The following table contains specific information about setting up your CSV file before importing objectives 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.
Default Objective Field Name
|
Data Type
|
Maximum Length
|
Comments
|
Account Name
|
Text
|
15
|
The account name associated with the defined objective.
|
Contact Name
|
Text
|
15
|
The contact name associated with the defined objective.
|
Currency
|
Text
|
20
|
The currency used for the monetary values of the objective.
|
Description
|
Text
|
2000
|
The description field for the defined objective.
|
Division
|
Text
|
50
|
None
|
Exchange Date
|
Date/Time
|
7
|
The date on which the exchange rate applies to the currency.
|
Objective Name
|
Text
|
30
|
None
|
Objective Revenue
|
Text
|
22
|
Target revenue for the objective.
|
Objective Target
|
Number
|
22
|
The Objective Target field is a quantity of sales units, prescriptions, sales calls, and so on. This quantity is defined by the Objective Units field.
|
Objective Units
|
Picklist
|
30
|
The Objective Units field defines the quantity in the Objective Targets field.
|
Parent Objective
|
Text
|
15
|
If the defined objective is associated with a parent objective, this field enables both objectives to be combined.
|
Period
|
Text
|
15
|
This period value corresponds to the criteria that the user enters when setting up forecasts in Oracle CRM On Demand.
|
Picklist Value Group
|
Text
|
50
|
None
|
Plan Name
|
Text
|
15
|
The business plan name associated with this particular objective (optional).
|
Product Name
|
Text
|
15
|
The product name associated with the objective.
|
Status
|
Picklist
|
30
|
The status of the objective.
|
Target Audience
|
Text
|
2000
|
This is the group of individuals to which the objective is applied.
|
Type
|
Picklist
|
30
|
The type of objective. The customer sets the values.
|
