Advanced Oracle CX Cloud CRM Administration

Duration: Hours

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    Training Mode: Online

    Description

    Introduction of Oracle CX Cloud CRM

    Oracle CX Cloud CRM Advanced training is designed for Oracle CX Cloud administrators and IT professionals responsible for securing the Oracle CX environment. This course delves deep into the security framework of Oracle CX Cloud, focusing on configuring roles, permissions, and access controls to safeguard sensitive business data. Participants will learn how to design and implement a robust security model that aligns with organizational policies and compliance requirements. The training covers advanced topics such as custom role creation, auditing, and monitoring, ensuring participants can manage security across complex Oracle CX environments effectively.

    Prerequisites for Oracle CX Cloud CRM

    To fully benefit from this training, participants should have:

    • A solid understanding of Oracle CX Cloud applications and architecture.
    • Basic experience with Oracle CX Cloud administration tasks, including user management.
    • Familiarity with security concepts such as authentication, authorization, and compliance.
    • Experience with configuring roles and permissions in Oracle applications is recommended.
    • Access to an Oracle CX Cloud environment for hands-on practice.

    Table of Contents

    1: Introduction to Oracle CX Cloud Security Framework

    1.1 Overview of Security in Oracle CX Cloud CRM
    1.2 Understanding the Oracle CX Cloud Security Architecture
    1.3 Key Components: Users, Roles, and Permissions
    1.4 Setting Up the Training Environment
    1.5 Hands-on Exercise: Exploring the Security Console in Oracle CX Cloud

    2: User Management and Authentication

    2.1 Managing User Accounts in Oracle CX Cloud
    2.2 Configuring Single Sign-On (SSO) and Multi-Factor Authentication (MFA)
    2.3 User Provisioning and Deprovisioning Processes
    2.4 Best Practices for User Authentication and Password Policies
    2.5 Hands-on Exercise: Implementing SSO and MFA in Oracle CX Cloud

    3: Role-Based Access Control (RBAC) in Oracle CX Cloud

    3.1 Understanding Role-Based Access Control (RBAC) Principles
    3.2 Overview of Standard Roles in Oracle CX Cloud
    3.3 Creating and Managing Custom Roles
    3.4 Assigning Roles and Permissions to Users
    3.5 Hands-on Exercise: Configuring Custom Roles and Assigning Permissions

    4: Advanced Role Customization

    4.1 Customizing Roles to Meet Specific Business Requirements
    4.2 Implementing Hierarchical Roles and Role Inheritance
    4.3 Best Practices for Role Segregation and Minimizing Overlap
    4.4 Managing Role-Based Access Across Multiple Oracle CX Modules
    4.5 Hands-on Exercise: Developing and Testing Complex Role Configurations

    5: Configuring Permissions and Access Controls

    5.1 Understanding Permission Sets and Their Impact on Data Access
    5.2 Configuring Fine-Grained Permissions for Specific Modules
    5.3 Setting Up Object-Level and Field-Level Security
    5.4 Implementing Data Masking and Redaction for Sensitive Information
    5.5 Hands-on Exercise: Configuring and Testing Permissions in Oracle CX

    6: Security Policies and Compliance Management

    6.1 Overview of Security Policies in Oracle CX Cloud
    6.2 Configuring Security Policies for Data Access and Protection
    6.3 Ensuring Compliance with GDPR, CCPA, and Other Regulations
    6.4 Implementing Data Retention and Disposal Policies
    6.5 Hands-on Exercise: Setting Up and Enforcing Security Policies

    7: Auditing and Monitoring Security in Oracle CX Cloud

    7.1 Introduction to Security Auditing Features in Oracle CX Cloud
    7.2 Configuring Audit Trails and Activity Logs
    7.3 Monitoring User Activity and Access Patterns
    7.4 Detecting and Responding to Security Incidents
    7.5 Hands-on Exercise: Configuring Auditing and Monitoring Tools

    8: Managing Security in Multi-Tenant Environments

    8.1 Understanding Multi-Tenancy in Oracle CX Cloud
    8.2 Best Practices for Managing Security in Multi-Tenant Setups
    8.3 Configuring Tenant-Level Security Settings
    8.4 Managing Cross-Tenant Data Access and Security
    8.5 Hands-on Exercise: Securing a Multi-Tenant Oracle CX Environment

    9: Advanced Security Scenarios and Troubleshooting

    9.1 Implementing Security for Integrations and APIs
    9.2 Managing Security for Mobile Access to Oracle CX Cloud(Ref: Building Mobile-First Applications with Power Apps)
    9.3 Troubleshooting Common Security Issues in Oracle CX
    9.4 Best Practices for Continuous Security Improvement
    9.5 Hands-on Exercise: Addressing Advanced Security Scenarios

    10: Capstone Project: Designing a Comprehensive Security Model

    10.1 Project Overview: Developing a Security Model for an Oracle CX Implementation
    10.2 Defining Security Requirements Based on Business Needs
    10.3 Configuring Roles, Permissions, and Policies
    10.4 Implementing Auditing, Monitoring, and Compliance Measures
    10.5 Hands-on Exercise: Developing and Presenting the Capstone Security Project

    11: Security Certification Preparation and Best Practices

    11.1 Preparing for Oracle CX Cloud Security Certification Exams
    11.2 Review of Key Security Concepts and Best Practices
    11.3 Study Tips and Resources for Certification
    11.4 Exploring Further Learning Opportunities in Oracle Cloud Security
    11.5 Course Wrap-Up and Feedback
    11.6 Final Q&A and Course Completion

    Conclusion:

    By the end of this training, participants will have an in-depth understanding of securing Oracle CX Cloud CRM through advanced administration of roles, permissions, and policies. They will gain hands-on experience in configuring a robust security framework that ensures data protection, compliance, and efficient user management, preparing them for advanced roles and Oracle certification exams.

    Reference

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