Peoplesoft CRM Training

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Peoplesoft CRM Course Overview

By taking Peoplesoft Customer Relationship Management training from Tekslate, you”ll become an expert in analyzing and managing customer interactions and data throughout the customer lifecycle. This course also deals with CRM Configuration Tools, Integrations, Customer-Facing and work-facing Applications, and also Tableset Sharing Architecture. You will get hands-on experience in Peoplesoft CRM by working on various real-time applications.
Course Duration 30 hrs
Live Projects 2
Next Batch 16 October, 2021

Peoplesoft CRM Course Curriculum

  • Business Process Overview

  • Describing PeopleSoft Enterprise CRM Common Foundation

  • Describing Customer 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.

For Individuals
For Corporates

Peoplesoft CRM Upcoming Batches

  • Weekend

    16 Oct - 15 Nov

    7:00 PM IST
  • Weekday

    18 Oct - 17 Nov

    7:00 AM IST
  • Weekend

    23 Oct - 22 Nov

    7:00 PM IST
  • Weekday

    25 Oct - 24 Nov

    7:00 AM IST
  • Weekend

    30 Oct - 29 Nov

    7:00 PM IST
  • Weekday

    1 Nov - 01 Dec

    7:00 AM IST
  • Schedules Doesn't Suit You ?

    Our Team can set up a batch at your convinient time.

    Let us know

    Peoplesoft CRM Course Objectives

    By the end of the Peoplesoft Customer Relationship Management training, you will be able to:

    • Understand PeopleSoft Enterprise CRM components and features

    • Utilize different navigational aids to maximize efficiency.

    • Identify the methods of defining data and tables

    • Define the association of tables with Business Units and SetIDs

    • Develop tableset sharing architecture

    • Manage customer, companies, contact details, sites, and other related data

    • Use employee-facing applications and 360-Degree view for managing relationships

    • Manage worklists and notifications

    • Manage product definitions, product packages, and installed products

    • Evaluate PeopleSoft Enterprise CRM integration and configuration tools

    • There are numerous job opportunities available for certified Peoplesoft Customer relationship manager worldwide.

    • Top multinational companies are recruiting certified Peoplesoft Customer Relationship Management professionals around the world.

    • The average salary of a certified Peoplesoft Customer Relationship Management professional is around $1,00,505 USD per annum.

    • Candidates working as functional implementers

    • System analysts

    • Report developers

    • Aspirants who are willing to build their career in the administrative field.

    The following are the prerequisites for learning Peoplesoft Customer Relationship Manager course:

    • Basic knowledge of software concepts and workflow management.

    • Experience in customer service, sales, and marketing.

    The following job roles will get benefited by taking up this course:

    • Software engineers

    The tutor will take care of handling the projects. We will provide two real-time projects with a highly-skilled guide who can assist you throughout the project.

    Have More Questions

    Contact us

    Peoplesoft CRM Course FAQ's

    Have questions? We’ve got the answers. Get the details on how you can grow in this course.

    We have a strong team of professions who are experts in their fields. Our trainers are highly supportive and render a friendly working environment to the students positively stimulating their growth. 

    We will share you the missed session from our recordings. We at Tekslate maintains a recorded copy of each live course you undergo.

    Our Trainers will provide the student with the Server Access ensuring practical real-time experience and training with all the utilities required for the in-depth understanding of the course.

    We provide all the training sessions LIVE using either GoToMeeting or WebEx, thus promoting one-on-one trainer student Interaction.a

    Live training uncovers distinct benefits as they are mighty to reach your desired audience converting your prospects into customers in less time. Pre-recorded videos offer plenty of advantages for entrepreneurs to educate entertain and inspire your audience as long as you want.

    You can contact our Tekslate support team, or you can send an email to for your queries.

    Yes. We provide the course materials available after course completion.

    There exist some discounts for weekend batches and group participants if the joiners are more than 2.

    If you are enrolled in classes and have paid fees but want to cancel the registration for any reason, we will attain you in 48 hours will be processed within 30 days of prior request.

    Have More Questions. Reach our Support Team

    Contact us

    Join a Free Peoplesoft CRM Demo Session

    See if this course is a fit for you by joining us for an online info session. You’ll meet our team, get an overview of the curriculum and course objectives, and learn about the benefits of being a student at Tekslate

    Attend a Demo Session | Meet the Expert Who Can Kickstart Your Career in Peoplesoft CRM

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