Siebel 8.1x Business Analyst

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Course Overview

By attending this Siebel Business Analyst Training Participants will learn the complete out of the box functionality of Siebel CRM so that they are able to map the requirements of the customer to the standard features. Siebel Business Analyst program also tells them about the tools used in Siebel to customize its functionality.

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

Customer Reviews

Thanks to Xpertised and the tutor who walked me through all the topics with Practical exposure which is helping me in my current project.

Course was quite helpful in terms of understanding of concepts and practicality. Its really a very friendly environment to learn. The timing were mutually chosen, as we both are working professional. I am quite satisfied with the course.


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