Duration: 5 Days
What you will learn
The Siebel Application Administration course is intended for application administrators responsible for supporting 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
It is appropriate for Siebel 15.x and 8.x customers. Practices are performed using Open UI.
Live Virtual Class Format
A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any
time. Registered students must view the class from the country listed in the registration form. Unauthorized recording,
copying, or transmission of LVC content may not be made.
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
Administering Assignment Manager
Formateur
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