SIEBEL CRM

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Siebel CRM Online Training Course Content

Introduction

  • Siebel Applications
  • Introduction Siebal Application
  • Implementing Siebel Applications
  • Using the Siebel Client
  • Working with Data in the User Interface
  • Comparison of the Siebel CRM versions (7.5/7.7/7.8/8.0)

Architecture and  Software Installation

  • Explplain  the Siebel Architecture
  • How Clients Access Seibel Data
  • How To Installing Siebel software
  • Introducing Server Administration
  • Server Components and Parameters
  • Server configuration and Management

Security 

  • Securing Siebel Access to the Applications
  • Controlling Access to views
  • Controlling Access to Customer Data
  • Creating the Company Structure
  • Controlling Access to Master Data
  • Authenticating Users
  • Understanding object Definitions behind a Siebel Applications
  • Understanding Siebel Tools to Examine Object Definitions
  • Understanding the Siebel Data Model
  • Understanding Business Components
  • Understanding Party Business Components
  • Understanding Business Objects

Configuration

  • The Configuration Process
  •  Managing Object Definitions
  •  Editing and Compiling Object Definitions
  •  Understanding the Physical User Interface
  • Configuring Applets
  • Configuring Applications, Screens and Views
  • Configuring Drilldowns
  • Configuring Business Components and Fields
  • Creating business Components and Fields
  • Configuring Pick Lists
  • Configuring Multi-Value groups
  • Extending the Seibel Database
  • Exploring Integration Strategies 

Enterprise Integration Manager

  • Managing Object Definitions
  • Editing ad Compiling Object Definitions
  • UI Layer Configuration: Web Templates
  • UI Layer Configuration: Applets
  • UI Layer Configuration: Applications, Screens, ad Views
  • UI Layer Configuration: Drilldowns
  • Business Layer Configuration: Joins
  • Business Layer Configuration: Existing Business Components and Fields
  • Business Layer Configuration: new Business Components and Fields
  • Business Layer Configuration: Pick lists
  • Configuring Multi-Value Groups
  • Data Layer Configuration

Workflow manager

  • Understanding Siebel Event models
  • Using Siebel State Model
  • Introducing Siebel Workflow
  • Deploying Workflow Processes
  • Invoking Workflow Processes
  • Understanding Interactive and Long-Running Flows
  • Assignments manager
  • Introducing Assignment Manager
  • Creating Sales Assignment Rules
  • Assignment Manager Configuration
  • Deploying Assignment Manager

Deployment

  • Introducing Application Deployment Manager
  • Deploying Application Customizations

Actuate Reports

  • Introduction about reports Architecture of report server
  • Simple reports
  • Master-child reports
  • Parameterized reports

E-Script

  • Browser script
  • Server script
  • Applet level
  • BC level
  • Application and Business services level

eRoadmap methodology

  • Definition stage
  • Discovery stage
  • Design stage
  • Configure stage
  • Implement
  • Deploy stage