siebel chapter 0 better
TRANSCRIPT
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Question
Where is the alphabetic listing of all the screens?
Pls go to Accounts My Accounts view
Whats GUI and CLI?
Name some version sof Siebel.
oHow many types of applets are there
: How can you save records in Siebel
Q4. Define Tree applet
: Define unbounded pick list.
Gaurav: What MVg applet
Whats pick applet
Whats LOV
Whats FF field?
FF= free form
What are screens
What are views
What is About record option in Help?
What imp thing Tehcnical support option in Help menu
shows?
What is About SRF optionin Help Menu?
What is reports option?
What is PDQ?
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What is Filemenu - Connect option
What is Merge Records
What is Change records
What is a form applet
What is a List applet
How to freeze the columns?
Finding a record
Please create a query
Sorting of Records
How do you start 8.1
Do everything in 8.1 also
Tell me how cancel works
tell me how new record works
tell mw how copy reciord works
Whats a drill down
Whats History List
Whats back button
Go to Accounts My accounts and see thoe A B C D etc in the
lower part of upper applet...what are those..click on them one
by one and see what they mean
Whats the length of the desc field in Opty screen my opty view
lower form applet
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Sales team is an MVG or a pick applet in the same view?
Prob is LOV or Free form? Is it bounded or unbounded?
What kind of field committed is?
what kind of field Lead quality is?
what kinda of field lea source is
Do you notice that when you pick an account, Site Address
fields also come with it...this functionality is called as pick
map...that means these field values r mapped to the values of
account opty-my opty-account field
How do you associate two records. Account and contact or
professional
learn to execute blank query
use *, wilkd cards, greater than etc.
Use column displayedright click on empty space near the greater than symbol
How to import a list applets all records in siebel using file
Export feature.
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is historical orders in dell.com a read only view..yes
is ur profiel there a read only view? No
is shopping cart a read only view? Noopty compettior view
Observe MVGs
Create a New LOV value in Opty- My Optuy view's field called
Lead Quality ..make the new value as 6- TEST
Pls note how Phone number works in siebel..how it gets
autoformatted
Does Closed Date in Opty - My opty view let ya enter date in
any other format?go to Opportunity Competetior View
Does Siebel have radio buttons?
How undo works
Can we use delet instead of Undo
Where is Clumns Displayed Option?
Pls go to Opty My opties view
Show me one special button..
Account- My accounts View
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in Accounts- My Accounts view
Example of how data gets created by admins and then
it is available for every rep to use.
requiremtn to show only active addresses for an account at the order level
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additional Questions Answer
and show me at least one MVG
show me at least one pick applet
at least one LOV
A. GUI Stands for graphical user
interface. It is very easy to use. There are
no commands to type, you just have to
click with your mouse. It is very user
friendly. Example- Windows
CUI stands for character user interface. It
is the old method to interact with
computers.
There is a command for every function &
you have to remember the proper syntax
for that command. Example DOS
5 6 7 and 8 are base version. Popular
versions are 6.3, 7.5 7.7 7.8 8.0 8.1Form :List and Tree and Chart(with
image)
by just stepping off the record
Show them oppty territory and ask
whether it is mvg
adv question: give me an example
where there will be a primary flag in
pick applet and it wil be useful from
abusines perspective.
it shows row id( the unique id for
every record), who modified it etc
user , connectstrin, srf etc
Its version, path etc.
these are analyctical or
transactional reports
these reports r at what level?
investigate anmd tell me
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How do u see th etiotal numbers of
records returned in a query
can u firther refine iot?
can u frther modify the PDQ?
Can it be undone?
Can it be done on mvg fields?
How many records r shown in a listapplet at time?
asc and desc both
7.7 ke liye 2004
7.5 2001
8.1 only works in internet explorer
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mvg
LOV unbounded
it is an mvg..for berry not for cons
they can not be enter as part of Opty
..they r part of account and are here for
only display purpose
It is called professional as it is
Siebel life sciences version.
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what is the busines meaning of this view?
Is there any field which is getting
automatically formatted
No
is it available ofr Form applets?
What are the mandatory fields
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also talk about accoutn filter and the active flag filter
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Exercise
Create a record and save it and let me know when you
are saving it
show me a tree appklet in the GUI
ask them to show you one
ask them to show you one
ask them to show you one
ask them to show you one
ask them to show you one
ask them to show you one, how do u scroll, where
do u see th elist of all the screens?
ask them to show you one, how do you scroll, can u
see the list of all the viewsin menu options?
ask them to go see it
ask them to show it to you
ask them to show it to you
ask them to run a report.
ask them to save one in accounts screen - my
accounts viewand see whether it is avilable after
login again
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ask them to login as Abiggs/abiggs and see if it is
there..now log in as sadmin again and go to app
admin - Pre defined queries view and make it public
and then it will be available to canders also..ask
them to check it
do it in opty screen, all opty view pls
Ask them to refine a query
Ask them to do it in front of you.
go to Mktg Admin - accounts View and select two
records and then this option will be enable din Edit
menu
pls note that by noticing row id which is the winner
and which loser
give me a goo dbusines suse of change record
Ask them to do it in front of you.
ask them to show you one
ask them to show you one
Ask them to do it in front of you.
Ask them to show you. Ask them to find something
in fron tof ya.
Ask them to show you. Ask them to query
something in fron tof ya.
Ask them to do it in front of you.
It is nto done mostly as records r numerous a
start Siebel 8.1 by reducing the date to 2006
and then sadmin sadmin and sample as user id
opassword and database
ask them to show one
Ask them to observe to which view it takes them
go to Professional my professionl view..and click on upper
applet and click on option Go to last name...and tell me
which view it takes ya to...go back using back button and
tell me what are the other Go to Options available and
where do they take ya
Wher eis history list
Where is back button
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adv: what is the business use case of thisof this
field?
Tell me what all fields r pick maps in Opty my opties
Account field.
first create an account
then create a contact( also called Professional in Life
scinces)
and then associate the two
After this create an Opty and associate the contact and
account with it
Go to Account activity ..do u see it..
come back to Opty acitivy and asso it with account
go to account activity view and see that if it is thr or not..
Similarly do with contact
i.e. for the opty go to professional activ ity view and see if
the activity is there. then come back and enter
professional for it..and make sure that it is thr
Please enter activity for an account and see that it also
shows in Activity my activity view
similarly enter professionl in Account professional view
and see that it is thr in Professionals my professionals
view
Login as CSANDERS/CSANDERS sampleby using file connect
and see that the account you just created is nto there in
his Account My accounts view...
similarly for Professional...Opty and activity
Log in as sadmin agaian by using Fi le Connect and then
go to the newly create account, contct and opty and
activity and add CSANDERS as sales team member...
log in as CSANDERS again
he should nwo see these in his MY Views of respective
entities
create new resp and give it to chris sanders the ccess to views my accounts and all account thru t
got o accoutn oppty view
also add accoutn opty view access to casanders
now remove the access to all accounts view.
Import Accounts - My accounts
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Try creating different different types of fiels like CSV etc.
Query for all the accounts starting with A in All accounts
view and then export. Observe that only those accounts
which were in result got exported.
find an account which has mpore than 3 addresses.
similarly find an account which has mor ethan 3 salestemmembers
and create a new record in lower applet ( basically a
competetor record..) and observe how many records are
available in the Pick applet? Only a few accounts are
available orALL accounts r available
go to All Accounts Acoorss all Accounts view and then
make a query on check mark Competetor ...in the list
applet
Observe that there are few records which are desgnated
as competetor by sales reps
and those r the onyl ones available in the pick applet in
opty comp
create a new account and check mark it as competor
anmd see whether it starts showing in that pick applet
enter a new record in list applet and enter only the
mandatory fields.
Now click on bottom applet..
has the record been saved?
In account My acounts View
Enter a new record and identify Mandatory fields
Identify read onyl fields
Identify automatically generated fields..if any
identify pre defaulted fields
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Identify any fields for which default values come the same
every time
Do the same exercise for Opty - All Opty view
Pls ote that there is alist applet also and all the fields are
listed there....u mustcheck all the fields in List applet to
idenntify read only(greyed out ) fields
also idnentify default values
Also in Service Request - My service Request viewidentify any autogenerated fields
Identify any constarined pick lists in that
In SR - MY SR view which fields are coming in through a
pick map
what are the special buttons?
Constarined pick lists are Area - Sub Area..please note
that how valu ein Area Determines values "Available" in
Sub Area
thats constrained pick list
Identify any calculated fields
Gaurav: Create a new Activity Template in Siebel
Assistant Admin - activity Template view (make it of typeAccount) and then defining activities in Activity Templat
Details view and then going to Accounts-Activity Plan view
and invoking this template by creating a new record in
Activity plan applet and then see that those activities that
you created get automatically created
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nd it take salot of time. Users typcially query
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at view.