Create a new slide in Microsoft PowerPoint.This background slide can contain a company logo, special colors, background designs, headers, and footers. This Microsoft PowerPoint slide serves as the title slide and also defines the layout and formatting of the entire presentation. Creating a Background SlideĪfter you plan a template, you can create the presentation background slide for the template. You use this information to create bookmarks in the Microsoft PowerPoint slides. What topics are standard across all presentations? What topics are specific to certain presentations? What is the best order for the parts of the presentation? Finally, determine the fields to insert to customize the presentation (for example, contact name, account name, and industry).
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Then determine how to organize the information. For example, do they all contain an agenda, an executive overview, and a product summary? Also, review the current slides you have on hand, and note the customer questions these slides answer. Planning Presentation Templatesīefore you create the slides in Microsoft PowerPoint, you must determine the format of the presentation and the information to include in the presentation.īegin by reviewing previous successful presentations to see the sections they contain. This task is a step in Process of Creating Presentation Templates. 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. NOTE: Presentations can use fields from only one business object. For information about the versions of Microsoft PowerPoint that are supported, see Siebel System Requirements and Supported Platforms on Oracle Technology Network. However, a template must have a background slide and one or more component slides. You can use other component slides, such as an agenda, and you can exclude some of these component slides, such corporate overview. The component slides in Figure 2 are examples.
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