Siebel 8.1.x Application Administration (Self-Study Course)
Course Objectives
- Use a Siebel application
- Use access control to limit user visibility to application views and records
- Create and administer literature
- Customize the user experience
- Administer lists of values
- Administer quick fill templates and predefined queries
- Create and administer message broadcasts and alerts
- Create and administer activity templates and sales methods
- Create and administer assessment templates
- Create iHelp items
- Administer approvals
- Administer the Universal Inbox
- Create and submit jobs
- Administer Siebel State Model
- Administer Audit Trail
- Set system preferences
Product Description
- Introduction to Siebel CRM
- Navigating Siebel CRM Applications
- Working with Data in Siebel CRM Applications
- Exploring the Siebel Architecture
- Understanding Object Definitions
- 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
- Administering Literature
- Customizing the User Experience
- Modifying Tab Layouts
- Administering View Links
- Customizing Home Pages
- Resetting a User's Preferences
- Administering Lists of Values
- Administering Lists of Values
- Administering Phone Formats
- Administering Hierarchical Lists of Values
- Administering Initial Data
- Countries, Currencies, Languages, and Locales
- Periods
- Time Zones
- Households
- Expense Types and Payment Terms
- ZIP Codes
- Industries
- "Contact Us" Information
- Quick Fill Templates and Predefined Queries
- Administering Quick Fill Templates
- Administering Predefined Queries
- Understanding the Default Predefined Query
- Administering Message Broadcasts and Alerts
- Administering Message Broadcasts
- Administering Alerts
- Administering Activity Plans and Templates
- Defining Activities, Activity Plans, and Activity Templates
- Administering Activity Templates
- Administering Sales Methods
- Administering Assessment Templates
- Administering Siebel iHelp
- Comparing Siebel iHelp, Task UI, and SmartScripts
- Creating iHelp Items
- Administering Business Automation
- Defining Business Services, Business Service Methods, and Arguments
- Activating Workflows
- Administering Inbound Web Services
- Administering Approvals
- Administering the Universal Inbox
- Administering Siebel Reports
- Submitting Jobs
- Submitting Jobs
- Creating Job Templates
- Creating State Models
- Administering Audit Trail
- 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
- Administering Assignment Manager