Present Terminology
This reference article provides a comprehensive list of terms and concepts used throughout the Present application. Understanding these terms is essential for effective use of the platform.
Terms
- Master Template: A PowerPoint template file that contains placeholders and tags for dynamic content generation.
- Tag: A placeholder in a template that gets replaced with actual content during presentation generation.
- Customer Type: A classification that determines which templates are available for specific customer segments.
- LWC (Lightning Web Component): The main interface component used to interact with Present in Salesforce.
- Present Backend: The server-side component that handles template processing and presentation generation.
- Content Version: A Salesforce object that stores template files and generated presentations.
- Tag Mapping: The configuration that defines how template tags are replaced with Salesforce data.
Configuration Options
Template Settings
- Customer Type Mapping: Determines which templates are available based on account classification
- Default Templates: Templates that are automatically included in new presentations
- Template Categories: Organization structure for grouping related templates
User Permissions
- Template Administrator: Can upload and manage master templates
- Template User: Can generate presentations using existing templates
- Present Manager: Has access to all Present features and settings
Integration Settings
- Named Credentials: Configuration for connecting to the Present Backend
- Remote Site Settings: Required URLs for Present Backend communication
- API Configuration: Settings for Present API access and authentication