Skip to Main Content
Getting Started with PeopleSoft CRM Automation and Application Configuration Tools
PeopleSoft Automation and Application Configuration Overview
PeopleSoft CRM Automation and Application Configuration Business Processes
PeopleSoft CRM Automation and Application Configuration Implementation
Understanding Correspondence and Notifications
Correspondence and Notifications
Correspondence and ERMS
Automated Communications
CRM Email Delivery Mechanism
Setting Up and Using Worklists
Understanding CRM Worklists
Defining Worklists
Working with PeopleSoft CRM Worklists
Managing Worklist Folders
Publishing and Viewing Worklist Entries as a Feed
Forwarding and Reassigning Worklist Entries
Defining General Settings for Correspondence and Notifications
Understanding Correspondence and Notification Settings
Defining User Settings
Redirecting Links
Creating Action Request Codes
Specifying Recipient Specific Terms
Defining Settings for Template-Based Correspondence
Understanding Correspondence Generation
Defining System Settings for Template-Based Correspondence
Defining Printers
Setting Up Correspondence Templates
Understanding Correspondence Templates
Understanding Delivered Template Objects
Defining Term Groups and Subtemplates
Defining Templates
Validating Terms and Templates
Defining Template Categories and Types
Defining Template Packages
Sending Manual Notifications
Understanding Manual Notifications
Sending Manual Notifications From CRM Transactions
Sending Correspondence
Understanding Correspondence Creation
Creating Correspondence
Accessing Saved Correspondence Requests
Searching and Managing Undelivered Email
Working with Active Analytics Framework
Understanding AAF
Understanding the Use of Active Analytics Framework in CRM
Understanding the Use of Active Analytics Framework in HCM-CRM Integration
Understanding CRM Delivered Active Analytics Framework Objects
Understanding Contexts
Understanding Trigger Points
Understanding Terms
Understanding CRM Action Types
Understanding Policies
Configuring Actions in Policies
Setting Up PeopleSoft CRM Workflow
Understanding PeopleSoft CRM Workflow
Defining PeopleSoft Process Scheduler Settings for Workflow
Defining Workflow Actions for Business Projects
Defining Scripts
Understanding Scripts
Defining PeopleCode Functions for Scripts
Defining Variables
Defining Actions and Action Sets
Defining Tokens
Defining Rules and Rule Sets
Defining Answer Sets
Defining Questions and Question Groups
Defining Rate Sets
Creating Scripts
Defining Script Trees
Validating Scripts
Running Scripts
Understanding Script Types and Script Actions
Running Scripts
Running Scripts on Self-Service Pages
Working with the Text Tray
Understanding the Text Tray
Setting Up and Administering Quick Keys
Working with the Text Tray
Understanding Configuration Tools
Configuration Tools
Configuring Search Pages
Understanding the Configurable Search
Configuring Searches
Personalizing the Search Page
Performing Searches
Configuring Toolbars
Understanding the Configurable Toolbar
Defining Toolbar Buttons
Configuring Toolbars
Personalizing Toolbars
Configuring Display Templates
Understanding Display Templates
Configuring Display Templates for Components
Creating and Copying Display Template Information
Creating or Changing Display Template System Data
Configuring Attributes
Understanding Attributes
Identifying Attribute-Enabled Objects
Setting Up Attributes
Associating Attribute Groups with Objects
Entering Attributes at Runtime
Configuring Field Values
Understanding Market in PeopleSoft CRM
Understanding the Label Change Utility
Understanding Industry-Specific Translate Values
Setting Up the Label Change Utility
Modifying Industry-Specific Translate Values
Using Application Classes
Understanding Application Classes and Packages
Working with Application Classes
Working with PeopleSoft Search for CRM
Understanding PeopleSoft Search Framework Implementation for CRM
Understanding Global Search for CRM
Understanding PeopleSoft Search Framework Definitions for CRM
Understanding Runtime Search Options
Setting Up PeopleSoft Search for CRM
Configuring Options for Runtime Search Pages
Setting Up Business Projects
Understanding Business Projects
Understanding Business Project Workflow
Understanding Business Project Process Definition
Defining Invalid Actions
Defining Tasks
Defining Phases
Defining Business Projects
Cloning and Deleting Phases and Business Projects
Using Business Projects
Understanding Business Project Tracking
Managing Business Projects
Managing Tasks
Monitoring Business Projects