Five Timeless Rules for Successful Siebel Projects

While the near and not-so-near future for Siebel CRM is truly exciting, with so many new things coming up to learn and write about, it is worthwhile to sit back and browse the archives.

Five years ago, after OpenWorld 2009 (!), I cross-posted an article from the Oracle Customer Experience blog (formerly known as CRM Product Marketing blog).

This is what I wrote back then:

Stating the obvious...

After all these years, thousands of Siebel CRM implementation projects and so much experience of thousands of experts in the field, I can't believe that there are still many Siebel CRM projects which ignore one or all of these five simple rules for a successful Siebel CRM implementation (Credits to Divya from the CRM Product Marketing Blog):
  • Standardize on tools and languages
  • Keep customization to a minimum (yes a MINIMUM)
  • Involve end users
  • Communicate with others who have done it before
  • Implement regional or online training for end users
Remember: These are recommendations from companies who successfully implemented Siebel CRM.


What can I say, some advice is timeless. So if you are just in the process of reviving your Siebel CRM project with Open UI, better stick to these rules.

have a nice day

@lex

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FINS Data Transfer Utilities

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The best thing while working on siebel is you are never short of options. Recently we had requirement of updating a Service request from contact. Finally we did that using "EAI Siebel Adapter" business service. However during that time i came across another business service "FINS Data Transfer Utilities" popularly known as DTU business service. As i was not having prior knowledge of it going by the rule of not learning swimming lessons while drowning i decided not to go for it. Lately i have tried to explore this service and trust me it can do wonders. Here is a sample example update of Service Request from contact. We need to follow below steps in order to understand strength of this business service. 1 - Navigate to Site Map. Go to Administration - Application -> Data Map Administration tab. Create a new Record with following options: Name: Service Request Test Source Business Object: Contact Destination Business Object: Service Request Here the source business
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SBL-BPR-00191: The rowId of the active row of the primary buscomp '%1', '%2', does not match the Primary Id

Applies to: Product Release: V7 (Enterprise) Version: 7.5.3 [16157] ESN Database: Oracle 9.2.0.2 Application Server OS: Microsoft Windows 2000 Server SP 3 Database Server OS: Microsoft Windows 2000 Server SP 3 This document was previously published as Siebel SR 38-1386997031. Symptoms SBL-BPR-00191 We have a error with a workflow. This WF is excuted by policy when a particular activity is closed. The WF Business Object is 'Action'. Inside this WF, there is a subprocess that invokes a Business Service that creates a new activity. In a second subprocess, the region Id of this new activity is updated using the standar update method funcionality of Siebel workflow process. Error processing Siebel Operation for: Business Object 'Action' Business Component 'Action' Primary Id ''1-5NEI6' Operation 'Insert'(SBL-BPR-00100) -- The rowId of the active row of the primary buscomp 'Action', '1-4SNCV', does not match the Prima
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Profile Attributes and Open UI

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Yes, Profile Attributes! As the ever attentive, up-to-date Siebel CRM expert that you are when you read this, you know that in Siebel Open UI (since version 15), it is no longer allowed/supported to  set  Profile Attributes from browser-side script. But  getting  them is not a problem, since the  GetProfileAttr  function works perfectly fine. Recently I found a few vanilla Profile Attributes that came quite handy in my work in Open UI JavaScript: Navigation Type : stores the navigation type such as "NAVIGATION_TAB" ActiveViewName : does what it says on the tin IsOpenUI : returns "1" when the application runs in Open UI Is SUI Theme : when "TRUE", the application theme is Synergy (aka SUI) Position:  returns the currently active position Primary Responsibility Name : guess what this one is… Profile Image : returns the URL of the user's profile image Org.Name : returns the name of the user's organization Here's a sample line of
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