SIEBEL CRM Training

Siebel CRM delivers analytical, transactional, and engagement features to manage all customer-facing operations. In this module, you’ll get to know what’s new in Siebel CRM versions, the functionality of Siebel Repository, and learn how to use Siebel tools to view and modify data in the repository. 

• Siebel tools 
• Siebel Repository 

Learning Outcome - By the end of this module, you’ll gain a deeper understanding of Siebel Repository fundamentals, and develop knowledge and skills to modify the data model, customize user interface or modify business logic using Siebel Tools. 

This section provides an overview of Siebel server architecture and provides introductory information about the Siebel data model. 

• Siebel server architecture 
• Siebel data model 
   

A responsibility in Siebel CRM defines the views a user can access. In this section, you’ll learn how to create responsibilities, provide access to all the views, and assign responsibilities to a user. 

• Responsibility and Views 
• User Positions 

Learning Outcome: Develop skills to perform operations associated with responsibilities and access control, including user position.

The data layer of the Siebel Repository defines the physical schemas of indexes, tables, and columns to store administrative and repository data. This section explains some of the more common objects in the data layer of the Siebel object architecture. 

• Siebel data layer 
• Table, Columns 

Learning Outcome: You’ll gain thorough knowledge about tables, columns, and indexes, considerations for custom schema changes, and hands-on experience in using pre-configured extension tables, creating custom columns, custom indexes, and more. 

This section summarizes the various applet styles available in Siebel applications. Also, it describes properties that Siebel CRM uses with a business component. 

• Siebel Applet and its Child Objects 
• Siebel Business Component 
   

A business object enables you to build a relationship among various business components that Siebel CRM works. This module describes how a business component is related to another business component in the context of the business object and the tasks you perform to configure views, screens, and applications. 

• BO, Views, Screen, Application 
• Link, Symbolic string 

Learning Outcome: Configuring Views, Screens, and Applications. Creating and using symbolic strings.

Siebel Workflow allows you to define and manage your business processes. This module details the step by step processes involved in creating business services and business service scripts in Siebel Tools 

• Business Services 
• Workflow 

A workflow process describes a series of actions that must occur in the workflow. Learn how to create and deploy a workflow process, along with using a run-time event to invoke a workflow process through this section. 

• Workflow Deployment 
• Workflow Triggering Event 

Learning Outcome: Creating and deploying a workflow process. Determining a workflow Triggering Event 

To extend Siebel applications functionality, scripting is used. This module provides detailed knowledge of Siebel scripting and also presents a collection of Siebel scripting best practices. 

• Siebel Scripting 
• Siebel scripting best practices 

In Siebel, picklists are used for standardizing data entry. In this module, you’ll master picklists types and learn how to create and modify picklists. 

• Pick List

A multi-value group is a user interface element that adds child data in an applet. This section provides a detailed overview of the Multi-value group. MVG 

Learning Outcome: Creating and configuring the multi-value group 

A drill-down is a field type that allows user navigation from a field to another view. Drilldowns are displayed primarily in a list applet in Siebel CRM. Through this module, you’ll get complete knowledge of various properties that Siebel CRM uses with a drill down the object. 

• Drilldown 

Learning Outcome: Creating Drill Down Objects for the View 

Programs which operate on Siebel Server are referred to as components. Siebel supports multiple component types. This section details some of the predefined Siebel Server components 

• Server Component 

A prebuilt interface to the Siebel business processes is called Siebel Application Services Interface (Siebel ASI). In this module, you’ll get a detailed overview of ASIs and its types. 

• Integration Interface

Siebel Enterprise Integration Manager (EIM) is used for transferring data from the Siebel database to the other data sources. The data transfer is achieved through intermediary tables called EIM tables. This module provides complete knowledge of EIM and its key concepts. 

• EIM Overview 

Learning Outcome: Loading data into EIM tables. Operating Siebel EIM to import data between EIM tables and Siebel base tables.