About Application-Wide Data

This topic describes some of the types of application-wide data that need to be considered for global deployments of Siebel CRM. Many of these types of data provide multilingual support in the standard product; additional examples include product catalogs, task-based UI, and time zone translations.

Sales Cycles

Sales cycle stages can be localized into different languages by configuring them according the global data approach described in Setting Up Global Data. For more information, see 477104.1 (Article ID) on My Oracle Support. This document was previously published as Siebel Technical Note 438.

Currency

Make sure that your Siebel CRM applications use the appropriate currency for your users. For information about currency administration, including exchange rates and currency conversion, see Siebel Applications Administration Guide.

Telephone Numbers

You will need to specify telephone number formats for the countries in which you will be deploying the Siebel CRM applications. For information about how to perform this procedure, see Siebel Applications Administration Guide.

Templates

There are many templates to consider when planning a global deployment. They include:

• Proposals

• Presentations

• Email

• Fax

• Correspondence

For more information about templates for email or fax, see Siebel Email Administration Guide. Each correspondence template is in a specific language. These templates have been localized. For information about creating new correspondence templates, in any language, see Siebel Correspondence, Proposals, and Presentations Guide. Each user can specify a default correspondence template; users can choose the appropriate template for their locale.

Note: You can have the language tagged in the template in the appropriate language or locale field. Because the Application Object Manager is multilingual, you can write a single workflow rule, then change the search specification on the language or locale of that template.

Literature

The items that are included in the Literature tab can be in any language. For information about adding items to the Literature tab, see Siebel Applications Administration Guide.

Note: In order to be able to tell the language in which a literature item is written, you might choose to include the item’s language in its name and description, or add extension columns to hold those properties, so that they are searchable and could be automatically assigned by Assignment Manager.

iHelp

iHelp is a language-independent feature, which means that:

• The same iHelp can run in multiple languages.

• The same logic can be used, but with a localized message displayed.

• The language is determined by the current application language.

For more information about creating or administering iHelp, see Siebel Applications Administration Guide.

Siebel SmartScript

Siebel SmartScript is a language-independent module, which means that:

• The same SmartScript can run in multiple languages.

• The same logic can be used, but with a localized message displayed.

• The language can be manually selected or set automatically when a script is started.

For more information about SmartScript, see Siebel SmartScript Administration Guide.