Oracle CRM On Demand
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Oracle CRM On Demand Administration Essentials

Learn it, try it, do it! Administration Essentials is a highly interactive course designed to teach you the essential skills you need to quickly and successfully implement and maintain the Oracle CRM On Demand application.

This comprehensive training program teaches participants the fundamental concepts of setting up, customizing, and maintaining Oracle CRM On Demand. Students will become familiar with the standard business processes enabled in the application and learn how they can be used to enable best business results in a sales, marketing, or service environment. Certified Oracle instructors present the prebuilt capabilities of Oracle CRM On Demand, application setup, and customizing tasks in the context of proven implementation practices.

Through a series of hands-on labs and exercises, participants practice key tasks associated with setting up and maintaining Oracle CRM On Demand, putting their knowledge to work in an interactive case study.

Key topics include:

  • The role of the administrator
  • Setting company defaults and password policies
  • Managing users and roles
  • Understanding visibility and data access
  • Importing and exporting data
  • Configuring automatic record assignment rules
  • Customizing your Oracle CRM On Demand fields and layouts
  • Embedding your sales methodology in Oracle CRM On Demand
  • Automating actions with workflow rules
  • Managing analytic reports
  • Using Oracle CRM On Demand with other applications
  • Maintaining the application and ongoing administrative tasks


Course audience
This course is appropriate for application administrators, implementation team members, business analysts, consultants, or other individuals responsible for successfully implementing and administering Oracle CRM On Demand.

Training delivery
This course is currently offered via Live Web Class through Oracle University, or on-site for customers or partners. Contact crmondemandconsulting_ww@oracle.com for details.

Schedule and registration
Live Web Classes are scheduled regularly. Register today.

North America Live Web Class Schedule (GMT+8)
For schedules in Europe, e-mail: siebel-on demandtraining_ww@oracle.com

For more information
To speak with an Oracle University Representative, call 1.800.529.0165, or e-mail siebel-on demandtraining_ww@oracle.com.

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