Siebel Chapter 0 Better

8/22/2019 Siebel Chapter 0 Better

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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, 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 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.


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.

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Siebel Chapter 0 Better