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Account Team History Analytic Subject Area

Availability

This subject area is available in all editions of Oracle CRM On Demand.

Business Purpose

This subject area allows the reporting of the many-to-many relationship between accounts and team users. Because it is possible to associate an account with various team members in Oracle CRM On Demand, you can use this subject area to create a list all team members associated with an account or all accounts where a user is added as a team member. You cannot use this subject area to report on accounts not associated with any user or to report on users not linked to an account. This subject area has no metrics.

Relationship Type

Many-to-many

Optimised Custom Fields

This subject area has custom fields that are optimised to reduce the query time when they are used in filters. Optimised custom fields are in folders where the name ends with Optimised Custom Fields or Optimised Custom Metrics, such as Account Optimised Custom Fields and Opportunity Optimised Custom Metrics. Numeric custom fields, such as those with a type of CUR, INT or NUM, are available as metrics in the optimised custom metrics folder, if the record type is the driving object in a specific subject area. For example, the Account record type is the driving object in the Account History subject area.

The following record types have optimised custom fields and metrics coverage in Oracle CRM On Demand Answers and one or more of these record types might be present as dimensions or facts in this subject area:

Record Type

Oracle CRM On Demand Answers Coverage

Account

All optimised fields

Activity

All optimised fields

Assessment

All optimised fields

Campaign

All optimised fields

Contact

All optimised fields

Custom Objects 1-40

All optimised fields in CO1, CO2, CO3, CO4, CO5, and CO9 only

Lead

All optimised fields

Opportunity

All optimised fields

Opportunity Team

First five optimised fields of each type

Product

All optimised fields

Revenue

All optimised fields

Service Request

All optimised fields

Dimensions

This subject area has the following dimensions:

  • Account
  • Account Team
  • Team Member

Metrics

None

Usage Notes

The Account dimension includes a Book hierarchy, which enables you to analyse metrics and related attributes at any level.


Published October 2016 Copyright © 2005, 2016, Oracle. All rights reserved. Legal Notices.