Siebel 8.1.x Application Administration - Self-Study Course

Through recorded lectures and demonstrations of step-by-step tasks students learn initial and ongoing administration of Siebel applications. The initial section of the course provides grounding in key Siebel CRM concepts, including navigating the application, the Siebel CRM architecture, and the Siebel CRM object model. The next section describes access control, and how employees and application data must be administered. The third section covers literature, initial data, and administration that directly impact the user experience: user preferences, lists of values, certain types of data, predefined queries, quick fill templates, message broadcasts, alerts, activity templates, assessment templates, and iHelp. The fourth section introduces business automation such as workflows, and then discusses administration topics that require them, such as approvals, the Universal Inbox, and Siebel Reports. The final section covers additional administration topics such as submitting jobs, state models, the audit trail, system preferences, and administering Assignment Manager.

Learn To:

• Navigate a Siebel CRM application
• Use access control to limit user visibility to application views and records
• Enhance user productivity using tab layouts, view links, and predefined queries
• Administer initial data and lists of values
• Administer assessment templates, activity templates, and so forth
• Administer approvals, inboxes, and reports

Audience

• Administrator
• End Users

Course Topics Introduction to Siebel CRM

• Navigating Siebel CRM Applications
• Working with Data in Siebel CRM Applications
• Exploring the Siebel Architecture
• 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

• Modifying Tab Layouts
• Administering View Links
• Customizing Home Pages
• 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 and Alerts

• 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
Course Objectives

• Use a Siebel application
• Use access control to limit user visibility to application views and records
• Create and administer literature
• Customize the user experience
• Administer lists of values
• Administer quick fill templates and predefined queries
• Create and administer message broadcasts and alerts
• Create and administer activity templates and sales methods
• Create and administer assessment templates
• Create iHelp items
• Administer approvals
• Administer the Universal Inbox
• Create and submit jobs
• Administer Siebel State Model
• Administer Audit Trail
• Set system preferences