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

Drop Your Files. Get a Shareable URL.

Drag the HTML files Gemini generated onto the zone. We'll package them and open Netlify Drop — one drag and your link is live.

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 anywhere, forward to their team, or pull up in a board meeting, it needs to live at a public URL. This step does that — no account required, about 10 seconds.

Drop your HTML files here

index.html, team.html, exec-summary.html + any photo files
or click to browse

Files ready to deploy

✓ Your files are packaged — two steps left:

1. customer-deck.zip downloaded to your Downloads folder.
2. Netlify Drop opened in a new tab. Drag the zip there. Live URL in ~10 seconds.

Open Netlify Drop Again
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.