Master Template Creation

Before setting up master templates and using Present

Clarify who the stakeholders are for the following:

  1. Who maintains the master slides in your business (sales, product managers, marketing)
  2. The content of the master slides
  3. The design of the content (Fonts, Images, CVI, etc.)

The prerequisites required for Present to work.

Make sure that:

  • The newest Present Package is installed in your org
  • Valid licenses are assigned to relevant users

How to set up Master Templates in Present

  1. Create a PowerPoint presentation (a .pptx file) with relevant slides

    Before you start, it is recommended that you divide your slides into different sections

    Master slides e.g. Frontpage, agenda, ending slides. Addon-slides e.g. based on the season Pricing slides Etc.

    This will help you structure your templates

    How templates work in Present

    When generating presentations in Present the users can choose from all Master Templates. This means that it does not matter whether you have one Master Template with everything or divide it into multiple templates with different purposes.

  2. Each slide in the PowerPoint can be given a name in the notes section of the slide with the following syntax [slide:<slide-name>]

    • <slide-name> must be lowercase and without spaces.

    Slide name is a must to correctly report the usage of the different slides

Slide name in notes section

  1. Set up sections for the Master Slides e.g. introduction, about the customer, about the bank, investing, etc.

    This can be done using the sections in PowerPoint. As an example see below:

    Section-names

    Here the agenda slide is in the section ‘Agenda’.

    To make subsections you can use the following syntax: <sectionname> -- <subsectionname>. As an example in the image above, slide number 3 is in the section ‘Sektionsnavn’ and has a subsection called ‘undersektion’.

    Why divide slides into sections and subsections?

    This is useful to categorize slides for different purposes. As an example for a section about investing, subsections could include ‘bonds’, ‘shares’, ‘taxation’, ‘dividends’ etc.

  2. Insert ‘tags’ where you want Salesforce data to automatically insert data in the presentation.

    To insert tags use the following syntax: [tag:<name-of-tag>].

    • <name-of-tag> must be lowercase and without spaces.

    Information on how the tags are mapped to Salesforce data can be found here.

  3. Insert image tags to replace images in the template.

    To replace images use the following tag in the image name: [image:<image_name>].

Replace images

  1. Charts are not (yet) supported in Present

Charts are not (yet) supported in the current version of Present

You are still able to include charts in the templates but the data cannot be changed.

Charts included in templates CAN NOT reference external worksheet data

All worksheet data must be included in the PowerPoint file (PPTX)

Charts in presentations

Deletion of Master Templates are not supported in Present v1.10

Since all template metadata is stored in Salesforce this is (at the moment) used to report usage statistics to your CRM Analytics (If this is enabled in your org) Because of this Present v1.10 does not support (yet) deletion of Master Templates. This will be available in future releases.

In order to upload af new version of a Master Template you MUST upload a new template with the same file name. This will overwrite the existing Master Template.