learnex

 
PeopleSoft CRM

Course Contents 

  • 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