Oracle CRM On Demand Administration Essentials

Oracle CRM On Demand Administration Essentials Certification Training Course Overview

Oracle CRM On Demand Administration Essentials training course is designed for the administrators to learn the fundamental concepts of Oracle CRM On Demand functionality. In this training class, you will learn how to set up, customize, and administer the application.

Target Audience:

  • Analyst
  • Implementer
  • Manager

Oracle CRM On Demand Administration Essentials (16 Hours) Download Course Contents

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Group Training 750 Date On Request
1-on-1 Training (GTR) 850
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12 PM

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Course Modules

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

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