learnex

 
Oracle CRM
  • Course Content 

    • 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

     

    1. Performing critical maintenance tasks
      • Managing users
      • Updating forecast definitions
      • Managing records and data quality
      • Monitoring alerts
      • Testing new features
      • Understanding environments