ORACLE CRM On Demand

Starts from:Thu, October 18, 2018
Campus Location

Course Feature
Class Description
ORACLE CRM On Demand

ORACLE CRM On Demand Introduction

ORACLE CRM On Demand Overview

ORACLE CRM On Demand Course Content

The Role of Administrator

• Administrator tasks
• Administration application pages
• Resources & set-up templates

Setting Up the Company Defaults & Password Controls

• Settings in the company profile
• Security settings
• Sign in & password controls
• Managing Visibility & Access Control

Features that control data visibility & access
• Access profiles
• Role management
• Manager visibility
• Setting up the users
• Flexible data sharing with books of the business

Customizing Fields & Page Layouts

• New or the modified fields
• Cascading pick lists
• Default field values
• Web links
• Detail page & related information section layouts
• Dynamic page layouts
• Homepage, Search, Action Bar, & Convert the Lead layouts

Extending the Application

• New record types
• Custom Web tabs
• Web applets
Setting Up a Product Catalogue & Forecast Schedule

• Products & product categories
• Forecast types
• Forecast schedule set-up
• Opportunity on the forecasts
Assigning Records Automatically

• Automatically assign records
• Assignment rule groups
• Assignment rule criteria
• Assign territories & teams
Embedding Your Sales Methodology

• Sales stages & pipeline reports
• New or modified sales processes
• Sales process coach
Using Workflow Rules to Automate Actions

• Workflow actions & trigger events
• Workflow rules
• Workflow monitoring
• Managing Access to Reports & Analyses

Pre-built & the custom analytic
• Visibility to the data in reports
• Access controls for the reports
• Homepage analyses
Performing critical maintenance tasks

• Managing the users
• Updating forecast definitions
• Managing records & data quality
• Monitoring alerts
• Testing new features
• Understanding environments

ORACLE CRM On Demand Objectives

ORACLE CRM On Demand Training Prerequisites