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Administering Siebel CRM On Demand

Use the Administrator pages to set up and customize Siebel CRM On Demand. For instructions, see these sections:

This section

Describes these tasks

Company Administration

Setting Up Your Company Profile and Global Defaults

Activating Languages

Verifying License Statuses and Active Users

Defining Your Company's Password Controls

Resetting All Passwords

Reviewing Sign-In Activity for a User

Restricting Use to IP Addresses

Reviewing Your Company's Resource Usage

Publishing Company-Wide Alerts

Managing Currencies

Application Customization

Tasks for Record Type Setup

Creating and Editing Fields

Setting Up Custom Field Integration Tags

Setting Up Web Links

Renaming Fields

Using Indexed Custom Fields

Reverting Settings to Defaults

Changing Picklist Values

Customizing Static Page Layouts

Renaming Field Section Titles

Creating Web Applets

Defining Cascading Picklists

Managing Search Layouts

Managing List Access and List Order

Creating Homepage Custom Reports

Creating Record Homepage Layouts

Customizing the Audit Trail

Specifying Dynamic Page Layouts

Managing the Behavior of Lookup Windows

Tasks for Application Setup

Displaying External Web Pages in Tabs

Creating Global Web Applets

Customizing My Homepage for Your Company

Enabling Custom Reports in My Homepage

Renaming Record Types

Changing the Icon for a Record Type

Adding Record Types

User Management and Access Controls

Setting Up Access Profiles

Adding Roles

Setting Up Users

Setting Up Users' Sales Quotas

Changing a User's User ID

Resetting a User's Password

Reviewing Sign-In Activity for a User

Deactivating Users

Setting Up Groups

Setting Up Territories

Setting Up Books

Business Process Management

Setting Up Assignment Rules

Mapping Additional Fields During Lead Conversion

Setting Up Forecast Generation

Setting Up Sales Processes, Categories, and Coaches

Customizing Your Company's Industry List

Creating Workflow Rules

Creating Workflow Rule Actions

Changing the Order of Workflow Rule Actions

Data Management Tools

Preparing for Data Importing

Linking Records During Import

Importing Your Data

Reviewing Import Results

Exporting Your Company's Data

Reviewing Export Results

Managing Integration Event Settings

Content Management

Setting Up Product Categories

Setting Up Company Products

Managing Your Company's Attachments

Setting Up Assessment Scripts

Setting Up Report Folders

Web Services Integration

Downloading WSDL and Schema Files

Reviewing Web Services Utilization

Smart Call Management

Managing Smart Calls

Additionally, administrators can usually do the following:

  • Create custom reports for their own use or for company-wide distribution. For instructions, see About Reports.
  • Create filtered lists for company-wide distribution. For instructions, see Working with Lists.

For information about using the Siebel Query Language Expression Builder, see Creating Expressions with Expression Builder.


Published May 2008