Technical Guides

This article covers the technical setup for SSO, CRM integration, SharePoint integration, iframe embedding, and custom fonts.

SSO Setup 

Single Sign-On lets users log into Salesframe with their existing company credentials. It simplifies access management and removes the need for separate Salesframe passwords.

Salesframe uses OAUTH and supports Entra ID, Salesforce, Google and ADFS3. Other providers can be added on request.

Setting up SSO with Microsoft Entra ID 

What you need before you start:

1. A Microsoft Office 365 subscription

2. Your Salesframe login URL (found under Admin Tools > Settings > SSO)

Step 1 - Open Microsoft Entra ID

1. Sign in to Office 365

2. Go to the Office 365 Admin Center

3. Open the Admin center menu on the left

4. Click Microsoft Entra ID

Step 2 - Create a new App registration

1. Go to App registrations under the MANAGE section

2. Click +New application registration

3. Enter "Salesframe" as the application name

Step 3 - Configure Authentication

1. Select Web App / API as the application type

2. Paste your Salesframe login URL into the Sign-on URL field

3. Click Save 

Step 4 - Create a Client Secret

1. Go to Certificates and secrets on the left menu

2. Click Client Secrets

3. Create a new key with the duration you want

4. Copy the generated key value and save it somewhere secure - you will need it later

Step 5 - Set API permissions

1. Open API permissions

2. Add Microsoft Graph User.Read as a delegated permission

3. Grant admin consent for your organization

Step 6 - Configure Salesframe

1. In Salesframe, go to Admin Tools > Settings > SSO

2. Select Azure AD from the provider dropdown

3. Enter your Application ID

4. Enter your Tenant ID

5. Keep the default endpoint: https://login.microsoftonline.com

6. Enter the client secret key from Step 4

7. Click Save settings

Step 7 - Test

1. Open your browser in incognito/private mode

2. Go to your Salesframe Login URL (shown at the bottom of the SSO settings page)

3. You should be redirected to the Office 365 login page

4. Enter your credentials - if SSO is correctly set up, you will land in Salesframe Admin

5. If something is wrong, you will see an error description on the Office 365 login page

CRM Integration  

Salesframe can connect to your CRM so that users can link presentations to CRM records and log activity without leaving Salesframe.

What the integration does

• Retrieves Opportunities or Accounts lists from your CRM

• Lets users select a record from those lists inside Salesframe

• Creates Notes or Activities on the selected record

• Sends the data back to your CRM

What you need

1. Salesframe API credentials

2. Your CRM's API credentials

3. Understanding of your CRM's API endpoints and data structures

How it works

1. Salesframe authenticates with both its own API and your CRM's API using access tokens.

2. It retrieves the relevant data (Opportunities, Accounts) and displays it in the Salesframe interface.

3. The user selects a record and creates a Note or Activity.

4. Salesframe sends the data back to your CRM with proper formatting and validation.

All data between Salesframe and your CRM is encrypted using industry-standard protocols. Access is restricted by user roles and permissions.

For setup help, contact support@salesframe.com

Iframe Embedding

Salesframe can display embedded web content inside the tool, for example your company website, a dashboard, or an interactive tool. In some cases, the external website needs to explicitly allow embedding by Salesframe.

Your IT team can do this by adding one or both of the following headers to the external site:

Option 1 - X-Frame-Options:

X-Frame-Options: ALLOW-FROM https://*.salesframe.comhttps://salesfra.mehttps://*.salesfra.me

Option 2 - Content-Security-Policy:

Content-Security-Policy: frame-ancestors https://*.salesframe.comhttps://salesfra.mehttps://*.salesfra.me

Either header ensures the content can only be embedded inside Salesframe and not on unauthorized sites. Check with your IT department to decide which option fits your server setup.

SharePoint Integration

This integration is for organizations that store sales materials in SharePoint and want those materials available in Salesframe without manual copying.

What it does

1. Selected SharePoint folders (including subfolders and content) appear inside Salesframe's File Manager.

2. Multiple SharePoint folders can be connected.

3. Admins review and choose which files to transfer into Salesframe, so they can check suitability before anything reaches sellers.

How it works

1. Salesframe authenticates through Azure AD using SSO. Authorization and refresh tokens are used by the Salesframe Integration API to access SharePoint.

2. The API retrieves the SharePoint file and folder structure and displays it in Salesframe, keeping the original structure and file names.

3. Admins browse the SharePoint folders inside Salesframe, select the files they want, and transfer them to a destination folder in Salesframe's File Manager.

4. Transferred files are processed: PowerPoint files are split into individual slides, other file types are kept in their original format.

What you need

1. SSO Entra ID integration (set up first)

2. API permissions in your Entra ID application for SharePoint access

3. A dedicated or existing Team Site in SharePoint

Configuration

In Admin Tools > Settings > Integrations > SharePoint, enter:

• SharePoint Domain - your domain name

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

• SharePoint Main Folder - the folder path to sync (e.g. "Documents\Sales\Sales Materials")

Security

• All access uses SSO via Entra ID

• REST API requests are authorized with JWT tokens

• Permissions are defined in your Entra ID system - no one without the right permissions can access SharePoint data through Salesframe

• Browsing is one-directional only: from the defined root folder downward (the root parent folder is not accessible)

Custom Fonts

If your organization uses custom brand fonts, Salesframe can render them in PPTX slides, the slide editor, and in Showroom.

To submit your fonts, use the Custom font submission form.