Select a topic to learn more about this subject.

• Business Object Management

  • Getting Started with CRM Business Object Management

    • CRM Business Object Management Overview

    • CRM Business Object Integrations

    • CRM Business Object Implementation

  • Understanding Business Object Relationship Model Components

    • Business Object Relationship Modelling

    • Contact Information for Business Objects

    • Business Object Searches

    • Basic Data Tables

    • Business Object Profiles

  • Defining Control Values for Business Objects

    • Understanding Business Object Controls

    • Defining Business Object and Name Types

    • Defining Role Types and Role Categories

    • Defining Relationship Types and Relationship Categories

    • Configuring Address Books

    • Setting Up Contact Methods

    • Defining Component Transfer Navigation

    • Defining Segment Codes

    • Defining Industries

    • Defining National ID Types

    • Defining Customer Groups

    • Defining Customer Data Management System Options

    • Defining Basic Data Mappings

  • Defining Name and Address Information for Business Objects

    • Understanding Name and Address Information in CRM

    • Updating Name Information

    • Managing Summary Contact Information

    • Maintaining Contact Information for Business Objects

    • Defining Customer Contacts

    • Defining Customer Sites

  • Defining Purchasing Options for Companies, Consumers, and Sites

    • Understanding Purchasing Options

    • Defining Purchasing Options for Customers

    • Selecting Purchasing Options for Customer Addresses

    • Selecting Purchasing Options for Customer Contacts

    • Selecting Purchasing Options for Customer Sites

  • Defining Tax Exempt Certificate Information for Companies, Consumers and Sites

    • Understanding Tax Exempt Certificates

    • Working with Tax Exempt Certificate Information

  • Working with Business Object Profiles

    • Understanding Profiles

    • Specifying a Profile Prefix

    • Creating a Profile Request

    • Registering a Profile

    • Setting Up Profile Groups

    • Viewing and Updating Profile Data

    • Inserting and Updating Rows in Profiles

  • Working with the Relationship Viewer

    • Understanding the Relationship Viewer

    • Configuring Relationship Views

    • Configuring the Relationship Viewer

    • Viewing and Maintaining Relationships and Roles

  • Defining Company Business Objects

    • Understanding the Company Component

    • Defining Company Information

    • Defining Company Sites

    • Defining Company Contacts

    • Modeling Corporate Hierarchy

  • Defining Site Business Objects

    • Understanding Sites

    • Setting Up Site Types

    • Maintaining General Site Information

    • Maintaining Site Contacts

    • Defining Site Relationships

    • Viewing Installed Products for a Site

  • Defining Person Business Objects

    • Understanding Persons

    • Configuring the Person Component

    • Defining Person Information

    • Defining Information for Business Contacts

    • Defining Consumer Information

    • Defining Person of Interest Information

  • Defining Workers

    • Understanding Workers in CRM

    • Creating Workers

    • Maintaining Worker Information

    • Setting Up Foundational Data for Workers

  • Working with Predefined Business Object Search and Quick Create Data

    • Understanding Delivered System Data for BO Search and Quick Create

  • Using Business Object Search and Quick Create Functionality

    • Understanding the Business Object Search and Quick Create Process

    • Searching for Business Objects

    • Creating Business Objects by Using the Quick Create Component

  • Setting Up Business Object Search and Quick Create

    • Understanding BO Search and Quick Create Setup

    • Adding and Modifying BO Search and Quick Create Definitions

  • Defining Ad Hoc Business Objects

    • Understanding Ad Hoc Business Objects

    • Defining Ad Hoc Business Objects

  • Managing Enterprise Integration for PeopleSoft CRM

    • Understanding Enterprise Integration Technology

    • Integration with PeopleSoft HCM, PeopleSoft Campus Solutions or Third-Party HR Data

    • Data Integrations

    • Setting Up Defaults for Integrating Customer and Contact Information

    • Market-Enabling Company, Consumer, Site, and Contact EIPs

    • Establishing Master ID Databases

    • Mapping Message Data to PeopleSoft CRM Records and Fields

  • Importing Data into PeopleSoft CRM

    • Understanding the Data Import Application Engine Process (RBIMPORT)

    • Setting Up Data Import Global Settings

    • Defining Data Import Templates

    • Editing Matching SQL

    • Running the Data Import Application Engine Process (RBIMPORT)

    • Viewing the Data Import Process Status

    • Running the Basics AE Process