Course Content
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