1. Oracle Migration Tool On Demand Guide
  2. Elements and Sections in the Sales Process XML Output File

Elements and Sections in the Sales Process XML Output File

The following table describes the elements and sections in the sales process XML output file.

Note: When a sales process is created, sales stages named Closed/Lost and Closed/Won are automatically associated with the sales process. The Probability field on the Closed/Lost sales stage is set to zero (0), and the Probability field on the Closed/Won sales stage is set to 100. You cannot change these values. Do not set up any other sales stage with the Probability field equal to 0 or 100 percent. Modifying picklists that are used internally by the Oracle CRM On Demand application can have an adverse impact on standard functionality. You cannot remove the Closed/Lost and Closed/Won sales stages from a sales process.

Table Elements and Sections in the Sales Process XML File

Description Element or Section

The <SalesProcess> section contains all of the information for a single sales process.

 
<data:SalesProcess>
. . .
</data:SalesProcess>

<Name> is the name of the sales process.

 
<data:SalesProcess>
. . .
  <data:Name>High Potential</data:Name>
. . .
</data:SalesProcess>

<Translate> specifies whether the sales process is marked for translation.

 
<data:SalesProcess>
. . .
  <data:Translate>N</data:Translate>
. . .
</data:SalesProcess>

<Default> specifies whether this is the default sales process.

 
<data:SalesProcess>
. . .
  <data:Default>true</data:Default>
. . .
</data:SalesProcess>

<Description> contains a description of the sales process.

 
<data:SalesProcess>
. . .
  <data:Description></data:Description>
. . .
</data:SalesProcess>

<TranslationLanguage> is the three-letter code for the language.

 
<data:SalesProcess>
. . .
  <data:TranslationLanguage>ENU</data:TranslationLanguage>
. . .
</data:SalesProcess>

<BaseName> is the language-independent name of the sales process.

 
<data:SalesProcess>
. . .
  <data:BaseName>[High Potential]</data:BaseName>
. . .
</data:SalesProcess>

The <ListOfOpportunityType> section contains the information for the opportunity types associated with the sales process.

 
<data:SalesProcess>
. . .
  <data:ListOfOpportunityType>
. . .
  </data:ListOfOpportunityType>
. . .
</data:SalesProcess>

The <Type> element in the <OpportunityType> section contains the name of an opportunity type associated with the sales process.

 
<data:SalesProcess>
. . .
  <data:ListOfOpportunityType>
    <data:OpportunityType>
      <data:Type>Renewal</data:Type>
    </data:OpportunityType>
  </data:ListOfOpportunityType>
. . .
</data:SalesProcess>

The <ListOfSalesStage> section contains the information for the sales stages associated with the sales process.

 
<data:SalesProcess>
. . .
  <data:ListOfSalesStage>
. . .
  </data:ListOfSalesStage>
. . .
</data:SalesProcess>

The <SalesStage> section contains all of the information for a single sales stage associated with the sales process, as follows:

  • <Name> is the name of the sales stage.

  • <SalesCategoryName> is the category that the sales stage falls under.

  • <Order> indicates the sequence of the sales stage as it appears in the picklist.

  • <Probability> is the default probability for the sales stage.

  • <Description> is the description of the sales stage.

  • <TranslationLanguage> is the three-letter code for the language for the sales stage.

  • <BaseName> is the language-independent name of the sales stage.

  • <BaseCategoryName> is the language-independent name of the sales category that the sales stage falls under.

 
<data:SalesProcess>
. . .
  <data:ListOfSalesStage>
    <data:SalesStage>
. . .
      <data:Name>Short List<data:Name>
      <data:SalesCategoryName>Leads Category</data:SalesCategoryName>
      <data:Order>1</data:Order>
      <data:Probability>30</data:Probability>
      <data:Description>Looking for the Right Characteristics</data:Description>
      <data:TranslationLanguage>ENU</data:TranslationLanguage>
      <data:BaseName>Short List</data:BaseName>
      <data:BaseCategoryName>Leads Category</data:BaseCategoryName>
  </data:SalesStage>
. . .
  </data:ListOfSalesStage>
. . .
</data:SalesProcess>

The <ListOfTranslation> section contains the translation values for the sales process.

 
<data:SalesProcess>
. . .
  <data:ListOfTranslation>
. . .
  </data:ListOfTranslation>
. . .
</data:SalesProcess>

The <Translation> section contains the translation values for one language:

  • <LanguageId> contains the three-letter code for the translation language. For the list of language codes, see Language Codes and Their Corresponding Language and Country.

  • <Name> contains the name for the sales process in the language identified by the language code.

  • <Description> contains the description of the sales process in the language identified by the language code.

 
<data:SalesProcess>
  <data:ListOfTranslation>
    <data:Translation>
    <data:LanguageId>ENU</data:LanguageId>
    <data:Name>High Potential</data:Name>
    <data:Description>Looking for the Right Characteristics</data:Description>
  </data:Translation>
. . .
  </data:ListOfTranslation>
</data:SalesProcess>