PeopleSoft CRM Application Fundamentals Overview

This book contains essential information describing the setup and design of PeopleSoft CRM and the use of features that are common to multiple applications within PeopleSoft CRM, including information on:

  • Setting up installation, basic system tables, and security options.

  • Setting up and using features that are common to multiple PeopleSoft CRM applications, such as notes, alternate character, interactive reports, and diagnostic reports.

  • Administering worker information.

  • Setting up and using interactions and 360-degree views.

  • Setting up and using self-service applications.

  • Managing relationships with customers.

  • Setting up agreements and warranties.

  • Managing the portfolio of products that you offer.

Note: This book documents the mechanics of setting up and using common PeopleSoft CRM functionality. The use of that functionality within a business process, such as order capture or support, is discussed in the application product documentation.

Throughout PeopleSoft Customer Relationships Management (CRM) applications fields may be labeled with an abbreviation rather than with the full spelling of the field name. Those abbreviations are used in CRM applications, along with the corresponding full name.

Field or Control

Description

AAF

Active Analytics Framework

AE

Application Engine

BDSS

Oracle Business Data Synchronization Server

BI

Business Intelligence

CDH

Customer Data Hub

CTI

Computer Telephony Interface

DVM

Domain Value Mapping

EBS

Oracle E Business HCM system

EIP

Enterprise Integration Point

FAQ

Frequently Asked Questions

HCM

PeopleSoft Human Capital Management

HE

Higher Education

HRHD

HR Helpdesk

OLM

Online Marketing

PIM

Personal Information Management

PIN

Personal Identification Number

PM

Preventive Maintenance

POI

Person of Interest

SIN

Site Identification Number

SLA

Service Level Agreement

SMS

Short Message Service

UAD

Unified Agent Desktop

UOM

Unit of Measure

CS

PeopleSoft Campus Solutions

CVN

Card Verification Number

CVV

Card Verification Value

FSCM

PeopleSoft Financials Supply Chain Management

IB

Integration Broker

PCI

Pay Card Industry

SOAP

Simple Object Access Protocol