About Organizations

In Siebel CRM, Organizations allow data to be segregated across divisions or other organizational units within the overall company. Many companies do not leverage Organizational visibility in Siebel CRM, but it is a useful tool to segment data across sets of users. The definition of an Organization is at the discretion of the company implementing Siebel CRM, but some examples of reasons why Organizations might be appropriate include the following:

• Disparate geographies: Users in North America should not see Opportunity data from Asia Pacific. This could be for external legal or regulatory reasons or internal governance reasons.

• Partner visibility to data: Consider a company who sells its products through external partner companies who use Siebel CRM. For competitive reasons, partner companies should not be able to see sales leads belonging to other partners. Segmenting data organizationally by partner ensures that this could never occur.

• Diverse product areas: Consider a conglomerate that sells jet engines to airplane manufacturers and home appliances to end-consumers. Every type of data such as products, sales representatives, sales channels, potential customers, and pricing are all completely unrelated to each other and should not overlap.

Every company should consider its own needs and determine whether Organizational visibility makes sense. If so, it is best to create Organizations in advance as it is easier to ensure data is correctly segmented at the time it is created. Creating Organizations in advance is recommended even in Development and Test environments as this ensures that developers are always aware of the Organizational visibility requirements and are inherently developing and testing for it.

To create an Organization, navigate to Site Map >Administration - Group > Organizations and create new records based on your business needs. For more information about setting up Organizations, see Siebel Security Guide