Ways to share

    Embed once. Present from Salesforce anytime.

    Your team already builds proposals and pricing inside Salesforce. Now they can share them live with clients — without switching apps, exporting files, or joining a meeting room. Just generate a link and present.

    Your client opens the link on any device and sees the presentation in real time. No downloads, no accounts, no "let me share my screen." Just a link and a live walkthrough.

    One-time SDK setup

    Your Salesforce admin installs the HelloScreen SDK once. After that, your entire team can present from inside Salesforce — no per-agent configuration.

    Secure, one-time links

    Each presentation session gets a unique, encrypted link. No persistent URLs, no shared credentials — just a fresh link every time.

    Agent identity passthrough

    Connect agent identity so your team presents under their own name. Your clients see who they're talking to — building trust from the first slide.

    How it works

    Embed once, present anytime.

    1

    Install the HelloScreen SDK

    Add the SDK to your Salesforce presentation environment. It's a one-time setup by your admin.

    Works with Visualforce and custom pages
    HelloScreen
    2

    Generate a shareable link

    Use the SDK to create a secure, one-time link for each presentation session.

    No login or setup needed for your client
    Open john.helloscreen.com
    Agent
    3

    Share and present live

    Send the link to your client. They open it and see your presentation in real time — on any device.

    Real-time sync with zero delay
    Customer

    Built for Salesforce teams.

    No context-switching. No exporting. Present from the platform your team already uses.

    Present without leaving Salesforce.

    Your team already builds proposals, pricing, and presentations inside Salesforce. Now they can share them live with clients — without switching apps, exporting files, or joining a meeting room.

    Works with Visualforce and custom pages.

    The SDK integrates with your existing Salesforce environment — Visualforce pages, custom proposal builders, or any presentation tool you've already built. No rebuilding, no migration.

    Your admin configures it. Your team just presents.

    Once the SDK is set up, there's nothing for individual agents to install or configure. They generate a link, share it with their client, and present — all from the same Salesforce interface they already use.

    "

    Our agents never leave Salesforce now. They build the proposal, generate a link, and present — all in the same window.

    VP of Sales Operations — Enterprise Software

    For teams that live in Salesforce.

    If you're building presentations inside Salesforce, you should be presenting from there too.

    Sales proposalsPricing presentationsProduct configurationsCustom quotesRenewal discussions

    Ready to do this?

    Frequently asked questions