Creating CLM Presentation

CLM presentations can be created slide by slide in Salesforce.

On the Application Editor tab, select the CLM presentation in the picklist.

In the CLM-presentation section:

  • Click New to create a new CLM presentation.

  • Click Clone to copy the selected CLM presentation to a new CLM presentation record.

  • Click Delete to remove the CLM presentation.

  • Click Upload PPT file to create a CLM presentation based on the PowerPoint, PDF, or JPEG/JPG file.

  • Click Publish to apply all settings for the CLM presentation.

    application editor 1

In the Slides section:

  • Click Add new to add a new slide.

  • Click Save to save changes.

  • Click Cancel to roll back all unsaved changes.

  • Click Delete next to a slide to remove a slide.

  • Click the Slide name to edit a slide.

  • Click the Template name to edit a template.

  • Specify whether the slide is active and can be used in CLM presentation or not.

  • Specify the Required attribute and a category, if needed.

  • Specify slides in branches.

    application editor 2
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