Setting up CS Presentation Templates

CS presentation templates can be used to export various Customer Success Cloud content, such as business review summaries. Administrators create CS presentation templates so that customer success managers can select them when exporting business review summaries.

Designing an Effective CS Presentation Template

Before you create a CS presentation template, consider the following tips to make sure each section of the summary is exported correctly. For the full list of supported placeholders, see CS Presentation Template Mappings.

  • Use the placeholder names exactly as documented. Placeholder recognition is case-sensitive, so match the spelling and capitalization according to the CS presentation template mappings.
  • Type or paste each placeholder in a single, continuous action, with no spaces inside or between the curly brackets. Keeping the placeholder as one unbroken string allows it to be recognized during export. For example, type {{executiveSummaryContent}} exactly as shown, and not with spaces such as {{ executiveSummaryContent }}.
  • Place each placeholder in a text box of its own. To keep static headings or labels visible alongside the AI-generated content, use separate text boxes for them.
  • Apply formatting such as bold, color, font size, or strike-through to a placeholder, or to the text box that contains it. The exported content uses the same formatting as the placeholder, so you can style the placeholder to set how the exported summary looks.
  • Apply formatting consistently across the entire placeholder. Uniform formatting keeps the placeholder intact and carries your chosen styling through to the exported summary.
  • Turn off the spell checker for the template, or for the text boxes that contain placeholders, to stop it splitting the placeholders apart.
Note:
Placeholder names join words without spaces, for example {{executiveSummaryContent}}. The spell checker does not recognize these names and can split a placeholder into separate parts. A split placeholder is not matched during export, so it is not replaced. If a placeholder is not replaced during export, delete it, retype it as one unbroken string with the spell checker turned off, and export again.

Creating a CS Presentation Template

To create a CS presentation template:

  1. Do one of the following to open the Create CS Presentation Template window:

    • In the Actions panel on the Customer Success Management Workspace, click Create CS Presentation Template.
    • In the Export as Presentation window, click Create CS Presentation Template.

  2. Do one of the following:

    1. Click Upload Files and select the PPTX file you want to use.
    2. Drop the file you want in the Upload Template area.

    3. The file name is displayed next to the button.

  3. Enter a name for the CS presentation template.
  4. [Optional] Select an account for the CS presentation template. If no account is selected, the template is available for all accounts.
  5. Select a type for the CS presentation template. This is automatically populated when creating a template from the Export as Presentation window.
  6. [Optional] Enter a description for the CS presentation template.
  7. Click Create.
Notes:
  • The user must have Create permission to the CS Presentation Template object to view the Create CS Presentation Template button in the Export as Presentation window.
  • As a CS Administrator, you can also create a CS presentation template from the CS Presentation Template Configuration section of the Customer Success Administration page. Click Create CS Presentation Template to open a window where you upload the PPTX file and set the template's name, type, account, and description in a single step. For more information, see Customer Success Administration Overview.