Oracle CRM On Demand Administration Essentials (Self-Study Course)

 

Who should attend

  • Technical consultants
  • Project managers
  • Business analysts

Prerequisites

  • Basic Microsoft Windows navigation skills
  • Familiarity with Web-based applications
  • Basic file-management skills

Course Objectives

  • Customize fields and page layouts
  • Configure automatic record assignment rules
  • Embed your sales methodology in CRM On Demand
  • Automate actions with workflow rule
  • Manage users and roles
  • Manage analytic reports
  • Use CRM On Demand with other applications
  • Maintain the application and perform critical maintenance
  • Control access to records
  • Describe the role of the administrator

Product Description

  • The Role of the Administrator
    • Administrator tasks
    • Administration application pages
    • Resources and setup templates
  • Setting Up the Company Defaults and Password Controls
    • Settings in the company profile
    • Security settings
    • Sign in and password controls
  • Managing Visibility and Access Control
    • Features that control data visibility and access
    • Access profiles
    • Role management
    • Manager visibility
    • Setting up users
    • Flexible data sharing with books of business
  • Customizing Fields and Page Layouts
    • New or modified fields
    • Cascading pick lists
    • Default field values
    • Web links
    • Detail page and related information section layouts
    • Dynamic page layouts
    • Homepage, Search, Action Bar, and Convert Lead layouts
  • Extending the Application
    • New record types
    • Custom Web tabs
    • Web applets
  • Setting Up a Product Catalog and Forecast Schedule
    • Products and product categories
    • Forecast types
    • Forecast schedule setup
    • Opportunity forecasts
  • Assigning Records Automatically
    • Automatically assign records
    • Assignment rule groups
    • Assignment rule criteria
    • Assign territories and teams
  • Embedding Your Sales Methodology
    • Sales stages and pipeline reports
    • New or modified sales processes
    • Sales process coach
  • Using Workflow Rules to Automate Actions
    • Workflow rules
    • Workflow monitoring
  • Managing Access to Reports and Analyses
    • Prebuilt and custom analytics
    • Visibility to data in reports
    • Access controls for reports
    • Homepage analyses
  • Performing critical maintenance tasks
    • Managing users
    • Updating forecast definitions
    • Managing records and data quality
    • Monitoring alerts
    • Testing new features
    • Understanding environments
Price (excl. tax)

1,403.- €

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