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Modifying and Adding Presentation Content (End User)

After creating and reviewing a draft of a presentation, end users can change the content in the presentation.

This task is a step in Process of Generating Presentations (End User).

Viewing the Structure of Presentations

End users can view the structure of a presentation in the Presentation Table of Contents explorer. In this explorer, they can view the hierarchy of sections and components included in a presentation.

Sections are the main points of the presentation. Sections can contain subsections and components. Components are the slides in the presentation. In some cases, you can set up sections to generate slides.

To view the structure of a presentation

  1. Navigate to the Opportunities screen, then the Opportunities List view.
  2. Drill down on the Opportunity Name field for the opportunity record associated with the presentation.
  3. Navigate to the Presentations view, select the presentation in the Presentations list, and drill down on the Name field.
  4. In the Presentation Table of Contents explorer, click the arrow icon next to the presentation name folder to show it contents.
  5. Click the arrow icon next to each folder in the presentation to show more content.

Adding Sections for Presentation Library Components

If an administrator creates optional slides in the Presentation Library, end users can customize the presentation by adding these slides. The Edit Layout button enables end users to add slides in the Presentation Library to a presentation. Complete the procedure in this topic to add new sections to a presentation. These new sections contain components in the Presentation Library.

To add sections for Presentation Library components

  1. Navigate to the Opportunities screen, then the Opportunities List view.
  2. Drill down on the Opportunity Name field for the opportunity record associated with the presentation.
  3. Navigate to the Presentations view, select the presentation in the Presentations list, and click Edit Layout.
  4. To display more components in the Content Library list of the Template Layout dialog box, clear the Show Recommended Only check box.

    NOTE:  If the Show Recommended Only check box is selected, only those components the administrator recommends appear in the Content Library list. If this check box is cleared, all available components appear in the Content Library list. For more information about recommend content, see Creating the Presentation Library.

  5. In the Template Layout dialog box, move components from the Content Library pane list the Table of Contents list, and click Save.

    If you make a mistake, click Reset Layout to undo all changes to the Table of Contents list.

  6. To see the new content in the presentation, complete the following steps:
    1. In the Presentations list, drill down on the Name field of the presentation.
    2. In the Presentation Table of Contents explorer, click the arrow icon next to the presentation name folder.
    3. Click the arrow icon next to the Sections folder under the presentation name folder.

      The new sections appear under the Sections folder.

Changing the Order of Sections in Presentations

When end users add a section to a presentation, the section sequence numbers are not automatically regenerated. If you insert a section in a presentation, you must modify each sequence number for the presentation. The sequence numbers in the Presentations list determine the order in which sections appear in the presentation.

You can use the Edit Layout button and the Presentation Table of Content explorer to re-sequence presentation sections.

Changing the Order of Presentation Sections Using Edit Layout Button

Complete the following procedure to use the Edit Layout button to re-sequence presentation sections.

To change the order of presentation sections using Edit Layout button

  1. Navigate to the Opportunities screen, then the Opportunities List view.
  2. Drill down on the Opportunity Name field for the opportunity record associated with the presentation.
  3. Navigate to the Presentations view, select the presentation in the Presentations list, and click Edit Layout.
  4. In the Template Layout dialog box, change the order of the sections or remove sections, and click Save.

    NOTE:  The Show Recommended Only check box is automatically selected in the Template Layout dialog box only if the Content Library list contains recommended components. Otherwise, the check box is cleared.

Changing the Order of Presentation Sections Using Presentation Table of Contents Explorer

Complete the following procedure to use the Presentation Table of Contents explorer to re-sequence presentation sections.

To change the order of presentation sections using Presentation Table of Contents explorer

  1. Navigate to Opportunities screen, then the Opportunities List view.
  2. Drill down on the Opportunity Name field for the opportunity record associated with the presentation.
  3. Navigate to the Presentations view, and drill down on the Name field of the presentation in the Presentations list.
  4. Navigate to the Sections list by completing the following steps:
    1. In the Presentation Table of Contents explorer, click the arrow icon next to the presentation name folder.
    2. Click the arrow icon next to the Sections folder under the presentation name folder.
  5. In the Sections list, change the number in the Sequence field for each section.
  6. If you want to a remove section from a presentation, select the section, and delete it.

Adding Components to Presentations

Components are the slides that you can add to a presentation. End users can add components to sections from the Presentation Library, from the Siebel Encyclopedia, and from another location, such as a local hard drive. You can add more than one component to a section.

The Presentation Library includes a hierarchical structure that administrators can use when designing literature components to associate with a presentation. Using the Presentation Library, end users can navigate to a section or subsection, and then select the component file associated with the section.

Adding Components from the Presentation Library

Complete the following procedure to add a component from the Presentation Library.

To add a component from the Presentation Library

  1. Navigate to the Opportunities screen, then the Opportunities List view.
  2. Drill down on the Opportunity Name field for the opportunity record associated with the presentation.
  3. Navigate to the Presentations view, and drill down on the Name field of the presentation in the Presentations list.
  4. Navigate to the Sections list by completing the following steps:
    1. In the Presentations Table of Contents explorer, click the arrow icon next to the presentation name folder.
    2. Click the arrow icon next to the Sections folder under the proposal name folder.
    3. Click the arrow icon next to the section name folder under the Sections folder.
  5. In the Sections list, click Library.
  6. Navigate to the Components list of the Presentation Library by completing the following steps:
    1. In the Library explorer, click the arrow icon next to the Presentation Library folder.
    2. Click the arrow icon next to the Sections folder under the Presentation Library folder.
    3. Click the arrow icon next to the section name folder under the Sections folder.
    4. Click the arrow icon next to the Components folder under the section name folder.
  7. In the Components list, select the component to add, and then Add Components.

    The component file is added to the Components folder for the section you select in located in Step 4.

Adding Components from the Siebel Encyclopedia

Complete the following procedure to add a component from the Siebel Encyclopedia.

To add a component from the Siebel Encyclopedia

  1. Navigate to the Opportunities screen, then the Opportunities List view.
  2. Drill down on the Opportunity Name field for the opportunity record associated with the presentation.
  3. Navigate to the Presentations view, and drill down on the Name field of the presentation in the Presentations list.
  4. Navigate to the Components list by completing the following steps:
    1. In the Presentation Table of Contents explorer, click the arrow icon next to the presentation name folder.
    2. Click the arrow icon next to the Sections folder under the presentation name folder.
    3. Click the arrow icon next to the section name folder under the Sections folder.
    4. Click the arrow icon next to the Components folder under the section name folder.
  5. In the Components list, create a new record.
  6. In the Add Sales Tools dialog box, select a component you want to add, and click Add.

    NOTE:  You can add only PPT files as components directly into a template section.

Adding Components from the Another Location

Complete the following procedure to add a component from another location.

To add a component from another location

  1. Navigate to the Opportunities screen, then the Opportunities List view.
  2. Drill down on the Opportunity Name field for the opportunity record associated with the presentation.
  3. Navigate to the Presentations view, and drill down on the Name field of the presentation in the Presentations list.
  4. Navigate to the Components list by completing the following steps:
    1. In the Presentation Table of Contents explorer, click the arrow icon next to the presentation name folder.
    2. Click the arrow icon next to the Sections folder under the presentation name folder.
    3. Click the arrow icon next to the section name folder under the Sections folder.
    4. Click the arrow icon next to the Components folder under the section name folder.
  5. In the Components list, create a new record, and complete the following steps:
    1. In the Add Sales Tools dialog box, create a new record to display the Components list again.
    2. In the Components list, enter a name and sequence for the file, and then click the select button in the File Name field to display the Add Attachment dialog box.
    3. In the Add Attachment dialog box, attach the file.

Modifying Presentation Component Files

End users can modify a component file if Microsoft PowerPoint is installed locally on their computers. End users must have the same application that was used to create the component file.

To modify a presentation component file

  1. Navigate to the Opportunities screen, then the Opportunities List view.
  2. Drill down on the Opportunity Name field for the opportunity record associated with the presentation.
  3. Navigate to the Presentations view, and drill down on the Name field of the presentation in the Presentations list.
  4. Navigate to the Components list by completing the following steps:
    1. In the Presentation Table of Contents explorer, click the arrow icon next to the presentation name folder.
    2. Click the arrow icon next to the Sections folder under the presentation name folder.
    3. Click the arrow icon next to the section name folder under the Sections folder.
    4. Click the arrow icon next to the Components folder under the section name folder.
  5. In the Components list, select the component, and drill down on the File Name field.
  6. To edit the file, complete the following steps:
    1. Save the file to your local hard drive.
    2. Edit the saved file.
    3. In the Components list, delete the value in the File Name field.
    4. Click the select button in the File Name field, and attach the modified file.

      The old file is replaced with the modified file.

      
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