PeopleSoft CRM Services Foundation Preface

This preface discusses:

PeopleSoft CRM application fundamentals.
PeopleSoft CRM automation and configuration tools.
PeopleSoft business object management.
PeopleSoft product and item management.
PeopleTools PeopleBooks.

PeopleSoft CRM Application Fundamentals

The PeopleSoft Enterprise CRM 8.9 Application Fundamentals PeopleBook contains essential information describing the setup and design of the PeopleSoft CRM system. This book contains important topics that apply to many or all PeopleSoft applications across the PeopleSoft CRM product line.

The PeopleSoft Enterprise CRM 8.9 Application Fundamentals PeopleBook contains these parts:

CRM Multi-Product Foundation.

This part discusses the design and setup of the PeopleSoft CRM system, including security considerations.
Workforce Management.

This part discusses PeopleSoft CRM workflow, the Active Analytics Framework (AAF), business projects, and scripts.
Interactions and 360-Degree Views.

This part discusses how to manage interactions and set up and use the 360-degree view, a powerful tool that enables users to view and work with any transaction or interaction that is associated with a customer or worker.
Self-Service for Customers.

This part discusses how to set up, administer, and use self-service applications for customers and workers.
Relationship Management.

This part discusses how system users manage their contacts and tasks.
Entitlement Management.

This part discusses setting up agreements and warranties.
SmartViews.

This part discusses how to set up and use SmartViews to manage key customer segments and accounts in a central environment.

PeopleSoft CRM Automation and Configuration Tools

The PeopleSoft Enterprise CRM 8.9 Automation and Configuration Tools PeopleBook discusses automation and configuration tools that are common to multiple CRM applications. This is an essential companion to the application PeopleBook.

There are four parts to the PeopleSoft Enterprise CRM 8.9 Automation and Configuration Tools PeopleBook:

Correspondence management.

This part discusses the setup and application of manual notifications, automatic notifications and manual correspondence requests among CRM objects.
Automation tools.

This part discusses PeopleSoft CRM workflow, the Active Analytics Framework (AAF), business projects, and scripts.
Configuration tools.

This part discusses configurable search pages, configurable toolbars, attributes, display templates and industry-specific field labels and field values.
Knowledge management.

This part discusses the setup of Natural Language Processing (NLP) and Verity search.

PeopleSoft CRM Business Object Management

The PeopleSoft Enterprise CRM 8.9 Business Object Management PeopleBook discusses how to create and manage customer and worker business objects in PeopleSoft CRM.

The PeopleSoft Enterprise CRM 8.9 Business Object Management PeopleBook has these parts:

Business Object Management Basics.

This part provides an overview of the business object relationship model and discusses setting up role types, relationship types, and control values.
Data Management for Organization Business Objects.

This part discusses how to set up and manage companies, sites, and partner companies.
Data management for Individual Business Objects.

This part discusses how to set up and manage persons, including contacts and consumers, and workers.
Business Object Management.

This part discusses how to define and use business object searches, quick create, and the customer identification framework to manage business objects.
Customer and Worker Data Integrations.

This part discusses how to integrate customer and worker data with other systems. PeopleSoft Enterprise CRM 8.9 Business Object Management PeopleBook.

PeopleSoft Product and Item Management

The PeopleSoft Enterprise CRM 8.9 Product and Item Management PeopleBook discusses how to set up products in PeopleSoft CRM, including installed products, product packages, and products that are service offerings such as service agreements and warranties.

PeopleTools PeopleBooks

Cross-references to PeopleTools documentation refer to the PeopleSoft Enterprise PeopleTools 8.5 PeopleBooks.

About These PeopleBooks

A companion PeopleBook called About These PeopleBooks contains general information, including:

Related documentation, common page elements, and typographical conventions for PeopleBooks.
Information about using PeopleBooks and managing the PeopleBooks Library.
Information on the International Organization for Standardization (ISO) country and currency codes used within PeopleBooks.
A glossary of useful PeopleSoft terms that are used in PeopleBooks.