Present

Business Description

The Present App enables financial employees to automatically generate PowerPoint presentations for a Meeting (Event) with a client based on data in Salesforce: Event, Account, Contacts (on the Events) and User submitted data such as the meeting agenda. The Present App allows Administrators or Marketing users to upload PowerPoint templates with placeholder Tags that can be substituted by data in Salesforce. The financial employees can choose between slides to generate the best possible PowerPoint presentation for their Meetings with their clients.

This documentation aligns with version 1.21 of Present

Some of the steps will still be relevant for earlier versions, but this is not guaranteed.

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