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Opportunity Team Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing opportunity teams into Oracle CRM On Demand. This information supplements the guidelines given in the topic Field Type Guidelines for Importing Data. 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 Opportunity Team Field Name

Data Type

Maximum Length

Comments

Opportunity Access

Picklist

15

This picklist is read-only. The values that you import must match the following default values exactly
Read-only, Edit, Full, and No Access.

Opportunity Name

Text

100

None.

Opportunity External ID

Text

30

None.

User ID

Text

50

None.

User External ID

Text

30

None.

User Sign In ID

Text

50

None.

Team Role

Picklist

30

The default values for this field are Owner, Executive Sponsor, Consultant, Partner, and Other.

Percentage Split

Integer

22

The percentage of the revenue that is to be allocated to the team member.

Currency

Text

20

None.

Exchange Date

Date

None

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

 


Published 7/6/2017 Copyright © 2005, 2017, Oracle. All rights reserved. Legal Notices.