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Media Cloud
Create a Pitch Deck for Media Proposals

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Create a Pitch Deck for Media Proposals

After the proposals for an advertisement campaign are ready, sales reps can generate a pitch deck for the advertisement campaign. Sales reps can either choose to generate a pitch deck for all the proposals, for individual proposals, or a specific set of proposals.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited editions with Media Cloud - Growth or Media Cloud - Advanced
User Permissions Needed
To create a pitch deck:

Media Cloud Runtime permission set

AND

DocGen User permission set

Before sales reps create a media proposal, they must ensure that the admin has already configured Salesforce Document Generation to generate pitch decks for media proposals. See Configure Omnistudio Document Generation for Pitch Decks.

  1. Open the opportunity that consists of the proposals for which you want to generate a pitch deck.
  2. From the quick actions, click Manage Media Proposals.
  3. On the Proposal Builder, select the proposals for which you want to generate a pitch deck.
  4. Click Generate Pitch Deck.
    A new tab opens.
  5. Review the details of the selected proposals before you generate the pitch deck.
  6. Select the format of the pitch deck and the design document template that's used to generate the pitch deck.
    For example, select Microsoft PowerPoint as the format and Summer '25 New Customer Campaign as the template.
  7. Click Generate.
    The pitch deck is generated and attached to the opportunity.
  8. After the pitch deck is generated, click View Pitch Deck.
    The opportunity's Notes and Attachment list view opens in a new tab.
  9. You can review and download the pitch deck from the list view.
 
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