Siebel Correspondence, Proposals, and Presentations Guide > Presentations >

Process of Creating Presentation Templates

To create presentation templates, perform the following tasks:

• Creating Template Slides in Microsoft PowerPoint. To create the slides needed by the template, you must write their content and insert bookmarks for such variables as company, contact name, address.
• Creating a Record for the Presentation Template. Use your Siebel application to create a single record for the template.
• Defining Presentation Template Sections. Specify which sections the presentation should contain.
• Adding Components to Presentation Template Sections. Specify which components each section should contain.
• Using Conditions in Presentation Templates. Optionally, you can add conditions to specify that sections or components are included in the presentation only under certain circumstances.
• Defining Presentation Field Mappings. Specify which Siebel objects correspond to each bookmark in your PowerPoint component slides. You also specify the name of this mapping in the template record.
• Creating the Presentation Library. In this optional step, which can be done at any time, you create a separate library of slides that salespeople can draw upon to customize their presentations.
• Allowing Users to Display Presentations in HTML Format. Update settings on the document server to allow end users to view presentations in HTML.