salesforce corporate presentation template

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Home » Article » How to Rock Your Next Presentation and Demo

How to Rock Your Next Presentation and Demo

Whether it’s to your users, stakeholders, a Community Group, or at an event like Dreamforce, #AwesomeAdmins like you use their communication skills every day to present amazing content. No matter who you’re presenting to or where you’re presenting, there are a few tried and true best practices that can help you rock your presentations and demos.

Understand your audience

First, the key to developing a successful presentation starts with understanding your audience. When you present as a professional in the Salesforce ecosystem, perhaps at a Community Group meeting or at Dreamforce, it’s likely your audience will fall into one of these categories: end users, executives/stakeholders, or fellow Salesforce Admins and Developers. Every audience has different priorities. That’s one of the first things you should think about when you start to develop your content. What you as an admin find important or interesting about a certain feature can be really different from what your end user finds important about it. Knowing this, you can adjust the presentation to tailor content to your audience.

Find your focus

Next, find your focus. When explaining or demonstrating a complex issue or project, it can be difficult to boil it all down to a few slides and a 5-minute demo. Pick one thing you want to focus on. What’s the one thing you want execs to remember about the project (for example, that their reporting will be 10x better)? What’s the one thing you want other admins to remember? This process can save a lot of time.

Once you’ve identified who you’re talking to and what you’ll focus on, you can find the right place to begin your story. Consider what this audience may already know about the subject—and their level of interest. If you assume they have more knowledge or interest than they do, or if you use jargon or get too technical, you’ll lose them. For example, you don’t need to explain what a CRM is to a Salesforce Admin (hopefully, they know this already)!

Build your story

With your audience and your focus in mind, it’s time to start building out your story. Every presentation is a story, and so, to be successful, you want to make sure you include and address key attributes that make every story memorable and powerful. These attributes include:

• Strong title
• Main character
• Logical flow of ideas
• Memorable supporting details
• Conclusion or call to action

Leverage the right framework

The good news is that you don’t have to start from scratch when building out the flow of your story. You can take your story and translate it into slides! But how you do this depends on the story framework you use. Just like in school when you learned how to write an essay or play music and you followed a certain framework, you can apply known frameworks to presentations.

There are quite a few frameworks to choose from: Pain-Solution, New Idea, Outline, Best Alternative, Hero’s Journey, and Springboard Story. If you’re presenting a new solution to stakeholders or users, you may use the New Idea or Pain-Solution framework. If you’re sharing comprehensive enhancements from the latest Salesforce Release, you might use an Outline. In longer presentations, you can even combine multiple frameworks! Frameworks ultimately define the structure that sets the stage for the rest of your presentation.

Create effective slides

Now that you have a good idea of how to structure your presentation to be most impactful, let’s dive into some tips on slides.

Before you get started, think about how and where you’re presenting.

• Are you presenting on someone else’s computer? Google Slides or a PDF of your presentation may be best.
• Are you presenting on a large screen with a focus on visuals or complex animations? Keynote can be an amazing resource.
• Are you presenting virtually? Reduce animation and reliance on visuals.
• Are you presenting internally and need to collaborate and update in real time? Use a tool that allows for easy, quick edits.

Once you know where you’ll build your presentation, start to translate your story into slide titles. Open a spreadsheet or doc and map out your story. The title of each slide should be strong enough that someone reading them one after another can follow your story without even seeing the content of the slide. By doing this, you effectively create a showflow. Just add a column for time and speaker, and you’ll have a complete overview of your presentation!

Now that you’ve done all this careful planning, you can head over to your presentation tool of choice and start to create your deck.

Don’t forget the details when it comes to slides! Add that next-level polish to your deck. These details all feel small, but when you put a bunch of inconsistent formatting together, it can take attention away from your presentation. In this example, you can see how distracting it can be when text, image formatting, and alignment are not taken into consideration. Poor formatting can distract from great content.

Here’s a handy checklist you can use to review your slides and formatting before you present:

• Fix titles and make sure they’re in title case.
• Evaluate subtitles.
• Unify text treatment so that fonts, font sizes, and colors are all consistent.
• Align shapes, objects, and text boxes.
• Resize and crop photos—don’t forget to keep the photos’ original aspect ratios!

Sometimes you may present just slides, but as an admin, you’ll often find yourself in a situation where you’ll present slides and a demo.

Deliver a solid demo

As a Salesforce Admin, being able to deliver a solid demo will give you a huge leg up. Whether it’s to get buy-in from executives on your next big project or to train end users on a new feature or app you’ve built, delivering a successful demo is key. Luckily for you, we’ve developed a demo formula to ensure you build and deliver the right demo for the right person, at the right time!

When deciding what to show in your demo, start with a specific business need. Only show features that deliver on that specific business need. Now, you may have multiple business needs and thus apply this formula multiple times, but remember to remove any part of the demo that doesn’t directly tie back to one of the business needs. Then, highlight the feature that solves the business need. And don’t forget to spend time highlighting how the feature will have impact.

Key tips to deliver your demo seamlessly:

• Set expectations
• Confirm understanding
• Be the tour guide
• Pause and reflect
• Mouse carefully
• Take screenshots/record videos
• Back up orgs
• Talk through it
• Hide sensitive data
• Bookmark links
• Pro tip: Use Keyboard Maestro

Here’s a handy, quick pre-flight checklist of things to do before you demo:

• Restart your computer.
• Turn off notifications and turn on do not disturb.
• Quit all non-essential apps.
• Clean your desktop.
• Set up your browser (use Chrome Profiles, hide Bookmarks bar, go fullscreen).

Practice makes perfect

We hope you take these tips and best practices and put them into action. Share with us on social using #AwesomeAdmin next time you rock your next presentation or demo!

Since joining Salesforce in 2017, Ella has been focused on creating and distributing content to help trailblazers be successful! Today as a marketer on the Admin Relations team, she manages marketing programs that empower, enable, and elevate #AwesomeAdmins!

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Prep, Present, and Follow Through: How To Nail Your Next Sales Presentation

Audrey Harris

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When it comes to building an effective sales presentation, no one-size-fits-all sales deck exists.

Every sales presentation you deliver to a prospect should be personalized and tailored just for them. Successful selling today is about establishing yourself as a trusted advisor. Cookie-cutter messages won’t do that. So how should you get started?

High-performing sellers close more deals by focusing on their prospects, rather than their products. Follow these sales presentation tips before, during, and after your next meeting to make it more resonant (and hopefully, more lucrative). These tips work whether you’re building customer relationships remotely or in person.

Deliver polished presentations that address your prospect’s biggest pain points

Use generative AI, powered by Einstein, to help you draft an engaging, tailored talk track for your next sales presentation, perfectly aligning product value to specific prospect needs.

Step 1: Research the company and your contact

An effective sales presentation starts long before the actual presentation. The first step is to learn who your prospect is and the challenges they face; then you can use those insights to show how you can help them succeed.

In particular, you should research the company, the challenges it faces, and the contacts who will hear your presentation.

Learn more about the company’s past, present, and future

First, consult your CRM platform. Find other accounts from the prospect’s industry and see what their customer journeys looked like. Their client information and case history will help you learn what products and services they use most and how your company serves them well. The information in your CRM platform can give you insights and tips that will help you win deals like the one you’re currently working on. Take a look, too, at the sales pipeline for that particular industry. Your CRM system is a tool specifically used to help you sell successfully and should be used throughout the sales process.

Once you have that preliminary information, head to the company website and research what the prospect’s company does, how big it is, and what products or services it offers. Then, dig deeper. Make a note of their mission, values, and corporate culture. Also try to learn more about the company’s history and any news items involving the company. Look into the company’s annual report to get a good idea of where it might be headed in the future.

Your presentation should focus on using insights from your research to show a deep understanding of the company and why your product or service can help it grow.

Consider the company’s challenges

As you learn about the company, pay special attention to the challenges it faces that are relevant to your product or service offerings. Remember these issues so you can use them as conversation starters during your sales presentation. Then you can offer advice — or insights — about how they could better face those challenges.

This type of approach is called insight selling : You as a salesperson bring unique, tailored insights to a prospect to solve their problems.

For example, if you sell a marketing tool, you may notice in your research that your lead is currently using the same ads across social media, search, and display networks. Your insight might be, “I see that your company is using the same ad copy across several platforms. How have those ads been performing for you? Have you been able to reach your sales or traffic goals?” Their answer may change aspects of your sales presentation or may make it even stronger.

Learn more about your audience

When it comes to communication, knowing who will be in the room is critical. If your prospect is the Director of Production, your most effective sales presentation may focus on metrics that can determine how to improve output. If your prospect will be presenting the information to a decision maker, offer resources to help make it easier for them.

Step 2: Prepare for your sales presentation

After gathering insights about the company and your contacts, you are ready to put together your presentation. Whether you use a sales presentation template that your workplace provides or you start from scratch, use these sales presentation tips to build a more compelling pitch.

Focus on the challenges your prospects face, not just your benefits

Salespeople should present themselves as a trusted advisor, not just a company representative. Look for ways to create a dialogue with the prospect and share how you can help their company work more efficiently, provide better service, or solve the challenges holding them back.

Keep your presentation simple

Sales template decks can be useful, but they can also overwhelm prospects if they’re too long. Instead of a 50-slide canned presentation, focus on keeping the slide deck relatively simple and highlighting engaging images and key statistics. This will make it easier to use a storytelling approach, rather than just reading off a slide.

Practice your presentation

You want to prepare, but you don’t want to come across as robotic or scripted. Practice what you’ll say and how you’ll answer questions, and make sure you’ve memorized important statistics or metrics. Build time into the presentation so you can share personal anecdotes or pause for questions.

Keep your delivery style confident, but agile. You may find that one point you thought would be critical doesn’t have as much impact with your prospect as you’d hoped, but a different point unexpectedly piques their interest. Keeping your talk track fluid will make it easier to shift gears if you need to.

Step 3: Nail your sales presentation

Presentation day has arrived. You’ve done your research, nailed the perfect storytelling approach, and trimmed down your slide deck. Now is your time to shine. Here are a few sales presentation tips to help your pitch end in a sale.

End the meeting with your presentation; don’t begin with it

You’ve likely had conversations with your contact and know them well enough, but in this presentation you’ll potentially meet additional people who make decisions. Take the time to get to know each attendee.

Building a rapport with your audience before pitching is a no-brainer. But avoid too much small talk; it can come across as inauthentic or like a waste of the customer’s time. Instead, time permitting, try to use the beginning of the meeting asking questions about day-to-day operations and goals. Ask specific questions that demonstrate your knowledge of their company and industry, and use the answers to shape your narrative. Then, during your presentation, tie back to topics the prospect brought up and focus on how you, the trusted advisor, can help.

Ask questions during the presentation to encourage a dialogue

Getting feedback from your prospect during the actual presentation is the best sales presentation technique of all. This allows you to change your focus in the moment, rather than spending your presentation talking about challenges and solutions that might be unimportant to your prospect.

After you make a key point, ask your prospect a question like, “Does this make sense in your industry?” or “Can you see this applying to your company?” This prompts the prospect to either agree or start a dialogue about pain points and how your products and services can better serve them.

If they agree with you, then you know you’re on the right track and that your suggestions are up to date. On the other hand, if they have clarifications, this lets you adjust your presentation — and follow-up efforts — to better fit their position.

Include proof that shows how your products and services have helped others

Step 4: Prioritize the follow-up just as much as the presentation

The actual sales presentation is just one part of your sales process, and it doesn’t guarantee a signed contract or even further contact with you. The final piece of your sales presentation is a well-planned follow-up, and it’s just as important as the presentation itself.

The most effective follow-up format will depend on your prospect, their needs, and how they best retain information. For example, you may follow up by:

• Emailing your slide deck and asking to schedule a follow-up call. Just remember to avoid the “Just following up” email and make sure your email offers the recipient value.
• Scheduling follow-up emails to reiterate key points in your presentation. A sales automation tool automates emails to share product information and set reminders for you to connect. It helps make sure no prospects fall through the cracks.
• Preparing personalized content that highlights the main points from your sales presentation and includes videos of products in action, testimonials, or other helpful collateral.
• Sending an additional resource about a topic they mentioned during your meeting, whether it pertained to your presentation or not.

Your sales presentation doesn’t end when you walk out the door or end the meeting. As you research and present your pitch, consider what the best follow-up approach will be. Then, take the time to create a well-considered follow-up strategy.

You can make your next sales presentation your best

Preparation and practice are key to successful sales presentations. But there’s so much more to a great presentation than well-designed slides or new research. The heart of a great sales presentation is the relationship between you and your customer, and that’s built on unique insights focused on your potential customer’s challenges and needs.

When you focus on helping, rather than pitching, your sales presentation is more likely to be a hit. That’s a win-win for you and your customer.

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Audrey is a senior product marketer for Core Sales Cloud (Salesforce Automation), and a customer advocate who has spent her career delivering B2B technology. An engineer turned marketer, she is passionate about business efficiency, philanthropy, and mentorship.

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Salesforce Presentation Template

Salesforce Presentation

Transcript: Ice Breaker!!!! what is salesforce? The future of NCOA. Salesforce will revolutionize the way we share data with each other creating accountability, fast acting responses from headquarters, and detailed reports that will help Program Directors manage projects more efficiently How does this affect you as a project director? Faster troubleshooting from headquarters Ability to track changes in participant files Greater reporting capabilities Quicker response times to program issues Lets see what Salesforce Looks Like!!! http://ncoa.ideassb.cs3.force.com/scsep What can Salesforce do? Real Time Data Data Submission Accountablility Quality Control Quality Assurance Question & Answer Real Life Scenarios Salesforce Solves Scenario 1: A project site has just absorbed 50 state slots from another sub-grant and in the move, half of the participants paper files are lost. DOL sends auditors the following week to verify that the transition went smoothly and check that participants who are verified for an DL extension have the proper attestation. What do you do? Salesforce Solution for Scenario 1:Salesforce provides the capability to electronically store participant files, allowing for the user to not only archive participant forms but to quickly query participant data by specific elements or in other words, whatever the auditor would request. (E.g. Recert Form, CSA data etc.) SCENARIO 2: A major employer has recently had a class action lawsuit filed against them for failing to pay Older African American workers comparable wages as their younger (30-45 years of age), Caucasian counter parts. A news anchor contacts your office requesting numbers and stories on participants who have been affected by this story. Would do you do? Salesforce Solution for Scenario 2: Salesforce reporting suties provide in depth analysis that not only benefit program operations but allow for reports to be build on anything; providing statiscal comparisons as well. Here the national office could pull reports not only for this respective area, but could show comparable data sets for African American women who work for the same employer but in different regions What is the Big Picture of Salesforce? Introducing NCOA's Data Center In order to utilize staff and fiscal resources efficiently, NCOA will centralize all SPARQ activities to one location in the NCOA Arlington Resource Center. Within, data entry clerks will be responsible for all input into SPARQ including updating and correcting participant data . Each data entry clerk will be assigned a set amount of territories. The Data Center will be managed by the Data Coordinator, who will serve as the main liaison between project sites to ensure that timely action is taken and will manage quality control/assurance methods, and perform document control as necessary Direct data entry into SPARQ providing for faster assessment of program operations Greater consultation for SPARQ responses Greater compliance with the system resulting in less errors and system rejects What is the Data Center? What can you expect from the Data Center being implemented? How does the Data Center affect you? Monthly reports in SPARQ are more accurate Less effort at the project level to get data in SPARQ (no more monthly submissions) Direct contact that can resolve SPARQ issues immediately Less digging during data validation So what are the next Steps? Important Dates: 8/22-Interviews for Data Center Clerks Begin 9/1- Data Center Begins Testing 9/1-Salesforce Begins Testing 10/1-Implementation with concurrent training ( via Webinar) System Additions Paperless System Integration of NCOA Services ESI Benefits Check up Funding Opportunities FIN! Living in the Cloud Electronic Forms (cc) image by anemoneprojectors on Flickr

Salesforce Internal Presentation

Transcript: Development of Sales by Salesforce Sahil Garg Fadwrap Our Company Our Company This online fashion brand store delivers smart and affordable men’s fashion, handed over at your doorstep. we bring latest trends in form of international runway styles & high street looks Our strategy Our strategy A committed team of buyers from our offices in India work to create a curated on-trend edit, bringing together the best of Indian fashion brand. A skilled team of designers in our fashion lab also bring out an on-trend Fadwrap collection every month for men Our motivation Our motivation Fadwrap.co.in promises to provide customers with abundance in choices, as we introduce 150 new products each week. Moreover, we are also the only online fashion brand store for men to associate with the biggest known names in global fashion Introduction about Project The Training Cell of Fadwrap in Jaipur deals with the various options of developing the sales process of the company.As a new joiner, everyone has to go through a trainning process which evaluates the joiner skills and then they are assigned for different projects, for which different traning is given.As per my skill evaluation score, I was assigned for the development of sales process through salesforce, which involves the hand practice Introduction About Project Our Products Our Products 35% 30% 20% 15% Discover Design Delight Understanding What Salesforce is ? Working Process of trailhead playground. Creation of new products and their different fields in salesforce Creation of Price Book and different views Understanding the various topics like leads, Opportunities, Contacts. How to import Contacts in salesforce Builing app using salesforce build Topics of Training Topics of Training Problems Faced Problems Faced Due to large number of products and their different categories, the company sales manager was facing challenges like managing and keeping the stocks updated in the excel sheets, which in turn was making it difficult for the company`s developer to update the stock units on public portal. Since this company only deals with wholesalers and not with retailers, as a result the company needs to make different proposals for different wholesalers i.e., their customers. It was very difficult to develop a platform which can both showcase their products and create different proposals for different customers. Finding of potential buyers from their records was a challenge faced by the company and hence it was increasing the man power used therefore increasing the cost to company. Company wants the platform that can provide them: • CRM • Tracking of Potential Customers • Ability to Create Custom Proposals or quotations • Decrease in manpower used, therefore decrease in cost to company • Secure and instant mode of communication to customers. Solution Adopted For Problems Salesforce was the solution adopted by the team of developers for the problems which were being faced by the company. As Salesforce Sales Cloud manages contact information and integrates social media and real-time customer collaboration through Chatter. It supports sales, marketing and customer support in both B2B and B2C contexts. Sales Cloud helps track customer information and interactions in one place, automates complex business processes, keeps all information up to date, nurtures lead and tracks the effectiveness of marketing campaigns. Solutions adopted for the problems Salesforce Marketing Cloud helps personalize email marketing at scale; engage with mobile messaging; connect social to marketing, sales and service; manage ad campaigns to help with customer acquisition; deliver personalized web content that is efficient; and create 1-to-1 customer journeys across channels. Salesforce Marketing Cloud Salesforce Marketing Cloud Salesforce Service Cloud is a service platform for customer service and support. It includes a call center-like case tracking feature and a social networking plug-in for conversation and analytics. Service Cloud helps agents solve customer problems faster, gives customers access to answers to solve problems on their own, helps personalize service, predicts needs, and helps deliver support to customers wherever they may be. Salesforce Service Cloud Salesforce Service Cloud Salesforce Community Cloud connects and facilitates communication among employees, customers and partners. The Community Cloud helps build communities for any needs, provides a platform for customers to help themselves and each other, builds deeper customer relationships by allowing customers to interact with each other, allows partners to connect and increase sales, and helps drive employee productivity through online collaboration. Salesforce Community Cloud Salesforce Community Cloud Salesforce Commerce Cloud, formerly known as Demand ware, is a cloud-based service unifying the way businesses engage with customers over any channel. Commerce Cloud allows businesses to manage digital commerce with integrated

Salesforce ESMB Presentation

Transcript: Presented by: Allyn Mueller Account Executive [email protected] 404-989-4806 What were the Impact results? The Aricent team was able to engage with top talent rather than recruiting abroad - ultimately saving them 1 million dollars in H1B Visa sponsorships every year Aricent was now able to reduce their time to hire by decreasing the obstacles in their approval and offer process using automated workflow for communications & documents The Aricent team added an average of 18 hours back to each individual users day - meaning he/she could now on their real initiative - growth in the United States Based on my presentation and our discussions so far: Do you have any questions? Is there anything preventing us from moving forward? May I have this position? Sales Objections: Timing Fear of Change Cost Engineering Development Firm Background: 10,000 consultants, designers, and engineers at over 30 locations worldwide ( ranked top branded Indian IT companies in the Fortune India 500 List. Business Challenge: Decentralized decision making and systems were making it almost impossible to track, communicate, measure, and make key business decisions on important initiatives. Absense of uniformity and resources used made accessing real-time data and information very manual if not virtually unfeasible. Agenda Culture & People Products & Market Approach & Action Manager & Metrics Continuity Plan & Repeatable Success ESMB Account Executive How I solved It: Transitioned them to a single platform giving access to key personnel throughout the divisions Aricent now had real-time data to make decisions on where it was best for them to invest their time, money, and personnel growth 1 unified system to advertise, track, communication, and measure made it possible to focus on their real initiative - growth in the United States Brief Biography Deal Win Review CRM & ME Fast Start Plan Why I am a Great Hire Brief Biography Deal Win Review CRM & ME Fast Start Plan Why I am a Great Hire Why I am a Great Hire G-rit & Guts R-esilience E-mpathy A-loyal commitment T-eam Player

Transcript: -Plenty of storage options -Cloud-based -Accessible -Efficient -Improving Customer Service -Customer Relations Management system -Cloud-based - Provides superior communications http://www.salesforce.com/ Strategic Advantage -It was founded in 1999 -$ 4 billion upstart. - built a commanding lead -provide a variety of software that can be customized to a company. What is Salesforce "CRM software is a category of software that covers a broad set of applications and software designed to help businesses manage customer data and customer interaction, access business information, automate sales, marketing and customer support and also manage employee, vendor and partner relationships. Typically, CRM software is used in the enterprise, however many products scale to a business of any size. " -Vangie Beal/Webopedia Salesforce CRM Customer Results Tutorial About Salesforce Other Features By: Sara Basri Celine Jones Zoe Carr -There is a version for Non-Profits -Ability to build applications custom to companies

SalesForce Final Presentation

Transcript: By: Giovonni DePierro Intro Agenda What is Salesforce? Costs associated with Salesforce How Salesforce will benefit your SMB Is there any training needed? Why did I choose Salesforce? Why should you care? Project Intro About Salesforce Originating in 1999 Salesforce became a "CRM" tool aka customer relationship management software. It is a cloud-based software, that has CRM applications for sales, service, commerce, marketing, etc. allowing for an organized and easy means of managing relations with current and future customers. Salesforces' main mission is to provide a network medium that creates an easy means to strengthen customer relations. Salesforce allows SMB to understand customers' needs and solve problems by better managing customer information and interactions — all on a single platform that’s always accessible from any desktop or device. What does Salesforce do? Costs Bundles Salesforce Offers Product & Services $75 $150 $25 Salesforce essentials 25$ per month per user Lightning Professional 75$ per month per user Lightning Enterprise 150$ per month per user Double click to edit Differences in Packages Target Audience Salesforce targets 3 different Business Types Target Audience Small to medium sized businesses Non-profits Startups Sample Salesforce Walkthrough Salesforce can be used by any SMB that is looking to get a leg up on their competion by engaging more with current and potential clientel. However, I believe that the main businesses that would benefit from Salesforces' software are those businesses that have a heavy focus on B2B and B2C. Using the software to track leads, communicate with customers, and look at sales figures is extremely crucial to these businesses. Focus Audience Training Just purchased Salesforce...Need Training? Salesforces takes pride in how organized and easy it is to access their information. Therefore, there is NO training neccessary to use this software. However, if you do happen to need additional assistance there is a toll-free number to call, as well as a live agent willing to chat and assist 24 hours a day. Conclusion Why Salesforce? A highly-awarded CRM software company, Salesforce ranks at the top of the industry. Providing the ability to communicate with current and future customers, visualize sales figures, market a product/business, etc. Salesforce is the choice for you when it comes to CRM softwares. My recommendation For your SMB I would suggest Salesforces' Basic Essentials package. This package is 25$ per user per month (up to 10 users). With no training needed and low costs, this bundle is crucial to expanding your SMB sales. https://www.salesforce.com/ap/solutions/small-business-solutions/overview/ https://reviews.financesonline.com/p/salesforce-sales-cloud/ https://www.glassdoor.com/Reviews/Salesforce-Reviews-E11159.htm https://www.linkedin.com/company/salesforce/ References www.linkedin.com/in/giovonni-depierro Lets CONNECT

Transcript: Pitch Deck 06/27/2018 Keenan Farms Inc. Salesforce The Opportunity Opportunity Keenan Farms has grown significantly in the past 20 years From 8 to 30 million+ pounds Increased demand will allow us to grow even more New technology gives us a chance to keep up with growth We can leverage new technology to provide better customer service The Problem The Problem People have problem The (Bad) solution Our solution Sad People Happy People 80 domestic customers 30 million pounds per year Contacts, Projections, Film, Inventory, etc. Inefficient, mistake prone system. Survey When asked what would help make your job more productive and efficient Customer info organization Current, past, future orders notes on orders SKU's used etc. Order timeline Accurate forecasting Task management Production scheduling/packaging Survey Soloman Soloman Good for data entry/storage Not good for analysis Data manually entered into excel Prone to human error Time consuming Data cannot be manipulated to create your own reports No live-time tracking Order due dates, Film shipments, etc. Salesforce Saleforce: Sales Cloud CRM Tool designed to increase productivity and accuracy Task Management Forecasting (Product/Film) Contact Management Sales Pipeline Contract Management ERP Integration Microsoft Outlook Integration Live Reports Less prone to human error Sample Dashboard Sample Dashboard Cost Breakdown Cost Breakdown Implementation: $28,675 (155 hours @ $185/hr 5 Licenses at $1,440/yr Tech Support 2,160/yr Total cost this year: $38,035 Yearly Costs: $9,360

Transcript: W W C 3 Business Needs Why Salesforce!! Why Salesforce Current Market Current Market Future Opportunities Future Opportunities Customer Profile What is Salesforce What is salesforce Who? Target Audience and Background Job and Responsilities Demographics Why? Challenges Goals How to achieve the goals Value proposition Insert Your Content How? Roadmap-Way to salesforce How? Roadmap To Salesforce Onboarding Hiring Training Customize the Cover Sales & Marketing Overview Marketing channels Marketing and Sales structure Marketing and Sales methodologies Customer Acquisition Channels Business Sources Customize the Cover Products and Service Line Key Activities Pricing Model Competitive Advantage - Cost of Operations - Resources - Training Costs Investment - Cost of sales Investment Marketing Budget Cost Cost Business Cost Salesforce Partnership Operational Cost Resources Training Infrastructural Cost Cost What's there in it for us ROI ROI App Exchange App Exchange Consulting Consulting Training Training

SalesForce presentation

Transcript: TOURS WON LEAD INTERNAL REFERRAL OPPORTUNITY Time Table? EXTERNAL REFERRAL Clean hand-offs Accountability Efficiency/Speed Improved Customer Service 0% What in our process is working? What isn't? Where is business coming from? Who do we know? How do we know them? ACCOUNT Process Industry + Community 100% CLOSED Results 10% 20% LOST CAMPAIGN FEASIBILITY (Prospect) What is our current sales process? QUOTING Data What should our future process look like? 75% 30% MRN + WABASH Why use Salesforce? QUALIFICATION NEGOTIATION/REVIEW PROSPECTING 50%

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About 5 mins

Learning Objectives

Summarize the solution using facts, benefits, and applications, develop a summary statement, explain the facts, benefits, and application, try it for yourself.

• Challenge +100 points

Create the Sales Presentation

After completing this unit, you’ll be able to:

• Develop a Summary Statement to sell your solution.
• Explain the facts of your solution.
• Clearly describe the benefits and applications.  

You’ve just completed the Questioning Model. After gathering information from the customer, you can confidently state if you're capable of providing a competitive solution. The Dale Carnegie principle that serves as a foundation for this step is: “Dramatize your ideas.” You can “dramatize” your solution and share your passion in an authentic way. It’s time to transition to the Create step of the Dale Carnegie Sales Model.

Develop a Summary Statement to make this transition. The Summary Statement tells the customer about your ability to help. It shows you listened by restating the customer's Should Be and Payout. 

The Summary Statement should:

• Begin with the statement, “Based on what you’ve told me…”
• Be a quick, simple statement.
• Make a specific recommendation.
• Reference the customer’s Should Be and Payout that you uncovered through the questioning process.
• Use a confident tone and powerful words.

“Based on what you've told me, I'm confident we can reduce your manufacturing costs (Should Be). The safety features on our equipment are second to none, and your department will be recognized as a bottom-line contributor (Payout). Let's take a look at some facts.”

“Based on what you've told me, I'm confident our processor will provide the speed that you need (Should Be). With the time you save, you'll be able to finish earlier and relax with your family and friends (Payout). Let's talk through the facts.”

Finally, sell your solution after the Summary Statement. To demonstrate the value of what you’re offering, explain the facts of your solution and clearly describe the benefits. Choose which facts to highlight and which benefits to emphasize, based on the information you've learned in the questioning process. Use the technique of Fact, Benefit, Application to make your point.

• Facts are specific, true, provable statements. Some facts will be accepted without hesitation and some may require proof.
• Benefits  are brief, clear descriptions of how any  customer could use and enjoy the solution. The benefit should be directly related to the fact previously stated.
• Applications clarify how your specific customer   will apply and benefit from the solution. This resonates strongly with the customer because it comes more personal.

Here are some examples.

Be aware, many customers do research online and feel they already understand the facts and benefits of your solution. Show the value of your solution in a way that internet research cannot. Show evidence to be persuasive. You can learn more about how evidence defeats doubts in the Winning with Relationship Selling course.

In the Resource section, we’ve provided you with a Facts, Benefits, and Application Worksheet you can use to determine the three best facts about possible customer solutions, focusing on those that differentiate them from competitors.

In the next unit, you move from Creating to Confirming your solution with the customer.

• Worksheet:  Facts, Benefits, and Application Worksheet
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• Install and Activate Other Sample OmniScripts for CME Summer '22
• Set Up the Salesforce Remote Site Setting for CME Summer '22
• Add Setting to CPQ Configuration Setup for CME Summer '22
• Run the Interface Implementation Maintenance Job for CME Summer '22
• Optional: Group Sales Terms in Attribute Category for CME Summer '22
• Create the Default Contract Type for CME Summer '22
• Add Visualforce Page to Contract Type for CME Summer '22
• Install Vlocity CLM Contract Cards for CME Summer '22
• Import Vlocity Actions for Vlocity CLM for CME Summer '22
• Add Contract Status Picklist Values for CME Summer '22
• Verify Global Auto Number Settings Values for CME Summer '22
• Map Fields for General Terms for CME Summer '22
• Optional: Set Up the Contract State Model for CME Summer '22
• Optional: Set the Contract Line Item Trigger for CME Summer '22
• Optional: Set Up DocuSign Functionality for CME Summer '22
• Optional: Set Up Partner Communities for CME Summer '22
• Optional: Set Up Guest Users for CME Summer '22
• Assign Permission Set License to User for CME Summer '22
• Optional: Assign the Sample Permission Set to User for CME Summer '22
• Optional: RollbackDRChanges Setting for CME Spring '22
• Optional: ShowLegacyOmniStudioUi Setting for CME Spring '22
• Create the Vlocity Document Template Library for CME Spring '22
• Install and Activate Vlocity Templates for CME Spring '22
• Verify the Document Template Picklist for CME Spring '22
• Create the Main Font Resource for CME Spring '22
• Import and Activate DocumentTemplateTest for CME Spring '22
• Install and Activate Other Sample OmniScripts for CME Spring '22
• Set Up the Salesforce Remote Site Setting for CME Spring '22
• Add Setting to CPQ Configuration Setup for CME Spring '22
• Run the Interface Implementation Maintenance Job for CME Spring '22
• Optional: Group Sales Terms in Attribute Category for CME Spring '22
• Create the Default Contract Type for CME Spring '22
• Add Visualforce Page to Contract Type for CME Spring '22
• Install Vlocity CLM Contract Cards for CME Spring '22
• Import Vlocity Actions for Vlocity CLM for CME Spring '22
• Add Contract Status Picklist Values for CME Spring '22
• Verify Global Auto Number Settings Values for CME Spring '22
• Map Fields for General Terms for CME Spring '22
• Optional: Set Up the Contract State Model for CME Spring '22
• Optional: Set the Contract Line Item Trigger for CME Spring '22
• Optional: Set Up DocuSign Functionality for CME Spring '22
• Optional: Set Up Partner Communities for CME Spring '22
• Optional: Set Up Guest Users for CME Spring '22
• Assign Permission Set License to User for CME Spring '22
• Optional: Assign the Sample Permission Set to User for CME Spring '22
• Create the Vlocity Document Template Library for CME Winter '22
• Install and Activate Vlocity Templates for CME Winter '22
• Verify the Document Template Picklist for CME Winter '22
• Create the Main Font Resource for CME Winter '22
• Import and Activate DocumentTemplateTest for CME Winter '22
• Install and Activate Other Sample OmniScripts for CME Winter '22
• Set Up the Salesforce Remote Site Setting for CME Winter '22
• Add Setting to CPQ Configuration Setup for CME Winter '22
• Run the Interface Implementation Maintenance Job for CME Winter '22
• Optional: Group Sales Terms in Attribute Category for CME Winter '22
• Create the Default Contract Type for CME Winter '22
• Add Visualforce Page to Contract Type for CME Winter '22
• Install Vlocity CLM Contract Cards for CME Winter '22
• Import Vlocity Actions for Vlocity CLM for CME Winter '22
• Add Contract Status Picklist Values for CME Winter '22
• Verify Global Auto Number Settings Values for CME Winter '22
• Map Fields for General Terms for CME Winter '22
• Optional: Set Up the Contract State Model for CME Winter '22
• Optional: Set the Contract Line Item Trigger for CME Winter '22
• Optional: Set Up DocuSign Functionality for CME Winter '22
• Optional: Set Up Partner Communities for CME Winter '22
• Optional: Set Up Guest Users for CME Winter '22
• Create the Vlocity Document Template Library for HINS Winter '23 and...
• Optional: RollbackDRChanges Setting for HINS Winter '23 and Later...
• Optional: EnableLegacyOmniScriptDesignerForLWC Setting for HINS...
• Optional: ShowLegacyOmniStudioUi Setting for HINS Winter '23 and...
• Install and Activate Vlocity Templates for HINS Winter '23 and Later...
• Import and Activate the DocumentTemplateTest DataPack for HINS...
• Activate the Latest Generic Document Generation OmniScript for HINS...
• Install and Activate Other Sample OmniScripts for HINS Winter '23...
• Verify the Document Template Picklist for HINS Winter '23 and Later...
• Create Default Contract Type for HINS Winter '23 and Later Releases
• Verify Correct Settings in the Default Contract Type for HINS Winter...
• Install Vlocity CLM Contract Cards for HINS Winter '23 and Later...
• Import Vlocity Actions for Vlocity CLM for HINS Winter '23 and Later...
• Add Contract Status Picklist Values for HINS Winter '23 and Later...
• Add VisualForce Page to Contract Type for HINS Winter '23 and Later...
• Map Fields for General Terms for HINS Winter '23 and Later Releases
• Create the Main Font Resource for HINS Winter '23 and Later Releases
• Optional: Set Up the Contract State Model for HINS Winter '23 and...
• Optional: Set Up DocuSign Functionality for Winter '23 and Later...
• Optional: Group Sales Terms in Attribute Category for HINS Winter...
• Optional: Set the Contract Line Item Trigger for HINS Winter '23 and...
• Assign Permission Set License to User for HINS Winter '23 and Later...
• Additional Set Up For Object Access and Permissions for HINS Winter...
• Optional: Create CLM and DocGen Sample Permission Sets for HINS...
• Optional: Assign the Sample Permission Set to User for HINS Winter...
• Optional: Additional Set Up for Sample Permission Sets for HINS...
• Create the Vlocity Document Template Library for HINS Summer '22
• Optional: RollbackDRChanges Setting for HINS Summer '22
• Optional: ShowLegacyOmniStudioUi Setting for HINS Summer '22
• Install and Activate Vlocity Templates for HINS Summer '22
• Install and Activate Other Sample OmniScripts for HINS Summer '22
• Verify the Document Template Picklist for HINS Summer '22
• Create Default Contract Type for HINS Summer '22
• Verify Correct Settings in the Default Contract Type for HINS Summer...
• Install Vlocity CLM Contract Cards for HINS Summer '22
• Import Vlocity Actions for Vlocity CLM for HINS Summer '22
• Add Contract Status Picklist Values for HINS Summer '22
• Add VisualForce Page to Contract Type for HINS Summer '22
• Map Fields for General Terms for HINS Summer '22
• Create the Main Font Resource for HINS Summer '22
• Optional: Set Up the Contract State Model for HINS Summer '22
• Optional: Set Up DocuSign Functionality for HINS Summer '22
• Optional: Group Sales Terms in Attribute Category for HINS Summer '22
• Optional: Set the Contract Line Item Trigger for HINS Summer '22
• Assign Permission Set License to User for HINS Summer '22
• Additional Set Up For Object Access and Permissions for HINS Summer...
• Optional: Assign the Sample Permission Set to User for HINS Summer '22
• Create the Vlocity Document Template Library for HINS Spring '22
• Optional: RollbackDRChanges Setting for HINS Spring '22
• Optional: ShowLegacyOmniStudioUi Setting for HINS Spring '22
• Install and Activate Vlocity Templates for HINS Spring '22
• Install and Activate Other Sample OmniScripts for HINS Spring '22
• Verify the Document Template Picklist for HINS Spring '22
• Create Default Contract Type for HINS Spring '22
• Verify Correct Settings in the Default Contract Type for HINS Spring...
• Install Vlocity CLM Contract Cards for HINS Spring '22
• Import Vlocity Actions for Vlocity CLM for HINS Spring '22
• Add Contract Status Picklist Values for HINS Spring '22
• Add VisualForce Page to Contract Type for HINS Spring '22
• Map Fields for General Terms for HINS Spring '22
• Create the Main Font Resource for HINS Spring '22
• Optional: Set Up the Contract State Model for HINS Spring '22
• Optional: Set Up DocuSign Functionality for HINS Spring '22
• Optional: Group Sales Terms in Attribute Category for HINS Spring '22
• Optional: Set the Contract Line Item Trigger for HINS Spring '22
• Assign Permission Set License to User for HINS Spring '22
• Additional Set Up For Object Access and Permissions for HINS Spring...
• Optional: Assign the Sample Permission Set to User for HINS Spring '22
• Create the Vlocity Document Template Library for HINS Winter '22
• Install and Activate Vlocity Templates for HINS Winter '22
• Install and Activate Other Sample OmniScripts for HINS Winter '22
• Verify the Document Template Picklist for HINS Winter '22
• Create the Default Contract Type for HINS Winter '22
• Verify the Correct Settings in the Default Contract Type for HINS...
• Install Vlocity CLM Contract Cards for HINS Winter '22
• Import Vlocity Actions for Vlocity CLM for HINS Winter '22
• Add Contract Status Picklist Values for HINS Winter '22
• Add VisualForce Page to Contract Type for HINS Winter '22
• Map Fields for General Terms for HINS Winter '22
• Create the Main Font Resource for HINS Winter '22
• Optional: Set Up the Contract State Model for HINS Winter '22
• Optional: Set Up DocuSign Functionality for HINS Winter '22
• Optional: Group Sales Terms in Attribute Category for HINS Winter '22
• Optional: Set the Contract Line Item Trigger for HINS Winter '22
• Create Main Font Resource for PDF Files for CME Winter '23 and Later...
• Activate the Latest Generic Document Generation OmniScript for CME...
• Upgrade Custom Settings to Contract Types for CME Winter '23 and...
• Vlocity Actions for Frame Agreements for CME Winter '23 and Later...
• Optional: Partner Communities for CME Winter '23 and Later Releases
• Optional: Guest Users for CME Winter '23 and Later Releases
• Optional: Set Up DocuSign Functionality for CME Winter '23 and Later...
• Create Main Font Resource for PDF Files for CME Summer '22
• Upgrade Custom Settings to Contract Types for CME Summer '22
• Vlocity Actions for Frame Agreements for CME Summer '22
• Optional: Partner Communities for CME Summer '22
• Optional: Guest Users for CME Summer '22
• Create Main Font Resource for PDF Files for CME Spring '22
• Upgrade Custom Settings to Contract Types for CME Spring '22
• Vlocity Actions for Frame Agreements for CME Spring '22
• Optional: Partner Communities for CME Spring '22
• Optional: Guest Users for CME Spring '22
• Install Vlocity Templates for CME Winter '22
• Create Main Font Resource for PDF Files for CME Winter '22
• Upgrade Custom Settings to Contract Types for CME Winter '22
• Vlocity Actions for Frame Agreements for CME Winter '22
• Optional: Partner Communities for CME Winter '22
• Optional: Guest Users for CME Winter '22
• Upgrade Custom Settings to Contract Types for HINS Winter '23 and...
• Optional: Create the Main Font Resource for HINS Winter '23 and...
• Optional: Set Up DocuSign Functionality for HINS Winter '23 and...
• Upgrade Custom Settings to Contract Types for HINS Summer '22
• Optional: Create the Main Font Resource for HINS Summer '22
• Upgrade Custom Settings to Contract Types for HINS Spring '22
• Optional: Create the Main Font Resource for HINS Spring '22
• Upgrade Custom Settings to Contract Types for HINS Winter '22
• Optional: Create the Main Font Resource for HINS Winter '22
• Install and Activate Vlocity Templates for Vlocity Government Winter...
• Import and Activate the DocumentTemplateTest DataPack for Vlocity...
• Activate the Latest Generic Document Generation OmniScript for...
• Install and Activate Other Sample OmniScripts for Vlocity Government...
• Upgrade Custom Settings to Contract Types for Vlocity Government...
• Map Fields for General Terms for Vlocity Government Winter '23 and...
• Optional: Upgrade Main Font Resource for Vlocity Government Winter...
• Optional: Set Up DocuSign Functionality for Vlocity Government...
• Install and Activate Vlocity Templates for Vlocity Government Summer...
• Map Fields for General Terms for Vlocity Government Summer '22
• Optional: Upgrade Main Font Resource for Vlocity Government Summer '22
• Install and Activate Vlocity Templates for Vlocity Government Spring...
• Map Fields for General Terms for Vlocity Government Spring '22
• Optional: Upgrade Main Font Resource for Vlocity Government Spring '22
• Map Fields for General Terms for Vlocity Government Winter '22
• Optional: Create Main Font Resource for Vlocity Government Winter '22
• Exporting Vlocity Actions for Contracts
• Exporting Vlocity Layouts and Cards
• Exporting Vlocity Templates
• Creating a DataPack
• Deactivate a Rule
• Importing a DataPack
• Contracts Concepts
• Contract Lifecycle Concepts
• Contract Authoring Concepts
• Frame Agreements
• Vlocity Contract Lifecycle Management for Government
• Vlocity Contract Lifecycle Management for Vlocity Insurance and...
• CLM and DocGen Permission Set Licenses and for HINS
• DocGenInd Design All Sample Permission Set
• DocGenInd Runtime All Sample Permission Set
• DocGenInd DocuSign Runtime All Sample Permission Set
• CLMInd Admin All Sample Permission Set
• CLMInd Runtime All Sample Permission Set
• CLMInd DocuSign Runtime All Sample Permission Set
• CLM and DocGen Organization-Wide Sharing Defaults
• CLM and DocGen Permission Set Combinations with Other Permission...
• CLM and DocGen Personas
• CLM and DocGen Permission Set Licenses for CME
• CLM and DocGen Sample Permission Set Groups for CME
• DocGenInd Design All
• DocGenInd Runtime All
• DocGenInd DocuSign Runtime All
• CLMInd Admin All
• CLMInd Runtime All
• CLMInd DocuSign Runtime All
• CLMInd FA Runtime All
• Vlocity CLM Interface Implementations
• Map Fields In Field Mapper for Vlocity CLM
• Creating Contract and Contract Line Items Based on Custom Objects
• Configuring Contract Management Custom Settings
• Access to Contract Documents
• Configure Access to Contract Documents for Org
• Configure Access to Contract Documents for Profile
• Generating a Contract Document Automatically
• Configuring the PDF Document Template Custom Setting
• Attaching a Document to a Contract Document
• Enabling or Disabling Contract Redlining at the Document Template...
• Enabling or Disabling Contract Redlining at the Org Level
• Editing the Default Microsoft Word Template
• Creating a New Microsoft Word Template
• Creating a New Contract Record Page Layout
• Enabling the Contract Record Type for Profiles
• Setting a Default Contract Record Type
• Vlocity Client-Side Converter
• Salesforce PDF Rendering Service
• Available Settings According to Template Type
• Configure the PDF Conversion Custom Option
• Adding the ContractSignatureVoidedStatus and...
• Activating Vlocity Locale Code Values
• Running Multi-Language Support Jobs
• Selecting Your Locale Settings
• Selecting the Language for a Contract
• Selecting the Language for a Document Template
• Selecting the Language for a Document Clause
• Turning on Translations for a DataRaptor Interface
• Modify String Translations in Vlocity Product Console
• Creating a Clause
• Updating a Clause
• Deleting a Clause
• Define Short Names for Clauses
• Insert Tokens for Clauses in Microsoft Word Files
• Defining a Contract Type
• Cloning a Contract Type
• Associating a Contract Type with the Contract State Model
• Configuring a Custom Type Setting for Shorter File Names
• Configuring a Contract Type Setting for Longer File Names
• Creating a Frame Agreement
• To Amend Frame Agreements
• To Update Frame Amendments
• Create a Product Category and Product Attributes for General Terms
• Add New General Terms
• Use General Terms in Contracts
• Setting Up the Remote Site
• Setting Up the DocuSign System User
• Modifying the DocuSign Admin Account
• Setting Up the DocuSign User Account
• Scheduling a DocuSign Job to Poll for Document Signed Status
• Set Up the DocuSign Email Account for Generic Documents
• Set Up Vlocity Actions to Standard Objects
• Add Vlocity Actions To Record Pages
• Add Generic DocuSign Envelopes To Record Pages
• Using the GenericDocuSign/sendEsignature OmniScript
• DocuSign Configuration Settings for Generic Documents
• Add a Lookup Field for the Generic DocuSign Envelope Object
• Add a Custom Setting to the DocuSign Envelope Object Setting
• Set Up a Generic Recipient Translator
• Set Up a Document Selector
• Set Up a Recipient Selector
• clmOsGenericDocuSignSendEnvelope Lightning Web Component
• clmOSGenericSelectableItems Lightning Web Component
• clmOsSelectRecipients Lightning Web Component
• getRecipients Method
• getDocuments Method
• getNotificationSettings Method
• sendEnvelope Method
• voidEnvelope Method
• updateEnvelope Method
• Replace the Contracts Action Toolbar
• Replace the Opportunity Action Toolbar
• Replace the Quote Action Toolbar
• Replace the Order Action Toolbar
• Verify the Secure Guest User Record Access
• Give the Guest User Access to the Community
• Set Up the Default Owner for Records
• Set Up Guest Users for Uploading Documents
• Add Guest Users to the Vlocity Document Template Library
• Set Up Object Permissions for Document Generation
• Add the Document Generation Permission Set to the Guest User Profile
• Add Other Permission Sets
• Set Up Sharing Rules
• Set Up a Connected App
• Edit the Connected App
• Set Up Authentication Providers
• Set Up Named Credentials
• Create a Custom Setting for Named Credentials
• Contract Administration Example
• Add Client-Side Fonts in CLM
• Delete Client-Side Fonts in CLM
• Create the Fonts.json File
• Set Up the fontList Element
• Set Up the matchPatterns Element
• Create a Zip File and Upload as a Static Resource
• Run the Post-Install Script
• Verify Your Custom Font Installation
• Fonts for Server-Side Document Generation
• Enable Salesforce Digital Experience for Partner Community User
• Create an Account for Partner Community User
• Create a Partner Community User
• Create a Digital Experience Site for Partner Community User
• Configure Digital Experience Site for Partner Community User
• Assign Permission Sets to a Partner Community User
• Add Vlocity Document Template Library for Partner Community User
• Enable Salesforce Communities
• Create a Community
• Create a Partner Account
• Create a Partner User
• Set Up the Partner Community for Contract Lifecycle Management
• Vlocity Document Template Library
• Optional: Vlocity Action Buttons
• Page Layouts
• Create Permissions Sets
• Assign Permission Set to the Partner User
• Assign Visualforce Page to the Partner Community Set
• Assign Installed Package License to the Partner User
• Set Up Salesforce Tabs + Visualforce Community for Contract...
• Vlocity Action Buttons
• Assign Permission Set to Partner User
• Assign Visualforce Page to the Partner Community Permission Set
• Assign Installed Package License to Partner User
• Enable Salesforce Digital Experience for Customer Community User
• Create an Account for Customer Community User
• Create a Customer Community User
• Create a Digital Experience Site for Customer Community User
• Configure Digital Experience Site for Customer Community User
• Assign Permission Sets to a Customer Community User
• Add Vlocity Document Template Library for Customer Community User
• Run Apex Code for Customer Community User
• Set Up Apex Trigger for Customer Community User
• Enable Salesforce Digital Experience for Customer Community Plus User
• Create an Account for Customer Community Plus User
• Create a Customer Community Plus User
• Create a Digital Experience Site for Customer Community Plus User
• Configure Digital Experience Site for Customer Community Plus User
• Assign Permission Sets to a Customer Community Plus User
• Add Vlocity Document Template Library for Customer Community Plus User
• Assign Installed Package License to the Customer Community Plus User
• Using the docGenerationSample/singleDocxLwcGuestUser OmniScript
• Configure the Default Contract State Model
• Configure a Customized State Model
• Configure the Contract Approval Process
• Configure Contract Status Custom Settings
• Defining Vlocity Actions for Contracts
• Sample Contract Lifecycle
• Previewing a Contract
• Submitting a Contract for Approval
• Submitting a Contract for eSignature
• Renewing a Contract
• Setting a Contract For Auto Renewal
• Terminating a Contract
• Why Do I Receive Apex Errors When Changing a Contract Status?
• PDFTron Legal Licensing
• Contract Actions Summary
• Creating a Contract from an Opportunity, Order, or Quote
• Creating a Contract from a Proposal
• Creating a Contract from a Custom Object
• Contract Creation Example
• Creating a Custom Section in a Contract Template
• Batch Generation Example Class
• Viewing a Contract Document by Section View or Page View
• Create Contracts From Large Quotes
• Using the clm/asyncQuoteToContract OmniScript
• Set Up The Trigger for Email Notification
• Multi-Site Quote to Contract API
• Multi-Site Update API
• Multi-Site Delete API
• Using the Async Quote To Contract DataRaptors
• Continuing to Customize a Contract Document
• Checking In a Contract Document
• Redlining a Contract Document for Web Templates
• Reconciling Contract Documents
• Comparing Contract Document Versions
• Accepting and Rejecting Changes
• Attaching a File to a Contract
• Deleting a File From a Contract
• Locking and Unlocking a Contract Document Version
• Creating a New Version of a Contract Document
• Deleting Document Versions
• Why Do I See a License Required Error?
• Share a Generated Contract Document With a User
• Add Profile to a Library
• Save Generated Documents to a Default Library
• Select Templates for CLM or Foundation DocGen
• Hide Document Template Designer tab or Vlocity Document Template tab
• Document Generation and CLM Post Installation and Post Upgrade Steps
• Enable Server-Side Document Generation Setting for the Salesforce...
• Supported Browsers and Devices for Client-Side Document Generation
• Client-Side and Server-Side Document Generation in CLM Compared
• Creating a Microsoft Word or Microsoft PowerPoint Template
• Embedding Fonts in a Microsoft Word or PowerPoint Document
• Tokens in Microsoft Word or Microsoft PowerPoint Documents
• Inserting DocuSign Signature Tags
• Test a Microsoft Word or Microsoft PowerPoint Template by Using Data
• Configure Contract Type Settings
• Create a Context Section
• Context Section Considerations
• Rules For Using a Custom Class in a Microsoft Word or Microsoft...
• Create a Basic DataRaptor Extract and DataRaptor Transform in CLM
• Create Custom Hyperlink Fields in your Object
• Add Hyperlink in Text Field
• Map Hyperlink Tokens in the DataRaptors
• Create Custom Rich Text Fields in your Object
• Add Content in the Rich Text Field
• Map Rich Text Tokens in the DataRaptors
• Upload Images in your Salesforce Org
• Create Custom Image Fields in your Object
• Map Image Name to Custom Image Field in Your Object
• Map Image Tokens in the DataRaptors
• Sample Custom Class To Retrieve Images
• Known Limitations in Dynamic Rich Texts, Hyperlinks, and Images
• Sample Custom Class for Hyperlinks and Rich Text
• Creating a Document Template Section in CLM
• Creating a Clause Section in the Document Template Designer
• Creating an Item Section in the Document Template Designer
• Creating a Repeating Content Section in the Document Template Designer
• Creating a Signature Section
• Creating an Image Section in the Document Template Designer
• Creating an Embedded Template Section in Document Template Designer
• Creating a Context Section in Document Template Designer
• Creating a Custom Section for Vlocity Web Templates
• Conditionalizing a Section Using Product Lists
• Conditionalizing a Section Using Entity Filters
• Configuring Contract Document Settings
• Creating a New Object-Based Template
• Creating a New JSON-Based Template
• Test a Web Template by Using Data
• Formatting a Web Template
• Comparing Vlocity Web Templates and Microsoft Word and Microsoft...
• Install CLM Templates
• Customize CLM Templates
• Use Contract Lifecycle Management Templates in OmniScripts
• Understanding JSON-Based Mapping Contract Templates
• Conditionalizing Line Items Using Formulas
• Creating a New Document Template Version
• Cloning a Document Template in ​Salesforce Industries...
• Mapping Tokens in a Section
• Updating a Document Template
• Activating a Contract Document Template
• 1. EnterObject step
• 2. Pick a Template Type step
• 3. Get Document Templates DataRaptor Extract action
• 4. Pick Templates step
• 5. Set Values step
• 6. CreateObjDocument remote action
• 7. Generate Document step
• 8. Email action
• Exporting a Contract Document Template
• Importing a Contract Document Template
• clmOsDocxGenerateDocument Lightning Web Component
• clmOsDocxGenerateWordDocument Lightning Web Component
• clmDocxPreviewDocument Lightning Web Component
• clmDocumentPreviewer LWC
• clmSelectableItems Lightning Web Component
• clmPdfConverter Lightning Web Component
• clmShowThumbnail Lightning Web Component
• clmShowPdfThumbnail Lightning Web Component
• clmShowWordPptThumbnail Lightning Web Component
• clmUtils Lightning Web Component
• clmOsWebGenerateDocument Lightning Web Component
• Using the Generic Document Generation OmniScript
• Adding the docGenerationSample/singleDocxLwc OmniScript to Pages
• Using the docGenerationSample/singleDocxVF OmniScript
• Using the docGenerationSample/multiDocxVF OmniScript
• Using the docGenerationSample/singleWebVF OmniScript
• Server-Side Document Generation Integration Procedures in CLM
• Sample Apex Code for Server-Side Document Generation
• multiDocxLwc OmniScript Steps
• multiDocxLwc OmniScript Structure
• Using the docGenerationSample/singleWebLwc OmniScript
• multiPDFConvertLwc OmniScript Steps
• multiPDFConvertLwc OmniScript Structure
• Search for Docx Content Version IDs from Developer Console
• Sample Code to Retrieve Blocked Requests
• Create DocGenRetryBlockedBatch Apex Class
• Retrieve and Reprocess Blocked Requests

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• Salesforce Help
• Vlocity Contract Lifecycle Management

Microsoft Word and Microsoft PowerPoint Document Templates

You can create Microsoft Word or Microsoft PowerPoint documents that contain formatted text, including tables, paragraphs, columns, and images.

Prior to ​Salesforce Industries Communications, Media, and Energy Winter '18, Minor release, Version 101.2.900.151, when a document template was created using the Template Designer, the template was stored in a Salesforce table in HTML format. Because they are defined using the cloud-based Document Template Designer and stored natively as HTML, these templates are Vlocity Web Templates.

Beginning with ​Salesforce Industries Communications, Media, and Energy Winter '18, Minor release, Version 101.2.900.151, Vlocity CLM supports Microsoft Word (.docx) and Microsoft PowerPoint (.pptx) templates. You can create a .docx or .pptx file and drop it into a named Document Template object.

Don't enable content control while designing a new .docx template.

Insert tokens into the documents, to include dynamic data merged from JSON . Tokens in these templates use the format {{ token_name }}. At this time, all Microsoft Word and Microsoft PowerPoint templates are JSON-based templates. For more information about JSON-based templates, see Understanding JSON-Based Mapping Contract Templates . The tokens in the Microsoft Word or Microsoft PowerPoint templates are automatically extracted into the mapping DataRaptor that is attached to the Document Template objects. Then, these tokens can be mapped to an input JSON. For more information about tokens in Microsoft Word and Microsoft PowerPoint documents, see Tokens Into Microsoft Word or Microsoft PowerPoint Documents . Tokens can display variable data, repeat items from an input data array, or check conditional logic.

Because tokens in Microsoft Word and Microsoft PowerPoint document templates are always mapped using JSON-based data mapping, the generation process is similar to that of JSON-based Vlocity Web Templates. The extract and transform DataRaptors attached to the Document Template object can extract and transform data before it is merged with the template at contract generation.

After you complete the template, drag it to a Document Template object. The Document Template object is a container to hold the .docx or .pptx file. For more information, see Creating a Microsoft Word or Microsoft PowerPoint Template .

Use a Microsoft Word template to generate a Microsoft Word output document that can be converted to PDF. Use a Microsoft PowerPoint template to generate a Microsoft PowerPoint output document that can be converted to PDF.

You can generate Vlocity Web Template documents and Microsoft Word documents in Vlocity CLM. However, you cannot generate Microsoft PowerPoint documents in Vlocity CLM.

You can also generate documents from an OmniScript . Vlocity provides a generic OmniScript to generate documents. For more information, see Test a Microsoft Word or Microsoft PowerPoint Template Using Data .

When you upload a .docx or .pptx file, it is stored in Salesforce content. It is not an attachment. Currently, exporting a Vlocity Document Template of type .docx or .pptx as part of a DataPack is not supported. Existing export functionality does not support pulling files from Salesforce content. Exporting these document templates will be supported in a future release. At this time, to move a Vlocity Document Template of type .docx or .pptx from one org to another, you must create a Vlocity Document Template in the target org and attach the .docx or .pptx file to it. You can export the DataRaptors attached to the document template, and then import and attach them in the target org.

All typical document template features, such as versioning, cloning, and activating, are supported in Microsoft Word and Microsoft PowerPoint templates.

• Creating a Microsoft Word or Microsoft PowerPoint Template Using Microsoft Word or Microsoft PowerPoint, create documents that contain formatted text, including tables of contents, tables, paragraphs, columns, and images. You can also include tokens, or variables, to merge data from a JSON source when you generate the document.
• Embedding Fonts in a Microsoft Word or PowerPoint Document When you generate PDF documents using the Vlocity Client-Converter as your setting, you must embed fonts in Microsoft Word or PowerPoint. When you embed fonts, the document saves those fonts and the user will see those fonts regardless of whether the fonts are installed on their own computer.
• Tokens in Microsoft Word or Microsoft PowerPoint Documents You can insert multiple types of tokens in a Microsoft Word or Microsoft PowerPoint document template, such as variables, repeating content, condition evaluation, dynamic images, hyperlinks, and rich text. During document generation, tokens are replaced with actual data in the generated document.
• Inserting DocuSign Signature Tags In Vlocity Web Templates, you can create signature sections. In Vlocity Document Templates based on Microsoft Word or Microsoft PowerPoint documents, you must insert the DocuSign signature tags directly into the Microsoft Word (.docx) or Microsoft PowerPoint (.pptx) file.
• Test a Microsoft Word or Microsoft PowerPoint Template by Using Data Test Template feature lets you quickly preview Microsoft Word .docx and Microsoft PowerPoint .pptx document templates by using actual data.
• Reconcile Documents for Microsoft Word DOCX Templates To track changes in documents for Microsoft Word DOCX templates, you must configure custom settings, contract type settings, and set up context sections or clause sections.
• Create a Context Section Use context sections to mark and track changes to text areas in a Microsoft Word document. By setting up these context sections, you can see when reviewers make changes in later versions of the document.
• Context Section Considerations These guidelines for reconciling documents based on Microsoft Word DOCX templates can help you avoid errors when you create templates with context sections.
• Rules For Using a Custom Class in a Microsoft Word or Microsoft PowerPoint Template You must use a particular structure and content when you create a custom Apex class to use in a Microsoft Word or Microsoft PowerPoint document template.
• Create a Basic DataRaptor Extract and DataRaptor Transform in CLM You can create a basic DataRaptor Extract and DataRaptor Transform to pull the information from a contract object into the Microsoft Document template.
• Client-Side Document Generation Supports Dynamic Hyperlinks, Rich Texts, Images Use hyperlinks, rich text, and image tokens in document templates to insert dynamic URLs, rich texts and images in the generated DOCX and PDF files.

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