Custom Scenario Editor

Go to Mobile Scenario Editor to learn more about how to create a custom scenario in the CT Mobile app.

Custom Scenario Editor is intended to create and edit the custom scenarios of CLM presentations in Salesforce.

To create a custom scenario:

  1. Go to Applications → click the required Application record.

  2. In the Custom Scenario section:

    • Click Create to add a new scenario using the Custom Scenario Editor.

    • Click Edit next to the scenario to edit its details.

    • Click the edit icon icon to edit the scenario using the Custom Scenario Editor.

    • Click Delete next to the scenario to delete it.

      Create CS

  3. The Custom Scenario Editor opens. Add the required slides.

    • If some slides are not properly shown, renew them.

      Custom Scenario Editor Features

  4. Click the arrow next to the Save scenario button.

    • Click Create if you add the new scenario;

    • Click Save if you edit the existing scenario.

  5. In the new window:

    • In the Create field, select a new scenario or a new CLM presentation.

    • In the Presentation field, select the presentation to save the scenario. The field is not in use if you create a new CLM presentation.

    • In the Scenario name field, specify the custom scenario name;

    • Enable the Favorite checkbox to add the scenario to favorites.

      Custom Scenario Editor Save

  6. Click Create.

The custom scenario is added. Launch full synchronization to download it to the mobile device.

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