Siebel CRM On Demand Data Import Workshop

Product Description

This course examines the important task of importing data into Siebel CRM On Dem&. It provides instruction on collecting & cleansing source data, including formatting data according to the various field types; importing in the proper sequence; troubleshooting import errors; & avoiding common user errors. The course provides tips & best practices so that participants can successfully import data into Siebel CRM On Dem&, resulting in high quality data for end users & no or little rework for administrators.

Through a series of hands-on lab exercises, participants learn how to identify errors in source data & prepare data for import. Participants also practice using the Import Assistant in CRM On Demand & fixing errors due to improper data preparation, allowing students to test new skills in a safe environment with instructor support.

Learn To:

• Consolidating & preparing legacy data records
• Creating record relationships
• Considering CRM On Demand configuration & field type formats
• Using the Import Assistant
• Understanding duplicate record checking methods
• Troubleshooting & fixing data import errors

This training may be available onsite; please contact us if you are interested.