Siebel 8.1.x Application Administration

• Course Overview
• Course Content
• Customer Reviews

Course Overview

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The Siebel Application Administration training course is intended for application administrators responsible for supporting initial and ongoing administration of Siebel applications. The initial section of Siebel Application Administration 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.

Course Content

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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

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 and Alerts
• 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

• Administering Siebel iHelp
• 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 Job
• 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

Customer Reviews

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