White Papers/Literature/Etc. on Books of Business and Workflows

Can anyone point me to where I can do some reading on the feasibility and capability of Books of Business and workflows?

Do you have access to Siebel CRM On Demand? If so you can click on the Training link in the upper right and take the Book of Business and Workflow webinars.

Similar Messages

  • Analytics Visibility - Books of Business and Direct Reports

    We have a manager who has looks over two key accounts and also has a few employees who deal with smaller deals.
    For the two major accounts, the opportunities are assigned Books of Business and each book rolls up to the same parent book.
    When the manager runs a report, and picks the parent book at the 'Look In', will they see other opportunities that are owned by people who report to him/her, or will they just see opportunities that have the books of business on them.
    In a perfect world, they would like to see the key account opportunities as well as the other opportunities for people who report to them.
    Can this be done?

    David,
    I will email you a file that explains analytics visibility in R15.
    The file is also available on Metalink for anyone else who needs the information... search for analytics visibility.
    Mike L

  • Book of Business and access to Accounts, Contacts, and Opportunities

    We have a question about access and Books of Business...
    We have an account with a book of business. The account has 20 contacts and each contact has 2 opportunities associated with it. If a user has access and can see the account, will they be able to see the details of 20 contacts and 40 opportunities associated with the account without adding the books of business to those contacts / opportunities, or for a user to access all the records, all records need to have a book of business associated?

    Thanks for the clarification. The user still cannot actually open the contact or opportunity that is tied to an account even though the account record has a book of business. I played with the related information section for the Account Record type and the still received errors when they click on a contact or opportunity.
    I then update the contact and opportunity with the book of business and they were able to click and see the details.
    I guess this is telling us that a book of business is required on accounts, contact, and opportunities if other users would like to see the details for contacts and opportunities related to an account.

  • Custom Reports using Book of Business

    I was wondering if anyone can provide some help with book of business and custom reports. I have tried to created a custom report and changed the Book in the book selector at the top of the reports page, but it still returns results from all of the entries as opposed to just those associated with the book. Any ideas?
    Thanks in advance.

    Yes BOB affects reporting, you need to setup your user record in a particular way, send me an email and i'll send you the doc that explains how. alex.neill@{see profile}
    Stuart - I have your email address I'll send it through as soon as I find it.
    cheers
    alex

  • Hi Reg Assignment of Book of Business

    Hi everyone,
    i just wanted to know how to configure the workflow for making this condition satisfy:
    Top Management grants access to a custom object to the sub-ordinate by adding into custom object team, i want the associated account, associated contacts also accessible to him apart from the custom object.
    what i though i would pack account and related contact information in book of business and assign it to the sub-ordinate automatically when his name is added in custom-object team.
    can any one help me out what would be:
    trigger even:
    condition to apply
    regards,
    uday

    Uday,
    I dont think this would be possible.
    Is there a pre defined rule based on which the custom object access is given?

  • Books of business - supported via web services

    Are books of business supported in R15 via web services interface? If we create a new Contact, Account or Opportunity, can we associate it to a specific book? I can't find any documentation on this subject.
    If not, what's the point of using this functionality? We have over 13,000 different zip code ranges in our territory structure in Oracle 11i CRM, and would like to be able to maintain some sort of parallel structure in OnDemand via web services integration.
    Are we stuck with creating Sales Team records for all object types? Seems very cumbersome to have to add a specific user to 100,000 different records, when we could simply assign them to a single book of business and accomplish the same thing.
    Thanks,
    Scott

    Scott, web services will not be supported for book of business in R15. However, I passing this information to our On Demand product marketing. Thanks for the feedback.

  • Managed List and Book of Business

    I have created a managed list based on the My default lookin sector which is a particular Book of Business.
    This list works fine. Now the users would like the same list, but to include only those in the Book of Business where they are the a true owner of the account. I cannot seem to find a way to make this work. Is there some type os session variable I can use to code User equal to User signed in? I cannot find any documentation on this.
    If I change the list to show all accounts I own, then accounts not in the Book of Business show up.
    Any ideas?

    That will certainly work in this case. However, I'm just concerned that if we have some complex criteria for a BoB that is would be hard to duplicate in the managed lists and concerns of future maintenance of the list when the books change.
    I'd like to see that ability built into the list facility, where I could select the book of business and then also select the accounts I own. Think this would be cleaner and less headaches.
    Thanks !!

  • I have business and personal e-mail accounts with different contacts. Can I have more than one address book on my iPhone?

    I have business and personal e-mail accounts with different contacts. Can I have more than one address book on my iPhone?

    Set up an additional user account and use one for work and one for personal stuff - each will have a separate address book. Turn on fast user switching for easy switching between the two.
    AK

  • IPod touch not responding and has white screen. Tried to restore, drain battery and re-charge etc but still nothing. What can I do?

    iPod touch not responding and has white screen. Tried to restore, drain battery and re-charge etc but still nothing. What can I do?

    Try what you have not tried so far. You may have tried all and the Apple store maybe in order.
    - iOS: Not responding or does not turn on
    - Also try DFU mode after try recovery mode
    How to put iPod touch / iPhone into DFU mode « Karthik's scribblings
    - If not successful and you can't fully turn the iPod fully off, let the battery fully drain. After charging for an least an hour try the above again.
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    Apple Retail Store - Genius Bar

  • Leveraging Book of Business for Mail Merge

    I'm looking for some advice from the community on how I can make use of the Book of Business for segmenting records for mail merges?
    Bascially, I want to restrict my mail merge to contain only those contacts who are linked to a specific Book of Business. Problem is I'm not quite sure how best to achieve this!
    Thanks in advance,
    Cameron

    Cameron,
    I don't believe you can get a list of records attached to a book (wish you could), you'd need to create the list based upon your rules for assigning BOB's. For example with a company i setup BOB for we assigned the books by region. So where location = north then assign to North book. Your list would then be where location= north.
    hope this helps.
    Alex

  • Oracle storage white papers

    Hi all,
    Any one know where I can find some oracle storage white papers?
    I have googled it and searched the OTN already but I did not find much on the subject.
    I am looking for oracle on storage best practises sort of thing.
    Oracle 9i 'Database Performance Tuning Guide and Reference' has a good chapter on it but I was looking for some other sources.
    TIA
    TechEd

    I am looking for oracle on storage best practises
    sort of thing. Oracle keeps their white papers online at http://otn.oracle.com ... the ones you are looking for are at http://www.oracle.com/technology/deploy/availability/techlisting.html#DS
    If you want to understand how to use Oracle Technet (OTN) effectively, I've given a long explanation here

  • White papers on OTN

    An updated set of white papers is available on OTN at:
    http://otn.oracle.com/products/spatial
    * Oracle Spatial: Best Practices White Paper
    * Oracle Spatial and Oracle Locator: Location Features in Oracle Database 10g Data Sheet
    * Oracle Spatial and Oracle Locator White Paper
    * Oracle Database 10g: Managing Geographic Raster Data Using GeoRaster - Technical White Paper
    * Oracle Database 10g: Network Data Model - Technical White Paper

    The XML DB product management team has just published four new technical white papers on the OTN XML DB page http://www.oracle.com/technology/tech/xml/xmldb/index.html . These papers listed below provide in-depth coverage of four areas of XML DB features in the upcoming Oracle Database 10g Release 2.
    - Mastering XML DB Storage in Oracle Database 10g Release 2 (PDF) Mar 2005 (http://www.oracle.com/technology/tech/xml/xmldb/Current/TWP_Mastering_XMLDB_Storage.pdf)
    - Mastering XML DB Repository in Oracle Database 10g Release 2 (PDF) Mar 2005 (http://www.oracle.com/technology/tech/xml/xmldb/Current/TWP_Mastering_XMLDB_Repository.pdf)
    - Mastering XML DB Queries in Oracle Database 10g Release 2 (PDF) Mar 2005 (http://www.oracle.com/technology/tech/xml/xmldb/Current/TWP_Mastering_XMLDB_Queries.pdf)
    - Mastering XML Generation in Oracle Database 10g Release 2 (PDF) Mar 2005 (http://www.oracle.com/technology/tech/xml/xmldb/Current/TWP_Mastering_XML_Generation.pdf)
    Thanks to Tom for pointing out the URL error.
    Regards,
    Geoff

  • Can anyone out there recommend a program for invoices, etc for a small business?

    Hi,
    I am a small business owner, and used in the past PC programs. I am about to start a new business, but I now have an iMac (intel) and I am finding it very hard to find a decent program for invoicing, tax, etc for a small business.
    I am based in UK so I need something which I can use here.
    Can anyone , preferably a small business owner or someone who uses such a program, please recommend a good one??
    Thanks
    Paul

    There are countless invoicing apps,I'd recommend opening the Mac App Store and do a search for Invoicing to see at least 7 or 8.

  • SAP BOOK - SAP Business Intelligence

    Hi Experts,
    Is anyone having this book SAP Business Intelligence by Norbert Egger, Jean-Marie Fiechter, Sebastian Kramer, Ralf-Patrick Sawicki, and Stephan Weber ?  If so, can you resell it to me? I am not in a position to buy a new book.
    With kind regards,
    Kannan Jagadeesan.

    What about to buy used one e.g. via amazon?

  • Books of Business for Country data segregation

    I am trying to determine the best way to use books of business to segregate the data in the system. There will be multiple countries using the system but the requirement is that noone from one country can see data belonging to another unles special access is granted.
    Has books of business been used in this way previously?
    As I will need to allocate all records to books are there any examples of workflow that can assign all the records owned by a user to a book?
    I need to create 2 book structures each with about 10 books, and assign the records of 150 users to these books - how long should this take me to setup?
    Thanks

    I would recommend taking the On Demand online training webinar on Book of Business. This will give you a good idea of how to setup your Book of Business structure.

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