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Course Content
Siebel CRM Introduction
- Siebel CRM Applications Navigating
- Siebel CRM Applications Working with Data
- Siebel Architecture Overview
- 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
- Tab Layouts Modifying
- Administering View Links
- Home Pages Customizing
- Resetting a Users 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
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