Audience
Business Analysts
Functional Implementer
Project Manager
Technical Consultant
Prerequisites
Suggested Prerequisites
Using Oracle CRM On Demand Webinar (course prework)
Basic Microsoft Windows navigation skills
Basic file-management skills
Familiarity with Web-based applications
Course Objectives
Describe the role of the administrator
Control access to records
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
Course Topics
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
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New or modified fields
Cascading picklists
Default field values
Web links
Detail page and related information section layouts
Dynamic page layouts
Homepage layouts
Search 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
Product revenue 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
Managing Access to Reports and Analyses
Prebuilt and custom analytics
Visibility to data in reports
Access controls for reports
Homepage analyses