Select a topic to learn more about this subject.

• Automation and Configuration Tools

  • Getting Started with PeopleSoft CRM Automation and Application Configuration Tools

    • PeopleSoft Automation and Application Configuration Overview

    • PeopleSoft CRM Automation and Application Configuration Business Processes

    • PeopleSoft CRM Automation and Application Configuration Implementation

  • Understanding Correspondence and Notifications

    • Correspondence and Notifications

    • Correspondence and ERMS

    • Automated Communications

    • CRM Email Delivery Mechanism

  • Setting Up and Using Worklists

    • Understanding CRM Worklists

    • Defining Worklists

    • Working with PeopleSoft CRM Worklists

    • Managing Worklist Folders

    • Publishing and Viewing Worklist Entries as a Feed

    • Forwarding and Reassigning Worklist Entries

  • Defining General Settings for Correspondence and Notifications

    • Understanding Correspondence and Notification Settings

    • Defining User Settings

    • Redirecting Links

    • Creating Action Request Codes

    • Specifying Recipient Specific Terms

  • Defining Settings for Template-Based Correspondence

    • Understanding Correspondence Generation

    • Defining System Settings for Template-Based Correspondence

    • Defining Printers

  • Setting Up Correspondence Templates

    • Understanding Correspondence Templates

    • Understanding Delivered Template Objects

    • Defining Term Groups and Subtemplates

    • Defining Templates

    • Validating Terms and Templates

    • Defining Template Categories and Types

    • Defining Template Packages

  • Sending Manual Notifications

    • Understanding Manual Notifications

    • Sending Manual Notifications From CRM Transactions

  • Sending Correspondence

    • Understanding Correspondence Creation

    • Creating Correspondence

    • Accessing Saved Correspondence Requests

    • Searching and Managing Undelivered Email

  • Working with Active Analytics Framework

    • Understanding AAF

    • Understanding the Use of Active Analytics Framework in CRM

    • Understanding the Use of Active Analytics Framework in HCM-CRM Integration

    • Understanding CRM Delivered Active Analytics Framework Objects

    • Understanding Contexts

    • Understanding Trigger Points

    • Understanding Terms

    • Understanding CRM Action Types

    • Understanding Policies

    • Configuring Actions in Policies

  • Setting Up PeopleSoft CRM Workflow

    • Understanding PeopleSoft CRM Workflow

    • Defining PeopleSoft Process Scheduler Settings for Workflow

    • Defining Workflow Actions for Business Projects

  • Defining Scripts

    • Understanding Scripts

    • Defining PeopleCode Functions for Scripts

    • Defining Variables

    • Defining Actions and Action Sets

    • Defining Tokens

    • Defining Rules and Rule Sets

    • Defining Answer Sets

    • Defining Questions and Question Groups

    • Defining Rate Sets

    • Creating Scripts

    • Defining Script Trees

    • Validating Scripts

  • Running Scripts

    • Understanding Script Types and Script Actions

    • Running Scripts

    • Running Scripts on Self-Service Pages

  • Working with the Text Tray

    • Understanding the Text Tray

    • Setting Up and Administering Quick Keys

    • Working with the Text Tray

  • Understanding Configuration Tools

    • Configuration Tools

  • Configuring Search Pages

    • Understanding the Configurable Search

    • Configuring Searches

    • Personalizing the Search Page

    • Performing Searches

  • Configuring Toolbars

    • Understanding the Configurable Toolbar

    • Defining Toolbar Buttons

    • Configuring Toolbars

    • Personalizing Toolbars

  • Configuring Display Templates

    • Understanding Display Templates

    • Configuring Display Templates for Components

    • Creating and Copying Display Template Information

    • Creating or Changing Display Template System Data

  • Configuring Attributes

    • Understanding Attributes

    • Identifying Attribute-Enabled Objects

    • Setting Up Attributes

    • Associating Attribute Groups with Objects

    • Entering Attributes at Runtime

  • Configuring Field Values

    • Understanding Market in PeopleSoft CRM

    • Understanding the Label Change Utility

    • Understanding Industry-Specific Translate Values

    • Setting Up the Label Change Utility

    • Modifying Industry-Specific Translate Values

  • Using Application Classes

    • Understanding Application Classes and Packages

    • Working with Application Classes

  • Working with PeopleSoft Search for CRM

    • Understanding PeopleSoft Search Framework Implementation for CRM

    • Understanding Global Search for CRM

    • Understanding PeopleSoft Search Framework Definitions for CRM

    • Understanding Runtime Search Options

    • Setting Up PeopleSoft Search for CRM

    • Configuring Options for Runtime Search Pages

  • Setting Up Business Projects

    • Understanding Business Projects

    • Understanding Business Project Workflow

    • Understanding Business Project Process Definition

    • Defining Invalid Actions

    • Defining Tasks

    • Defining Phases

    • Defining Business Projects

    • Cloning and Deleting Phases and Business Projects

  • Using Business Projects

    • Understanding Business Project Tracking

    • Managing Business Projects

    • Managing Tasks

    • Monitoring Business Projects