Table 4. Application Administration Tasks
|
You Might Have to Perform |
|
Use any Siebel CRM base application (for example, Siebel Sales or Siebel Call Center) |
Initial Setup tasks. |
Initial Setup |
Ongoing administration tasks. |
Ongoing Application Administration Tasks |
Control access to views or data |
Tasks to establish a strategy for controlling access to views and data. These tasks include:
- Establish the business environment (such as organizations, divisions, and territories).
- Add employees.
- Assign responsibilities to employees.
|
Siebel Security Guide |
Launch a global deployment |
Locale and language administration tasks. |
Setting Up Locales Setting Up Languages Siebel Global Deployment Guide |
Manage global accounts |
Account administration tasks to set up global account hierarchies. |
Global Accounts |
Use Application Services Interfaces (ASIs) for accounts, contacts, or households |
Tasks to set up Web services and activate workflows for the ASIs. |
Integration Using ASIs |
Create catalogs for data, including products |
Tasks to create catalogs for products, literature, solutions and auctions. |
Siebel Order Management Guide |
Use Correspondence, Presentations, and Proposals functionality |
Tasks to set up the Siebel Document Server and create templates. |
Siebel Correspondence, Proposals, and Presentations Guide |
Use the calendar to set up resources, such as conference rooms, equipment, and projectors |
Calendar administration tasks. |
Calendar |
Use Assignment Manager to automatically assign tasks to appropriate users |
Tasks to create skills and other criteria. |
Siebel Assignment Manager Administration Guide |
Use Siebel Marketing |
Marketing administration tasks. |
Siebel Marketing Installation and Administration Guide |
Manage lists of prospects, contacts, accounts, positions, and employees |
List Management tasks. |
Siebel Marketing User Guide and Global Target List Management |
Use Competency Management |
Skills and competencies administration tasks. NOTE: These skills are different skills than those that Assignment Manager uses.
|
Siebel Project and Resource Management Administration Guide |
Use Time Sheets and Expense Reports |
Tasks for Time Sheet and Expense Report setup, such as creating work types. |
Siebel Project and Resource Management Administration Guide |
Manage Service schedules, Service Assets, and Warranties |
Service administration tasks. |
Siebel Field Service Guide |
Manage orders and the order process |
Order administration tasks. |
Siebel Order Management Guide |