CT Presenter Introduction

Table of Contents

The CT Presenter is intended to create CLM presentations for demonstrating them offline and online on the PC, tablets, and mobile phones.

Required Permissions

To use the CT Presenter functionality:

Go to Setup → Security → Remote Site Settings → make sure that the CTCLM and CTCLMEditor remote sites are active.
Go to Setup → Custom Code → Custom Settings → Trigger Settings → make sure that the following records are created and active:
- ApplicationProcess
- AttachmentProcess
- SlideProcess
- TemplateProcess
- WidgetProcess
Go to CT Mobile Control Panel: Tools and check the cloud token is specified.
Assign the preconfigured permission set to a user according to their role.
Check user permissions to CLM objects.
Get familiar with the requirements for CLM presentations.

CT Presenter provides the Application Editor:

Manually create CLM presentations using one of the options:
- Add slides based on templates with placeholders and widgets;
- Add slides with the specified markup.
Add PowerPoint, PDF, or JPEG/JPG files to convert into a CLM presentation.

CT Presenter provides the Plain Application Editor:

Create and edit CLM presentations using the web interface.
Create your templates, and slides with images, texts, videos, etc.
Import PowerPoint into an existing template and convert it to a CLM presentation.

Use the custom scenario editor to create, edit and delete custom scenarios.

To use a CLM presentation, it is necessary to publish it:

Renew slides of the current CLM presentation to view slides in the navigation feed during the display of the CLM presentation.
Publish a CLM presentation by selecting it on the Applications tab.
Publish a CLM presentation by using the Application Editor.

During the synchronization process, CLM presentations will be downloaded on the mobile device and available for use:

The CLM presentation should be active and available offline.

The Available Offline attribute is available since the CT Mobile managed package v. 3.54. The administrator should activate this checkbox for the required CLM presentations.
The Application module allows reviewing CLM presentations uploaded from Salesforce.
You can configure the mobile layout of the Activity object to launch a CLM presentation from the carousel of CLM presentations on the activity record.
Also, you can launch a CLM presentation from the Home Screen.

For each CLM presentation:

Use pre-configured gestures.
Double-tap the left or right side of the screen to view the control buttons.
Double-tap the bottom of the screen to display the selected scenario and slide in a branch for rapid switching between the slides.
JS Bridge methods are available from within the CLM presentation if specified on the slide markup.
During the CLM presentation, specific user actions are captured and collected in the Application Stats record. Tracking button clicks, likes, dislikes, slide duration, and slide navigation are specified for each CLM presentation. The statistics will be linked to the activity record from which it was started. The CT Mobile app asks a user to link the statistics to the activity record if the CLM presentation was launched from the Application module or Home screen.