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Messaging Plan Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing messaging plans 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 Messaging Plan Field Name

Data Type

Maximum Length

Comments

Audience

Text

1000

This field describes the targeted audience for this message plan, for example, cardiac surgeons.

Code

Text

50

This field tracks messaging plans in different Row IDs. For example, if you revise a messaging plan, this field creates a copy of the messaging plan with an incremented version number.

Disclosure Mandatory

Boolean

1

When this field is selected, a disclosure message is displayed.

Enable Followup

Boolean

1

None

Expiration Date

DateTime

7

The date on which the messaging plan ends.

External Unique ID

Text

30

None

Lock Sequence

Boolean

1

This field locks the messaging plan, which prevents users from changing the sequence, or removing messages from a messaging plan.

Name

Text

200

The name of the messaging plan or the personalized messaging plan.

Priority

Number

22

None

Release Date

DateTime

7

The release date of the messaging plan.

Segment

Text

50

This field describes the market segment; that is, the group of accounts, to which the message plan is targeted, for example, tertiary care hospitals. It shows the recommended messaging plans to sales representatives when they are planning calls.

Skin

Text

30

When the messaging planner is opened for editing or previewing, the layout of the messaging plan is also displayed.

Start Date

DateTime

7

None

Status

Picklist

30

The default, valid values for this field are: Approved, In Progress, Rejected, Released, Submitted.

Type

Text

30

The default, valid values for this field are: Product Launch and Targeted Messaging.

Related Topics

See the following topics for related information:


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