Product Managers to share their knowledge with the community and enable them on the latest and greatest.

One of my favorite parts—and also the most challenging part—about running the program is helping speakers translate their amazing knowledge and ideas into easy-to-follow and engaging presentations. I’ve learned a lot over the past 3 years, and I want to share it with you as you get ready to build your next presentation and/or demo!

Watch our webinar here:

The Right Framework

Every great presentation rocks to this beat: It leverages the right framework, uses effective slides, and has a focused demo.

Let’s start by talking about the structure of your presentation: the right framework.

The key to developing a successful presentation starts with understanding your audience. When you present as a professional in the Salesforce Ecosystem, it’s likely your audience will fall into one of these categories: end users, executives/stakeholders, or fellow Salesforce Admins and Developers.

Each audience has a different WIFY (what’s in it for them), and it’s important to be mindful of this when you start to develop your content. What you as admins find important or interesting about a certain feature can greatly differ from what your end user finds important about the feature. Knowing this, you can adjust the presentation to focus on your audience.

Once you’ve identified who you’re talking to and what you’ll focus on, you can find the right place to begin your story. To do that, consider what this audience may already know about the subject—and their level of interest.

If you assume they have more knowledge or interest than they do, or if you use jargon or get too technical, you’ll lose them. For example, you don’t need to explain what a CRM is to a Salesforce Admin (hopefully, they know this already!).

Next, find your focus. When explaining or demonstrating a complex issue or project, it can be difficult to boil it all down to a few slides and a 5-minute demo. I totally get that! It’s impossible! So don’t try!

Pick one thing you want to focus on. What’s the one thing you want your execs to remember about the project (for example, their reporting will be 10x better)? What’s the one thing you want other admins to remember? This process saved me a LOT of time.

With these three key points in mind, it’s time to start building out your story. Yes, I said story. Every presentation is a story, and so, to be successful, you want to make sure you include and/or address key attributes that make every story memorable and powerful.

The good news is that you don’t have to start from scratch when building out the flow of your story/presentation.

You’ve seen how we can take key story attributes and translate them into slides. But how we translate depends on the story framework we use. Just like in school when you learned how to write an essay or play music and you followed a certain framework, we apply known frameworks to presentations.

There are quite a few frameworks to choose from: Pain-Solution, New Idea, Outline, Best Alternative, Hero’s Journey, and Springboard Story. We focus on the ones we use most often, which are Pain-Solution and Outline:

Effective Slides

Now that we have a good idea about how to structure our presentation to be most impactful, let’s dive into some handy tips on slides.

Before you get started, consider the medium & setting. I like to start with this topic because it’s something that can easily be forgotten but have a big impact on your delivery. Consider the setting!

• Are you presenting on someone else’s computer? Google or Quip Slides may be best.
• Are you presenting on a large screen? With a focus on visuals? Keynote is amazing.
• Are you presenting in a webinar? Reduce animation and reliance on visuals.
• Are you presenting internally and need to collaborate and update in real-time? Both Google and Quip Slides allow for easy, quick edits.

Then, start to translate your story into slide titles. Open a spreadsheet or doc and map out your story. The title of each slide should be strong enough that someone reading them one after the other can follow your story without even seeing the content of the slide. By doing this, you’re effectively creating a showflow. Just add a column for time and speaker, and you’ll have a complete overview of your presentation!

Some more tips on slide titles:

• Make them active, not passive
• Use title case

Now that you’ve completed all this careful planning, you can head over to PowerPoint, Keynote, or Google Slides and start to create your deck.

After you’ve added the slide titles from your doc to your slides, you can start to do something called “ Blue boxing ”. Blue boxing ensures that your visual matches the point of the slide. Instead of creating the contents of the slide and visually representing it all at once, the idea is you conceptualize what you want to convey on the slide first and come back to the design part later—using blue boxes to take note of what you want the contents of the slide to represent.

Here’s an example:

My last slide tip is… GET DETAIL-ORIENTED!

Adding that next-level polish to your deck is all about the details.

• Fix titles (title case)
• Evaluate subtitles
• Unify text treatment (fonts, font sizes, font colors)
• Align shapes, objects, and text boxes
• Resize and crop photos ❏

Focused Demo

As a Salesforce Admin, being able to deliver a solid demo will give you a huge leg up. Whether it’s to get buy-in from executives on your next big project or train end users on a new feature or app you’ve built, delivering a successful demo is key. Luckily for you, we’ve developed a demo formula to ensure you build and deliver the right demo for the right person, at the right time!

When deciding what you will show in your demo, start with a specific business need. Only show features that deliver on that specific business need. Now, you may have multiple business needs and thus apply this formula multiple times, but remember to remove any piece of the demo that doesn’t directly tie back to one of the business needs. Then, highlight the feature that solves the business need. And never forget to spend time highlighting how the feature will have impact.

Key tips to deliver your demo seamlessly:

• Set expectations
• Confirm understanding
• Be the tour guide
• Pause and reflect
• Mouse carefully
• Take screenshots/record videos
• Backup orgs
• Talk through it
• Hide sensitive data
• Bookmark links
• Pro Tip: Use Keyboard Maestro

To summarize, here’s a quick checklist of things to do before you demo:

• Restart your computer
• Turn off notifications & turn on do not disturb
• Quit all non-essential apps
• Clean your desktop
• Set up your browser (Chrome People, Bookmarks Bar)

Practice Makes Perfect ?

Share with us when and where you will put these best practices into action!

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Tweet using: #RockMyPreso

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Rebecca saar.

Sr. Director, Admin Marketing at Salesforce focused on enabling, empowering and elevating Salesforce Administrators.

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About 10 mins

• Learning Objectives 

Present Information Effectively

Maintain accessible text standards.

• Write and Format Copy Accessibly  

Don’t Rely on Color

Keep visuals simple, using video, make your materials available.

• Challenge +100 points

Create Accessible Presentations and Decks

Learning objectives .

After completing this unit, you’ll be able to:

• Identify acceptable text standards for your presentations.
• Demonstrate how to use color effectively.
• Explain how making your materials available promotes accessibility.

Presentations and slide decks are likely an integral part of your work. Whether at an in-person meeting or online event, presentations and decks provide information and data to your audience, in what you hope is a compelling and informative way. 

But have you considered how this information could be optimized for all audiences? Some simple changes can make your presentations more accessible, and increase both comprehension and retention.

You already learned about accessible text standards in your online communication. For presentations and decks it’s just as important to consider the needs of your audience. 

When a user interacts with your information online they may have options available to make it more accessible. Tools like screen readers and browsers that allow users to adjust the font size on a page help those living with disabilities interact more successfully with your content. In the context of a presentation, users rarely have these options available in real time, so it’s even more important to keep accessibility in mind when you’re designing your deck.

 Here are some tips to keep text accessible in presentations.

• Avoid fonts smaller than 16 pts.
• Use Mixed Case rather than ALL CAPS.
• For emphasis, use bolding rather than underlines or italics.
• Be generous with line spacing.
• Avoid placing text over images or heavily patterned backgrounds.
• Maintain adequate color contrast (4.5:1) for all text.

Write and Format Copy Accessibly  

When writing for a presentation, brevity is key. Slides are meant to serve as a reference and to help illustrate and reinforce your point. They don’t need to contain the full text of your prepared remarks. 

Color is an important part of branding, and for many users it can add meaning and nuance to our message. However, to be accessible to all audiences, you cannot use color as the only way that you provide critical information or context in your message.

Try using visual cues, text labels, or size changes to add emphasis or clarity to your message.

Individuals with neurodivergence or learning disorders may have difficulty processing overly complex visuals. Keep your slide layouts simple, with lots of white space. 

When illustrating concepts or data points choose visuals such as bar charts, line graphs, or pie charts with a limited number of categories. Use clear and concise labels that provide context for the data you are presenting.

Try to stay away from animation or too many moving elements in your presentation. This minimizes distractions and allows the audience to focus on your core message. 

If you’re embedding video or any other prerecorded content in your presentation, it must be captioned. 

There are several resources available online that can help you create video captions if the service you’re using does not generate them for you. Remember to double-check all auto-generated captions for accuracy. 

Sharing information doesn’t begin and end when your presentation does. Both before and after your presentation, there are ways to provide materials to your audience so that everyone can access them in the way that works best for them. 

Consider making your slide deck and any reference materials available before the presentation. This gives readers the chance to ensure they can access the information. It helps readers who may need extra time to absorb the material (and as a bonus you might get a lot more audience participation).

When the presentation is over, always make the slide deck available to your audience as a download. If the presentation has been recorded, also make the audio/video recording available for download. This recording should be human-captioned, and an audio description should also be available for recorded content. And, ideally, also provide a full transcript of the presentation. 

These options give a user a variety of ways to interact with your content before the presentation and to refer back to it afterward.

Send this information in a follow-up email, or let attendees know at the end of the presentation which resources you’ll be making available, and where they can be found.

Why does this matter? Consider the experience of Trailblazer Kurt.

“When materials that are new to me are brought into a meeting without my seeing them beforehand, I usually have very little to say about them. I need to digest and process the information before I can comment. Without an agenda, I usually think of the feedback I want to give only after the meeting is already over.” 

By providing supporting materials both before and after your meetings, you ensure that everyone—especially people who are neurodiverse—has adequate time to digest the content and provide feedback. 

• External Site:  Designing for Accessibility Is Not That Hard (Pablo Stanley) 
• External Site : Are My Colours Accessible?
• External Site : Contrast Analysis
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How to Integrate Salesforce Into PowerPoint

In today’s digital age, where PowerPoint presentations have become a staple in business communication, it is essential to leverage the power of Salesforce, the world’s leading customer relationship management (CRM) platform. Integrating Salesforce into PowerPoint can provide a seamless workflow by allowing you to access real-time data, create dynamic visualizations, and present comprehensive insights to your audience. In this comprehensive guide, we will explore the various aspects of integrating Salesforce with PowerPoint and uncover the steps, benefits, tips, challenges, and best practices for a successful integration process.

Table of Contents

Why Integrate Salesforce with PowerPoint?

Before diving into the technical details of integrating Salesforce with PowerPoint, it is crucial to understand the significance and rationale behind this integration. By combining these two powerful platforms, you can harness the collective potential of Salesforce’s robust CRM capabilities and PowerPoint’s dynamic presentation features. This integration allows you to seamlessly incorporate Salesforce data, reports, dashboards, and analytics directly into your PowerPoint presentations, elevating your communication and enhancing the effectiveness of your message. Let’s delve deeper into the benefits of integrating Salesforce into PowerPoint.

One of the key benefits of integrating Salesforce into PowerPoint is the ability to create real-time, dynamic presentations. With this integration, you can easily update and refresh Salesforce data in your PowerPoint slides, ensuring that your presentations always reflect the most up-to-date information. This is particularly useful for sales teams who need to showcase the latest sales figures, pipeline updates, or customer insights during client meetings or internal presentations.

Benefits of Integrating Salesforce into PowerPoint

Integrating Salesforce into PowerPoint offers numerous benefits for businesses of all sizes and industries. Firstly, it provides access to real-time data, which ensures that your presentations are always up-to-date and reflect the latest information. This real-time integration eliminates the need for manually updating data in slides and reduces the risk of presenting outdated information to clients or stakeholders. Additionally, integrating Salesforce into PowerPoint empowers you to create visually compelling and data-driven presentations. By incorporating dynamic charts, graphs, and visuals directly from Salesforce, you can effectively communicate complex information, improve audience engagement, and leave a lasting impression. Another significant advantage is the ability to leverage Salesforce’s advanced analytics capabilities within PowerPoint. This integration enables you to showcase meaningful insights, track presentation performance, and make data-backed decisions, ultimately driving business growth and success.

Furthermore, integrating Salesforce into PowerPoint streamlines the presentation creation process. With Salesforce integration, you can easily import data and content from your Salesforce CRM directly into your PowerPoint slides. This eliminates the need for manual data entry and copy-pasting, saving you time and effort. You can quickly create customized presentations tailored to specific clients or audiences by pulling relevant data and information from Salesforce with just a few clicks.

Moreover, integrating Salesforce into PowerPoint enhances collaboration and teamwork within your organization. By connecting Salesforce with PowerPoint, you can easily share and collaborate on presentations with your team members. This allows for seamless collaboration, as multiple team members can work on the same presentation simultaneously, making real-time updates and edits. With Salesforce integration, you can also track changes, manage version control, and ensure that everyone is working with the most up-to-date information, fostering better teamwork and productivity.

Step-by-Step Guide to Integrating Salesforce with PowerPoint

Now that we understand the benefits of integrating Salesforce into PowerPoint, let’s walk through a step-by-step guide to help you seamlessly integrate these two powerful platforms. Please note that the integration process may vary depending on the specific tools, versions, and configurations you are using.

Step 1: Installing the Salesforce PowerPoint Integration Add-in: The first step is to install the Salesforce PowerPoint integration add-in. This add-in acts as a bridge between Salesforce and PowerPoint, enabling seamless data transfer and integration. You can download and install this add-in from the Salesforce AppExchange or Microsoft Office Store, depending on the availability and compatibility of your tools.

Step 2: Connecting Salesforce and PowerPoint: Once the add-in is installed, open PowerPoint and navigate to the Add-ins tab. Click on the Salesforce add-in to launch the integration interface. Here, you will need to enter your Salesforce credentials and authorize the integration. Once authorized, you can connect to your Salesforce account and access your CRM data directly within PowerPoint.

Step 3: Importing Salesforce Data into PowerPoint: With the integration established, you can now import Salesforce data into your PowerPoint slides. Whether it’s a report, dashboard, or custom data, you can choose the specific data sources you want to incorporate into your presentation. Simply select the relevant data and drag-and-drop it onto your slides. PowerPoint will automatically create dynamic visualizations and charts based on the imported data.

Step 4: Customizing and Formatting Data Visualization: After importing the Salesforce data, you can customize and format the visual representation to align with your presentation style and requirements. PowerPoint offers a wide range of formatting options, allowing you to change colors, fonts, chart types, and more. This customization ensures that your visualizations are not only informative but also visually appealing and consistent with your brand’s aesthetic.

Step 5: Refreshing and Updating Data: As mentioned earlier, one of the key advantages of integrating Salesforce into PowerPoint is the ability to access real-time data. Therefore, it is essential to periodically refresh and update the imported data to ensure accuracy and relevance. With just a few clicks, you can refresh the data within PowerPoint, ensuring that your presentations reflect the most recent information from Salesforce.

Following these step-by-step instructions will help you successfully integrate Salesforce into PowerPoint and unlock the full potential of your presentations. Let’s now shift our focus to understanding the integration process in more detail, exploring its features and functionality, and discussing essential tips for a seamless integration.

Step 6: Sharing and Collaborating on Integrated Presentations: Once you have integrated Salesforce into PowerPoint and created your dynamic presentations, you can easily share and collaborate on them with your team or stakeholders. PowerPoint offers various sharing options, such as saving the presentation to the cloud, sending it via email, or presenting it in real-time using online meeting tools. This collaborative approach ensures that everyone involved has access to the most up-to-date information and can contribute to the presentation’s success.

By following these step-by-step instructions and leveraging the collaborative capabilities of PowerPoint, you can maximize the value of your Salesforce integration and create impactful presentations that drive business outcomes.

Understanding the Salesforce-PowerPoint Integration Process

The Salesforce-PowerPoint integration process involves establishing a seamless connection between both platforms, allowing for data exchange and collaboration. The primary requirement for this integration is the installation of the Salesforce PowerPoint integration add-in, which acts as a centralized hub for data transfer and synchronization. Once installed, the add-in provides a dedicated interface within PowerPoint, enabling you to access Salesforce data and incorporate it into your presentations effortlessly. This integration process ensures that your PowerPoint slides remain connected to Salesforce, eliminating the need for manual data entry, copy-pasting, or external data sources. Additionally, it ensures that your presentations are always updated with the latest CRM insights and analytics, thereby enhancing your communication and driving informed decision-making.

One of the key benefits of the Salesforce-PowerPoint integration process is the ability to customize and personalize your presentations using real-time data from Salesforce. With this integration, you can dynamically update charts, graphs, and other visual elements in your PowerPoint slides based on the latest information in your Salesforce CRM. This not only saves time and effort but also ensures that your presentations are always up-to-date and aligned with your business goals.

Furthermore, the Salesforce PowerPoint integration process allows for seamless collaboration and sharing of presentations within your organization. You can easily share your Salesforce-connected presentations with colleagues, stakeholders, or clients, knowing that they will have access to the most accurate and relevant data. This promotes effective communication, streamlines decision-making processes, and enhances overall productivity.

Exploring the Features and Functionality of Salesforce-PowerPoint Integration

The Salesforce-PowerPoint integration offers a wide range of features and functionality to streamline your workflow and enhance your presentation capabilities. Let’s explore some of the key features:

1. Real-Time Data Access: With this integration, you can access real-time data directly within PowerPoint, eliminating the need for manual updates and ensuring data accuracy.

2. Dynamic Visualizations: By integrating Salesforce with PowerPoint, you can create dynamic charts, graphs, and visuals that update in real-time based on the data from your Salesforce platform.

3. Comprehensive Data Import: The integration allows you to import various types of Salesforce data, including reports, dashboards, custom objects, and more, directly into your PowerPoint slides.

4. Customization Options: PowerPoint provides extensive customization options, allowing you to tailor the imported Salesforce data, charts, and visuals to fit your presentation style and branding.

5. Data Refresh and Update: You can effortlessly refresh and update the imported Salesforce data within PowerPoint, ensuring that your presentations remain current and aligned with your CRM platform.

Tips for a Seamless Integration of Salesforce into PowerPoint

While integrating Salesforce into PowerPoint offers numerous benefits, it’s essential to keep some key tips in mind for a seamless integration process:

1. Understand Your Data: Before integrating Salesforce data into PowerPoint, it’s crucial to have a clear understanding of what information you want to present and how it aligns with your presentation objectives.

2. Organize and Structure Data: Properly organize and structure your Salesforce data to ensure it can be easily imported and visualized within PowerPoint.

3. Customize Visualizations: Take advantage of PowerPoint’s customization options to create visually appealing and impactful data visualizations that resonate with your audience.

4. Periodically Update Data: Regularly refresh and update the imported data to ensure the accuracy and relevance of your presentations. Remember to sync your data with Salesforce to reflect any changes.

5. Train Users: Provide proper training and guidance to users who will be using Salesforce and PowerPoint integration to ensure they are familiar with the process and can maximize its potential.

Common Challenges and Solutions when Integrating Salesforce with PowerPoint

Despite its numerous benefits, integrating Salesforce with PowerPoint can pose certain challenges. Some common challenges include:

1. Compatibility Issues: Incompatibility between different software versions or configuration settings can hinder the seamless integration. Ensure that you are using compatible versions and follow the correct configurations.

2. Data Synchronization Delays: In some cases, there may be delays in data synchronization between Salesforce and PowerPoint, resulting in outdated information in your presentations. Regularly update and refresh the data to mitigate this challenge.

3. Data Overload: As Salesforce provides a vast amount of data, it is essential to carefully select and present the most relevant and impactful information to avoid overwhelming your audience. Focus on key insights and use concise visualizations to convey your message effectively.

4. User Adoption and Training: Adapting to new integration processes and tools can be challenging for users. Providing proper training and support can help overcome this challenge and ensure a smooth integration experience.

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This template covers key accomplishments and milestones of the sales force company from the year 1999 to 2019. Increase audience engagement and knowledge by dispensing information using Salesforce Development Timeline Salesforce Investor Funding Elevator. This template helps you present information on eleven stages. You can also present information on Salesforce Development Timeline using this PPT design. This layout is completely editable so personaize it now to meet your audiences expectations.

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How to Create Slides That Suit Your Superiors: 11 Tips

When you’re pitching ideas or budgets to execs in your organization, you need to deliver slides that fit those particular people just right. This checklist identifies the key considerations.

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I recently interviewed 20 of my customers, all in senior roles at Fortune 100 companies, and asked them their biggest pain point in presenting to higher-ups and even colleagues. What I heard consistently was that it can feel like Goldilocks bouncing from one option to the next, testing to figure out what’s “just right.” Does the audience want deep reports? Sparse slides? Something in between? Like … what?

Teams often come to presentation meetings with vast amounts of backup content just in case an exec wants to take a deep dive on any given point. There’s often a struggle to anticipate every direction attendees might want to go. It’s frustrating, and it’s not efficient.

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There are many ways to build slides. I’m not just talking about crafting them well versus poorly. I’m talking about all of the important decisions regarding how to organize them, how much text to use, when to lean into a chart, the best ways to use bullets and color, and whether to include an appendix with additional information. Before you make your next proposal or request of the executive team, use this list of 11 tips for your next set of slides as a guide.

Four Things You Must Have in Every Exec’s Slides

Before we drill down into the harder aspects, the ones where your executives’ tastes may vary widely, let’s quickly cover four aspects that you can consider the building blocks — the basics you should never proceed without.

Start with an executive summary. Begin the slide deck with a tight executive summary that follows a three-act structure. First, start with stating the current realities. Second, clearly state the problem or opportunity your idea addresses and its potential impact. Third, explain how your recommendation solves the problem or exploits the opportunity and the next steps you’re proposing.

Have a logical organization. The arc of the deck — the package from beginning to end — should make sense. If your audience reads only the headline of every slide, the order should be coherent and make most of the case for you. The content below each slide’s headline must support the statement made in the title. Remove everything that doesn’t support your point; as writers will tell you, you sometimes need to “kill your darlings” when you’re editing.

Begin the slide deck with a tight executive summary that follows a three-act structure.

Make it skimmable. Help your audience to quickly grasp the point without getting bogged down in details. Create a clear visual hierarchy. Guide the reader’s eye through the content: Use bold headings, bullet points, and numbered lists to break down information into digestible pieces. Highlight key takeaways or conclusions in a different color or font size to draw attention to these critical points.

Focus on concise insights. Succinct statements with clear insights are everyone’s jam. Every slide should serve a purpose and contribute directly to the decision-making process. Distill complex information. Don’t use 100 words when 20 words will nail it. If you’re having difficulty trimming, consider using company-approved AI tools to help you take out the fluff.

Five Preferences to Confirm With the Person You Want to Reach

Now we’ll delve into what your particular audience does and does not want. If you haven’t yet, start by asking the person you’re presenting to what they generally prefer. They probably know themselves well but have not been asked to articulate how they like to receive information.

Ask how dense is too dense. Some executives prefer detailed slides with comprehensive data. Others favor a more high-level approach. You’re weighing how to balance informative content with readability, ensuring that slides are not overloaded yet are sufficiently detailed to support decision-making.

Confirm the delivery format and timing. Some execs like information presented to them. Others prefer a pre-read of the material followed by a discussion. I always recommend our tool Slidedocs (I’ve written a free e-book on them), which are visual documents using both words and images. The templates help presenters organize their thoughts into a document for a pre-read or a read-along. They are designed to be skimmable and able to travel through your organization without the help of a presenter.

I’m a huge fan of pre-reads and prefer to use my time in meetings to ask questions and build alignment. If your audience didn’t review your material in advance, ask at the top of the meeting whether they would like you to present it or would prefer to read through it and then discuss it.

Find out how much data visualization they prefer. Charts, graphs, photos, and illustrations often communicate complex data more clearly than words alone. When execs can see what you’re saying, they often can better understand the impact of your idea. Does the exec want to understand exact numbers? Bar charts allow them to move their eyes across a series of specifics. Does the exec want to know the shape of a trend over time? Line charts can show the pattern. (See “Classic Charts Communicate Data Quickly.”) Some prefer charts with annotations that draw attention to what you think is the most important point. Others want to make their own conclusions from the data.

One of my clients, the CEO of a massive commercial real estate company, doesn’t want anything visualized. He prefers numbers, only in a table, and only in two colors — black and red. You might think this is archaic. But the fact that he’s clear to his teams about what he wants takes all the mystery out of how to communicate with him.

When the stakes are high, have a conceptual thinker help with diagrams and concepts. If you don’t have one on your team, and when it’s high stakes, find an internal designer to help you or hire one. You can’t afford to have the baby (your idea) thrown out with the bathwater (terrible slides).

Identify which details need spelling out. How well do the people you’re presenting to know the landscape and function of the company and products you’re talking about? For example, if your engineering team threw a slide into a deck about an issue that requires executive approval, do the execs all speak geek? Or do you need to explain the technology so that they will really understand the ask? Either eliminate internal jargon and acronyms or unpack those bits, especially if your proposal deeply involves expertise outside of the executives’ domain.

Ask whether appendices will be useful. When you’re organizing a presentation, you often troll data, read through complicated reports, and even hire external experts to figure out what’s best for the company. Do your execs want access to that supporting data? You can add a document to the end of the presentation as an appendix to show all of the data and source material. This allows the main content of the slides to remain focused and accessible while still providing comprehensive background information for those who want more.

Two Tips to Improve Your Presentation Skills

Getting materials in place is the biggest step. They will be your best tools for selling your ideas. But there are two extra areas to pay attention to as a presenter: how you handle questions and how you use every experience to improve.

Anticipate questions, and practice your answers. Before you have your meeting, gather a small team to challenge every point you make. Invite colleagues you trust to role-play as “a rapidly inquisitive exec” or “the doubting naysayer exec” so you are prepared to present your idea well. They’re gonna grill you, and practicing will help you remain unruffled when it happens.

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Ask for feedback after the presentation. Establish a feedback loop with those you presented to. Ask what worked well and how you can improve. If attendees don’t have the time, find people who have had their ideas funded and talk to them about what they did that worked. Advice and some perspective will help you nail your performance even better next time.

Empathetically understanding your audience members and how they process information, whether it’s executives or peers, sets up your ideas for success. Clarity creates efficiency. When a presentation fits just right, you’ve given your great thinking the best chance of moving through your organization and having maximum impact.

About the Author

Nancy Duarte is CEO of Duarte Inc. , a communication company in the Silicon Valley. She’s the author of six books, including DataStory: Explain Data and Inspire Action Through Story (Ideapress Publishing, 2019).

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Introduction

The Salesforce Diagrams Kit of Parts is a reusable set of components to help you build, customize, and reuse diagrams. These resources represent the basic parts of a common, standardized visual language for Salesforce diagrams.

For more information on building diagrams, see How to Build Salesforce Diagrams .

In our second release (Version 2.0), we support basic shapes in Google Slides and Powerpoint. The latest versions of the kit will be available and maintained here.

You can access the Kit Of Parts (Version 2.0) on the tool of your choice. Our current partners are Lucidchart , Elements.cloud , and Miro .

The following sections detail what’s in the Kit of Parts and provide basic guidance for styling your own diagrams with consistency and accuracy.

A header should appear at the top of every diagram. The header helps your audience understand the purpose and intent of the diagram. It should take up approximately 10% of the height of the diagram and 100% of the width.

A consistent header gives the person viewing your diagram a predictable place to quickly identify the following:

• Who you are. Put your logo in the top left to frame the diagram. This area is optimized for horizontally shaped logos. If you don’t have a horizontal logo, and your square or vertical-oriented logo is difficult to read in this space, try displaying your company name in plain text.
• What the diagram represents. Give your diagram a title in the provided space so it can be quickly understood. Titles under 20 characters work best.
• Why your audience should care. Include a clear description of what the diagram shows, along with clear indication of the diagram’s style and level . The font size of the description should be half the size of the title. Keep the paragraph of text no more than 60 characters wide. Characters on any line of your paragraph that are longer than 60 characters will be more difficult to read.
• How your audience will interpret the diagram. Use the blank space on the right for your key. Here you should clearly label the icons and symbols used in the diagram.

Every part of the header should be considered a required element.

Cards are a base shape. All elements of your diagram must be represented in a card. Cards can be resized and they can have either transparent or colored fills. There are three card variations — Detailed, Collapsed, and Container — that you can use to represent the different elements of in your diagram.

Card Anatomy

An example of a detailed card is below, with the different card sections labelled. The only required element in a card is the title text. All other card elements are optional.

Card Header

The top portion of the card is reserved for the header. All cards require a title, which is left aligned to the edge of the separator. If you use a header icon, the title text should be vertically aligned with the icon. Header icons should help an audience quickly understand what entity, area or concept is represented within the card.

The optional body section of the card contains additional, text-based details about the entity represented. The attribute section is represented as a list, with the text left-aligned to the edge of the title separator.

Metadata Footer

The card footer, called the Metadata Footer, is for additional characteristics about an entity. This section is optional, and is unique to Salesforce diagrams. The title element contains the only text in the footer section. Below the title, you can add an optional section of icons to display additional information about the entity represented in the card. Icons are arranged in rows. All icons must have an explanatory entry in your diagram key.

Uses for the footer title include:

• Package name
• Object ownership
• Object API names

Uses for the footer icons include:

• Experience channels (forms, bots, apps)
• Organization-wide defaults (OWD)
• Large data volume (LDV) indicators

You can find examples of how to use the metadata footer in the diagram templates .

Card Variations

The kit’s three card variations are Detailed , Collapsed , and Container . You can mix and match each portion of the card anatomy within these variations as needed, keeping in mind that all cards require title. Cards can act as single entities or as containers for multiple entities; you can nest cards inside other cards to represent hierarchical relationships. Make use of the ability to adjust your cards’ size, color, and transparency to create clear and understandable diagrams.

• Detailed cards are best used when you need to capture and convey multiple points of data. This variation shows all three portions of the card anatomy. Depending on your needs, you can mix and match attributes within Detailed cards as needed.
• Collapsed cards can be used for entities that don’t need you to display detailed attributes or entity metadata.
• Container cards group other cards together to help classify related entities. Think of a Container card as a parent and cards within it as children.

Refer to the diagram templates for ideas on how to use these variations, along with color, to distinguish entity types (for example, products, input channels, services, and objects) in your diagrams.

Connectors represent a relationship, integration, or process step between two cards. Line styles indicate a different type of connection and should be represented in your diagram key. Endpoints indicate direction of an integration or process connector. Endpoints also indicate cardinality and ordinality on a relationship connector.

Pills provide details about the behavior of the connector. Pills are optional. The pill text should use the same font size as the card body text in your diagram.

Refer to the templates for example uses of connectors and pills.

The kit provides a basic set of icons to represent the Salesforce entities in your diagram. For additional utility, action, doctype icons and more, refer to the Lightning Design System icons. Be sure to include text descriptors for icons in your diagram key.

Accessibility

Around the world, approximately 1.3 billion people live with some form of disability, accounting for 15% of the world’s population. Accessibility is about making your diagram understandable for all your viewers. There are two particular focus areas that can help your diagrams be more accessible: optimizing for screen readers and using color contrast appropriately.

You can more resources on designing for accessibility on the Salesforce Design blog .

Screen Readers A screen reader is a software application that reads aloud the words in a file, app, or website. A screen reader can read diagrams to individuals who are unable to see it clearly. The best format for screen reader compatibility is PDF (Portable Document Format). Unlike images and non-accessible applications, PDFs can be accessed by screen readers for reading words, shapes, and colors. Exporting your diagrams to PDF format when sharing with others can boost accessibility.

Color Contrast Increasing the color contrast is another way to help your diagram be more accessible. People will be better able to recognize and read your diagrams when they meet the Web Content Accessibility Guidelines (WCAG) minimum color contrast of having a 4.5:1 ratio between the background color behind the text and the color of the text itself.

Each color in the Salesforce color system has a number, between 0 and 100, associated with it. When choosing colors for your diagrams, make sure the background color behind the text is at least 50 points greater than or less than the color of the text. For example, if your background color is 80, then your text color should be no higher than 30. Consider using the 50-point rule as needed for borders and outlines as well.

Additional Resources

For more information, see the following resources:

• Getting Started with Saleforce Diagrams on YouTube
• Trailhead: Diagramming Essentials
• Introducing Salesforce Diagrams (on the Salesforce Architect blog)
• How to build Salesforce diagrams
• Documentation and implementation templates
• Marketing, strategy, and sales templates