SIEBEL CRM ADMIN Online Training

Introduction

SIEBEL CRM ADMIN Training

Siebel Customer Relationship Management server administration is the framework for integration, security and development aspects of Siebel applications. Siebel CRM Administration comprises of various Siebel administration tasks such as installation, managing of Siebel Servers as well as its components, managing various web servers like IIS and iPlanet, troubleshooting Siebel Server issues, Deploying Repositories and SRF f, coordinating with database, integration and web server teams etc.

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COURSE SUMMARY

Course NameSiebel CRM Admin Online Training
ContentsBasics of Siebel CRM Admin, Access Control, Administering Literature
Duration30 Hours with Flexible timings
DeliveryInstructor Led-Live Online Training
EligibilityAny Graduate
Ideal ForFreshers’ and those who want to learn Siebel CRM Admin
AvailabilityRegular/Weekend Batches. 24×7 teaching assistance and support.

Course Objectives

What you’ll learn in this SIEBEL CRM ADMIN Training Course?

  • Fundamentals of Siebel CRM Administration and Siebel Architecture
  • Installation of Siebel Database Server (Windows Platform)
  • Installation of Siebel Enterprise, Gateway as well as Application Server (Windows Platform)
  • Installation of Siebel client, Database, and Tools
  • Performing basic administration tasks of Siebel
  • Setting up and troubleshooting Siebel CRM Applications

PRE-REQUISITES:

Basic knowledge of software concepts and system administration, Well versed with MS Office and Windows XP. Having knowledge of Linux, Unix, as well as Shell Scripting, will be an added advantage.

Course Curriculum

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MODULE 1: INTRODUCTION TO SIEBEL CRM

TOPICS: Navigation of Siebel Customer Relationship Management Applications, Siebel Architecture Overview, What are Object Definitions?

MODULE 2: ACCESS CONTROL OF RECORDS AND VIEWS

TOPICS: Access Contol & Security, Views & Responsibilities, Organizations, Positions, and Users, How to Control Access to data of the Customers? Master Data and Catalogs

MODULE 3: CUSTOMIZING THE USER EXPERIENCE

TOPICS: Modification of Tab Layouts, Administrating View Links, Customization of Home Pages, How to reset User’s Preferences?

MODULE 4: ADMINISTERING LISTS OF VALUES

TOPICS: Administration of Lists of Values / Phone Formats / Hierarchical Lists of Values

MODULE 5: ADMINISTERING INITIAL DATA

TOPICS: Currencies, Languages, Locales and Countries, Households, Time Zones, Periods, Zip Codes, Expense Types & Payment Terms, ZIP Codes, Information of “Contact Us”

MODULE 6: QUICK FILL TEMPLATES AND PREDEFINED QUERIES

TOPICS: Quick Fill Templates and Predefined administration, Learning Predefined Queries

MODULE 7: ADMINISTERING MESSAGE BROADCASTS

TOPICS: How to Administer Alerts?

MODULE 8: ADMINISTERING ACTIVITY PLANS AND TEMPLATES

TOPICS: What are Activities? Defining Activity Templates and Plans, Administering Sales Methods / Activity Templates / Siebel iHelp and Assessment Templates, Comparing Siebel Task UI, SmartScripts, and iHelp, How to create iHelp Items?

MODULE 9: ADMINISTERING BUSINESS AUTOMATION

TOPICS: How to Define Business Services and Arguments and Business Service Procedures? How to Activate Workflows? Administering Approvals / Inbound Web Services / Siebel Reports & Universal Inbox

MODULE 10: SUBMITTING JOBS

TOPICS: How to Submit Jobs? How to Create Job Templates & State Models? How to Administer Audit Trail?

MODULE 11: SETTING SYSTEM PREFERENCES

TOPICS: Default Multi-Value Groups Exists Query, Auto Manager (Calendar Access), Forecasting & Auto-Forecast, Time Zone ( Default), Universal Time, Date Format, Quick Print Application & Output Format, How to Administer Assignment Manager?

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