PeopleSoft CRM Fundamentals

Course Details
Tuition (USD):
$1,860.00 • Classroom (2 days)
$1,541.56 • Classroom (2 days)

This PeopleSoft CRM Fundamentals training deep dives into the concepts and tasks you need to be familiar with to work with PeopleSoft CRM applications. Much of the information you'll learn will carry over into multiple applications; for example, you'll learn how to navigate and customize your interface, the basics on integration and configuration and how to use 360-Degree Views, a powerful tool that helps you to manage and update information about the people (customers, workers, and students) in your system.

Learn To:

  • Manage customers, contacts and workers.
  • Create, define and track products.
  • Manage worklists and send notifications.
  • Work with the 360-degree view.
  • Evaluate integration, configuration and automation options.
  • View, modify and describe tables.

Benefits to You

Enrolling in this course will help you get to know all of the common concepts and technologies that are used amongst PeopleSoft CRM applications. Gain knowledge of the CRM’s building blocks, such as the customer data model, workers and provider groups, product data model, 360-Degree View, worklists and notifications. Learn about PeopleSoft-wide concepts, including tableset controls, supported table types and how to use PeopleSoft applications. This is the “PeopleSoft CRM 101” class for you.

Products and Installed Products Tracking

When you complete this course, you will walk away with a solid understanding of the important concepts in PeopleSoft CRM. In addition to customers, contacts and workers, you'll also learn about products and installed products tracking. Get to know CRM worklists and manual notifications so you and your team can keep up-to-date on completed tasks and those still waiting to be done.

Skills Gained

  • View and modify data, and describe data in tables
  • Describe the fundamental business processes that PeopleSoft CRM supports
  • Describe the features of PeopleSoft CRM, and describe various navigational aids to use the system effectively
  • Describe business units, setIDs, and tableset controls
  • Manage customer information and worker data
  • Describe 360-Degree Views and the Relationship Viewer
  • Work with CRM worklists and outbound notifications
  • Define and track products
  • Evaluate automation, configuration, and integration

Who Can Benefit

  • Developer
  • End Users
  • Functional Implementer

Course Details

Business Process Overview

  • Describing PeopleSoft Enterprise CRM Common Components
  • Describing Customer 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

Managing Workers in Customer-Facing Applications

  • Describing Workers
  • Setting Up Definitional Data for Workers
  • Creating Workers
  • Defining Worker Information
  • Describing Employee-Facing Applications

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 Worklists and Notifications

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

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

Evaluating Integration, Automation, and Configuration Options

  • Describing PeopleSoft Enterprise CRM Integrations
  • Describing PeopleSoft Enterprise CRM Configuration Tools
Course Details
Tuition (USD):
$1,860.00 • Classroom (2 days)
$1,541.56 • Classroom (2 days)