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Adding Prezi for Salesforce to a contact, lead, or opportunity

Your admin just told you the great news that your team has Prezi for Salesforce. Now you just have to add it to a Salesforce contact, lead, or opportunity so you can share and get the stats on your presentations in no time. See when, where, and for how long your prospects viewed your presentations.

Note: If your admin hasn’t installed Prezi for Salesforce for your team, check out this article.

Adding Prezi for Salesforce to a contact

  1. From your Salesforce account, go to the Contacts tab.
  2. Select a contact, then click Edit layout.
  3. Scroll down to click Related Lists and find Prezi for Salesforce.
  4. Drag and drop Prezi for Salesforce into “Related Lists.” This will create a new entry in the list.
  5. Click the wrench icon above Prezi for Salesforce to get the “Related List Properties” pop-up.
  6. In the “Buttons” section, click the + sign to see it expand.
  7. Uncheck the box next to “New”.
  8. Move “My Presentations” over from “Available Buttons” to “Selected Buttons.” Click OK.
  9. Once you do this, the pop-up will close.
  10. Click Save at the top of the screen.
  11. You’ll get a pop-up asking if you want to “Overwrite Users’ Related List Customizations.” Click Yes, and it will save the layout.

Adding Prezi for Salesforce to a lead

  1. From your Salesforce account, go to the Leads tab.
  2. Select a lead, then click Edit layout.
  3. Scroll down to click Related Lists and find Prezi for Salesforce.
  4. Drag and drop Prezi for Salesforce into “Related Lists.” This will create a new entry in the list.
  5. Click the wrench icon above Prezi for Salesforce to get the “Related List Properties” pop-up.
  6. In the “Buttons” section, click the + sign to see it expand.
  7. Uncheck the box next to “New”.
  8. Move “My Presentations” over from “Available Buttons” to “Selected Buttons.” Click OK.
  9. Once you do this, the pop-up will close.
  10. Click Save at the top of the screen.
  11. You’ll get a pop-up asking if you want to “Overwrite Users’ Related List Customizations.” Click Yes, and it will save the layout.

Adding Prezi for Salesforce to an opportunity

  1. From your Salesforce account, go to the Opportunities tab.
  2. Select an opportunity, then click Edit layout.
  3. Scroll down to click Related Lists and find Prezi for Salesforce.
  4. Drag and drop Prezi for Salesforce into “Related Lists.” This will create a new entry in the list.
  5. Click the wrench icon above Prezi for Salesforce to get the “Related List Properties” pop-up.
  6. In the “Buttons” section, click the + sign to see it expand.
  7. Uncheck the box next to “New”.
  8. Move “My Presentations” over from “Available Buttons” to “Selected Buttons.” Click OK.
  9. Once you do this, the pop-up will close.
  10. Click Save at the top of the screen.
  11. You’ll get a pop-up asking if you want to “Overwrite Users’ Related List Customizations.” Click Yes, and it will save the layout.

Now that you have Prezi for Salesforce setup, check out this article to see how to share, view, present, and get analytics on your presentations.

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