Oracle CRM On Demand Online Training

Oracle CRM On Demand is a cloud-based customer relationship management solution that helps organizations manage sales, marketing, and service operations. This training covers administration, customization, workflow automation, analytics, and data management.

Oracle CRM On Demand Training & Certification

Master Oracle CRM On Demand with end-to-end training on setup, user management, field customization, workflow rules, reports and dashboards, data imports, and critical maintenance tasks—all delivered by experienced CRM professionals.

Oracle CRM On Demand Training Course Details

Introduction to CRM

What is CRM
Types of CRM

Administrator Tasks

Administration application pages
Resources and setup templates
Setting up company defaults and password controls
Settings in the company profile
Security settings
Sign in and password controls

Managing Visibility and Access Control

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

Assigning Records Automatically

Automatically assign records
Assignment rule groups
Assignment rule criteria
Assign territories and teams

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
Identifying subject areas
Finding data columns
Analyzing custom objects
Designing your report
Creating and designing custom dashboards
Creating dashboard prompts
Homepage analyses

Using the Import Assistant

Accessing the Import Assistant
About the steps of the Import Assistant
About mapping files
Accessing the Import Request Queue
Reviewing import results
About log files and error messages
Correcting import errors
Reimporting failed and partially imported records

Performing Critical Maintenance Tasks

Managing users
Managing records and data quality
Monitoring alerts
Testing new features
Understanding environments

Target Audience

CRM Administrators and Consultants
Business Analysts and Project Managers
Sales, Marketing, and Service Managers
IT Professionals managing Oracle CRM On Demand
Anyone seeking Oracle CRM On Demand certification

Why Choose Best Online Trainers?

Instant Access: Get instant access to self-paced training after signup.
Streaming video recording: Watch lessons any time at your schedule, free recording.
Exercises: Practical exercises help you test what you are learning as you go.
Free Demo: Sign up for free demo to check whether the course is right for you and interact with the faculty live.
Experienced Trainers: We only hire the industry's best trainers
Live free interactive web sessions: Ask questions and clarify your career prospects any time after you complete the course.
Structured Curriculum Schedule: Progress with complete daily interactive lessons and assignments.
Faculty Mentoring: Turn in daily and weekly homework for personalized feedback from faculty.
Virtual Office Hours: Live interaction with the faculty and other students around the world.
Hands on Live Projects: Work on real-world projects with 100% faculty guidance and ratings.

Trainer Profile

Oracle CRM On Demand certified professionals
10+ years experience in CRM implementation and administration
Hands-on project delivery expertise in sales, marketing, and service modules
Proven track record in training and consulting

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