CLM Presentation Controls

Call up the action menu by double-tapping the left or right side of the screen with the launched CLM presentation. Tap the appropriate button to apply the action.

To get familiar with the available gestures, refer to Gestures in CLM presentations.

Exit from CLM presentation

Tap to exit the CLM presentation.

A CLM presentation launched from the carousel of presentations on a mobile layout of a record will be closed. When a user taps to close a CLM presentation launched from the Application menu or Home screen, the pop-up window appears with options:

Tap to link statistics of the CLM presentation to one or several activities. Tap one or more activities and then click the Selected (n) button, where (n) is the number of selected activities. The record details screen will appear.
Tap to exit from the CLM presentation.

Select Scenario

Tap to select a scenario from a list of available scenarios of all the CLM presentations uploaded on a device. This list is displayed according to the compact layout of custom scenario object.

Tap a scenario to launch it.
Tap to cancel any started scenario and come back to the previous one. The button is hidden for the first open scenario.

Attachments

Tap to open the attachments screen:

The Attachments tab is a list of attachments of the current CLM presentation.
The Salesforce Content tab is a list of downloaded documents.

Tap an attachment to open it in fullscreen mode. Tap Send and follow the 3–5 steps of the Send Slides section to send attachments by email.

Send Slides

Tap to open the list of slides.

Tap slides to select for sharing.
- Only the slides which are available to share are displayed. Select the Share Allowed checkbox on a Slide record to have the ability to send one or several slides as a PDF file by email.
- If you want to see all the slides, tap Cancel. Tap Send and select the slides to share.
Tap Send selected.
In a pop-up window, select one of the configured email templates.
In the next pop-up window, select one or several recipients and tap Send.
- The configured email opens.
- You can also add recipients manually.
  
  For more information, go to Email Templates.
Tap Send.

Slides have been sent.

Send PDF

Tap to send a PDF based on the HTML template.

Templates are attached to the CLM presentation.
The template’s name must be template[n].html, where n is the number, i.e., 001.
Markers, such as {!Account.Name}, will be replaced with the values.

To send a PDF file:

if a CLM presentation has been launched from the carousel of presentations on a mobile layout of a record, tap Send and follow the 3–5 steps of the Send Slides section.
if a CLM presentation has been launched from the Application menu or Home screen, a pop-up window to select an object opens. Select an object, and its record, tap Send and follow the 3–5 steps of the Send Slides section.

View Statistics

Tap to view usage statistics by each slide:

: the number of slide views.
: the viewing time of the slide.
: like.
: dislike.
: tap, add a comment and click Done.

Click Send to select one or several available to share slides to send them without usage statistics by following 1–5 steps of the Send Slides section.

Cancel Scenario

Tap to cancel any started scenario and come back to the previous one. If it is the first open scenario, the button is unavailable.

Minimize CLM-presentation

Applications support the Picture in Picture mode. Tap to minimize the CLM presentation.

You can move the floating window around the screen.
Tap the floating window to resume the CLM presentation.
If you minimized a CLM presentation, you cannot launch another CLM presentation.
If you minimized a CLM presentation, you can launch any synchronization except the full one. If you try to launch full synchronization, the system alerts you to close the floating window.

Close the floating window to exit the CLM presentation.