Siebel Assignment Manager Administration Guide Version 81 Rev A 3 Contents

Siebel assignment manager administration guide

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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A 3 Contents Siebel Assignment Manager Administration Guide 1 Chapter 1: What’s New in This Release Chapter 2: Finding and Using Siebel Assignment Manager Information How to Use the Siebel Assignment Manager Administration Guide 13 Important Siebel Assignment Manager Resources 14 Information on Siebel Assignment Manager Seed Data 16 Chapter 3: Planning Your Siebel Assignment Manager Implementation Guidelines for Planning Your Siebel Assignment Manager Implementation 17 Planning Your Siebel Assignment Manager Deployment 18 Guidelines for Creating Assignment Rules 18 Planning Optimal Assignment Rules 19 Scenarios for Using Siebel Assignment Manager 21 Chapter 4: Overview of Siebel Assignment Manager Siebel Assignment Manager Terminology 23 Assignment Concepts 25 Essential Building Blocks of Siebel Assignment Manager 28 Optional Building Blocks of Siebel Assignment Manager 34 Siebel Assignment Manager Operating Modes 36 Specialized Siebel Assignment Manager Features 38 Modes for Processing Assignment Rules 39 Chapter 5: Assignment Rule Administration About the Siebel Assignment Manager Administration Views 41 About Assignment Rule Administration 42 Before Defining Assignment Rules 43
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Contents 4 Process of Defining Assignment Rules 43 Creating Assignment Rule Groups 45 About Some of the Assignment Rule Fields 48 Creating Assignment Rules 51 Adding Employees, Positions, and Organizations to Assignment Rules 54 Adding a Sequence Number to Assignment Rules 58 How Siebel Assignment Manager Determines the Sequence in Which Rules Are Evaluated 58 Defining Assignment Rules to Use a Single Criterion for Multiple Objects 60 Choosing a Candidate as the Primary Assignee 61 Defining Server Key Mappings for Assignment Rule Groups 62 How Siebel Assignment Manager Uses Server Key Mappings to Load Rules to a Particular Siebel Server 63 Preparing to Release Assignment Rules 65 Releasing Assignment Rules 65 Migrating Assignment-Related Data 66 Exporting and Importing Assignment-Related Data 67 Exporting Assignment-Related Data 68 Preparing Assignment-Related Data for Import 69 Importing Assignment-Related Data 70 Limitations for Importing Assignment-Related Data 71 Transaction Log Data for Export and Import Operations 73 Assignment Methodology and Examples for Creating Assignment Rules 74 Assignment Methodology 75 Example of Creating Sales Assignment Rules Based on Territories 79 Example of Creating Sales Assignment Rules That Combine Criteria 81 Example of Creating Assignment Rules for Service Organizations 83 About Assignment Criteria 85 Assignment Criteria Comparison Methods 86 Assignment Criteria Inclusion Methods 87 About Assignment Scoring 89 About the Required Field for Assignment Criteria 90 Removing Assignment Criteria from Assignment Rules 92 Process of Adding Criteria and Values to Assignment Rules 92 Adding Assignment Criteria to Assignment Rules 93 Adding Criteria Values to Assignment Criteria 96
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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