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Course Details

PeopleSoft CRM (Customer Relationship Management) is a system that helps companies to gather, process and utilize information about their customers. It allows users to access applications through internet browser.

Peoplesoft Admin Training Curriculum

Business Process Overview

Describing PeopleSoft Enterprise CRM Common Foundation, Describing Customer Management, Describing Workforce Management, Describing Workforce Management, Describing Product Management, Describing Common Features

Getting Started With CRM

Describing Sign-in Security Access, Signing In to PeopleSoft Applications, Explaining the Features of PeopleSoft Pure Internet Architecture, Using Navigational Aids to Maximize Efficiency, Describing Elements of Components, Describing Search Pages, Describing Methods for Efficient Searching

Viewing and Modifying Data

Describing Effective Dating, Describing Action Types

Describing Data in Tables

Describing Types of Tables, Describing Processing and Default Tables, Describing Translate Tables, Describing Transaction and Control Tables

Defining Business Units, SetIDs, and Tableset Controls

Describing the Association of Tables With Business Units and SetIDs, Setting Up Values in a Control Table, Developing Tableset Sharing Architecture

Working With the Customer Data Model

Describing the Customer Data Model

Managing Customers

Setting Up Control Values for Customers, Setting Up Companies, Setting Up Contact Information, Setting Up Persons, Setting Up Sites, Using Quick Create

Working with the 360-Degree View and the Relationship Viewer

Using the 360-Degree View, Viewing and Maintaining Relationships.

Managing Contacts and Tasks

Describing Contact Management, Managing Contacts and Tasks, Setting Up Task Management.

Managing Workers in Customer-Facing Applications

Describing Workers, Setting Up Foundational Data for Workers, Creating Workers, Defining Worker Information.

Managing Workers in Worker-Facing Applications

Describing Considerations for Worker-Facing Applications

Managing Product Definitions

Describing Products, Setting Up Control Tables for Products, Setting Up Product Definitions, Setting Up Product Packages.

Managing Installed Products

Describing Installed Products, Setting Up Installed Product Tracking, Tracking Installed Products.

Managing Worklists and Notifications

Managing PeopleSoft Enterprise CRM Worklists, Setting Up and Using Manual Notifications.

Evaluating Integration, Automation, and Configuration Options

Describing PeopleSoft Enterprise CRM Integrations, Describing PeopleSoft Enterprise CRM Configuration Tools.

Course Reviews


110 ratings
    • The online course session was good with a lot of discussion on the subject in depth. Demo's were good and the trainer cleared my doubts clearly.The trainer having a very good command on the subject.
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    • Real time/live scenario's were included in the training sessions. The trainer's has very good command on the subject. Thank you..
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      Claire Edwards
    • I like the training period from Tekslate. The course is very well designed that helps to keep track until we demonstrate subject mastery.
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      Anya Vasilisa
    • Using most innovative teaching techniques, Tekslate intended to help students to learn through online. A great part of the coursework is allowed to use and earn certification by the time they finish t ...
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      Alvin Alicia
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