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Purpose and Scope of This Guide
2 Import Customers Using File-Based Import
Overview of File-Based Import
File-Based Data Import: How It Works
Import Activity Source File Options: Explained
Importing Data from a File: Procedure
Importing Data with Special Characters Using File-Based Data Import: Quick Start
Using Predefined Templates to Import Data Through File-Based Data Import
Importing Attachments Using File-Based Data Import: Procedure
Import Activity Import Options: Explained
Import Activity Field Mapping: Explained
File Import Activity Statuses: Explained
File-Based Import Monitoring: Explained
Import Consumers Using File-Based Import
Importing Consumers: Explained
Consumer Import Objects: How They Work Together
Import Contacts Using File-Based Import
Importing Contacts: Explained
Contact Import Objects: How They Work Together
Import Country Structures Using File-Based Import
Importing Country Structures: Explained
Country Structure Import Objects: How They Work Together
Import Customer Hierarchies Using File-Based Import
Importing Customer Hierarchies: Explained
Customer Hierarchy Import Objects: How They Work Together
Importing Customer Hierarchies Using File-Based Import: Quick Start
Importing Customer Hierarchy Member Using File-Based Import : Quick Start
Import Customers Using File-Based Import
Importing Customers: Explained
Account Import Objects: How They Work Together
Import Employee Resources Using File-Based Import
Importing Employee Resources: Explained
Employee Resource Import Objects: How They Work Together
Import Geographies Using File-Based Import
Importing Geographies: Explained
Geography Import Objects: How They Work Together
Import Households Using File-Based Import
Importing Households: Explained
Household Import Objects: How They Work Together
Import Legal Entities Using File-Based Import
Importing Legal Entities: Explained
Legal Entity Import Objects: How They Work Together
Import Resource Teams Using File-Based Import
Importing Resource Teams: Explained
Resource Team Import Objects: How They Work Together
Import Common Supporting Objects
Importing Additional Party Identifiers: Quick Start
Importing Additional Party Names: Quick Start
Importing Addresses: Quick Start
Importing Address Purposes: Quick Start
Importing Classifications: Quick Start
Importing Contact Points: Quick Start
Importing Contact Point Preferences: Quick Start
Importing Contact Jobs: Quick Start
Importing Country Structures Using File-Based Import: Quick Start
Importing Workers, Users, and Resources Using File-Based Data Import: Quick Start
Importing Organization Profiles: Quick Start
Importing Person Profiles: Quick Start
Importing Relationships: Quick Start
Importing Sales Profiles: Quick Start
3 Export Customers Using File-Based Export
Overview of File-Based Data Export
File-Based Data Export: Explained
Using File-Based Data Export to Export Data: Worked Example
4 Round-Trip Export-Import
Exporting and Importing Data Between Oracle Sales Cloud Instances Using Automatic Mapping: Worked Example
Exporting and Importing Data Between Oracle Sales Cloud Instances Using Automatic Mapping: Procedure
5 Import Customers Using Data Import
Overview of Data Import
Data Import Objects: Explained
Updating Customer Data Through Import: Explained
Enter Import Process Information
Using Data Quality Services During Data Import: Explained
Defining the Import Process for Customers and Consumers: Points to Consider
Defining the Import Process for Customers and Consumers: Worked Example
FAQs for Enter Import Process Information
Can I redefine the data import process for an already imported batch and reimport it?
Can I try to import a batch again?
FAQs for View Error Reports and Output Files
How can I view the errors that occurred during preimport processing?
Why did I receive a message that the data enrichment process was declined?
FAQs for Purge Batch
What happens if I purge a data import batch?
Why can't I purge a data import batch?
Conduct What-If Analysis and Submit
Performing What-If Analysis on Data Import Batches: Worked Example
FAQs for View Batch Detail and Statistics
Why can't I view the import process details?
6 Enrich Data Using Social Data and Insight Cloud Service
Configuring Oracle Social Data and Insight Cloud Service for Data Enrichment and Address Verification: Overview
Enriching Sales Cloud Data Manually
Enriching Account and Account Contact Data Manually: Explained
Importing New Records into Oracle Sales Cloud from Oracle Social Data and Insight Cloud Service: Explained
Enriching Sales Cloud Data Automatically
Enriching Sales Cloud Automatically: Overview
Manage Oracle Social Data and Insight Cloud Service Preferences: Explained
Manage Sales Cloud and Oracle Social Data and Insight Cloud Service Integration: Explained
Enriching Account and Account Contact Data Automatically: Procedure
7 Manage Customer Data Quality
Overview of Data Quality Management
Data Quality Management Components: How They Fit Together
Cleanse Customer Information
Scheduling a Data Cleansing Process: Points to Consider
Creating Address Cleansing Batches: Points to Consider
Specifying Selection Criteria for a Data Cleansing Batch: Worked Example
Accepting Data Cleansing Results: Critical Choices
FAQs for Cleanse Customer Information
What's a Data Cleansing Batch?
Can I resubmit a data cleansing batch?
What's the difference between automated cleansing and simulated cleansing?
Why did the batch cleansing process skip some records?
Identify Duplicate Customer Information
Managing Duplicate Sets: Explained
Creating Duplicate Identification Batches: Points to Consider
Defining Subset Rules: Worked Example
View Nonduplicate Mapping
Nonduplicate Records: Explained
FAQs for Assign Duplicate Identification Batch
Why am I unable to assign or reject duplicate identification batches?
How can I cancel a batch process?
Resolve Duplicate Customer Information
Creating Duplicate Resolution Request: Explained
Selecting Duplicate Resolution Request Type: Critical Choices
Merging Duplicate Records: Explained
Performing Automerge: Worked Example
Managing Rejected Merge Requests: Explained
Linking Duplicate Records: Explained
8 Manage Party Information
Manage Party Information
Party Center: Explained
Party Center Trees: Explained
Customizing Party Center Trees: Procedure
Party Profile: Explained
Viewing Profile History: Explained
Party Usage Assignments: Explained
Managing Party Relationships: Explained
Managing Source System References: Explained
9 Manage Hierarchy Information
Manage Hierarchy Information
Party Hierarchy: Explained
Hierarchies and Hierarchy Versions: How They Fit Together
Hierarchy Edits and Hierarchy Versions: How They Work Together
FAQs for Manage Hierarchy Information
How can I create a new hierarchy type?
Can I create multiple versions of the same hierarchy?
How can I respond to a merge completion notification if I don't have the privileges to edit hierarchies?
Why is the hierarchy type I created not visible in the Party Hierarchy UI?
Why is an active hierarchy version that has been saved recently sometimes set automatically to inactive?
10 Manage Enterprise Resource Information
Manage Resource Information
Understanding Sales Resources
Managing Resources: Explained
Resource Directory: Explained
Manage Contact Preference Information: Explained
Updating Resource Skills: Examples
FAQs for Manage Resource Information
What's the Resource Directory?
What's a salesperson set?
Can I assign multiple concurrent resource roles to an organization member?
How can I search and view information from other sources?
Can I add resources outside my reporting hierarchy to my social network?
Manage Resource Organization Information
Resource Organizations and Organization Usage: Explained
Resource Role and Resource Organization Components: How They Work Together
FAQs for Manage Resource Organization Information
Why am I unable to view the resource hierarchy for my organization?
What's the difference between a resource organization and a resource team?
Can I remove a resource organization membership while active assignments exist?
Can I update organization membership details?
Can I view a resource organization hierarchy version as of a particular date?
Manage Resource Team Information
Resource Members,Role Assignment Dates,and Active Dates: How They Work Together
FAQs for Manage Resource Team Information
What's a resource team?
Can I assign multiple resource roles to a team member at the same time?
Perform Mass Transfer
Transferring Records Between Users: Explained
Transferring Records Between Users: Procedure
11 Managing Protected Information
Working with Protected Information: Explained
12 View Audit Histories
Audit History: Explained
Audit Event Types: Explained
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