SIEBEL CASE STUDY ASSIGNMENTPRESENTATION
Contents:•   Case Study Requirement Detail      - House (Internal Product)      - Opportunities Entity      - Activities E...
Case Study Requirement Detail - House (Internal Product) :-•     Company A requires the ability to manage the list of hous...
Case Study Requirement Detail - Manage Opportunities               Company A needs to give its internal employees as well ...
Case Study Requirement Detail - Manage Activities:-            Company A requires the ability to manage activities for eac...
Case Study Requirement Detail - Additional Requirements:-•    Company A has a manager and 2 sales rep. The sales rep work ...
Key Business Process Diagram flow - Case Study :-
THREE LAYER IN SIEBEL
USER INTERFACE LAYER
BUSINESS LAYER
DATA LAYER
Organization and Position Role in Application
Case Study Configuration flow•   House Detail View – PRODUCT Entity Configuration•   House Detail APPRAISAL VIEW Configura...
House Detail View – PRODUCT Entity Configuration Activity-1 Extending the Database by Adding New Columns  to the Base Tab...
Activity-1 Extending the Database by Adding New Columns to the Base Table                                          Compili...
Activity-2 Configuring the Internal Product Business Component                                                Compiling an...
Activity-3 Modify Existing Product Applets to Display HOUSE AttributesStep-1 Configuring the following two applets are eas...
Activity-4 Creating the House Detail View :-                 Create a new view to display the Product List and Product For...
Activity-5 Creating the Houses ScreenStep-1 Create New Screen from Object          Compiling and Unit Testing:-           ...
House Detail APPRAISAL VIEW ConfigurationDisplaying data from a 1:M extension table requires the following   steps. Aciti...
Acitivity-1 Creating the Appraisals Business Component.Step-1 Creating New BUSCOM - Appraisals from            Compiling a...
Acitivity-2 Creating a Link Between Houses and Appraisals.Step-1 To Expose the RowID field in the Internal         Compili...
Acitivity-3 Adding the Appraisals Business Component to a Business Object                                              Com...
Acitivity-4 Create a New Appraisals List AppletStep-1 Create New Appraisals List Applet from New                          ...
Acitivity-5 Create a House Detail - Appraisals ViewStep-1 Create New Appraisals View from New Object       Compiling and U...
Acitivity-6 Adding the House Detail - Appraisals View to the House Screen                                            Compi...
OPPORTUNITIES Entity – House Detail ViewConfigurationActivity-1 For Each Opportunity, Track the House features that the   ...
Activity-1 For Each Opportunity, Track the House featuresthat the buyer is looking for and buyer characteristicsAdding Add...
Activity-2 Users may choose values for house attributes,Square feet, Price Range and so on from a list rather thanenter th...
Activities Entity Configuration Activity-1 Display the Opportunity associated with each activity. Activity-2 When enteri...
Activity-1 Display the Opportunity associated with each activity.                                                  Compili...
Activity-2 When entering an activity, allow users to associate an opportunity to anActivity-Dynamic Pick Lists            ...
Activity-3 Allow users to navigate from the opportunity detail view to one of thefollowing views, depending on the sales s...
Setting Up the Organizational Structure – Company A Company A Organizational Structure Diagram Navigation Path to Create...
Setting Up the Organizational Structure – Company A  Division  Position  PositionNavigation Path :-Creation of Division/Po...
How to getSiebel CRM Context HelperSenthil Kumar Janakiraman Functional Consultantemail Id:Senthil-Kumar.janakiraman@capge...
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Siebel Case Study Presentation Senthil Kumar

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Siebel Case Study Presentation done after internal training three to four weeks from capgemini

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  • Top Page
  • Contents
  • Case study details
  • Case study detail
  • General case flow diagram
  • Siebel Case Study Presentation Senthil Kumar

    1. 1. SIEBEL CASE STUDY ASSIGNMENTPRESENTATION
    2. 2. Contents:• Case Study Requirement Detail - House (Internal Product) - Opportunities Entity - Activities Entity - Role setup in Siebel Application – Organization and Position• Diagram flow – Case Study• Three Layer in Siebel – Mapping with Case Study• Siebel Three Layer Mapping with Case Study - Use Interface Layer - Business Layer - Data Layer• Case Study Configuration flow - House Detail View – PRODUCT Entity - House Detail Appraisal View - Opportunities Entity – House Detail View - Activities Entity. - Organization and Position Role in Application.
    3. 3. Case Study Requirement Detail - House (Internal Product) :-• Company A requires the ability to manage the list of houses that are currently for sale. This includes storing key characteristics, such as price, number of bedrooms, and square feet; keeping a history of appraisals; and pulling in any data about renovation history from an external file that is supplied by a third-party vendor.Table 1 lists the detailed requirements for the House entity.Table 1.Requirements Summary for the House EntityRequirement CommentTrack houses for sale. Houses will map to the entity product BC: Internal ProductTrack the features of each Add additional columns (or any other alternative) to storehouse, such as square feet, additional attributes andnumber of bedrooms, and so expose them in the user interface.on. Fields: Number of bedrooms: (LOV)-Studio/1bhk/2bhk/3bhk (Static) Total Carpet Area: Property Type: Commercial /Residential (LOV) Total AmountEntering and editing records Applet with New/Delete/Update availablefor houses.Provide users with predefinedvalues to choose from whenentering house features.Track and display previous New BC on S_Product_XM, type=”Appraisal”appraisal information (date, Interested: True/Falseamount, assessor) for each house. This should be a 1: M link tohouse.
    4. 4. Case Study Requirement Detail - Manage Opportunities Company A needs to give its internal employees as well as its partner agents ability to manage opportunities. Opportunities are recorded for potential buyers and include contact information and information about the type of house the buyer is interested in. Opportunities that come into Company A directly are passed on to a partner agency based on location. Table 4 summarizes the requirements for the opportunity entity.Table 2 Requirements Summary for the Opportunity EntityRequirement CommentFor each opportunity, track BC:the house features that the Fields: House Typebuyer is looking for and buyer Range:characteristics. 5-10L 10L-20L 20-30L 30-40L >40L Contact (Dynamic Pick applet) Comments: FreetextUsers may choose values forhouse attributes.square feet,price range, and so on.froma list rather than enter them.
    5. 5. Case Study Requirement Detail - Manage Activities:- Company A requires the ability to manage activities for each opportunity and contact. Thestandard Activity management functionality meets Company A requirements well, except for the gaps listed inTable 3Table 3 Requirements Summary for the Activity Entity Requirement Comments Display the opportunity Add the opportunity to the associated with each activity. Activity List and Form Applets. Activity name: Desc: : (Pickapplet) Type: Comments When entering an activity, allow users to associate an opportunity to an activity. Constrain the values in the pick applet so it only shows the opportunities for the account associated with the activity. Allow users to navigate from the Configure dynamic drilldown Opportunity Detail view to one of that implements the the following views, depending on conditions described in the the sales stage: business requirement. Contact Detail - Activities (SCW) Account/Contact Contact Detail - Contacts (SCW)
    6. 6. Case Study Requirement Detail - Additional Requirements:-• Company A has a manager and 2 sales rep. The sales rep work on commissions. Hence, Sales Rep A should not be able to see what Sales Rep B has in his opportunities. However, their manager should be able to see all the opportunities that they are working on.• The views seen by the manager in the application would be different from the one’s seen by the sales rep.• For attributes like No of Bedroom, ensure that we have a drop down with values Studio, 1 Bedroom, 2 Bedroom, 3 Bedroom• When a customer shows interest in a house and you select a house as his choice, all the pre-defined features should automatically be displayed along with it.
    7. 7. Key Business Process Diagram flow - Case Study :-
    8. 8. THREE LAYER IN SIEBEL
    9. 9. USER INTERFACE LAYER
    10. 10. BUSINESS LAYER
    11. 11. DATA LAYER
    12. 12. Organization and Position Role in Application
    13. 13. Case Study Configuration flow• House Detail View – PRODUCT Entity Configuration• House Detail APPRAISAL VIEW Configuration• OPPORTUNITIES Entity – House Detail View Configuration• ACTIVITIES Entity Configuration• Organization and Position Role in Application Configuration
    14. 14. House Detail View – PRODUCT Entity Configuration Activity-1 Extending the Database by Adding New Columns to the Base Table Activity-2 Configuring the Internal Product Business Component Activity-3 Modify Existing Product Applets to Display House Attributes Activity-4 Creating the House Detail View Activity-5 Creating the Houses Screen Activity-6 Compiling and Unit Testing
    15. 15. Activity-1 Extending the Database by Adding New Columns to the Base Table Compiling and Unit Testing:-Step-1 Select Table Name- S_PROD_INT in Compiling related Projects, Tables, Business Objects, Business Component,Table Object and Lock Project Table Applets, Views and ScreensStep-2 Adding New Columns to theProducts Extension Table - S_PROD_INT_XSelect Table - S_PROD_INT_X and CreateNew column Object Name given belowStep-3 Compiling - Table levelS_PROD_INT_X
    16. 16. Activity-2 Configuring the Internal Product Business Component Compiling and Unit Testing:-Step-1 Select Business Component Name- Compiling related Projects, Tables, Business Objects, BusinessInternal Product in Buscom Object and Lock Component, Applets, Views and ScreensProject Buscom.Step-2 Adding New Fields to the ProductsExtension Table - S_PROD_INTCreate New fields Object Name given belowStep-3 Change the default Properties fromInternal Products BUSCOMFields --> No Delete, No Insert, No Merge andNo Update value should set FALSE.Step-4 Compiling -Buscom Name: InternalProduct.
    17. 17. Activity-3 Modify Existing Product Applets to Display HOUSE AttributesStep-1 Configuring the following two applets are easier than creating New Onces. Compiling and Unit Testing:-Product List AppletProduct Form Applet Compiling related Projects, Tables, Business Objects, Applets are already based on the Internal Product Business Component Business Component, Applets, Views and Screens.Add List Column Objects for each New fields. Select aObject hierarchy is Applet ---> List --->List Column. Screen shot: - (Output Results)Step-2 Select the Product List Applet Record choose Edit Web Layout and Removethe Following unnecessary columns for the 1:Base mode of the Applet example fewfields given below- Class - Compensable - Customizable - Description - Effective End Date- Effective Start Date - Equivalent Product - Lead Time - Orderable- Organization - Product Line - Revision - Serialized-Service Product - Unit of MeasureStep-3 Add the fields you defined including the fields to be hidden by defaultChoose file to Save and close.Step-4 Similar way configuring the Product Form Applet follows above steps 1 to 3.Step-5 Compiling Applet - Product List and Form Applet.
    18. 18. Activity-4 Creating the House Detail View :- Create a new view to display the Product List and Product Form Applets. They want in the view first should beProduct List and second should be Product form Applet. We can select View Standard list-form view.Step-1 Create New View from Object wizards. Compiling and Unit Testing:- Compiling related Projects, Tables, Business Objects, Business Component, Applets, Views and Screens.Step-2 Select fields details given belowStep-3 Select Web Template – View DetailStep-4 Select Applets – Product List Appletand Product Form AppletStep-5 Review the View Web Template inBase Mode Layout and check out in reviewformat mode.Step-6 Compiling Views
    19. 19. Activity-5 Creating the Houses ScreenStep-1 Create New Screen from Object Compiling and Unit Testing:- Compiling related Projects, Tables, Business Objects,wizards. Business Component, Applets, Views and Screens. • Register the House Detail View in the application. • Associate the House Detail View to a responsibilityStep-2 Select fields details given belowStep-3 Select Web Template – View DetailStep-4 Select Applets – Product List Appletand Product Form AppletStep-5 Review the View Web Template inBase Mode Layout and check out in reviewformat mode.Step-6 Compiling Views
    20. 20. House Detail APPRAISAL VIEW ConfigurationDisplaying data from a 1:M extension table requires the following steps. Acitivity-1 Creating the Appraisals Business Component. Acitivity-2 Creating a Link Between Houses and Appraisals Acitivity-3 Adding the Appraisals Business Component to a Business Object Acitivity-4 Create a New Appraisals List Applet Acitivity-5 Creating the House Detail - Appraisals View Acitivity-6 Adding Additional Columns to the Opportunity Base Table Acitivity-7 Compiling and Unit Testing
    21. 21. Acitivity-1 Creating the Appraisals Business Component.Step-1 Creating New BUSCOM - Appraisals from Compiling and Unit Testing:- Compiling related Projects, Tables, Business Objects, Business Component,Object Wizards Applets, Views and Screens.Step-2 Add New columns and filed Names as shown inthe following Table, and then click Add for each one.Step-3 Compiling BUSCOM – Appraisals, Project –Product and Table – S_PROD_INT_XM
    22. 22. Acitivity-2 Creating a Link Between Houses and Appraisals.Step-1 To Expose the RowID field in the Internal Compiling and Unit Testing:- Compiling related Projects, Tables, Business Objects, Business Component,Product BUSCOM. Applets, Views and Screens.Find existing from BUSCOM Object - Internal ProductROW_ID from Name Property and column Property.Step-2 Select Links List Applet from Object Explorer.Choose New Record.Step-3 Enter Values for the Properties as shown in thefollowing Table
    23. 23. Acitivity-3 Adding the Appraisals Business Component to a Business Object Compiling and Unit Testing:-Step-1 Select the Internal Product from Compiling related Projects, Tables, Business Objects, Business Component,Business Object from Object Explorer / List Applets, Views and Screens.EditorStep-2 Enter New Record Using the valuesshown following table.
    24. 24. Acitivity-4 Create a New Appraisals List AppletStep-1 Create New Appraisals List Applet from New Compiling and Unit Testing:- Compiling related Projects, Tables, Business Objects, Business Component,Object wizard. Applets, Views and Screens.Step-2 Web Layout - General Dialog box. Select theTemplates to Use following Table and then click NextField.Step-3 In the Web Layout - Select the following fieldsand then click Next.-Appraisal Value, - Date, - Name, - Assessor Name, - Type, - Interested and - Appraisals ValueStep-4 Finish dialog box and Preview the informationentered and then click finish.Step-5 Preview the Applet by right clicking in theLayout window and then choosing preview and close.
    25. 25. Acitivity-5 Create a House Detail - Appraisals ViewStep-1 Create New Appraisals View from New Object Compiling and Unit Testing:- Compiling it related Project, Table, Business Object, Business Component,wizard. Applets, View and Screen.Step-2 View Web Layout - Select the Templates toselect the View Detail (Parent with Pointer) Webtemplate and then click Next.Step-3 In the Web Layout – Applet dialog box , Selectthe following two Applets and then click Next.-Product Form Applet-Appraisals List AppletStep-4 Finish dialog box and Preview the informationentered and then click finish.Step-5 Preview the Applet by right clicking in theLayout window and then choosing Preview and Close.
    26. 26. Acitivity-6 Adding the House Detail - Appraisals View to the House Screen Compiling and Unit Testing:-Step-1 Create a View, you need to Compiling it related Project, Table, Business Object, Business Component,associate it with a screen. In this case, Applets, View and Screen. • Register the House Detail Appraisals View in the application.Internal Product Adds the House Detail - • Associate the House Detail Appraisals View to a responsibility. Screen shot: - (Output Results)Appraisals view to the Internal ProductScreen.Step-2 Create a New Screen View objectType-Step-3 Compiling Screen View – Appraisals
    27. 27. OPPORTUNITIES Entity – House Detail ViewConfigurationActivity-1 For Each Opportunity, Track the House features that the buyer is looking for and buyer characteristics.Activity-2 Users may choose values for house attributes, Square feet, Price Range and so on from a list rather than enter them.
    28. 28. Activity-1 For Each Opportunity, Track the House featuresthat the buyer is looking for and buyer characteristicsAdding Additional Columns to the Opportunity Base Table: Compiling and Unit Testing:-Step-1 Select Opportunity Base Table S_OPTY and Lock Compiling it related Project, Table, Businessafter Adding following column records as given below and Object, Business Component, Applets, View andcompile it. Screen. Screen shot: - (Output Results)Step-2 Add above fields into Existing Opportunities Appletsboth - Form & List AppletStep-3 Create a Dynamic Pick Applet for Contact from ObjectWizard and enter following table value given belowStep-4 click Finish and compile it.
    29. 29. Activity-2 Users may choose values for house attributes,Square feet, Price Range and so on from a list rather thanenter them.Add Pick Lists for each of the fields that need pre- Compiling and Unit Testing:-defined Values. Compiling it related Project, Table, Business Object, Business Component, Applets, View andStep-1 Create Price Range New Static Pick Screen.List from Object Wizard and enter following Screen shot: - (Output Results)table Value given belowStep-2 Click Finish and compile it.
    30. 30. Activities Entity Configuration Activity-1 Display the Opportunity associated with each activity. Activity-2 When entering an activity, allow users to associate an opportunity to an Activity Activity-3 Allow users to navigate from the opportunity detail view to one of the following views, depending on the sales stage- Contact Detail - Activities (SWC)/ Contacts (SWC)
    31. 31. Activity-1 Display the Opportunity associated with each activity. Compiling and Unit Testing:-Step-1 Adding the Opportunity Field to the Compiling it related Project, Table, Business Object, BusinessActivity List Applet (SCW) Component, Applets, View and Screen.Step-2 Adding the Opportunity Field to aActivity Detail Applet (SCW)(To add a control object to a form applet)Step-3 To map fields (CONTROLS and LISTcolumns) from an Applet to a Web templateJust u have to click Column to include inActivity Form Applet - Opportunity fieldNote:- In our Case Study already setup inApplication. Just Right click select column –Opportunity to include in Activity List Applet.
    32. 32. Activity-2 When entering an activity, allow users to associate an opportunity to anActivity-Dynamic Pick Lists Compiling and Unit Testing:-Step-1 Find Existing BUSCOM Action and Lock Action BUSCOM Compiling it related Project, Table, Business Object, Business Component, Applets, View and Screen.Step-2 Create New Pick List icon from Object ExplorerStep-3 In the Pick List dialog box, enter the values from below valuesin TableStep-4 Pick List Type dialog box, click the Dynamic option button andclick NextStep-5 Pick List Definition dialog box, click the Create New Pick Listoption button and click NextStep-6 Next Pick List Definition dialog box, enter the values shown inthe following table, and then click NextStep-7 Pick Map dialog box, use the drop-down lists to choose thefields shown in the following table, and then click AddNote: Mappings between the source field and the target field.Step-8 Finish and compile it.
    33. 33. Activity-3 Allow users to navigate from the opportunity detail view to one of thefollowing views, depending on the sales stage- Contact Detail - Activities (SWC)/Contacts (SWC)Step-1 Find Existing BUSCOM Name: Action and Compiling and Unit Testing:- Compiling it related Project, Table, Business Object,Lock Project Business Component, Applets, View and Screen.Step-2 Add/Create a New Field for Activity Nameand Sales Stage.Step-3 Add Fields Activity Name and Sales Stage tothe Existing House Activity List Applet and ActivityForm Applet.Step-4 Drilldown on top of Activity Name ( useStatic Pick List) for Sales Stage Field which containtwo values Dropdown Value is ACCOUNTS andCONTACT.Applet Name: Opportunity Detail - Activities View(SCW).
    34. 34. Setting Up the Organizational Structure – Company A Company A Organizational Structure Diagram Navigation Path to Create Division / Position
    35. 35. Setting Up the Organizational Structure – Company A Division Position PositionNavigation Path :-Creation of Division/Position: - GROUP ADMINISTRATION -> DIVISION / POSITIONCreation of Employees: - ADMINISTRATION – USER -> USERSCreation of Responsibilities: - APPLICATION ADMINISTRATION –> REPONSIBILITIES
    36. 36. How to getSiebel CRM Context HelperSenthil Kumar Janakiraman Functional Consultantemail Id:Senthil-Kumar.janakiraman@capgemini.com Together. Free your energies
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