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.

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