CT Presenter Introduction

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:

  1. Go to Setup → Security → Remote Site Settings → make sure that the CTCLM and CTCLMEditor remote sites are active.

    If you want to use Remote Detailing 2.0, install the CT Mobile package v. 3.63 or higher and make sure that the CTCLMRD remote site is active.

  2. Go to Setup → Custom Code → Custom Settings → Trigger Settings → make sure that the following records are created and active:

    • ApplicationProcess

    • AttachmentProcess

    • SlideProcess

    • TemplateProcess

    • WidgetProcess

  3. Go to CT Mobile Control Panel: Tools and check the cloud token is specified.

  4. Assign the preconfigured permission set to a user according to their role.

  5. Check user permissions to CLM objects.

  6. Get familiar with the requirements for CLM presentations.

CLM Presentation Creation

Look through our guide for creating interactive CLM Presentations to know how to add content, such as media and specific interactions, on slides and properly upload ready CLM presentations to Salesforce.

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:

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

In the CT Mobile app, you can specify custom scenarios with the help of the Mobile Scenario Editor in the Application module.

Publication of CLM Presentations

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

Displaying and Management of CLM Presentations

CT Mobile app (offline mode)

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. NOTE: 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.

The Remote Detailing Functionality (online mode)

We recommend reading Remote Detailing: F.A.Q.

The Remote Detailing functionality allows the presenter and participants to simultaneously view CLM presentations on their PC, tablet, or mobile phone. The Self Detailing mode is intended for the participant’s remote control of the CLM presentation on a PC, tablet, or mobile phone without presenter participation.

For each CLM presentation:

  • The separates UI for the presenter and participant.

  • In the case of using on-the-slide markup, Remote Detailing: F.A.Q.JS methods and links are available from within the CLM presentation.

  • Performed on the CLM presentation, specific user actions can be captured and collected in the Application Stats record. These actions can include capturing button clicks, certain gestures (clickstream data), or generic data and should be specified for each CLM presentation.

    • When the presenter clicks the Finish session button or closes the browser tab, a record of the Application Stats object is created for each participant and presenter.

    • For the Self Detailing mode, the statistics will be collected according to the Session timeout (in seconds) field.

``