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.
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.