Exporting to Powerpoint

You can export the contents of an Account Manager plan (or just the relationship map and insight map of an individual account) to a Powerpoint (.pptx) file. This provides you with the basic materials to prepare a presentation showing what the Account Manager plan contains.

To generate the Powerpoint file:

  1. Open the Account Manager plan.

  2. Click the Exports button the in top right of the page and select PPT Export.

  3. The Export Plan to Powerpoint dialog opens. Here you can select which elements of the plan you want to include in the Powerpoint file. (The set of options you get depends on the configuration of your org.)

  4. When you have made your selections, click Export.When the Powerpoint export file is ready, click the link Click to save.

  5. In the PowerPoint file itself, a small bit of editing is required to get the best view of exported account relationships (if relationships are included in your export).

    1. Ensure that Enable Editing is activated for the PPT file (this step should not be necessary on a Mac).

    2. Scroll down to the Relationships slide.

    3. Right-click on the list of contacts and select Convert to SmartArt (as shown in the example below).

      On a Mac, click into the bulleted list and in the PowerPoint Elements Gallery, select the SmartArt Graphics tab/button.

    4. Select the Organization Chart or the Hierarchy List diagram.

      On a Mac, click the Hierarchy section and select either the Organization Chart or Hierarchy diagram.

Note: You can generate a PPT export for an account's relationship and insight map from either map (by clicking the export button as explained above). To generate a PPT of only insights, you need to access the insight map in slideshow mode. In this mode, click the PPT icon (as shown below) to generate a PPT file for the section of the map that is currently displayed.

The software names Powerpoint export files as follows:

  • For Powerpoint exports of an Account Manager plan, the format of the Powerpoint file name is 'AM_[Account Manager Plan Name].pptx'

    • Example: 'AM_Demo Ancaster Inc Major Account Manager Plan.pptx'

  • For Powerpoint exports of an account's relationship map and insight map, the format of the Powerpoint file name is 'PANDP_[Account Name].pptx'
  • For Powerpoint exports of an insight map section, the format of the Powerpoint file name is 'InsightMap_[Section Title].pptx'

    • Note: To export account relationship map and insight map data only, or to export an insight map section, you need to access either map from the Account Manager launchpad on the Account record, or from the Account Summary panel on the Overview tab of an Account Manager plan. The export option is not available if you access the relationship map or insight map from the opportunity map.

An administrator can configure which options are available for selection in a Powerpoint export. This involves enabling and disabling settings as appropriate in Altify Powerpoint custom settings.

The options available for Powerpoint export also depend on which features of the software have been enabled for users.

For more information, please talk to your Altify Administrator.

Altify supports a PPT export size of about 130 slides. You may encounter an error if you attempt to export a very large Account Manager plan. In this scenario, you can export the plan to PowerPoint by doing the following:

  1. Close the error message and remove the JSON that was generated by your attempted export from the Documents folder in Salesforce.

  2. Follow the process documented above, selecting just one plan element in the Export Plan to Powerpoint dialog (step 3).

  3. Repeat the export process for each plan element (Insight Map, Opportunity Map, etc.).

  4. Manually combine your exported files into a single PPT file if required.