PeopleSoft CRM Automation and Configuration Training

PeopleSoft CRM Automation and Configuration Training

Introduction:

PeopleSoft CRM Automation and Configuration Training Course project-based

In this PeopleSoft CRM Automation and Configuration Training course, participants learn when and how to use CRM automation and configuration capabilities. The course also identifies the benefits of using configuration instead of or in addition to customizations created using PeopleTools. Participants learn what automation and configuration tools are available and how they are used in different applications.

PeopleSoft CRM Automation and Configuration TrainingRelated Courses:

Duration: 5 days

Prerequisites:

Familiarity with using set up options and pages in PeopleSoft CRM
Basic understanding of automation and configuration
Familiarity with setID and business unit concepts
Basic understanding of customer data

Customize It:

With onsite Training, courses can be scheduled on a date that is convenient for you, and because they can be scheduled at your location, you don’t incur travel costs and students won’t be away from home. Onsite classes can also be tailored to meet your needs. You might shorten a 5-day class into a 3-day class, or combine portions of several related courses into a single course, or have the instructor vary the emphasis of topics depending on your staff’s and site’s requirements.

Audience / Target Group:

Functional Implementer
System Analysts
Technical Administrator
Technical Consultant

What You Will Learn:

Configure correspondence management
Configure component appearance and behavior
Work with business object operations
Automate business processes

Skills Gained:

Work with business objects
Automate business processes
Configure correspondence management
Configure component appearance and behavior
Describe CRM automation and configuration

Course Content:

Working with Business Object Relationships

Describing Business Objects (BOs)
Describing the BORM

Working with Business Object Search and Quick Create

Describing Business Object (BO) Search and Quick Create
Using BO Search
Using Quick Create

Configuring the 360-Degree View

Describing the 360-Degree View
Configuring 360-Degree View Search Pages
Defining Transactions for the 360-Degree View Page
Configuring the Profile Group Box
Defining Dynamic Grids
Configuring the Action Tree
Setting Up Role-Based Presentation Options

Configuring Active Analytics Framework

Describing Active Analytics Framework
Describing Active Analytics Framework Setup Options

Building Policies

Describing Policies
Defining Terms
Defining Actions
Building Policies

Configuring Workflow

Describing Workflow
Setting Up Workflow Actions
Setting Up Workflow Email Templates

Configuring Business Projects

Describing Business Projects
Setting Up Tasks and Phases
Setting Up Business Projects
Using Business Project Administrative Tools

Using Scripts

Describing Scripts
Running Scripts

Configuring Scripts

Describing Script Setup
Setting Up Supporting Building Blocks
Setting Up Core Building Blocks
Setting Up Scripts

Sending Correspondence

Describing Correspondence Management
Sending Correspondence

Configuring Correspondence Management

Defining Business Rules for Correspondence Management
Defining Correspondence Templates

Configuring Profiles

Describing Profiles
Setting Up Profiles

Configuring Search Pages

Describing Configurable Search Pages
Configuring Basic Search Page Options
Configuring Advanced Search Page Options
Configuring Search Fields
Configuring Search Results Grids

Configuring Toolbars

Describing PeopleSoft CRM Toolbars
Setting Up Toolbar Buttons
Using Delivered Toolbar Buttons
Setting Up Toolbars

Configuring Display Templates

Describing Display Templates
Configuring Display Templates for Components

Request More Information

Time Frame: 0-3 Months4-12 Months

Print Friendly, PDF & Email

No Comments Yet.

Leave a comment