Oracle CRM On Demand Administration Essentials Training  

The Role of the Administrator

• Administrator tasks
• Administration application pages
• Resources and setup templates

Setting Up the Company Defaults and Password Controls

• Settings in the company profile
• Security settings
• Sign in and password controls

Managing Visibility and Access Control

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

Customizing Fields and Page Layouts

• 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

Extending the Application

• New record types
• Custom Web tabs
• Web applets

Setting Up a Product Catalog and Forecast Schedule

• Products and product categories
• Forecast types
• Forecast schedule setup
• Opportunity forecasts

Assigning Records Automatically

• Automatically assign records
• Assignment rule groups
• Assignment rule criteria
• Assign territories and teams

Embedding Your Sales Methodology

• Sales stages and pipeline reports
• New or modified sales processes
• Sales process coach

Using Workflow Rules to Automate Actions

• Workflow actions and trigger events
• Workflow rules
• Workflow monitoring

Managing Access to Reports and Analyses

• Prebuilt and custom analytics
• Visibility to data in reports
• Access controls for reports
• Homepage analyses

Performing critical maintenance tasks

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