Siebel 2000 Exam Questions Flashcards
What Information is displayed thru Help - > Technical Support view
View connection information, who is logged into the system, data source, support phone #’s, system info
What are the differences of the 3 view options for a Screen: List, Detail, and explorer view
List- Displays one or more records, helps you sort, find and quickly review information (this view lets you scroll through a list of records)
Detail- Displays information about a single parent record and related child records (this lets you see specific information for one item; ex. You might look at information about a single opportunity, including information about all the contacts associated with the opportunity)
Explorer- Displays parent and child record information in a hierarchy
3) What is detail view, what is explorer view
Detail-
Form Applet- displays single parent record information (displays complete information about a single record)
List Applet- displays related child record information (maximizes the number of records that you can see simultaneously; most useful for working with multiple records; ex. To view groups of opportunities or to
create a list of frequently used contacts)
Explorer-
Tree Applet- Displays parent child record relationships
Do you Need a toggle button for a dynamic toggle?
No
5) How to navigate by drill down, different ways to do drill down.
1) Click on hyperlink field in a list applet to navigate to a different application view
2) Double click on the row indicator
3) Enter CTRL+E for the selected record
4) Right click, then select menu item
Describe what is seen in the Help menu > about record, about .srf, and about view
Help Menu-
About Record- who/when created/modified
About SRF- version and compile information
About View-configuration information about Siebel version and agreement information
HTML list view, ( read only, etc,)
HTML List View-
- list views are read only
- only list, and no form, appears
- detail views are read only in a form applet
- in a form applet
- delete applies to one record at a time
- next/previous moves the pointer one record at a time through data set
- first/last moves to first and last record in data set
How do you define an employee / grant access to Siebel data?
To access Siebel data
Each employee must have:
-a login id, an organization, and at least one position (controls record access)
-at least one responsibility (controls view access)
What level of record access is controlled by login ID, position and organization
Personally owned- Controlled by login id
Team owned- Controlled by positions assigned to teams
Organization- Controlled by organization to which user belongs
What are a Primary position’s special privileges?
A primary position on a team allows:
- the manager record access rule to be active (allows mgrs to view data assigned to their direct reports)
- merge records, delete records, forecast an opportunity
- by default, the user who creates the record is automatically placed on the team as the primary
Understand visibility my view, my personal view, my team view, all view, all across org view, (business scenarios, examples)
View access is controlled by responsibility
My Personal View (when you own it)
-displays records for which user is the owner (only owner can access this data)
Ex. My Personal Contacts
My View (when member of a team)
-displays records for which user is on the team
-Sales team visibility access rule
Ex. My Opportunities View displays records where CConway is on the sales team
My Team’s View (when primary or mgr on team, mgr will see all records of employees that report to him)
-displays records for users who report to a manager, and when the user is the primary position on the team
-Manager visibility access rule
Ex. Manager VSilver is logged on
Bstevens reports to Vsilver
My Team’s Opportunities view displays records where BStevens is the primary on the team
All View
-displays records for an organization where a primary position has been assigned to the team
-All visibility access rule
Ex. All Accounts, All Service Requests, All Opportunities
All Across Organizations View
-displays records for all organizations where a primary position has been assigned to the team
-All across organizations visibility access rule
Ex. All Accounts Across Organization, All Opportunities Across Organizations
What are Privileges for system admin, marketing admin?
Marketing Admin View/System Admin
- shows all records in the database, even those without a primary or owner
- access to this view should be limited to a very few people
What are Different ways to add a new record?
1) From the toolbar (add new record icon)
2) From the Edit menu (Edit-Add New Record)
3) Shortcut Key Ctrl+N
4) Right click new record
When is a record commited to the database?
To commit a record to the DB, step off record by:
- selecting another record
- selecting another area on the screen
What do the 3 different field controls for screen input ( Date, number, and multi-line) do?
Use pop ups to assist with adding values to fields:
1) Date Field Control
- provides calendar pop up
2) Multi Line Edit Field
- provides full text entry pop-up
3) Number Field Control
- provides calculator pop up
