Oracle CRM On Demand Administration Essentials

Duration: 4 Days

What you will learn

The course examines the fundamental concepts of Oracle CRM On Demand administrative functionality. It defines the
role of the company administrator and includes instruction on administrator tasks and duties. Through a series of
hands-on lab exercises, participants learn how to set up, customize, and administer Oracle CRM On Demand for a
company.
Practical application of the skills taught in the class is reinforced by hands-on exercises built on real-life implementation
scenarios. Starting with a new, default CRM On Demand environment, participants determine business requirements
and complete all the customization steps required to get the application up and running for end users. Examples follow
recommended implementation practices, allowing students to test new skills in a safe environment with instructor
support.
Before the start of the class, students will have to complete the following prework:
Using Oracle CRM On Demand
To access the prework, please follow the steps below:
Go to www.oracle.com and log in
If you don’t have an account, click the Register for a free Oracle Web account link on top of the page to create one
After you log in, click the Education tab
Click on Self-Study Online in the left nav
Now are you in the Oracle University Knowledge Center
Go to the right nav and click the Free Trial link in The Quick Links box
Read the Free Trial Subscription terms and accept
Type the prework name in the Search box and click Go

Learn To:

Customize the application to meet company-specific business requirements
Define appropriate default settings and password policies for the company
Embed sales methodology into the application to enforce best practices
Set up users in the application and provide them with the appropriate visibility and access to information
Extend the application functionality and perform critical maintenance tasks
Identify the tools and resources available to help administrators be successful
Audience
Business Analysts
Functional Implementer
Project Manager
Technical Consultant

Related Training

Required Prerequisites
Basic Microsoft Windows navigation skills
Basic file-management skills
Familiarity with Web-based applications

Course Objectives

Customize fields and page layouts
Configure automatic record assignment rules
Embed your sales methodology in CRM On Demand
Automate actions with workflow rule
Manage users and roles
Manage analytic reports
Use CRM On Demand with other applications
Maintain the application and perform critical maintenance
Control access to records
Describe the role of the administrator

Course Topics

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 pick lists
Default field values
Web links
Detail page and related information section layouts
Dynamic page layouts
Homepage, Search, Action Bar, and Convert Lead layouts

Extending the Application

New record types
Custom Web tabs
Web applets

Setting Up a Product Catalog and Forecast Schedule

Products and product categories
Forecast types
Forecast schedule setup
Opportunity forecasts

Assigning Records Automatically

Automatically assign records
Assignment rule groups
Assignment rule criteria
Assign territories and teams

Embedding Your Sales Methodology

Sales stages and pipeline reports
New or modified sales processes
Sales process coach

Using Workflow Rules to Automate Actions

Workflow actions and trigger events
Workflow rules
Workflow monitoring

Managing Access to Reports and Analyses

Prebuilt and custom analytics
Visibility to data in reports
Access controls for reports
Homepage analyses

Performing critical maintenance tasks

Managing users
Updating forecast definitions
Managing records and data quality
Monitoring alerts
Testing new features
Understanding environments