Instance Settings & Management

Admin
Written By Mikko Oittinen

Instance settings control how your Salesframe environment behaves for your team and for customers who receive shared links.

All settings are under Admin Tools > Settings, organized into four tabs: General, Presentations, SSO, and Integrations.

General 

The General tab covers file handling defaults and a few system-level settings.

File conversion

  • Print to PDF available in Presentation Deck - when enabled, users can print their presentation deck as a PDF. Disable this if you want to keep all materials inside tracked links instead.

  • Optimize PDF files - reduces file size but may lower image quality slightly. Good for teams that share large decks where loading speed matters more than pixel-perfect images.

  • PPTX Conversion format - choose PNG (higher quality, larger files, slightly slower) or JPEG (faster loading, smaller files). This controls how uploaded PowerPoint slides are rendered inside Salesframe.

  • Uploaded PPTX slides should be editable by default - when enabled, newly uploaded PowerPoint slides are editable by users out of the box. When disabled, admins need to enable editing per file.

    • Either way, users only ever edit their own copies, never the original.

Other

  • CRM BCC email - if your CRM tracks emails by BCC address (common with Pipedrive, Salesforce, and others), enter the address here. Salesframe will automatically fill the BCC field when users send shared presentations via email.

Presentations

The Presentations tab controls how shared links look and behave when customers open them.

  • Default Labels - create and name colored labels like "Offer," "Recap," "Intro," or "Kick-off." Users can tag their shared presentations with these labels, which makes it easier to filter and find specific presentations later in the My Presentations list. You can add, rename, or remove labels at any time.

  • Subdomain - set a custom subdomain for your shared link URLs, for example yourcompany.salesframe.com. If you change it later, previous domains still work so older links do not break.

  • Disclaimer - add a disclaimer text that appears on all shared presentations. Useful for legal or compliance notes.

  • Video greeting background images - upload up to three background images that users can choose from when recording video greetings. This lets you keep video greetings on brand even when reps record from different locations.

  • Privacy notification - toggle whether a privacy notification is shown to customers on shared links. You can also set a "More information" URL that links to your own privacy policy page.

  • Visibility - control who in your team can see other users' shared presentations in the My Presentations list: all users, admins only, admins and managers, or no one. No one can edit another user's presentations regardless of this setting.

  • Downloadable PDF - allow or block PDF downloads from shared links. When enabled, customers can download a PDF version of the presentation.

  • Expiration date - toggle whether users can set expiration dates on shared links. When enabled, users can choose a date after which the link stops working.

SSO (Single Sign-on)

Single Sign-On lets users log into Salesframe with their existing company credentials instead of a separate Salesframe password.

Salesframe uses OAUTH and supports Entra ID (Azure AD), Salesforce, Google and ADFS3. If you need a different provider, contact us and we can add it.

Setting up SSO

The SSO tab shows the fields you need to fill in:

  • Oauth provider - select your provider from the dropdown (e.g. Azure AD)

  • Application ID - from your identity provider's app registration

  • Endpoint - the login endpoint URL (for Entra ID, the default is https://login.microsoftonline.com)

  • Tenant - your tenant ID

  • Key - the client secret from your identity provider

Once configured, Salesframe generates your Callback URLs and Login URL at the bottom of the page. Use the Callback URLs in your identity provider's app registration, and the Login URL is what your users will use to access Salesframe via SSO.

For a detailed step-by-step guide on setting up SSO with Microsoft Entra ID, see the Technical Guides article.

Tracking 

If you want to use analytics tools to track customer activity on shared presentations, Salesframe supports HubSpot, Marketo Munchkin, Google Analytics and Leadfeeder. Enter the tracking ID or code for each service and save. The tracking script will be included on all your shared presentation pages.

Web hooks 

Webhooks send automatic notifications to other systems when something happens in Salesframe. For example, you can get a Slack notification when a customer opens a shared presentation.

To set up a webhook, enter a name and a callback URL, then click Add.

Currently supported events:

  • File uploaded - triggered when a file is uploaded to the library

  • Shared presentation opened - triggered when a customer opens a shared link

We can add more webhook events if you need them. Contact support@salesframe.com with your use case.

SharePoint

If your organization uses the SharePoint integration, this is where you configure the connection:

  • SharePoint Domain - your SharePoint domain name

  • SharePoint Main Site - the site (e.g. "TeamSite")

  • SharePoint Main Folder - the folder path that Salesframe should access (e.g. "Documents\Sales\Sales Materials")

For full SharePoint setup instructions including authentication and permissions, see the Technical Guides article.

Mikko Oittinen
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