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Tablet 7"
z Androidem 4.4
Tablet 10 cali dla uczestników
dla uczestników



Oracle CRM On Demand Administration Essentials (D56678GC40)

Tablet Lenovo (7"/8GB/WiFi/Android) gratis*!

Do szkoleń autoryzowanych Oracle 3, 4 lub 5 dniowych w formacie ILT, zamówionych w Database Consulting.
*Promocja ważna do wyczerpania zapasów lub do odwołania i nie łączy się z innymi promocjami ani zniżkami

Autoryzacja

Szkolenie autoryzowane Oracle

Format prowadzenia szkolenia

ILT - szkolenie klasyczne, w sali szkoleniowej, z trenerem

Kod szkolenia

D56678GC40

Dla kogo

  • Business Analysts
  • Functional Implementer
  • Project Manager
  • Technical Consultant

Czas trwania

4 dni

Cena bazowa

PLN 7112

Cel

  • 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

Opis

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.Learn To:Customize the application to meet company-specific business requirements Define appropriate default settings and password policies for the companyEmbed sales methodology into the application to enforce best practicesSet up users in the application and provide them with the appropriate visibility and access to informationExtend the application functionality and perform critical maintenance tasksIdentify the tools and resources available to help administrators be successful

Tematy

  1. The Role of the Administrator
    • Administrator tasks
    • Administration application pages
    • Resources and setup templates
  2. Setting Up the Company Defaults and Password Controls
    • Settings in the company profile
    • Security settings
    • Sign in and password controls
  3. 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
  4. 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
  5. Extending the Application
    • New record types
    • Custom Web tabs
    • Web applets
  6. Setting Up a Product Catalog and Forecast Schedule
    • Products and product categories
    • Forecast types
    • Forecast schedule setup
    • Opportunity forecasts
  7. Assigning Records Automatically
    • Automatically assign records
    • Assignment rule groups
    • Assignment rule criteria
    • Assign territories and teams
  8. Embedding Your Sales Methodology
    • Sales stages and pipeline reports
    • New or modified sales processes
    • Sales process coach
  9. Using Workflow Rules to Automate Actions
    • Workflow actions and trigger events
    • Workflow rules
    • Workflow monitoring
  10. Managing Access to Reports and Analyses
    • Prebuilt and custom analytics
    • Visibility to data in reports
    • Access controls for reports
    • Homepage analyses
  11. Performing critical maintenance tasks
    • Managing users
    • Updating forecast definitions
    • Managing records and data quality
    • Monitoring alerts
    • Testing new features
    • Understanding environments

Wymagania

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

Zgłaszanie chęci uczestnictwa

W celu zgłoszenia chęci uczestnictwa w szkoleniu prosimy o pobranie i wypełnienie formularza lub wygenerowanie go ze strony, a następnie przeslanie faksem na numer (22) 398 47 82.

Pobierz formularz zgłoszenia w formacie DOC
Pobierz formularz zgłoszenia w formacie PDF

Jeśli potrzebują Państwo wsparcia, mają pytania lub chcą się upewnić odnośnie wyboru szkolenia prosimy o kontakt pod numerem 0-801 009 706. Nasi przedstawiciele chętnie odpowiedzą na Państwa pytania oraz pomogą w podjęciu trafnej decyzji.