Internal · Salesforce Account Team Resource

Stop Sending PDFs.
Send This Instead.

A live, branded, interactive web deck your customer opens on any device — built from your call notes in 15 minutes, no design skills needed.

15min
Start to
shareable URL
0
Design skills
required
📱
Works on any
device
∞
Customers
you can build for
Build yours ↓
Real Customer Deck — Click to Open
edalton122.github.io/usg-water-salesforce-revenue-engine/
Sales Cloud Field Service Agentforce Data Cloud
USG Water Solutions
Unified AI & PE Revenue Engine
Open Live Example
Mobile-ready — open on your phone right now
Click anywhere to see what you'll build
60-Second Overview

Watch Before You Build.

A quick walkthrough of what this tool is, why it matters, and exactly how to use it — start to finish.

ED
Eric Dalton
Solutions Engineer · Salesforce
The Process

Three Steps. Fifteen Minutes. One Link.

No GitHub, no coding, no design tools. Just Gemini and a browser you already have.

1

Fill In Your Customer

Use the form below. Paste your call transcript, pick the Salesforce products, and add your team. The form writes your Gemini prompt for you — personalized and pre-filled.

2

Paste Into Gemini

Copy your personalized prompt with one click, open Gemini, paste it in. Gemini reads your notes and generates three complete HTML files. No back-and-forth.

3

Drop Files. Get a URL.

Drag the HTML files into the deploy zone below. We package them and open Netlify. One drag, one drop — and you have a shareable link ready to send.

Step 1 — Build Your Prompt

First, Tell Us Where You Are.

Your answer determines which fields we need and what kind of deck Gemini will build. Both paths take under 2 minutes to fill out.

I have call notes or a meeting transcript

You've already spoken with the customer. Gemini will read your notes and build a deck around their actual words, pain points, and situation.

Account-specific deck

No notes yet — this is a first meeting or cold outreach

You haven't spoken yet. Gemini will build an industry-informed POV deck showing how Salesforce has helped companies like theirs.

Discovery / POV deck
With notes: Gemini extracts the details automatically — team size, geo, tech stack, and their own language. Just share the notes and let it work.
Google Meet notes URL, Google Doc link, or raw transcript — Gemini reads all three since you're already signed into Google Workspace.

Your personalized prompt is ready. Copy and paste into Gemini.

Open Gemini
✓ Copy this prompt → paste it into Gemini as your first message → Gemini will output 3 HTML files with no additional questions needed. Save each file, then use the deploy zone below.
Step 2 — Publish Your Deck

Upload to GitHub.
Get a Permanent URL.

GitHub Pages is free for every Salesforce employee — no credit limits, no badges, no extra accounts. Five clicks in a browser and your deck is live.

Free with your Salesforce GitHub account · No credit limits

Why this step matters: Gemini saves your deck as files on your local device — only you can open them. To send a link your customer can open on any device, forward to their team, or pull up in a board meeting, the files need to live at a public URL. GitHub Pages does that for free, permanently.

1

Sign in to GitHub with your Salesforce account

Click here to open GitHub. Use "Sign in with Google" and your @salesforce.com email — you already have access.
2

Create a new repository

Click here to open New Repository. Name it something like acme-salesforce-deck. Set to Public. Click Create repository.
3

Upload all three HTML files

Drop your files below to verify you have all three, then drag those same files into your GitHub repo's upload page. Click Commit changes when done.

All three files must be uploaded together — they link to each other.

Drop files here or click to browse

All 3 required files detected — ready to upload to GitHub!
4

Enable GitHub Pages

Click here for the GitHub Pages setup guide. In your repo: Settings → Pages → Source: Deploy from a branch → Branch: main → Save.
5

Copy your live URL — it's ready in ~60 seconds

Stay on the Pages settings page. A green banner will appear with your URL in the format [username].github.io/[repo-name]/. Copy it. Send it. Done.

Open GitHub — Create New Repo
Pro Tips

Quick Wins Every Time

📋
More transcript = better deck Paste the full recording transcript if you have it. Gemini will pull your customer's exact phrases and use them verbatim — sounds authentic because it is.
🚫
Always name the tools they love Add every tool they currently use to the "Tech Stack" field. The deck will say "HubSpot Integration" not "replace HubSpot" — that's what closes deals.
🔁
Iterate in Gemini freely After Gemini generates the deck, just ask it to change anything. "Make the hero darker," "change Phase 1 to November," "add a slide about their Oracle integration." It updates inline.
📱
Test it on your phone first Open the Netlify URL on your phone before you share. The deck is built to be mobile-responsive — a 30-second check ensures executives see it perfectly on theirs.