> > D67589

Fundamentals for Business Analysts (Siebel 8.0) (Self-Study Course)


Who should attend

  • Business analysts
  • Project managers
  • Technical consultants

Course Objectives

  • Navigate and work with data in Siebel applications
  • Use common Siebel business entities
  • Use common Siebel Sales features
  • Use common Siebel Call Center features
  • Use common Siebel Field Service features
  • Describe best practices for a Siebel implementation project
  • List the components of the Siebel Web architecture
  • Control access to views and customer data in a Siebel application
  • Create a company structure
  • Use Siebel Tools to examine object definitions
  • Describe how business and UI layer objects can be modified to meet user requirements
  • Use Siebel Workflow, Assignment Manager, and Task UI to meet user automation requirements
  • Design iHelp items to assist end users
  • Specify global deployment options for a Siebel application

Product Description

  • Navigating and Working with Data in the Siebel Interface
    • Introducing Siebel CRM Applications
    • Navigating Siebel applications
    • Creating, modifying, and deleting records
    • Querying for data
  • Common Siebel Business Entities
    • Representing customers with Accounts and Contacts
    • Describing tasks with Activities
    • Defining sales-related objects with Opportunities and Quotes
    • Resolving customer issues with Service Requests
    • Using Siebel business entities to implement business practices
  • Siebel Application Functionality
    • Siebel Sales scenario: Opportunity Management
    • Siebel Sales scenario: Forecasting
    • Other Siebel Sales Features
    • Siebel Call Center: service scenario
    • Siebel Call Center features (SmartScripts, Service Analytics, Hotelling and Multi-tenancy)
    • Siebel Field Service scenario
    • Assets and Warranties
  • Siebel Automation and Other Application Features
    • Siebel Workflow
    • Siebel Assignment Manager
    • Siebel Task UI
    • Other features (Siebel Search, Audit Trail, Reports, iHelp, Siebel Tools)
  • Best Practices for Siebel Implementations
  • Exploring the Siebel Architecture
    • Server-side components of the Siebel Web Architecture
    • Siebel client types
  • Access Control
    • Securing Siebel Applications
    • Controlling access to views
    • Controlling access to customer data
    • Creating a company structure
  • Exploring the Siebel Application Architecture
    • Understanding object definitions behind the Siebel user interface (UI)
    • Examining object definitions with Siebel Tools
  • Specifying Siebel Application Customizations
    • The Siebel Data Model
    • Siebel business components
    • Siebel business objects
    • Picklists and multi-value groups
    • Customizing UI elements
  • Specifying Siebel Automation
    • Defining Siebel Workflow
    • Using Assignment Manager to assign records
    • Automating user interactions with Task UI
  • Creating iHelp Items to Assist Users
  • Preparing for a Global Deployment
Price (excl. tax)

1,754.- €