Create Presentations by Uploading Pages

Upload Presentation Pages

1. From the App Launcher, find and select Admin Console.
2. Select Intelligent Content, and then select Presentations.
3. Click Upload New Pages.
4. On the Presentation Files page, select the presentation ZIP files or a single PDF, and then click Upload Files.
5. After Salesforce validates the presentation files, click Next.
   The file type that you upload determines the page order in the presentation. To reorder pages, set up and save the presentation first.

Configure Presentation Pages

In the Presentation Pages window, add products and messages to each page and configure page settings as needed.

1. To select the messages and products that you want to link to presentation pages, click Add.
2. Under Products, search for and select the products to assign to presentation pages, and then select the related product messages.
3. Save your changes.
4. To update pages with the selected products and messages, select the pages, and then click Apply Products and Messages.
5. Update each page’s name.
   For uploaded ZIP files, the default name for each page is based on the file name. For PDFs, the default name is based on the sequential number of the page, starting at 1.
6. Select whether the pages are mandatory in the presentation.
7. If custom fields are configured, populate them for each page as needed.
8. Click Next.

Configure Presentation Settings

In the Presentation Settings window, finalize the presentation.

1. Give the presentation a name.
2. To determine when the presentation is available in the content library, select dates for activation and deactivation.
3. To categorize the presentation, create topics.
   Sales reps can use these topics to search and filter presentations in the content library.
4. To determine how sales reps and healthcare professionals (HCPs) can interact with content in the presentation player, customize presentation settings.
   1. Select the gesture that opens the presentation player and the side of the screen where it appears.
      Select an option that doesn't interfere with the dynamic content in your presentations.
   2. Select the side of the presentation player screen where sales reps can capture feedback from HCPs.
      Select a location that doesn't overlap with the presentation content.
   3. Select whether sales reps can double-tap to magnify content, which can enhance engagement and improve interactions during visits.
   4. Enter the name for public content that appears during remote engagements.
      The name that you enter helps HCPs understand the content that they’re opening. For example, Legal Disclaimer.
   5. Enter the URL of the public content.
      This URL is the direct link that opens the resource for HCPs, such as product or legal information.
   6. Select whether sales reps can email presentations to HCPs.
      For sales reps to be able to email a presentation, the presentation’s files must include a PDF version of the presentation.
5. Save your changes.
6. To make the presentation available in the content library, click Activate.
   Active presentations are available in the content library within the activation and deactivation dates. If you don't set activation and deactivation dates, the presentation is available until you deactivate it.