Oracle CRM course Intermediate Level by Satori Technologies and Solutions Private Limited

Oracle CRM The Role of the Administrator Administrator tasks Administration application pages Resources and setup templates Setting Up the Company Defaults and Password Controls Settings in the company profile Security settings Sign in and password controls Managing Visibility and Access Control Features that control data visibility and access Access profiles Role management Manager visibility Setting up users Flexible data sharing with books of business Customizing Fields and Page Layouts New or modified fields Cascading pick lists Default field values Web links Detail page and related information section layouts Dynamic page layouts Homepage, Search, Action Bar, and Convert Lead layouts
Extending the Application New record types Custom Web tabs Web applets Setting Up a Product Catalog and Forecast Schedule Products and product categories Forecast types Forecast schedule setup Opportunity forecasts Assigning Records Automatically Automatically assign records Assignment rule groups Assignment rule criteria Assign territories and teams Embedding Your Sales Methodology Sales stages and pipeline reports New or modified sales processes Sales process coach Using Workflow Rules to Automate Actions Workflow actions and trigger events Workflow rules Workflow monitoring
Managing Access to Reports and Analyses Prebuilt and custom analytics Visibility to data in reports Access controls for reports Homepage analyses Performing critical maintenance tasks Managing users Updating forecast definitions Managing records and data quality Monitoring alerts Testing new features Understanding environments