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Siebel CRM Admin Online Training Course Content

Siebel CRM Introduction

  • Siebel CRM Applications Navigating
  • Siebel CRM Applications Working with Data
  • iebel Architecture Overview
  • nderstanding 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
  • Tab Layouts Modifying
  • Administering View Links
  • Home Pages Customizing
  • 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

  • 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