Basic Organization Setup

Once the Siebel CRM components have been installed and configured, it is tempting to immediately start implementing configuration and other changes to personalize the functionality for a particular set of business needs. However, spending a small amount of time doing some administrative work in advance of this step will set the stage for smoother development and testing cycles, eventually leading to a better user experience in a production environment. This chapter includes the following topics:

• About Seed Data

• About Views

• About Seed Data Views

• Registering Views

• About Responsibilities

• About Organizations

• About Positions

• About Users and Employees

• About Other Seed Data

• About System Preferences