Siebel 8.1.x Business Automation (D70537GC10)

Projektmanager

Sie sollten die Seminare Siebel 8.1.x Tools (D70458GC10) und "Siebel 8.0 Fundamentals" (D49868) gehört haben, oder entsprechende Kenntnisse besitzen.

In diesem Kurs lernen die Teilnehmer die wichtigsten Techniken und Technologien zur Automatisierung von Geschäftsprozessen in Siebel CRM-Anwendungen kennen. In praktischen Übungen werden einfache und komplexe Aufgabenstellungen gelöst. Ein Teil der Werkzeuge wird in Siebel Tools konfiguriert, ein anderer Teil administrativ im Client. Unterrichtet werden die Rolle der Business Services sowie die Implementierung von Workflows, Task UI, Universal Inbox, Data Validation Manager, State Models, SmartScripts und Assignment Manager. Ausserdem wird auf die Rolle des Scripting eingegangen.

Siebel Business Services

• Describing a business service
• Describing the structure and role of property sets
• Using the business service simulator to test a business service

Creating and Deploying Siebel Workflow Processes

• Creating a workflow process using Siebel Tools
• Testing workflow processes using the Workflow Simulator
• Publishing and activating workflows
• Describing the Siebel Workflow architecture
• Creating robust workflows using sub-processes and queries
• Invoking workflows with run-time events and custom controls
• Using workflow policies to invoke workflow processes

Configuring Siebel Universal Inbox

• Enabling an existing data type for the Inbox

Using Siebel Data Validation Manager

• - Creating and activating validation rule sets
• - Invoking Data Validation Manager from a workflow or run-time event

Using Siebel Task UI

• Describe the features of Siebel Task UI
• Invoke and complete a task
• Configure and administer a task
• Configure branching logic in a task using transient business components
• Use task properties in task steps
• Configure an instance identifier for the user inbox
• Use the task debugger to examine task properties

Introducing Siebel Scripting

• Describing appropriate uses for scripting in Siebel business automation
• Identifying scripted objects in Siebel Tools

Creating SmartScripts to automate customer interactions

• Describing the features of SmartScript
• Identifying the elements that make up a SmartScript
• Create a basic Siebel SmartScript
• Personalizing a SmartScript with user properties
• Customizing data displayed in a SmartScript with search specifications and picklists
• Add Siebel eScript to a SmartScript

Using Siebel State Model

• Describe how state models can enforce business logic
• Create a new state model

Assigning Business Data with Siebel Assignment Manager

• Explaining the role of Siebel Assignment Manager
• Describing the components of assignment rules
• Creating and testing assignment rules
• Describing the Siebel assignment methodology
• Configure assignment objects in Siebel Tools
• Invoke Assignment Manager in dynamic mode