Applications Administration Guide > Presentations >

Creating the Presentation Library

As a presentation administrator, you create and maintain the Presentation Library, which consists of slides that sales representatives can add to their presentations.

Slides in the Presentation Library are different from the other components you created earlier, because components are part of the presentation template, which are automatically included in presentations generated from that template. Slides in the Presentation Library are available to sales representatives only on an as-needed basis. As an administrator, you can also recommend documents to include in the templates.

After sales representatives create a default presentation automatically, they can add more slides from the Library or use the Edit Layout command to customize the presentation. The Presentation Library allows multiple presentations created from the same template to have different contents.

As an administrator, you place the various components in the Library and maintain the information. When the sales representatives need additional slides to add to a presentation, they review the Library, select the component they want to insert, and automatically insert it into the presentation.

The sales force cannot update the information in the Library. The only sections and components available to sales representatives are those you provide for them.

To prepare the presentation library, you must:

Creating Presentation Files for the Library

You create presentation files for the library in the same way that you create the presentation templates themselves. Use Microsoft PowerPoint to enter text, graphics, and bookmarks, and then map these bookmarks to fields in your Siebel database.

NOTE:  The only type of component that can be included in the Presentation Library is of the File section type. Other section types (Charts, Reports, and so on) can be included only in the initial template.

Adding Sections to the Presentation Library

Sections are used to organize slides in the Presentation Library. For example, if some of the slides in the library are marketing pieces and others are technical, you may want to create a section for each of these. Then the users will be able to browse through the marketing pieces and through the technical pieces separately. You must add at least one section to the Presentation Library. For more information about creating presentation sections, see Defining Template Sections.

To add sections to the Document Library

  1. From the application-level menu, choose View > Site Map > Document Administration > Presentation Library.
  2. In the Library Explorer, in the left frame, click the + icon of Presentation Library folder.

    The Sections folder appears under the Library.

  3. Add the sections to this folder that you added sections for the presentation.

Adding Components to the Presentation Library

After adding sections to the presentation library, you add components to them.

For more information about adding presentation components, see Adding Components to Template Sections.

To add components to the Presentation Library

  1. From the application-level menu, choose View > Site Map > Document Administration > Presentation Library.
  2. Use the Library Explorer to navigate to the section to which you want to add a component.
  3. Add the component to the library just as you would add a component to a presentation.

Recommending Content for a Presentation

As the administrator, you can simplify the process of creating a quick presentation by associating recommended content with the presentation template.

To associate recommended content with a presentation

  1. From the application-level menu, choose View > Site Map > Document Administration > Presentation Library.
  2. Use the Library Explorer to navigate to the section to which you want to add recommended content.
  3. Open the selected section folder.
  4. Click on the + icon of the Components folder.
  5. Select a component.
  6. In the Components record, click on the Recommended Templates field.
  7. Add a Recommended Template to the Component record. You can recommend a component to one template or to many templates. For example, a legal clause might be required in all templates.
  8. Repeat Step 5, Step 6, and Step 7 for each component that needs recommended content.

    NOTE:  Recommended templates are displayed when a Presentation is edited using the Edit Layout command and the Show Recommended Only box is clicked on. See Allowing Users to Quickly Customize Presentations.

Allowing Users to Quickly Customize Presentations

The end user can quickly select and modify the contents and section sequence of a presentation so that the presentation reflects the immediate sales needs of the situation. Presentations can be customized and created by the end user, and then quickly restructured and recreated to reflect a new situation.

To create a quick, customized presentation

  1. From the application-level menu, choose View > Site Map > Opportunities.
  2. Select an existing opportunity or create a new opportunity.
  3. Click the Presentations tab.
  4. Click the Auto Presentation button.

    The template associated with the decision issue appears.

  5. Click the Edit Layout button.

    The dialog box displays two columns:

    • The Contents library lists the components in the Presentation Library that can be included in the presentation.
    • The Table of Contents column lists the components in the Presentation Library that are selected for the presentation and the order in which they will be displayed.
  6. In the Contents column, use the directional buttons to move selected sections from the Contents column into the Sections column. If you make a mistake, click Reset Layout to undo all changes to the Table of Contents column.

    NOTE:  If the Show Recommended Only box is checked, only those components recommended by the Administrator are displayed. If this box is not checked, all available components are displayed. For more information, see Allowing Users to Display Presentations in HTML Format.

  7. In the Sections column, use the directional buttons to move a selected section to the desired sequence order. Use the X button to completely remove a section from the presentation.

    NOTE:  The Section column displays only top-level sections. User modifications to subsections must be done through the Presentation Table of Contents.


 Applications Administration Guide
 Published: 09 September 2004