Peoplesoft CRM Online Training

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
Contact US for Demo Registration 
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Call: +1(248)-436-8449 
Whatsapp: +91-7013879301



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PeopleSoft Online Training: Peoplesoft CRM Online Training
Peoplesoft CRM Online Training
PeopleSoft Online Training
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