sieble crm 培训资料.ppt

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1、sieble crm 培训资料培训资料2Module ObjectivesuAfter completing this module you will be able to:Define the concept of visibility in Siebel eBusiness applicationsDefine the factors which control visibilityDefine view types and their relationship to visibility access rulesuWhy you need to know Employees have d

2、ifferent roles and responsibilities, requiring access to different information 3What Is Visibility? uVisibility determines what data users can see, as well as how they are allowed to see itVisibility controls the viewsVisibility controls the records4Users Must Be Defined as EmployeesuFor a user to a

3、ccess Siebel data, they must be defined as an employee in the applicationuEach employee must have: A login ID, an organization, and at least one positionnControls record accessAt least one responsibilitynControls view access5Different Users Need Different Information uVisibility provides different u

4、sers access to different data based on job function and organization ResponsibilityPositionEmployeeProvides access to views: view visibilityProvides access to records: team/owner visibilityOrganizationProvides access to records: organizationvisibility6Record AccessuLogin ID, position, and organizati

5、on controls record accessuLets take a closer look 7Some Records Are Personally OwneduFor exampleService RequestsQuotesActivitiesuOwnership is controlled by Login IDLogin ID8Some Records Are Team OwneduSome Siebel business entities have teams which control record accessuOwnership is controlled by pos

6、itions assigned to teamsClick ellipsis.to view all positions assigned to the team9uA position represents a place-holder for a person or group of people that require visibility to a set of data uPositions are staticPeople in the positions may changeuEmployees may have more than one position and a pos

7、ition may be shared by more than one employeeThe name that appears for the position is the active employeeWhat is a Position? 10Primary Position Has Special PrivilegesuA primary position on a team allowsThe Manager Record access rule to be activenAllows managers to view data assigned to their direct

8、 reportsAdditional abilities for that position, such as nMerging recordsnDeleting recordsnForecasting an opportunityuIdentify a primary positionBy default, the user who creates a record is automatically placed on the team as the primary11Records Restricted by OrganizationuRecord access can be limite

9、d to users based on the organization(s) to which they belong, for example:Sales Reps in the US will only see products on the North American price listSales Reps in France will only see products on the European price listSales Reps in Brazil will only see products on the South American price list12Wh

10、at is Multiple Organizational Visibility?uAn additional layer of visibility that allows customers to control data between groups of users (Organizations) rather than just the individual level (Position and Employee)uCan be applied to all user data in the Siebel databaseuProvides enhanced visibility

11、for customers with large or complex Siebel deployments needing an additional way to control their dataLimits data to internal groups specific to their needs and job functionsAllows external organizations to see data in the Siebel database13View AccessuView access is controlled by responsibilityRespo

12、nsibilities generally relate to a job function or roleuLets take a closer look. 14 What Is Controlled by View Access?uIf a user does not have access to a view, then the view will not appear and drilldown hyperlinks leading to the view will be inactiveScreen menu itemsTab Bar screensDrilldownsView Ba

13、r text15My Personal ViewuDisplays records for which user is the ownerOnly the owner can access this datauPersonal visibility access rule Examples: My Personal Contacts CCONWAY is logged onMy Personal Contacts view displays contacts which CCONWAY owns16My ViewuDisplays records for which user is on th

14、e teamuSales Team visibility access rule Examples: Opportunity Sales Team, Account Team, Contact Access ListMy Opportunities view displays records where CCONWAY is on the Sales TeamCCONWAY is logged on17My Teams ViewuDisplays records for users who report to a manager, and when the user is the primar

15、y position on the team uManager visibility access rule Examples: My Teams Opportunities, My Teams Service RequestsManager VSILVER is logged onMy Teams Opportunities view displays records where BSTEVENS is the primary on the teamBSTEVENS reports to VSILVER 18All ViewuDisplays records for an organizat

16、ion, where a primary position has been assigned to the team uAll visibility access ruleExamples: All Accounts, All Service Requests, All OpportunitiesAll Accounts view displays all account records within an organization, which have a primary position assigned19All Across Organizations ViewuDisplays

17、records for all organizations, where a primary position has been assigned to the team uAll Across Organizations visibility access ruleExamples: All Accounts across Organizations, All Opportunities across Organizations, All Products across OrganizationsAll Accounts across Organizations view displays

18、all account records for all organizations20Marketing Administration ViewuShows ALL records in the database, even those without a valid primary or owneruBecause it shows all records in database, access to this view should be limited to very few peopleuTo access view: Select Screens Marketing Administ

19、ration21SummaryuIn this module you learned:What visibility is in Siebel eBusiness applicationsWhat factors control visibilityThe types of views and their relationship to visibility access rules22LabsuLab 1How visibility controls record and view access23Lab ReviewuReview observations, comments, and issues that arose during the labuDiscuss the solutions to the questions asked