Fundamentals for Business Analysts (Siebel 8.0) (Self-Study Course)
Who should attend
- Business analysts
- Project managers
- Technical consultants
Course Objectives
- Navigate and work with data in Siebel applications
- Use common Siebel business entities
- Use common Siebel Sales features
- Use common Siebel Call Center features
- Use common Siebel Field Service features
- Describe best practices for a Siebel implementation project
- List the components of the Siebel Web architecture
- Control access to views and customer data in a Siebel application
- Create a company structure
- Use Siebel Tools to examine object definitions
- Describe how business and UI layer objects can be modified to meet user requirements
- Use Siebel Workflow, Assignment Manager, and Task UI to meet user automation requirements
- Design iHelp items to assist end users
- Specify global deployment options for a Siebel application
Product Description
- Navigating and Working with Data in the Siebel Interface
- Introducing Siebel CRM Applications
- Navigating Siebel applications
- Creating, modifying, and deleting records
- Querying for data
- Common Siebel Business Entities
- Representing customers with Accounts and Contacts
- Describing tasks with Activities
- Defining sales-related objects with Opportunities and Quotes
- Resolving customer issues with Service Requests
- Using Siebel business entities to implement business practices
- Siebel Application Functionality
- Siebel Sales scenario: Opportunity Management
- Siebel Sales scenario: Forecasting
- Other Siebel Sales Features
- Siebel Call Center: service scenario
- Siebel Call Center features (SmartScripts, Service Analytics, Hotelling and Multi-tenancy)
- Siebel Field Service scenario
- Assets and Warranties
- Siebel Automation and Other Application Features
- Siebel Workflow
- Siebel Assignment Manager
- Siebel Task UI
- Other features (Siebel Search, Audit Trail, Reports, iHelp, Siebel Tools)
- Best Practices for Siebel Implementations
- Exploring the Siebel Architecture
- Server-side components of the Siebel Web Architecture
- Siebel client types
- Access Control
- Securing Siebel Applications
- Controlling access to views
- Controlling access to customer data
- Creating a company structure
- Exploring the Siebel Application Architecture
- Understanding object definitions behind the Siebel user interface (UI)
- Examining object definitions with Siebel Tools
- Specifying Siebel Application Customizations
- The Siebel Data Model
- Siebel business components
- Siebel business objects
- Picklists and multi-value groups
- Customizing UI elements
- Specifying Siebel Automation
- Defining Siebel Workflow
- Using Assignment Manager to assign records
- Automating user interactions with Task UI
- Creating iHelp Items to Assist Users
- Preparing for a Global Deployment