Create Brand Templates for Salesforce

Before the organization can use the Canva for Salesforce app to generate sales collateral, brand designers must create at least one Brand Template in Canva. 

These Brand Templates have data fields that serve as placeholder values, which can be filled with data from Salesforce.

Start with a template design to ensure data fields align with brand layout and guidelines.

1. Log in to Canva and Click Create design.
2. Select a supported design type, such as
   Presentation.
3. Use the Canva editor to design a starting point for the sales collateral.

To insert data from Salesforce into Canva designs, a Brand Template needs to contain one or more placeholders that can be populated with data.

To create a text element:

1. Navigate to the
   Text tab.
2. Click Add a text box.

To create an image frame:

1. Navigate to the
   Elements tab.
2. Select Frame to view all of the available frames.
3. Choose the desired frame.

To create chart elements:

1. Navigate to the
   Elements tab.
2. Search for and then select Charts from the categories.
3. Choose the chart that will best represent your data. 

You need to assign names to the placeholders so they can be referenced in Salesforce.

1. Select
   Apps.
2. At the search bar, look for the Data autofill app.
3. Select Salesforce.
4. Click Continue.
5. Select a placeholder.
6. Click Data field.
7. Enter a name for the field.
8. Click Add.
9. Repeat for the rest of the placeholders.
10. Click Continue.

Publish your template to make it available to the team via Canva and Salesforce.

1. Click Publish as
   Brand Template.
2. Select a folder for the Band Template.
3. Click Publish.

After creating your team’s Band Template for Salesforce, Salesforce admin can start mapping data fields in Salesforce.