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 select 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. From the editor side panel, select
   Apps, then search for Bulk Create and select it.
2. Under Choose a starting point, select Labels.
3. Select a placeholder.
4. On the floating toolbar, select Data field.
5. Enter a name for the field, then select Add.
6. Repeat for the rest of the placeholders.
7. Once done, select Save labels.

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

1. Select Share.
2. Select
   Brand Template. For detailed steps, check out Publish designs as Brand Template.

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