About Customization in Siebel CRM

Siebel CRM is extremely customizable, allowing you to modify and create new objects, properties, validation rules, workflow, guided help (iHelp), integration with other applications, and so on.

This customization requires an understanding of the following:

• Siebel Repository. Contains metadata that defines how the application behaves. For example, it defines all of the tables in which data is stored, the business logic layer, the objects that allow integration with other systems, the user interface, and so on. The Siebel CRM application provides an extensive set of repository metadata, providing you with functionality supporting all aspects of customer relationship management across many industries and 22 out-of-the-box languages with the ability to add more. Customers can modify and augment the repository to support their business needs. For more information, see Siebel Repositories.

• Workspaces. Provide a version-controlled mechanism for business analysts and developers to make changes to the Siebel Repository. It allows for many users to make changes simultaneously and in parallel, for example, when they are working on unrelated features, different timelines, or for other reasons. Workspaces provide standard version control features, such as checkpointing, delivery, reversions, and rebasing. Workspaces replace the older process of checking in and out that was previously used in Siebel Business Applications. In Innovation Pack 2017, it is mandatory to use Workspaces. This provides more flexibility, parallel repository development, and the ability to integrate with Siebel Approval Manager (or other tools) for change control. For more information, see Siebel CRM Workspaces.