CRM Automation and Configuration Rel 9

 Oracle University provides a downloadable eKit containing the training materials for this course.

What you will learn:

In this course, participants learn when and how to use CRM automation and configuration capabilities. The course also identifies the benefits of using configuration instead of or in addition to customizations created using PeopleTools. Participants learn what automation and configuration tools are available and how they are used in different applications. The course provides ample opportunities for students to practice using these tools to meet an organization's business needs. By taking this course, participants gain a solid understanding of how they can automate the business processes of their organization. They also learn how to utilize various configuration tools provided by the system. For example, they will understand how to modify the appearance of display template-enabled components and pages, as well as learn how to take advantage of the flexibility afforded by the extensible nature of the CRM customer data model. By the end of the course, participants will have had the opportunity to learn how their organization can take advantage of the built-in configuration and automation tools provided in PeopleSoft CRM.

Learn To:

• Configure component appearance and behavior
• Configure correspondence management
• Automate business processes
• Configure CRM Verity search
• Configure business object operations

Schedule/Purchase	Training Formats	Price	Duration	Course Materials	Instruction Language
View Schedule	Instructor-Led Training	US$ 3,750	5 Days	English
View Schedule	Live Virtual Class	US$ 3,750	5 Days	English

 

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Audience:

• Functional Implementer
• Technical Consultant
• Technical Administrator
• System Analysts

Prerequisites:

Required Prerequisites:

• Familiarity with using set up options and pages in PeopleSoft CRM
• Familiarty with SetID and Business Unit concepts
• Basic Understanding of Customer Data
• CRM Fundamentals Rel 9.0

Suggested Prerequisites:

• Basic understanding of automation and configuration

Course Objectives:

• Describe CRM automation and configuration
• Configure business objects
• Automate business processes
• Configure correspondence management
• Configure component appearance and behavior
• Configure CRM Verity search

Course Topics:

Technology Overview

• Describing Configuration Principles
• Describing Configuration Options

Configuring Business Object Relationships

• Describing the Business Object Relationship Model (BORM)
• Describing System Data in the BORM
• Setting up Business Object Roles and Relationships
• Setting up the Relationship Viewer

Configuring Business Object Search and Quick Create

• Describing the Business Object Search and Quick Create Process
• Setting Up and Using Business Object Search
• Setting Up and Using Quick Create

Configuring the 360-Degree View

• Describing the 360-Degree View
• Setting Up the 360-Degree View Search Page
• Configuring Actions, Action Categories and Transaction Groups
• Setting Up the Profile Group Box
• Defining Dynamic Grids
• Setting Up the Action Tree
• Setting Up Role-Based Presentation Options

Configuring Active Analytics Framework (AAF)

• Describing Active Analytics Framework Setup Options

Building AAF Policies

• Describing Policies
• Defining Terms
• Defining Actions
• Building Policies

Configuring Workflow

• Describing Workflow
• Setting Up Workflow Actions
• Setting Up Workflow Email Templates

Configuring Business Projects

• Describing Business Projects
• Setting Up Tasks and Phases
• Setting Up Business Projects
• Using Business Project Administrative Tools

Using Scripts

• Describing Scripts
• Running Scripts

Configuring Scripts

• Describing Script Setup
• Setting Up Supporting Building Blocks
• Setting Up Core Building Blocks
• Setting Up Scripts

Sending Correspondence

• Describing Correspondence Management
• Sending Correspondence

Configuring Correspondence Management

• Describing Correspondence Management Installation
• Defining Business Rules for Correspondence Management

Setting Up Templates

• Describing Correspondence Templates
• Setting Up Terms, Term Groups, and Subtemplates
• Setting Up and Validating Template Definitions and Files
• Setting Up Template Packages

Configuring Profiles and Attributes

• Describing and Setting up Profiles
• Describing and Setting up Attributes
• Associating Attributes with Components

Configuring Search Pages

• Describing Configurable Search Pages
• Configuring Basic Search Page Options
• Configuring Advanced Search Page Options
• Configuring Search Fields
• Configuring Results Fields

Configuring Toolbars

• Describing PeopleSoft CRM Toolbars
• Setting Up Toolbar Buttons
• Using Delivered Toolbar Buttons
• Setting Up Toolbars

Configuring Display Templates

• Describing Display Template Architecture
• Display Template Families
• Elements of Display Templates

Configuring System-Level Settings for Verity Search

• Describing Verity Search
• Defining Thesaurus and Noise Words
• Defining Search Index Templates
• Configuring Search Options

Building Search Collections

• Describing Search Collections
• Building Search Collections