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Objective Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing objectives 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 Objective Field Name

Data Type

Maximum Length

Comments

Account Name

Text

15

The account name associated with the defined objective.

Contact Name

Text

15

The contact name associated with the defined objective.

Currency

Text

20

The currency used for the monetary values of the objective.

Description

Text

2000

The description field for the defined objective.

Exchange Date

Date/Time

7

The date on which the exchange rate applies to the currency.

Objective Name

Text

30

None

Objective Revenue

Text

22

Target revenue for the objective.

Objective Target

Number

22

The Objective Target field is a quantity of sales units, prescriptions, sales calls, and so on. This quantity is defined by the Objective Units field.

Objective Units

Picklist

30

The Objective Units field defines the quantity in the Objective Targets field.

Parent Objective

Text

15

If the defined objective is associated with a parent objective, this field enables both objectives to be combined.

Period

Text

15

This period value corresponds to the criteria that the user enters when setting up forecasts in Oracle CRM On Demand.

Plan Name

Text

15

The business plan name associated with this particular objective (optional).

Product Name

Text

15

The product name associated with the objective.

Status

Picklist

30

The status of the objective.

Target Audience

Text

2000

This is the group of individuals to which the objective is applied.

Type

Picklist

30

The type of objective. The customer sets the values.

Related Topics

See the following topics for related information:


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