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Siebel 8.1.x Application Administration |
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| Format: Formation en classe avec formateur |
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The Siebel 8.1.x Application Administration course is intended for application administrators responsible for supporting initial and ongoing administration of Siebel applications. The initial section of the course provides grounding in key Siebel CRM concepts, including navigating the application, the Siebel CRM architecture, and the Siebel CRM object model. The next section describes access control, and how employees and application data must be administered. The third section covers literature, initial data, and administration that directly impact the user experience: user preferences, lists of values, certain types of data, predefined queries, quick fill templates, message broadcasts, alerts, activity templates, assessment templates, and iHelp. The fourth section introduces business automation such as workflows, and then discusses administration topics that require them, such as approvals, the Universal Inbox, and Siebel Reports. The final section covers additional administration topics such as submitting jobs, state models, the audit trail, system preferences, and administering Assignment Manager.
Learn To:
- Navigate a Siebel CRM application
- Use access control to limit user visibility to application views and records
- Enhance user productivity using tab layouts, view links, and predefined queries
- Administer initial data and lists of values
- Administer assessment templates, activity templates, and so forth
- Administer approvals, inboxes, and reports
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Compétences acquises |
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Use a Siebel applicationUse access control to limit user visibility to application views and recordsCreate and administer literatureCustomize the user experienceAdminister lists of valuesAdminister quick fill templates and predefined queriesCreate and administer message broadcasts and alertsCreate and administer activity templates and sales methods
| | Create and administer assessment templatesCreate iHelp itemsAdminister approvalsAdminister the Universal InboxCreate and submit jobsAdminister Siebel State ModelAdminister Audit TrailSet system preferences
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SB-APP-ADMIN |
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Formation en classe avec formateur |
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| Durée: |
5 |
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Oracle |
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| Frais d’inscription (CAD): 5,150$ |
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| Atlanta, GA | | Oct.1 - Oct.5.2012 |  | | | 1 Dates Offered | | | |
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Siebel 8.1.x Application Administration Contenu détaillé |
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| Introduction to Siebel CRM
| - Navigating Siebel CRM Applications
- Working with Data in Siebel CRM Applications
- Exploring the Siebel Architecture
- Understanding Object Definitions
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| Access Control of Records and Views
| - Security and Access Control
- Responsibilities and Views
- Users, Positions, and Organizations
- Controlling Access to Customer Data
- Catalogs and Master Data
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| Customizing the User Experience
| - Modifying Tab Layouts
- Administering View Links
- Customizing Home Pages
- Resetting a User's Preferences
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| Administering Lists of Values
| - Administering Lists of Values
- Administering Phone Formats
- Administering Hierarchical Lists of Values
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| Administering Initial Data
| - Countries, Currencies, Languages, and Locales
- Periods
- Time Zones
- Households
- Expense Types and Payment Terms
- ZIP Codes
- Industries
- "Contact Us" Information
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| Quick Fill Templates and Predefined Queries
| - Administering Quick Fill Templates
- Administering Predefined Queries
- Understanding the Default Predefined Query
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| Administering Message Broadcasts and Alerts
| - Administering Message Broadcasts
- Administering Alerts
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| Administering Activity Plans and Templates
| - Defining Activities, Activity Plans, and Activity Templates
- Administering Activity Templates
- Administering Sales Methods
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| Administering Assessment Templates
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| Administering Siebel iHelp
| - Comparing Siebel iHelp, Task UI, and SmartScripts
- Creating iHelp Items
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| Administering Business Automation
| - Defining Business Services, Business Service Methods, and Arguments
- Activating Workflows
- Administering Inbound Web Services
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| Administering the Universal Inbox
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| Administering Siebel Reports
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- Submitting Jobs
- Creating Job Templates
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| Administering Audit Trail
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| Setting System Preferences
| - Default MVG Exists Query
- Auto Mgr Calendar Access
- Forecast: Auto-Forecast
- Default Time Zone
- Universal Time Coordinated
- Strict Date Format
- Quick Print Application and Quick Print Output Format
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| Administering Assignment Manager
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