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Oracle CRM On Demand Administration Essentials Course Overview

Oracle CRM On Demand Administration Essentials Course Overview

The Oracle CRM On Demand Administration Essentials course is a comprehensive training program designed to equip learners with the necessary skills to effectively administer Oracle's CRM On Demand software. The course covers a range of administrator tasks, from setting up company defaults and managing user access to customizing fields and automating workflows. Learners will delve into topics such as security settings, data visibility, page layouts, product catalogs, forecast schedules, sales methodologies, and workflow rules to automate actions. Additionally, the course addresses critical maintenance tasks such as managing users, data quality, and testing new features. By the end of the course, participants should be able to manage and customize their organization's CRM system to enhance performance and efficiency, ensuring they can support their sales and marketing teams effectively.

This is a Rare Course and it can be take up to 3 weeks to arrange the training.

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  • Live Online Training (Duration : 16 Hours)
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  • Live Online Training (Duration : 16 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

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Course Prerequisites

To ensure that you can successfully undertake training in the Oracle CRM On Demand Administration Essentials course, the following minimum required prerequisites are recommended:


  • Basic understanding of Customer Relationship Management (CRM) concepts and terminologies.
  • General familiarity with software as a service (SaaS) or cloud-based applications.
  • Experience with using web browsers and web-based applications.
  • Basic knowledge of business processes related to sales, marketing, and customer support.
  • An understanding of data management principles, including data entry, data quality, and reports.
  • Basic administrative skills, including user management and security settings in a software application.

Please note that while these prerequisites are intended to provide a foundation for the course material, individuals with a strong desire to learn and a commitment to engage with the content can often overcome gaps in their initial knowledge base. We encourage all interested learners to participate and expand their skill set through our comprehensive training program.


Target Audience for Oracle CRM On Demand Administration Essentials

The Oracle CRM On Demand Administration Essentials course equips administrators with the skills to manage CRM systems effectively.


  • CRM Administrators
  • IT Managers
  • System Administrators
  • Database Administrators
  • Sales Operations Managers
  • Customer Support Managers
  • IT Support Staff
  • Business Analysts
  • CRM Implementation Consultants
  • ERP Specialists with a focus on CRM systems
  • Salesforce Automation Personnel
  • Technical Consultants involved in CRM processes
  • Data Managers responsible for CRM data quality and maintenance
  • IT Professionals looking to transition into CRM administration


Learning Objectives - What you will Learn in this Oracle CRM On Demand Administration Essentials?

Introduction to Learning Outcomes:

This Oracle CRM On Demand Administration Essentials course equips learners with the skills to effectively configure, customize, and maintain an Oracle CRM On Demand environment, ensuring optimal performance and user adoption.

Learning Objectives and Outcomes:

  • Understand the key responsibilities of an Oracle CRM On Demand Administrator, including system configuration and user management.
  • Set up company defaults and configure password controls to maintain system security and integrity.
  • Manage data visibility and access through detailed control features, access profiles, role management, and books of business.
  • Customize fields, page layouts, and create dynamic interfaces tailored to specific business needs and user roles.
  • Extend the application by adding new record types, custom Web tabs, and applets to enhance user experience and functionality.
  • Configure a product catalog and forecast schedules for accurate sales tracking and opportunity management.
  • Implement rules for automatic record assignment to improve efficiency in lead and opportunity distribution.
  • Embed a sales methodology into the CRM to standardize sales processes and coaching, improving sales performance.
  • Use workflow rules to automate actions and trigger events, optimizing business processes and response times.
  • Manage and control access to reports and analyses, ensuring data is visible to the right users and teams while maintaining data security.

These objectives are designed to ensure that upon completion of the course, students will have a comprehensive understanding of the administrative capabilities of Oracle CRM On Demand and will be able to apply best practices to support their organization's CRM strategy.