> > D77178

Siebel 8.1.x Application Administration (Self-Study Course)

 

Who should attend

  • End users

Course Objectives

  • Use a Siebel application
  • Use access control to limit user visibility to application views and records
  • Create and administer literature
  • Customize the user experience
  • Administer lists of values
  • Administer quick fill templates and predefined queries
  • Create and administer message broadcasts and alerts
  • Create and administer activity templates and sales methods
  • Create and administer assessment templates
  • Create iHelp items
  • Administer approvals
  • Administer the Universal Inbox
  • Create and submit jobs
  • Administer Siebel State Model
  • Administer Audit Trail
  • Set system preferences

Product Description

  • 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
    • 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
    • Comparing Siebel iHelp, Task UI, and SmartScripts
    • 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 Jobs
    • 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
Price (excl. tax)

2,105.- €

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