Oracle CRM On Demand Administration Essentials

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Oracle CRM On Demand Administration Essentials 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

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

  • 1. Do you have limited Window for training?
  • 2. Can you only spend 4-hours per day?
  • 3. Do you want to start training immediately?
  • If your answer is yes to any one of the above, you need 1-on-1- Training
The 1-on-1 Advantage
Methodology
Flexible Dates
4-Hour Sessions
  • • View video
  • • The course will be free if we are not able to start within 7 days of booking.
  • • Only applicable for courses on which this logo appears.

Your will learn:

Module 1: The Role of the Administrator
  • Administrator tasks
  • Administration application pages
  • Resources and setup templates
  • Settings in the company profile
  • Security settings
  • Sign in and password controls
  • Features that control data visibility and access
  • Access profiles
  • Role management
  • Manager visibility
  • Setting up users
  • Flexible data sharing with books of business
  • 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
  • New record types
  • Custom Web tabs
  • Web applets
  • Products and product categories
  • Forecast types
  • Forecast schedule setup
  • Opportunity forecasts
  • Automatically assign records
  • Assignment rule groups
  • Assignment rule criteria
  • Assign territories and teams
  • Sales stages and pipeline reports
  • New or modified sales processes
  • Sales process coach
  • Workflow actions and trigger events
  • Workflow rules
  • Workflow monitoring
  • Prebuilt and custom analytics
  • Visibility to data in reports
  • Access controls for reports
  • Homepage analyses
  • Managing users
  • Updating forecast definitions
  • Managing records and data quality
  • Monitoring alerts
  • Testing new features
  • Understanding environments
Live Online Training (Duration : 16 Hours) Fee On Request
Group Training Date On Request
1-on-1 Training
4 Hours
8 Hours
Week Days
Weekend

Start Time : At any time

12 AM
12 PM

1-On-1 Training is Guaranteed to Run (GTR)
Classroom Training (Available: London, Dubai, India, Sydney, Vancouver)
Duration : On Request
Fee : On Request
On Request
Classroom Training is available. Enquire for the fee Click
Comfort Track

If you think 32 hours is too long. We can offer Comfort Track for 16 hours

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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FAQ's

Yes, fee excludes local taxes.
The Fee includes:
  • Official courseware
Yes, Koenig Solutions is a Oracle Learning Partner