> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shiftupai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Branding

> Add your company name, logo, and meeting assistant identity to ShiftUp.

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**.

## 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).

## PDF branding

<Tip>
  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.

  <video src="https://mintcdn.com/shiftup/b0LTvoeMIOPNLpwy/videos/brandingHowTo.mp4?fit=max&auto=format&n=b0LTvoeMIOPNLpwy&q=85&s=8083e5f20fc32f25879caf402d605415" controls data-path="videos/brandingHowTo.mp4" />
</Tip>

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.

### Configure PDF branding

<Steps>
  <Step title="Open ShiftUp Admin">
    In Salesforce, open the **ShiftUp Admin** app and select **Application Setup**.
  </Step>

  <Step title="Open the Branding section">
    In the left-hand accordion, select **Branding**.
  </Step>

  <Step title="Enter your company name">
    Set **Company Name** to the name you want to appear in PDF footers and other branded surfaces.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save your settings">
    Select **Save Settings**. The next PDF export will use your branding.
  </Step>
</Steps>

### 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.

## 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](/onboarding/meetings) is enabled for your org.

### Configure the meeting assistant

<Steps>
  <Step title="Open the Branding section">
    In **ShiftUp Admin → Application Setup**, select **Branding**. Scroll to **Meeting Assistant**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save your settings">
    Select **Save Settings**. The next meeting the assistant joins will use the new name and image.
  </Step>
</Steps>

### 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.

## Troubleshooting

<AccordionGroup>
  <Accordion title="The logo isn't showing up in my PDF">
    * 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.
  </Accordion>

  <Accordion title="The logo looks stretched or pixelated">
    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.
  </Accordion>

  <Accordion title="I want to switch back to the default ShiftUp logo">
    Turn off **Include logo in PDF exports** in **Branding** and save. New PDF exports will use the default ShiftUp logo in the footer.
  </Accordion>

  <Accordion title="The Meeting Assistant section isn't visible">
    The Meeting Assistant section only appears when [ShiftUp Meetings](/onboarding/meetings) is enabled. Confirm the feature is on for your org, then reload **Application Setup**.
  </Accordion>

  <Accordion title="My assistant image was rejected">
    Uploads must be JPEG under 1.3 MB. PNG, WebP, and other formats are rejected. Re-export the image as JPEG and try again.
  </Accordion>

  <Accordion title="I want to go back to the default assistant name and image">
    In **Branding → Meeting Assistant**, clear the **Assistant Name** field and select **Clear Image**, then save. Future meetings will use the default ShiftUp assistant identity.
  </Accordion>
</AccordionGroup>