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Account Team Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing account teams into Oracle CRM On Demand. This information supplements the guidelines given in the topic Field Type Guidelines for Importing Data. First, you must review the following import information before performing an import.

NOTE: The Default Field column in this table contains only the initial (default) name for each field. It does not contain any names that have been changed for your company in Oracle CRM On Demand. Therefore, if you do not see a specific field when you try to import your data, check with your company administrator to determine the new name for the field.

Default Account Team Field Name

Field Type

Maximum Length

Comments

Account Access

Picklist

15

Default valid values: Full, Readonly, Edit, Owner.

You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.

Account Location

Text

50

None

Account Name

Text

100

None

Contact Access

Picklist

15

Default valid values: Readonly, Edit, Full, No Access.

You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.

Opportunity Access

Picklist

15

Default valid values: Readonly, Edit, Full, No Access.

You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.

Team Role

Text

20

Default valid values: Owner, Executive Sponsor, Consultant, Partner, Other

User ID

Text

50

None

Account External ID

Text

30

None

User External ID

Text

30

None


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.