Siebel CRM On Demand Help

Hi,
I am in urgent need with the help on the following 3 actions I need to undertake today. I hav not used Siebel CRM for about 2 years and am in urgent need of assistance if anyone can help it would be MUCH appreicated.
· Enter the business card contacts provided into the CRM system
· Import the sales pipeline data (provided in Excel format) into the system
· Produce a sales pipeline report using the CRM system
Many thanks

This same question was answered in the CRM On Demand Admin forum.

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How can I get the help documents of Siebel CRM On Demand Answers?

How can I get the help documents of Siebel CRM On Demand Answers?

Click any help link within CRM On Demand to access the Online Help. There is a link in the top right to open the Help as a PDF file. You can even print this 777 page PDF file in part or whole if you really want to.
Mike

Error while calling siebel crm on demand web service

Hi.
Has anyone encounter this problem before while trying to invoke the Siebel crm on demand web services? Please help.
Also, do I have to set up the SSL Trust Key and trust file to include the Siebel crm SSL cert?
faultCode: {http://schemas.xmlsoap.org/soap/envelope/}Server.generalException
faultString: com.ibm.wsspi.channel.framework.exception.ChannelException: com.ibm.wsspi.channel.framework.exception.ChannelException: Invalid trust file name of null
faultActor: null
faultDetail:

Hi, yes I only use jax-ws to generate client artifacts for On Demand. I can imagine for first time user you have really big problems to generate the client code... The reason for this is in most cases the size of the wsdl files.
What you can do is.
1. Think about what you really need of the selected wsdl. eg. if it is account do you need all related objects like PlanAccount etc?
2. If you know what you need start to delete the not needed definitions from the wsdl and try the generation of client afterwards.
Best Regards
SL

Outbound Integration in Siebel CRM On Demand

As we know that only Inbound integration is possible in Siebel CRM on Demand.Has anybody ever done outbound integration in Siebel CRM on demand using Integration event or using ASP?
Please repond soon.

Hi Max,
Thanks for your reply.
I have built a workflow.
Name : SH
Record Type : Contact
Trigger Event : When New record saved.
Then created action .
Name : Outbound Integration
type : Integration Event
I select 'Track Changes' for two fields named : First Name and Last Name as it will save changes in a file whenever any new record saved.
Then I went to Webservice Administration and downloaded zip file for Integration event wsdl.Also I downloaded wsdl file for contact.
There are few points where I am stuck.
1) In pdf,they talked about one xml file which will save all changes whenever any new contact record saved because it is created as Integration Event.
Which file is this?(Integration Event.wsdl???)
2) Should I use any of the above downloaded wsdl files to create webservice in siebel as I am doing integration b/w Siebel ondemand and Siebel CRM??
Can you give me a glimpse of the program to ping the queue ?Where do I need to write code in CRM on Demand?Which changes do I need to do in SIebel CRM?
Thanks for your help.

Siebel CRM On Demand Comparison with competitors

Can anyone share the Siebel CRM On Demand competitors comparison chart details or presentation.
Thanks!

I do not think there is any independent comparison chart. Every vendor might provide one showing their product beats everyone else. Gartner and Forester ranks CRM On Demand as the leaders in the CRM Space. They are still behind salesforce.com.
I would suggest look at the functions you are trying to achieve and see which software would make sense. CRM on Demand is on a growth curve while salesforce has stabilized in the market space. CRM on Demand has some of the key functionality from Siebel and I can see they making rapid advancements. Salesforce has lot of partners. CRMOD R16 is going to be a major release with regards to functionality. Issue with CRMOD is they never tell you when they are coming out with a new release. This kind of sux!!.
R15 of CRMOD has only 3 custom objects and R16 is expected to come out with somewhere between 8 - 30. Salesforce already has more than 30 custom objects (depending on the version).
Salesforce data center architecture has been questioned of late - since all the salesforce customers were out for 40 minutes sometime last week. This will not happen in Oracle with their Pod Structure. One pod going down wont bring all the customers down.
Oracle customer service has improved over the last year.
If you are looking for any major functionality - let us know and we can help you

Connecting SIebel CRM On Demand with PHP

Hi, I need to consume web services of SIebel CRM On Demand with PHP.
I reading the documentation about CRM but this have examples with C#.
In the documentation i need first loggin in the CRM, but i dont know how connect from PHP.
Please Can you give some links about SIebel CRM with PHP.
Regards,
Ricardo

This is in PHP and will return the session ID.
$this->crmdomain points to your URL.
function login() {
$url = $this->crmdomain . "/Services/Integration?command=login";
$page = "/Services/Integration?command=login";
$headers = array("GET ".$page." HTTP/1.0",
"UserName: YOUR USERNAME",
"Password: YOUR PASSWORD",
$this->ch = curl_init();
curl_setopt($this->ch, CURLOPT_URL,$url);
curl_setopt($this->ch, CURLOPT_RETURNTRANSFER, 1);
curl_setopt($this->ch, CURLOPT_HTTPHEADER, $headers);
curl_setopt($this->ch, CURLOPT_SSL_VERIFYPEER, FALSE);
curl_setopt($this->ch, CURLOPT_SSL_VERIFYHOST, FALSE);
curl_setopt($this->ch, CURLOPT_HEADER, true);
$data = curl_exec($this->ch);
if (!curl_errno($this->ch)) {
$SessionId = substr($data,(strpos($data,"Set-Cookie:")+23),(strpos($data,";")-strpos($data,"Set-Cookie:")-23));
curl_close($this->ch);
return $SessionId;
} else {
return(0);
}//endof

Siebel CRM On Demand User Group

Not sure if this specifically fits under this particular forum but...
Does anyone know if there is a specific Siebel CRM On Demand Users Group? I am aware of the Oracle Application Users Group etc, but I'm not sure if it caters for the On Demand model of Siebel, or just the Enterprise model.
If anyone knows which group(s) serve Siebel CRM On Demand users either globally, regionally or locally (especially in Australia), please post the details.
Regards,
Cameron

Hi Kathy,
I believe a users group would be beneficial in APAC (particularly in regional locations e.g. Australia, New Zealand etc).
I would see it serving multiple roles -:
1. To act as a forum for Siebel CRM On Demand users to share their collective knowledge and experience with the product.
2. To act as a collective voice for Siebel CRM On Demand users.
3. To act as a conduit for communication from Oracle to their customers, and in turn from the customer to Oracle.
4. To promote and facilitate educational offerings and training opportunities.
5. To promote and facilitate networking opportunities.
In a nut shell, it should serve to promote Knowledge, Advocacy, Communication, Education and Networking.
If I'm not mistaken, such groups exist and represent the user base of just about every product that Oracle sells except for Siebel CRM On Demand. I feel that it is important for the Siebel CRM On Demand user base to be able to benefit from a users group similarly representing them.
That being said, I can understand why you would have conflicting opinions on the usefulness of such a tool in APAC. As a region, Asia Pacific is particularly diverse and as such, a users group would have to be capable of representing the interests and needs of each unique demographic.
Regards,
Cameron.

Siebel CRM On Demand single sign on

Hi,
Can any one guide me how to configure a Siebel CRM On Demand Single sign on.
If any documents please send the documents @ [email protected]
Thanks,
Srinivas Merugu

All, you can find this document at the following link:
http://www.box.net/shared/3oaotb70zm

Siebel CRM On Demand

I could not find any Siebel CRM On Demand forum here,if some one knows please inform me.
Regards,
Salman Ali.

This same question was answered in the CRM On Demand Admin forum.

Siebel CRM on-demand URGENT help

Hi,
I am in urgent need with the help on the following 3 actions I need to undertake today. I hav not used Siebel CRM for about 2 years and am in urgent need of assistance if anyone can help it would be MUCH appreicated.
·     Enter the business card contacts provided into the CRM system
·     Import the sales pipeline data (provided in Excel format) into the system
·     Produce a sales pipeline report using the CRM system
Many thanks

In reference to your questions:
1) There are several 3rd party program such as Card Scan that will allow you scan in your business cards and put them in file format that can be imported into OnDemand.
2)Usine the OnDemand import wizard you have the ability to import accounts, contacts and opportunities from a CSV file.
3) OnDemand has some built in sales pipeline reports or you can create a custom report.

Siebel CRM On Demand Wealth Management Edition

Hi,
Does any one have documentation for Wealth Management Edition. I want to know what Objects are used in it and are they best practices .
Thanks
Ahmed

I do not think there is any independent comparison chart. Every vendor might provide one showing their product beats everyone else. Gartner and Forester ranks CRM On Demand as the leaders in the CRM Space. They are still behind salesforce.com.
I would suggest look at the functions you are trying to achieve and see which software would make sense. CRM on Demand is on a growth curve while salesforce has stabilized in the market space. CRM on Demand has some of the key functionality from Siebel and I can see they making rapid advancements. Salesforce has lot of partners. CRMOD R16 is going to be a major release with regards to functionality. Issue with CRMOD is they never tell you when they are coming out with a new release. This kind of sux!!.
R15 of CRMOD has only 3 custom objects and R16 is expected to come out with somewhere between 8 - 30. Salesforce already has more than 30 custom objects (depending on the version).
Salesforce data center architecture has been questioned of late - since all the salesforce customers were out for 40 minutes sometime last week. This will not happen in Oracle with their Pod Structure. One pod going down wont bring all the customers down.
Oracle customer service has improved over the last year.
If you are looking for any major functionality - let us know and we can help you

Integration from CRM on Demand

Hi All,
Is it possible to send integration request from siebel crm on demand.If so, How do we do it.
I want to integrate CRM on demand with peoplesoft system.Is there any way for the same.
Any help is appreciated.
Thanks in advance.
Vamsi.

Hi,
This approach includes use of Web Services Exposed by Oracle.
(Navigate to Admin >>Web Services Administration >>Download Documentation button on your CRM Admin Account for a PDF Document on Web Services.
Firstly, write code to query CRM for Opportunity and Lead created in last 1 hour
Once the Code is written make sure you schedule it for execution say interval would be every 1 hour.
Dump all the Queried data to People soft System accordingly.
- Messer
Edited by: Deepak H Andeli on Nov 27, 2009 12:28 PM

CRM on demand/Pim sync want to sync appointment

Hello Experts
When i use Pim Sync to synchronize my appointments with CRM on demand Pim sync wants to add appointments that
arent deposited in my CRM System.
For example certain public holidays.
Has this acurred to anybody except me?
Is there a way to solve this issue?
Kind regards

Shawn,
Why not try to turn off log file logging? I have this to turn it on I assume there is a way to turn it off.
Oracle Customer Care will require the following information when investigating issues with PIM Sync.
1.     The version of PIM Sync. You can find this in the readme.txt file in the installed program file (by default this is C:\Program Files\Oracle Siebel CRM On Demand\Oracle Siebel PIM Sync On Demand)
2.     Log files. To switch on logging please follow this procedure:
-     find the iloptcfg.cfg file. By default this configuration file is placed in C:\Documents and Settings\<user name>\Application Data\Oracle Siebel PIM Sync On Demand
-     make a copy of this file that you can use to restore your original configuration
-     edit iloptcfg.cfg using Notepad
-     find the section with the heading [ilwin]
-     change the MultiJobTraceLog value to 200 (the default is 1). This setting will generate the PTTrace.log file
-     change the TifLog value to 100 (the default is 0). If this parameter does not exist, please add it (note that the TifLog label is case sensitive, so enter TifLog=100). This setting will generate the tif.log file
-     Save the iloptcfg.cfg file
-     rename or copy any existing PTTrace.log and tif.log files so that they are not lost
-     rerun the PIM Sync and reproduce the error
3.     Take copies of the PTTrace.log and tif.log files. There should also be a file called IS4Web.log. By default these log files are all placed in the folder C:\Documents and Settings\<user name>\Application Data\Oracle Siebel PIM Sync On Demand
cheers
Alex

Oracle B2B and Ebusiness Suite on Demand/CRM on demand

Are there examples/samples/customer case studies on how Oracle B2B has been used with On demand hosted Oracle E biz and Siebel CRM on demand solutions?
If so ,please post links of the same.

You may like to contact Oracle B2B IDC team.
Regards,
Anuj

What is the best way to manage book visibilty in Siebel as on CRM on Demand

Hi,
I deployed CRM On Demand. I managed Books for records visibility. How can we manage this on Siebel On Premise.
Someone can help me to expain what are the different ways to manage records visibility on Siebel On Premise.
Thanks
Regards
Tim

Does anyone have any comments or know of any possible solutions for this?

Siebel CRM On Demand Help

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