Course Content
Introducing Siebel Applications
- Describe Siebel Customer Relationship Management (CRM) applications
- Give examples of employee and partner Siebel CRM applications
Using the Siebel Web Client
- Start and log in to a Siebel application
- Navigate screens and views in the application
Working with Data in the Siebel User Interface
- Create, modify, and delete records
- Query for records
Common Siebel Business Entities
- Identify common business entities (Accounts, Contacts, Activities,Opportunities, and Quotes)
- Describe relationships between these entities
Using Siebel Business Entities
- Give an example of how a company could use Siebel business entities to support a business process
Exploring Siebel Sales
- Describe how Siebel Sales users manage opportunities
- Describe how forecasts can be used
- Describe advanced Siebel Sales features
Exploring Siebel Call Center
- Use Siebel Call Center to assign and handle service requests
- Describe advanced Siebel Call Center features
Other Siebel CRM Features
- Use iHelp for assistance with complex procedures
- Describe the Universal Inbox functionality
- Run a Siebel Report
- Use Audit Trail to examine changes to a record
- Describe how to use Siebel Search to locate information
Administering Siebel Applications
- Describe how administrative users manage Siebel data and functionality
- Identify commonly used administrative screens
Exploring the Siebel Architecture
- Identify the major architectural components and their roles
- Describe how different Siebel client types access data
Securing Siebel Applications
- Describe the major entities that support security within a Siebel application
- Describe the types of authentication supported by Siebel CRM Applications
Controlling Access to Views
- Describe the relationships among views, users, and responsibilities
- Outline two strategies for assigning views to responsibilities
Controlling Access to Customer Data
- Describe the Siebel mechanisms that determine access to customer data records
- Describe the relationship between views and access control mechanisms
Creating the Company Structure
- Create position, division, and organization hierarchies
- Create employees and users
Understanding Object Definitions
- Describe the major types of object definitions
- Describe the relationships between them
- Use About View
Using Siebel Tools to Examine Object Definitions
- Explain the differences between an object type and an object definition
- Use Siebel Tools to examine parent and child object definitions
- Determine relationships between object definitions
The Siebel Data Model
- Describe the role of tables, columns, keys, indexes, and data types
- Describe how cardinality between tables is represented
- Describe 1:1 and 1:M extension tables
Siebel Business Components
- Describe business components (BCs)
- Describe properties of BCs and BC fields
- Map UI controls and list columns to BC fields
Siebel Business Objects
- Define a business object
- Describe how links are used to relate business components within a business object
Picklists and Multi-Value Groups
- Identify different types of picklists
- Define a multi-value group (MVG)
Customizing UI Elements
- Specify UI elements as part of a solution
Siebel Workflow
- Describe the different steps of a workflow process
- Describe the behavior of workflow processes
- Examine existing workflow processes
- Contrast methods used to invoke workflow processes
Siebel Assignment Manager
- Describe Siebel Assignment Manager
- Identify the parts of an assignment rule
Siebel Task UI
- Describe Siebel Task UI
- Invoke and complete a task
Preparing for a Global Deployment
- Define terms related to a global deployment
- Describe Siebel internationalized features
- Discuss requirements and best practices for a global deployment
Integrating Siebel Applications
- Explain the business need for integration
- Describe Siebel integration solutions at the data, business, and UI layer
- Define service-based integration
