ebook img

Siebel Personalization Administration Guide PDF

116 Pages·2005·1.06 MB·English
Save to my drive
Quick download
Download
Most books are stored in the elastic cloud where traffic is expensive. For this reason, we have a limit on daily download.

Preview Siebel Personalization Administration Guide

6LHEHO3HUVRQDOL]DWLRQ $GPLQLVWUDWLRQ*XLGH 9HUVLRQ5HY$ 0DUFK 6LHEHO6\VWHPV,QF%ULGJHSRLQWH3DUNZD\6DQ0DWHR&$ &RS\ULJKW�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¶V6DPSOH'DWDEDVHDOVRLQFOXGHVGDWDUHODWHGWR WKHVHRSWLRQDOPRGXOHV$VDUHVXOW\RXUVRIWZDUHLPSOHPHQWDWLRQPD\GLIIHUIURPGHVFULSWLRQVLQWKLV JXLGH7RILQGRXWPRUHDERXWWKHPRGXOHV\RXURUJDQL]DWLRQKDVSXUFKDVHGVHH\RXUFRUSRUDWH SXUFKDVLQJDJHQWRU\RXU6LHEHOVDOHVUHSUHVHQWDWLYH 86*29(510(175(675,&7('5,*+763URJUDPV$QFLOODU\3URJUDPVDQG'RFXPHQWDWLRQGHOLYHUHG VXEMHFWWRWKH'HSDUWPHQWRI'HIHQVH)HGHUDO$FTXLVLWLRQ5HJXODWLRQ6XSSOHPHQWDUH³FRPPHUFLDO FRPSXWHUVRIWZDUH´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²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¶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■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■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■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■ 6LHEHO3HUVRQDOL]DWLRQ$GPLQLVWUDWLRQ*XLGH9HUVLRQ5HY$ &RQWHQWV $WWULEXWH)XQFWLRQV 2WKHU)XQFWLRQV ,QGH[ 6LHEHO3HUVRQDOL]DWLRQ$GPLQLVWUDWLRQ*XLGH9HUVLRQ5HY$ ■ &RQWHQWV ■ 6LHEHO3HUVRQDOL]DWLRQ$GPLQLVWUDWLRQ*XLGH9HUVLRQ5HY$ :KDW¶V1HZLQ7KLV5HOHDVH :KDW¶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¶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■ :KDW¶V1HZLQ7KLV5HOHDVH■ 7DEOH 1HZ3URGXFW)HDWXUHVLQ6LHEHO3HUVRQDOL]DWLRQ$GPLQLVWUDWLRQ*XLGH9HUVLRQ 7RSLF 'HVFULSWLRQ +LGLQJDQ$SSOHW%DVHGRQD)LHOG 'RFXPHQWHGWKHIROORZLQJ 9DOXH RQSDJH ■ 3DUDPHWHUVRIWKHUXQWLPHHYHQWV9LHZ'HDFWLYDWHGDQG 9LHZ$FWLYDWHG ■ 6WHSVWRKLGHDQDSSOHWEDVHGRQWKHILHOGYDOXHDIWHUGULOO GRZQ ■ 6HDUFKLQJIRUD69)LQD%&DJDLQVWDQ09*SURILOH DWWULEXWH 8WF&RQYHUWXWFBGDWHBWLPH &RUUHFWHGWKHLQIRUPDWLRQIRU8WF&RQYHUWTXHU\IXQFWLRQ WLPHB]RQH RQSDJH 7LPHVWDPS RQSDJH &RUUHFWHGWKHLQIRUPDWLRQRQWKH7RGD\DQG7LPHVWDPS IXQFWLRQV 6XEHYHQW,QIRUPDWLRQ RQSDJH $GGHGLQIRUPDWLRQRQWKHSDUDPHWHUVRIWKHUXQWLPHHYHQWV 9LHZ'HDFWLYDWHGDQG9LHZ$FWLYDWHG :HE7LPHRXW RQSDJH $GGHGLQIRUPDWLRQRQ5XQ7LPH(YHQWV /RRNXS)XQFWLRQV RQSDJH &ODULILHGWKDWORRNXSIXQFWLRQDOLW\LVEDVHGRQWKHFXUUHQW DFWLYHODQJXDJH 3UH6HW)LHOG9DOXH RQSDJH $GGHG3UH6HW)LHOG9DOXHWR%XVLQHVV&RPSRQHQW(YHQWV WDEOH &UHDWLQJ(YHQW$OLDVHV RQSDJH $GGHG6XEHYHQWILHOGLQ5XQWLPH(YHQWV $WWULEXWH&RPSRQHQWV2EVROHWHLQ ,QGLFDWHGWKHEXVLQHVVFRPSRQHQWVXVHGLQYHUVLRQWRVWRUH 9HUVLRQ RQSDJH WKHSHUVLVWHQWXVHUSURILOHZKLFKDUHREVROHWHLQYHUVLRQ $FWLRQ7\SH RQSDJH &UHDWHDQH[DPSOHDFWLRQLQZKLFK\RXVSHFLI\WKHSURILOH DWWULEXWHVHUYLFH ■ 6LHEHO3HUVRQDOL]DWLRQ$GPLQLVWUDWLRQ*XLGH9HUVLRQ5HY$

See more

The list of books you might like

Most books are stored in the elastic cloud where traffic is expensive. For this reason, we have a limit on daily download.