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Siebel CRM On Demand Administration Essentials  Online Training

Siebel CRM On Demand Administration Essentials


Siebel CRM On Demand Administration Essentials examines the fundamental concepts of Siebel CRM On Demand administrative functionality. It defines the role of the company administrator and includes instruction on administrator tasks and duties.
  • Basic Microsoft Windows navigation skills
  • Basic file-management skills
  • Familiarity with Web-based applications
  • It is a 16 days program and extends up to 2hrs each.
  • The format is 40% theory, 60% Hands-on.

  • It is a 4 days program and extends up to 8hrs each.
  • The format is 40% theory, 60% Hands-on.
    Private Classroom arranged on request and minimum attendies for batch is 4.
course content
  • The Role of the Administrator
    • Administrator tasks
    • Administration application pages
    • Resources and setup templates
  • Setting Up the Company Defaults and Password Controls
    • Settings in the company profile
    • Security settings
    • Sign in and password controls
  • Managing Visibility and Access Control
    • Features that control data visibility and access
    • Access profiles
    • Role management
    • Manager visibility
    • Setting up users
    • Flexible data sharing with books of business
  • Customizing Fields and Page Layouts
    • New or modified fields
    • Cascading picklists
    • Default field values
    • Web links
    • Detail and dynamic page layouts
    • Homepage layouts
    • Search layouts
  • Extending the Application
    • New record types
    • Custom Web tabs
    • Web applets
  • Imbedding Your Sales Methodology
    • Sales stages and pipeline reports
    • New or modified sales processes
    • Sales process coach
  • Importing and Exporting Data
    • Data preparation
    • Data import assistants
    • Import results
  • Using Workflow Rules to Automate Actions
    • Workflow actions and trigger events
    • Workflow rules
  • Setting Up a Product Catalog and Forecast Schedule
    • Products and product categories
    • Forecast types
    • Forecast schedule setup
    • Product revenue ng forecasts
  • AssigniRecords Automatically
    • Automatically assign records
    • Assignment rule groups
    • Assignment rule criteria
    • Assign territories and teams
  • Managing Access to Reports and Analyses
    • Prebuilt and custom analytics
    • Visibility to data in reports
    • Access controls for reports
    • Homepage analyses
Siebel CRM On Demand Administration Essentials videos will be updated soon
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