Siebel Correspondence, Proposals, and Presentations Guide > Presentations >
Creating Records for Presentation Templates
After you create the template slides in Microsoft PowerPoint, you can use Siebel Presentations to create a record for the presentation template. This task is a step in Process of Creating Presentation Templates. To create a record for a presentation template
- Navigate to the Administration - Document screen, then the Presentation Templates view.
- In the Templates list, create a new record, and complete the necessary fields.
Some fields are described in the following table.
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Name |
Type a name for the template. |
Default |
Select the check box to indicate this template is the default presentation template. When a user clicks Auto Presentation, Siebel Presentations uses the default template if there are no decision issues that match the theme of a presentation. You can select only one Opportunity Presentation default and one Account Presentation default. |
Category |
Select one of the following types of templates:
- Opportunity Presentation. These templates are available only when you are working with Opportunities.
- Account Presentation. These templates are available only when you are working with Accounts.
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Mapping Name |
Leave this field blank until you create a mapping. Then select the mapping name that indicates the group of bookmark fields to use with this template. |
Template File Name |
Select the Microsoft PowerPoint template slide to attach the slide to the template. (This slide is the background slide.) |
Theme |
Select a theme if you want to associate the template with a decision issue. When you assign the presentation template a theme, you associate it with a decision issue that is important for the opportunity. When a presentation theme matches the number one decision issue for the current opportunity, Siebel Presentations automatically selects the correct template when the user clicks Auto Presentation. Users can also select a theme template. Because accounts do not relate to decision issues, the Theme field is not applicable for Account Presentation templates. It applies only to Opportunity Presentation templates. |
Description |
Type a description of the template. |
Language |
Select the language in which the template is written. |
Locale |
Select the locale. Only the templates specific to this locale appear. |
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