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Showing posts from October, 2019

What is difference between a Lead, Account, Contact and Opportunity

In General CRM term Lead: People who could be potential customers, not sure if they will do business with you. People with no relationship with yet. People you have never pursued in the past Contact: People whom you have relationship or did business with. (Account) Account: Company or a business entity. (Contact) Opportunity: Potential sale of services to Account and Contact.

What is CRM (Customer Relationship Management)

As per Salesforce below is the definition of CRM: Customer relationship management is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.

Siebel DB Backup through SQL Query

Replace values in highlighted with lime color according to your configuration. BACKUP DATABASE [SiebelDB] TO DISK = N' E :\\ FolderName \\ MSSQL11.MSSQLSERVER \\ MSSQL \\ Backup \\SiebelDB- bk-date .bak' WITH NOFORMAT, NOINIT, NAME = N'SiebelDB-Full Database Backup- Date ', SKIP, NOREWIND, NOUNLOAD,  STATS = 10 GO

How to unlock Workflow in Siebel Tools from Database Table through SQL query

Background: For working on an object in Siebel tools you need to lock it and usually developer forget to unlock after working on the object. So you need to ask and wait for current lock owner to unlock. There is simple way to unlock any object in Siebel, use SQL Query. Below are the simple steps to achieve this. Process: Get Row Id of Workflow from Siebel Tools and replace below and run the query:   Open tools select the workflow and from top menu bar go to "Help" and click on "About Record"   A new window will open click on "Details>>" button. Copy the Row# and replace in where clause. UPDATE S_WFR_PROC SET OBJ_LOCKED_FLG='N' WHERE ROW_ID=' 1-OOYOU ' If you using Oracle SQL Developer make sure to commit. In tools query the workflow and lock. Now query the workflow again in Siebel Tools and lock it by right click menu.

How to get Siebel Workflow Instance Monitor values from Database through SQL query

Below is the query for getting workflow instance monitor values from table: select wfdl.NAME as 'WF Name' ,wfdl.DEPLOY_STATUS_CD as 'Status' ,wfdl.VERSION as 'WF Version' ,wfil.END_TS as 'Instance EndDate' ,wfil.STATUS_CD as 'Instance Status' ,wfsil.STEP_NAME as 'Step Name' ,wfsil.STATUS_CD as 'Step Status' ,wfsl.NAME as 'Process Name' ,wfsl.PROP_VAL as 'Process Value' from S_WFA_DEFN_LOG wfdl join S_WFA_INST_LOG wfil on wfdl.ROW_ID = wfil.DEFINITION_ID  --Process Instance join S_WFA_INSTP_LOG wfsil on wfil.ROW_ID = wfsil.INST_LOG_ID --Step Instance join S_WFA_STPRP_LOG wfsl on wfsil.ROW_ID = wfsl.STEP_LOG_ID  --Process Properties where wfdl.NAME = 'Workflow name with instance monitor level 3' --and wfil.STATUS_CD = 'COMPLETED' --and wfsil.STEP_NAME = 'step name' --and wfsl.NAME <> 'Error Message'

How to invoke Workflow through RunTime Events in Siebel

Navigate to Runtime Events - Action Sets Create new Action Set, Provide the required fields. Create new Action Set Type and Provide the Action type: BusService and fill the remaining fields as below: Business Service Name: Workflow Process Manager Business Service Method: RunProcess Business Service Context: "ProcessName", "Your Workflow Name" Go to Events views: Create new record, provide the required fields like Sequence, Object Type (BusComp/ Applet), Object Name, Event (on which you want to run the action set), Subevent (if you want to add your method) and Action Set name. Go to Menu button and click on Reload Runtime Events

How to invoke Workflow through eScript in Siebel

Below is the Script for Calling Workflow: if (MethodName == "Method Name") { var oBS=TheApplication().GetService("Workflow Process Manager"); var Inp=TheApplication().NewPropertySet(); var Out=TheApplication().NewPropertySet(); Inp.SetProperty("Object Id",TheApplication().ActiveBusObject().GetBusComp("Business Component Name").GetFieldValue("Id")); Inp.SetProperty("ProcessName","Workflow Name"); oBS.InvokeMethod("RunProcess",Inp,Out); return (CancelOperation);   }

How to invoke Workflow through Business Component User Property in Siebel

Through BC User Property: Name: Named Method n Value: "MethodName", "INVOKESVC", "Business Component Name", "Workflow Process Manager", "RunProcess", "'ProcessName'", "Workflow Name", "'Object Id'", "[Id]"

WriteRecord Method in Siebel

Below are the methods for Write Records: Through Business Competent user property: Name: Named Method 1 Value: "MethodName", "INVOKE", "Business Component Name", "WriteRecord" Through BC Script: this.BusComp().WriteRecord();