1. Oracle Migration Tool On Demand Guide
  2. Extracting a Sales Assessment Template Configuration

Extracting a Sales Assessment Template Configuration

This topic describes how to extract a set of sales assessment template configuration data from the Oracle CRM On Demand server for your environment; that is, a customer test environment or production environment.

Note: Users require the Enable Web Services Access privilege to run the Read command.

Syntax

The following is the syntax for using the Oracle Migration Tool On Demand client to extract a set of sales assessment templates:

migrationtool -u UserID -s ServerURL Read SalesAssessmentTemplate AssessmentType

where:

  • UserID is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands.

  • ServerURL is the URL for the Oracle CRM On Demand server where your company resides.

  • AssessmentType is the assessment type for which you want to read a set of sales assessment templates. It can be one of the following types:

    • ActivityAssessment. Activity assessment template configuration data.

    • AccountSurvey. Account survey assessment template configuration data.

    • BusinessPlan Assessment. Business plan assessment template configuration data.

    • Contact Script. Contact script assessment template configuration data.

    • Lead Qualification. Lead qualification assessment template configuration data.

    • Objective Assessment. Objective assessment template configuration data.

    • Opportunity Assessment. Opportunity assessment template configuration data.

    • Service Request - Script. Service request script assessment template configuration data.

    • Service Request - Survey. Service request survey assessment template configuration data.

Note: The Oracle Migration Tool On Demand client requests your Oracle CRM On Demand password, which can be redirected (using the pipe command) to the client program from standard input; that is, from a file, from the command line, or from another program.

Example of Extracting Activity Assessment Template

The following is an example of extracting activity assessment template configuration data.

migrationtool -u UserID -s ServerURL Read SalesAssessmentTemplate ActivityAssessment