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Business Plan Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing business plan fields 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 Business Plan Fields Name

Data Type

Maximum Length

Comments

Account External ID

Text

30

None

Currency

Picklist

20

None

Description

Note

250

None

Exchange Date

Date

7

None

Notes

Text

250

None

Opportunities

Text

250

None

Parent Plan Name

Text

15

The reference field for holding the Business Plan Object ID.

Period

Text

15

The reference field for holding the Period Object ID.

Plan Revenue

Currency

22

None

Product Name

Text

15

The reference field for holding the Product Object ID.

Status

Picklist

30

None

Strengths

Text

250

None

Threats

Text

250

None

Type

Picklist

30

None

Weaknesses

Text

250

None

Related Topics

See the following topics for related information:


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