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Applications Administration Guide > Presentations >

The Process of Creating Templates

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To create templates, you go through the following stages (shown in Figure 15):

Figure 15.  Siebel Presentation Process Flow

• Create Microsoft PowerPoint slides. To create the slides needed by the template, you must write their content and insert bookmarks for such variables as company, contact name, address.
• Add a template record. Use your Siebel application to create a single record for the template.
• Create the presentation structure. Specify which sections the presentation should contain.
• Add components to the sections. Specify which components each section should contain.
• Use conditions in sections or components. Optionally, you can add conditions to specify that sections or components are included in the presentation only under certain circumstances.
• Define 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.
• Prepare 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.

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