Siebel CRM Admin Online Training

Siebel CRM Admin Online Training


    Siebel CRM Course Content :

    1. Introduction to Siebel CRM

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

    2. 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

    3. Administering Literature

    4. Customizing the User Experience

    • Modifying Tab Layouts
    • Administering View Links
    • Customizing Home Pages
    • Resetting a Users Preferences

    5. Administering Lists of Values

    • Administering Lists of Values
    • Administering Phone Formats
    • Administering Hierarchical Lists of Values

    6. Administering Initial Data

    • Countries, Currencies, Languages, and Locales
    • Periods
    • Time Zones
    • Households
    • Expense Types and Payment Terms
    • ZIP Codes
    • Industries
    • Contact Us Information

    7. Quick Fill Templates and Predefined Queries

    • Administering Quick Fill Templates
    • Administering Predefined Queries
    • Understanding the Default Predefined Query

    8. Administering Message Broadcasts

    • Administering Alerts

    9. 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

    10. 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

    11. Submitting Jobs

    • Submitting Jobs
    • Creating Job Templates
    • Creating State Models
    • Administering Audit TrailSetting 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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    Course Features

    Live Instructor-led Classes

    This isn't canned learning. Its dynamic, its interactive, its effective

    Expert Educators

    Only the best or they're out. We are constantly evaluating our trainers

    24&7 Support

    We never sleep. Need something answered at 3 am? No Problem

    Flexible Schedule

    You don't learn as per our calendar. We work according to yours.

    Customized Training's

    The most part self-managed and adaptable to suit a person's particular adapting technology needs

    Priority Based Training's

    Real-time Scenario based Assignments and Case Studies


    This web site or team is not associated with SAP AG or any other product. We are providing this service absolutely for Education and Training purpose only. We charge for the support services only, not for the actual SAP System access. All SAP Systems operate under INITIAL evaluation license. All trademarks mentioned on this web site belongs to their owners. We do not share or distribute ANY personal information we collect on this web site. For any additional information


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