Sample Transaction Fields: Import PreparationThe following table contains specific information about setting up your CSV file before importing sample transactions 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. If you want to use a workflow action to automatically submit a number of sample transactions during import, then use a custom field, for example, set Mark for Submit to Y, to indicate that the sample transactions are ready to be submitted after the import completes. For more information on using the submit workflow action to submit sample transactions, see Setting Up the Automatic Submission of Sample Transactions. 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.
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Published 8/22/2016 | Copyright © 2005, 2016, Oracle. All rights reserved. Legal Notices. |