Creating Component Slides for Presentation Templates

After you create the background slide for the template, you can create the component slides. A component slide is a Microsoft PowerPoint slide that includes standard text, pictures, bulleted information, and personalized data.

To create a component slide, you enter the standard text in a Microsoft PowerPoint presentation and then create bookmarks, or Microsoft PowerPoint placeholders for custom data. When a sales representative generates a presentation, these bookmarks are replaced with data from the Siebel application.

To create a component slide with bookmarks in Microsoft PowerPoint

1. Create a new slide in Microsoft PowerPoint.

2. Enter the standard text, pictures, bulleted information, and so on for the component slide.

3. Add bookmarks to the locations in the component slide to which you want to insert Siebel field data by completing the following steps:

   1. Place the cursor where you want to create a bookmark.

   2. Enter the following text:

      [[“name of bookmark”]] 
      

      For example, to create a bookmark for the company name, enter the following text:

      [[Company]] 
      

4. Note the names of the bookmarks because you need these names when you map the bookmarks to Siebel field names.

   For more information, see Defining Presentation Field Mappings.

5. Save the component slide as a PPT file.