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Peoplesoft CRM Online Training Course Content

Business Process Overview

  • Describing PeopleSoft Enterprise CRM Common Foundation
  • Describing Customer Management
  • Describing Workforce Management
  • Describing Workforce Management
  • Describing Product Management
  • Describing Common Features

Getting Started With CRM

  • Describing Sign-in Security Access
  • Signing In to PeopleSoft Applications
  • Explaining the Features of PeopleSoft Pure Internet Architecture
  • Using Navigational Aids to Maximize Efficiency
  • Describing Elements of Components
  • Describing Search Pages
  • Describing Methods for Efficient Searching

Viewing and Modifying Data

  • Describing Effective Dating
  • Describing Action Types

Describing Data in Tables

  • Describing Types of Tables
  • Describing Processing and Default Tables
  • Describing Translate Tables
  • Describing Transaction and Control Tables

Defining Business Units, SetIDs, and Tableset Controls

  • Describing the Association of Tables With Business Units and SetIDs
  • Setting Up Values in a Control Table
  • Developing Tableset Sharing Architecture

Working With the Customer Data Model

  • Describing the Customer Data Model

Managing Customers

  • Setting Up Control Values for Customers
  • Setting Up Companies
  • Setting Up Contact Information
  • Setting Up Persons
  • Setting Up Sites
  • Using Quick Create

Working with the 360-Degree View and the Relationship Viewer

  • Using the 360-Degree View
  • Viewing and Maintaining Relationships

Managing Contacts and Tasks

  • Describing Contact Management
  • Managing Contacts and Tasks
  • Setting Up Task Management

Managing Workers in Customer-Facing Applications

  • Describing Workers
  • Setting Up Foundational Data for Workers
  • Creating Workers
  • Defining Worker Information

Managing Workers in Worker-Facing Applications

  • Describing Considerations for Worker-Facing Applications

Managing Product Definitions

  • Describing Products
  • Setting Up Control Tables for Products
  • Setting Up Product Definitions
  • Setting Up Product Packages

Managing Installed Products

  • Describing Installed Products
  • Setting Up Installed Product Tracking
  • Tracking Installed Products

Managing Worklists and Notifications

  • Managing PeopleSoft Enterprise CRM Worklists
  • Setting Up and Using Manual Notifications

Evaluating Integration, Automation, and Configuration Options

  • Describing PeopleSoft Enterprise CRM Integrations
  • Describing PeopleSoft Enterprise CRM Configuration Tools