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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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Prerequisites

  • The ShiftUp Admin permission set is assigned to your user.
  • You have a hosted logo URL for your company logo (PNG or JPEG).
Host the logo somewhere publicly reachable from Salesforce — for example, a Salesforce Files public link, a CMS asset URL, or any HTTPS image URL. ShiftUp fetches the image when generating a PDF, so the URL must remain accessible to your org.

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Configure your 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. The Branding panel shows your company name, logo URL, and PDF-export toggle.
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 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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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.