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Broker Profile Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing broker profile data 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 Broker Profile Field Name

Field Type

Maximum Length

Comments

Broker Profile Name

Text

40

The name of the broker profile.

Broker Profile Year

Picklist

30

The year during which the broker profile is valid.

Company Historic and Future Growth

Text

250

The description of the company history and future growth for the broker.

Company Overview

Text

250

Provides additional information about the broker.

Created

Text

30

Oracle CRM On Demand generates this information: the name of the person who created the broker profile followed by the date.

Fax Number

Phone

35

The broker fax number

Modified

Text

30

Oracle CRM On Demand generates this information: the name of the person who last modified the broker profile followed by the date.

Partner

Picklist

30

The broker name.

Phone Number

Phone

35

The broker phone number.

Primary Address

Text

50

The broker primary address.

Sub Channel

Picklist

30

The broker coverage. The default valid values are as follows: Globals, Locals, Nationals, Regionals, and Wholesalers.

Segmentation

Picklist

30

The broker segmentation. The default valid values are as follows: Commercial, Growth, and Retail.

Territory/Regional Structure

Text

250

The broker territory or regional structure.

Website

Text

100

The URL for a page that contains additional broker profile information.

Related Topics

See the following topics for related information:


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