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Getting Started with CRM Business Object Management
CRM Business Object Management Overview
CRM Business Object Integrations
CRM Business Object Implementation
Understanding Business Object Relationship Model Components
Business Object Relationship Modelling
Contact Information for Business Objects
Business Object Searches
Basic Data Tables
Business Object Profiles
Defining Control Values for Business Objects
Understanding Business Object Controls
Defining Business Object and Name Types
Defining Role Types and Role Categories
Defining Relationship Types and Relationship Categories
Configuring Address Books
Setting Up Contact Methods
Defining Component Transfer Navigation
Defining Segment Codes
Defining Industries
Defining National ID Types
Defining Customer Groups
Defining Customer Data Management System Options
Defining Basic Data Mappings
Defining Name and Address Information for Business Objects
Understanding Name and Address Information in CRM
Updating Name Information
Managing Summary Contact Information
Maintaining Contact Information for Business Objects
Defining Customer Contacts
Defining Customer Sites
Defining Purchasing Options for Companies, Consumers, and Sites
Understanding Purchasing Options
Defining Purchasing Options for Customers
Selecting Purchasing Options for Customer Addresses
Selecting Purchasing Options for Customer Contacts
Selecting Purchasing Options for Customer Sites
Defining Tax Exempt Certificate Information for Companies, Consumers and Sites
Understanding Tax Exempt Certificates
Working with Tax Exempt Certificate Information
Working with Business Object Profiles
Understanding Profiles
Specifying a Profile Prefix
Creating a Profile Request
Registering a Profile
Setting Up Profile Groups
Viewing and Updating Profile Data
Inserting and Updating Rows in Profiles
Working with the Relationship Viewer
Understanding the Relationship Viewer
Configuring Relationship Views
Configuring the Relationship Viewer
Viewing and Maintaining Relationships and Roles
Defining Company Business Objects
Understanding the Company Component
Defining Company Information
Defining Company Sites
Defining Company Contacts
Modeling Corporate Hierarchy
Defining Site Business Objects
Understanding Sites
Setting Up Site Types
Maintaining General Site Information
Maintaining Site Contacts
Defining Site Relationships
Viewing Installed Products for a Site
Defining Person Business Objects
Understanding Persons
Configuring the Person Component
Defining Person Information
Defining Information for Business Contacts
Defining Consumer Information
Defining Person of Interest Information
Deleting An Employee
Defining Workers
Understanding Workers in CRM
Creating Workers
Maintaining Worker Information
Setting Up Foundational Data for Workers
Working with Predefined Business Object Search and Quick Create Data
Understanding Delivered System Data for BO Search and Quick Create
Using Business Object Search and Quick Create Functionality
Understanding the Business Object Search and Quick Create Process
Searching for Business Objects
Creating Business Objects by Using the Quick Create Component
Setting Up Business Object Search and Quick Create
Understanding BO Search and Quick Create Setup
Adding and Modifying BO Search and Quick Create Definitions
Defining Ad Hoc Business Objects
Understanding Ad Hoc Business Objects
Defining Ad Hoc Business Objects
Managing Enterprise Integration for PeopleSoft CRM
Understanding Enterprise Integration Technology
Integration with PeopleSoft HCM, PeopleSoft Campus Solutions or Third-Party HR Data
Data Integrations
Setting Up Defaults for Integrating Customer and Contact Information
Market-Enabling Company, Consumer, Site, and Contact EIPs
Establishing Primary ID Databases
Mapping Message Data to PeopleSoft CRM Records and Fields
Importing Data into PeopleSoft CRM
Understanding the Data Import Application Engine Process (RBIMPORT)
Setting Up Data Import Global Settings
Defining Data Import Templates
Editing Matching SQL
Running the Data Import Application Engine Process (RBIMPORT)
Viewing the Data Import Process Status
Running the Basics AE Process