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Oracle CRM On Demand Administration Essentials; Training-on-Demand

 

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 course examines the fundamental concepts of Oracle CRM On Demand administrative functionality. It defines the role of the company administrator and includes instruction on administrator tasks and duties. Through a series of hands-on lab exercises, participants learn how to set up, customize, and administer Oracle CRM On Demand for a company.

Practical application of the skills taught in the class is reinforced by hands-on exercises built on real-life implementation scenarios. Starting with a new, default CRM On Demand environment, participants determine business requirements and complete all the customization steps required to get the application up and running for end users. Examples follow recommended implementation practices, allowing students to test new skills in a safe environment with instructor support.

Learn To:

  • Customize the application to meet company-specific business requirements
  • Define appropriate default settings and password policies for the company
  • Embed sales methodology into the application to enforce best practices
  • Set up users in the application and provide them with the appropriate visibility and access to information
  • Extend the application functionality and perform critical maintenance tasks
  • Identify the tools and resources available to help administrators be successful

Course subjects

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 actions and trigger events
  • 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)

3,220.- €

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