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siebel training

Introduction to CRM

 

  • Why CRM?
  • Where CRM is used?
  • CRM Software

 

 

Introduction to Siebel ns

 

  • Introduction to Siebel
  • Siebel Applications
  • Siebel Employee Applications
  • Siebel Customer Applications

 

 

Some Important Business Entities in Siebel

 

  • Accounts
  • Contacts
  • Opportunities
  • Quotes
  • Orders
  • Invoices
  • Inventory Location Management
  • Activities
  • Products and Assets
  • Service Requests etc..

 

 

Siebel Tools

 

  • Defining Organizations
  • Defining Divisions
  • Defining Positions
  • Defining Responsibilities
  • Setting Up Employees
  • Visibility Control
  • Access Control and Access Groups

 

 

Siebel eScripts

 

  • Introduction to Scripting
  • eScript Methods
  • Events
  • Browser Scripts Vs Server Scripts
  • Writing scripts on Siebel Objects

 

 

Siebel Workflows

 

  • Workflow Process Management
  • Workflow Invokes
  • Script
  • Runtime Events
  • Policies

 

 

Server Concepts

 

  • Server Architecture
  • Server Installation (Not comes under Configuration)

 

 

Siebel Tools

 

  • Introduction to Siebel Tools
  • Tools Architecture
  • Data Object Layer
  • Business Object Layer
  • Logical User Interface Object Layer
  • Physical User Interface Object Layer
  • Configuring Screens
  • Configuring Views
  • Configuring Applets
  • Configuring All Types of Applets
  • Web Templates
  • Joins
  • Steps in Creating Joins
  • Implicit Joins and Explicit Joins
  • Join Specification
  • Configuring Links(1:M and M:M)
  • User Properties (BC, Applet, Field, Control)
  • Configuring Pick Lists
  • Static Pick List
  • Dynamic Pick List
  • Hierarchical Pick List
  • Constraint Pick List
  • Configuring Pick Applets
  • Configuring MVG Applets
  • Configuring Association Applets
  • Drill Downs
  • Static Downs
  • Dynamic Downs
  • Import and Export SIF’s
  • Data Validation Manipulations (DVM’s)

 

 

Connecting to Different Siebel Databases

 

  • Server
  • Local
  • Sample

 

 

Some Important Files in Siebel

 

  • CFG
  • .SRF
  • .EXE
  • .DBF

 

 

Installations

 

  • Siebel Client Installation
  • Tools & Sample Database Installation

 

 

Siebel Remote Administration

 

  • Setting Up Local Databases
  • Check-In/Check-Out
  • Get/Full Get
  • Compilations