Duration: Hours

Oracle CRM  includes a number of different cloud applications that can be deployed together or used individually to analyze customer data and help companies connect and manage sales, marketing, and customer support.

Training Mode: Online

Description

Oracle CRM is a customer relationship management system created by Oracle Corporation. It includes a number of different cloud applications that can be deployed together or used individually to analyze customer data and help companies connect and manage sales, marketing, and customer support.

1: The Role of the Administrator

a). Administrator tasks

b). Administration application pages

c). Resources and setup templates

2: Setting Up the Company Defaults and Password Controls

a). Settings in the company profile

b). Security settings

c). Sign in and password controls

3: Managing Visibility and Access Control

a). Features that control data visibility and access

b). Access profiles

c). Role management

d). Manager visibility

e). Setting up users

f). Flexible data sharing with books of busines

4: Customizing Fields and Page Layouts

a). New or modified fields

b). Cascading pick lists

c). Default field values

d). Web links

e). Detail page and related information section layouts

f). Dynamic page layouts

g). Homepage, Search, Action Bar, and Convert Lead layouts

5: Extending the Application

a). New record types

b). Custom Web tabs

c). Web applets

6: Setting Up a Product Catalog and Forecast Schedule

a). Products and product categories

b). Forecast types

c). Forecast schedule setup

d). Opportunity forecasts

7: Assigning Records Automatically

a). Automatically assign records

b). Assignment rule groups

c). Assignment rule criteria

d). Assign territories and teams

8: Embedding Your Sales Methodology

a). Sales stages and pipeline reports

b). New or modified sales processes

c). Sales process coach

9: Using Workflow Rules to Automate Actions

a). Workflow actions and trigger events

b). Workflow rules

c). Workflow monitoring

10: Managing Access to Reports and Analyses

a). Prebuilt and custom analytics

b). Visibility to data in reports

c). Access controls for reports

d). Homepage analyses

11: Performing critical maintenance tasks

a). Managing users

b). Updating forecast definitions

c). Managing records and data quality

d). Monitoring alerts

e). Testing new features

f). Understanding environments

 

For more inputs on Oracle CRM  you can connect here.
Contact the L&D Specialist at Locus IT.

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