Course Objectives
The course examines the fundamental concepts of Oracle CRM On Demand administrative functionality. It defines the role of the company administrator and includes instruction on administrator tasks and duties. Through a series of hands-on lab exercises, participants learn how to set up, customize, and administer Oracle CRM On Demand for a company.Practical application of the skills taught in the class is reinforced by hands-on exercises built on real-life implementation scenarios. Starting with a new, default CRM On Demand environment, participants determine business requirements and complete all the customization steps required to get the application up and running for end users. Examples follow recommended implementation practices, allowing students to test new skills in a safe environment with instructor support.Learn To:Customize the application to meet company-specific business requirements Define appropriate default settings and password policies for the companyEmbed sales methodology into the application to enforce best practicesSet up users in the application and provide them with the appropriate visibility and access to informationExtend the application functionality and perform critical maintenance tasksIdentify the tools and resources available to help administrators be successful.
Delegates will learn how to
- Customize fields and page layouts
- Manage users and roles
- Control access to records
- Configure automatic record assignment rules
- Embed your sales methodology in CRM On Demand
- Maintain the application and perform critical maintenance
- Automate actions with workflow rules
- Manage analytic reports
- Describe the role of the administrator
- Use CRM On Demand with other applications