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Branding is where you set the company identity ShiftUp uses on customer-facing surfaces. There are two things you can customize:
  • PDF branding — your company name and logo in the footer of every PDF ShiftUp exports.
  • Meeting assistant — the display name and image the ShiftUp meeting assistant uses when it joins a customer meeting.
Both live in the same Branding panel under ShiftUp Admin → Application Setup.

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Prerequisites

  • The ShiftUp Admin permission set is assigned to your user.
  • For PDF branding: a hosted logo URL for your company logo (PNG or JPEG) available to all Salesforce users. See PDF Branding section for more info.
  • For meeting branding: a JPEG image under 1.3 MB (1280 x 720 works best).

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PDF branding

PDF logos need to be hosted in Salesforce and available for all users. Use a Salesforce Asset file for your image and copy the image URL as shown in the video below. You can then use this URL in the branding configuration screen.
When sellers export an Account Plan, Strategy, or business case from ShiftUp, the generated PDF can include your company’s name and logo in the footer instead of the default ShiftUp branding. This makes exported documents feel like an extension of your own materials when shared with customers or stakeholders.

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Configure PDF branding

1

Open ShiftUp Admin

In Salesforce, open the ShiftUp Admin app and select Application Setup.
2

Open the Branding section

In the left-hand accordion, select Branding.
3

Enter your company name

Set Company Name to the name you want to appear in PDF footers and other branded surfaces.
4

Add your logo URL

Paste your logo’s URL into the Logo URL field.
  • Accepted formats: PNG and JPEG.
  • The URL must be reachable from the running Salesforce session.
  • Square or wide landscape logos work best in the PDF footer.
5

Enable logos in PDF exports

Select Include logo in PDF exports to use your custom logo on every PDF ShiftUp generates.When this toggle is off, exported PDFs use the default ShiftUp logo in the footer.
6

Save your settings

Select Save Settings. The next PDF export will use your branding.

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Where your PDF branding appears

Your company logo is embedded in the footer of every PDF generated by ShiftUp, including:
  • Account Plan exports
  • Strategy exports
  • Business case exports
  • Account Strategies exports
  • Seller Profile exports
If the custom logo fails to load when a PDF is generated — for example, the URL is unreachable or returns an unsupported format — ShiftUp falls back to no logo for that export rather than failing the PDF generation.

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Meeting assistant branding

The Meeting Assistant section of the Branding panel controls how the ShiftUp assistant introduces itself when it joins a customer meeting. You can set the display name shown in the participant list and upload an image used on the meeting tile. This section only appears when ShiftUp Meetings is enabled for your org.

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Configure the meeting assistant

1

Open the Branding section

In ShiftUp Admin → Application Setup, select Branding. Scroll to Meeting Assistant.
2

Set the Assistant Name

In Assistant Name, enter the name you want to display when the assistant joins a meeting (for example, Acme Notes or Acme AI Assistant). Up to 80 characters. Leaving it blank uses the default ShiftUp assistant name.
3

Upload an assistant image

Under the image control, select Choose Image and upload a JPEG.
  • Format: JPEG only.
  • Size: under 1.3 MB.
  • Recommended dimensions: 1280 x 720, with a centered, high-contrast logo and text for the best meeting tile quality.
Use Replace Image to swap the current image or Clear Image to fall back to the default assistant image.
4

Save your settings

Select Save Settings. The next meeting the assistant joins will use the new name and image.

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Where your meeting branding appears

The Assistant Name and image are used everywhere your customer sees the ShiftUp assistant in a live meeting:
  • The participant name shown in the meeting attendee list.
  • The tile shown for the assistant when its camera is off.
Existing recordings and transcripts are not re-labelled — the change applies to meetings the assistant joins after you save.

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Troubleshooting

  • Confirm Include logo in PDF exports is enabled in Branding.
  • Open the Logo URL in a browser tab — if it doesn’t load there, Salesforce can’t reach it either.
  • Verify the file is a PNG or JPEG. Other formats (SVG, WebP, GIF) are not supported.
  • Re-save the Branding settings after fixing the URL.
Use a higher-resolution source image. The PDF generator preserves the embedded image’s aspect ratio but scales it to fit the footer, so very low-resolution logos will look soft.
Turn off Include logo in PDF exports in Branding and save. New PDF exports will use the default ShiftUp logo in the footer.
The Meeting Assistant section only appears when ShiftUp Meetings is enabled. Confirm the feature is on for your org, then reload Application Setup.
Uploads must be JPEG under 1.3 MB. PNG, WebP, and other formats are rejected. Re-export the image as JPEG and try again.
In Branding → Meeting Assistant, clear the Assistant Name field and select Clear Image, then save. Future meetings will use the default ShiftUp assistant identity.