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The first step for creating presentation templates is to create slides in Microsoft PowerPoint. Figure 2 shows these slides consist of one background slide and multiple component slides.
The component slides in Figure 2 are examples. You can use other component slides, such as an agenda, and you can exclude some of these component slides, such corporate overview. However, a template must have a background slide and one or more component slides. For information about the versions of Microsoft PowerPoint that are supported, see Siebel System Requirements and Supported Platforms on Oracle Technology Network.
NOTE: Presentations can use fields from only one business object. If you want to include additional fields, you must use Siebel Tools to add the business components that include these fields to the business object that is the basis of the presentation.
This task is a step in Process of Creating Presentation Templates.
Begin by reviewing previous successful presentations to see the sections they contain. For example, do they all contain an agenda, an executive overview, and a product summary? Also, review the current slides you have on hand, and note the customer questions these slides answer. Then determine how to organize the information. What topics are standard across all presentations? What topics are specific to certain presentations? What is the best order for the parts of the presentation? Finally, determine the fields to insert to customize the presentation (for example, contact name, account name, and industry). You use this information to create bookmarks in the Microsoft PowerPoint slides.
After you plan a template, you can create the presentation background slide for the template. This Microsoft PowerPoint slide serves as the title slide and also defines the layout and formatting of the entire presentation. This background slide can contain a company logo, special colors, background designs, headers, and footers.
After you create the background slide for the template, you can create the component slides. A component slide is a Microsoft PowerPoint slide that includes standard text, pictures, bulleted information, and personalized data.
To create a component slide, you enter the standard text in a Microsoft PowerPoint presentation and then create bookmarks, or Microsoft PowerPoint placeholders for custom data. When a sales representative generates a presentation, these bookmarks are replaced with data from the Siebel application.
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