Creating Presentation Template Slides in Microsoft PowerPoint

The first step for creating presentation templates is to create slides in Microsoft PowerPoint. The following image shows these slides consist of one background slide and multiple component slides (such as Product Description, Corporate Overview, Benefit, and Competitive Landscape).

The component slides in the image are examples. You can use other component slides, such as an agenda, and you can exclude some of these component slides, such corporate overview. However, a template must have a background slide and one or more component slides. For information about the versions of Microsoft PowerPoint that are supported, see Siebel System Requirements and Supported Platforms on Oracle Technology Network.

Note: For Siebel CRM product releases 8.1.1.9 and later and for 8.2.2.2 and later, the system requirements and supported platform certifications, and information about certifications are available from the Certifications tab on My Oracle Support.

Presentations can use fields from only one business object. If you want to include additional fields, you must use Siebel Tools to add the business components that include these fields to the business object that is the basis of the presentation.

This task is a step in Process of Creating Presentation Templates.