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Certification Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing certification 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 administrator to determine the new name for the field.

Default Certification Field Name

Field Type

Maximum Length

Comments

Available From

Date

7

None.

Available To

Date

7

None.

Certification Fee

Currency

22

None.

Certification ID

Text

50

It is recommended that the internal identifier for the certification be unique.

Company

Text

50

None.

Contact

Picklist

15

Use this field if the certification contact is already present in Oracle CRM On Demand.

Description

Text

250

None.

Email

Text

50

The email address for the certification contact.

First Name

Text

50

Use this field to enter the certification contact's first name only if the contact is not present in Oracle CRM On Demand.

Last Name

Text

50

Use this field to enter the certification contact's last name only if the contact is not present in Oracle CRM On Demand.

Name

Text

50

The name of the certification.

Objective

Picklist

15

None.

Owner

Picklist

30

None.

Payment Options

Picklist

30

The default valid values are as follows: Cheque, Credit Card, Cash, and Earned Funds.

Phone

Phone

40

The phone number for the certification contact.

Primary Product

Picklist

15

None.

Primary Product Category

Picklist

15

None.

 

Renewable

Check box

1

None.

Status

Picklist

30

The default valid values are as follows: Draft, Planned, Available, Obsolete, and Inactive.

Type

Picklist

30

The default valid values are as follows: Pre-Sales, Post-Sales, Technical, Service, Installation, Upgrade, Design, and Security.

Validity (Months)

Number

22

None.

Website

Text

100

The URL to a page that contains additional certification information.

Related Topics

See the following topics for related information:


Published 8/22/2016 Copyright © 2005, 2016, Oracle. All rights reserved. Legal Notices.