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The Siebel CRM 8 Business Analyst Expert (1Z0-219) exam is designed for individuals who possess a strong foundation and expertise in selling or implementing Siebel solutions, such as Siebel Sales and Siebel Call Center. This exam covers Siebel automation options, such as: Siebel Workflow, Assignment Manager, and Task User Interface (UI). This exam also covers the knowledge and skills needed to participate in a Siebel implementation project, the logical structure of Siebel applications, the Siebel Web architecture, data access and Siebel Tools, including modifying the business logic/user interface to Siebel applications and using Siebel automation. Up-to-date training and field experience are recommended.
- Introducing Siebel Applications
- Describe Siebel Customer Relationship Management (CRM) applications
- Give examples of employee and partner Siebel CRM applications
- Using the Siebel Web Client
- Start and log in to a Siebel application
- Navigate screens and views in the application
- Working with Data in the Siebel User Interface
- Create, modify, and delete records
- Query for records
- Common Siebel Business Entities
- Identify common business entities (Accounts, Contacts, Activities, Opportunities, and Quotes)
- Describe relationships between these entities
- Using Siebel Business Entities
- Give an example of how a company could use Siebel business entities to support a business process
- Exploring Siebel Sales
- Describe how Siebel Sales users manage opportunities
- Describe how forecasts can be used
- Describe advanced Siebel Sales features
- Exploring Siebel Call Center
- Use Siebel Call Center to assign and handle service requests
- Describe advanced Siebel Call Center features
- Other Siebel CRM Features
- Use iHelp for assistance with complex procedures
- Describe the Universal Inbox functionality
- Run a Siebel Report
- Use Audit Trail to examine changes to a record
- Describe how to use Siebel Search to locate information
- Administering Siebel Applications
- Describe how administrative users manage Siebel data and functionality
- Identify commonly used administrative screens
- Exploring the Siebel Architecture
- Identify the major architectural components and their roles
- Describe how different Siebel client types access data
- Securing Siebel Applications
- Describe the major entities that support security within a Siebel application
- Describe the types of authentication supported by Siebel CRM Applications
- Controlling Access to Views
- Describe the relationships among views, users, and responsibilities
- Outline two strategies for assigning views to responsibilities
- Controlling Access to Customer Data
- Describe the Siebel mechanisms that determine access to customer data records
- Describe the relationship between views and access control mechanisms
- Creating the Company Structure
- Create position, division, and organization hierarchies
- Create employees and users
- Understanding Object Definitions
- Describe the major types of object definitions
- Describe the relationships between them
- Use About View
- Using Siebel Tools to Examine Object Definitions
- Explain the differences between an object type and an object definition
- Use Siebel Tools to examine parent and child object definitions
- Determine relationships between object definitions