Presentation source files and creation methods
Key Takeaway
The source file type decides what a presentation can do. Sales reps can build custom presentations only from HTML presentation pages, so pages that come from a PDF source can't go into a custom presentation.
In Life Sciences Customer Engagement, Intelligent Content presentations start as source files. Admins upload the source files and distribute the presentations to sales reps. Reps show the presentations page by page in the presentation player. A source can be ZIP files that hold HTML content, or it can be a single PDF. The type you choose decides what the presentation can do, such as play videos or be reused in custom presentations. Admins can also build presentations by reusing pages already in the org. Sales reps can build their own custom presentations from existing HTML pages.
Two types of source files
Life Sciences Customer Engagement supports two types of presentation source files: ZIP files and PDFs. Whichever type you use, design the source files to be responsive for different iOS devices.
| ZIP-based presentation | PDF-based presentation | |
|---|---|---|
| Packaging | A separate ZIP file for each presentation page, holding the HTML content for that page | All content in a single PDF |
| In the presentation player | Each page shows separately | Each page of the PDF shows as a separate presentation page |
| Videos | Supported | Not supported |
| Custom presentations | Supported, because the pages are HTML | Not supported |
In a ZIP-based presentation, admins can associate each page with a product and a key message so Salesforce can track metrics for each page.
For reps to send a presentation as an email attachment, the presentation's files must include a PDF version of the presentation. Without that PDF, an HTML-only ZIP presentation can't be sent as an attachment.