MeshMesh from Salesforce
Solution Engineering

Build Customer Presentations

The user gets a finished customer-facing deck, single slide or report in their brand or the customer's, delivered as HTML or PowerPoint and ready to present or share.

498 tasks
Method

How MeshMesh does it

  1. Gathers the source material, such as an org health assessment, a customer's business problem and the proposed solution or a workshop strategy.
  2. Plans the slide sequence in the requested branding.
  3. Builds the slides in HTML and publishes them with customer branding.
  4. Converts the slides to PowerPoint, runs a visual check and fixes problems such as text overflowing a stat card.
  5. For workshop decks, writes the run-of-show and talk track and sets up the demo org behind it. In one case that meant Data 360 streams, identity resolution and calculated insights.

Related work: Build Customer POV Slide Decks.

Products

Products and features it works with

Bars show how many of this capability's tasks touched each product.

  1. 1Agentforce269 tasks
  2. 2Data 360267 tasks
  3. 3Service Cloud182 tasks
  4. 4Marketing Cloud143 tasks
  5. 5MuleSoft78 tasks
  6. 6Tableau49 tasks
  7. 7Slack40 tasks
  8. 8Commerce Cloud40 tasks
  9. 9Loyalty ManagementSales Cloud39 tasks
  10. 10Marketing Cloud PersonalizationMarketing Cloud21 tasks
Features
Solution Engineering

Related capabilities