PeopleSoft Sales Implementation

PeopleSoft Setup Manager enables you to generate a list of setup tasks for your organization based on the features that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding product documentation.

PeopleSoft Sales also provides component interfaces for loading data from an existing system into PeopleSoft Sales tables. Use the Excel to Component Interface utility with the component interfaces to populate the tables.

This table lists all of the components that have component interfaces:

Component	Component Interface	Reference
Industry RSF_INDUSTRY	RSF_INDUSTRY_SCI	See Defining Industries.
Territory Node RSF_TERRITORY	RSF_TERRITORY_SCI	See Territory Definitions Page.
Sales Users RSF_SUSER	RSF_SUSER_SCI	See Setting Up Sales Users.
Sales Team RSF_TEAM	RSF_TEAM_SCI	See Setting Up Sales Teams.
Account Auto-assignment Options for Lead and Opportunity RSF_ASGN_OPTIONS	RSF_ASGN_OPTIONS_CI	See Setting Up Account-Based Assignment Options.

Other Sources of Information

In the planning phase of your implementation, take advantage of all PeopleSoft sources of information, including the installation guides, table-loading sequences, data models, and business process maps. A complete list of these resources appears in the preface in the PeopleSoft CRM 9.1 Application Fundamentals PeopleBook with information about where to find the most current version of each.

See PeopleTools: Component Interfaces and PeopleTools: Setup Manager product documentation.