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Oracle CRM On Demand Administration Essentials

  • Tuition USD $3,696 GSA  $2,928.97
  • Reviews star_rate star_rate star_rate star_rate star_half 519 Ratings
  • Course Code D56680GC40
  • Duration 4 days
  • Available Formats Virtual

No lab environment for the On Demand format.

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 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

Skills Gained

  • 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

Prerequisites

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

Course Details

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

How do I enroll?

A comprehensive listing of ExitCertified courses can be found here. You can register directly for the required course/location when you select "register". If you have any questions or prefer to speak with an ExitCertified education consultant directly, please submit your query here. A representative will contact you shortly.

How do I pay for a class?

You can pay at the time of registration using credit card (Mastercard/Visa/American Express) cheque or PO.

What if I have training credits?

ExitCertified honors all savings programs from the partners we work with. ExitCertified also offers training credits across multiple partners through our FLEX Account.

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Lunchtime?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

well organized and designed course. Tommy is good teacher and answer our all the questions

I was really happy with the overall experience of attending a remote course through ExitCeritfied.

I had no problems signing up for and completing the course. The introduction was clear and helpful to get the course going. The course itself was excellent and very helpful.

Good course that covers all aspects of DB2. Gives very good starting point to enable anyone to work efficiently within DB2 environment.

The training is very helpful. The lab is very well written and easy to follow. The instructor is very knowledgeable.

0 options available

There are currently no scheduled dates for this course. If you are interested in this course, request a course date with the links above. We can also contact you when the course is scheduled in your area.

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