Updating or Inserting a Sales Process

This topic describes how to update a sales process (if it exists) or insert a sales process (if it does not exist) on your Oracle CRM On Demand environment (customer test environment or production).

About the Upsert Operation

The Upsert command inserts or updates sales processes based on the user key: BaseName, which is the language-independent name of the sales process.

Oracle CRM On Demand attempts to locate the sales process specified in the input file based on the user key. If a match is located, then the sales process is updated. If Oracle CRM On Demand cannot locate a sales process based on the user key, then a new sales process is created.

Syntax

The following is the syntax for using the Oracle Migration Tool On Demand client to insert or update a sales process:

migrationtool -u UserID -s ServerURL Upsert SalesProcess SalesProcessXML

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.
SalesProcessXML is the fully qualified path name of the sales process XML file, for example:
```
C:\My Files\[High Potential].xml
```
If the fully qualified path name contains any spaces or special characters, such as brackets, then it must be enclosed with quotation marks, for example:
```
migrationtool -u UserID -s ServerURL Upsert SalesProcess "C:\My Files\[High Potential].xml"
```

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 Updating or Inserting a Sales Process

The following is an example of updating a sales process (if it exists) or inserting the sales process (if it does not exist) in your Oracle CRM On Demand server:

migrationtool -u UserID -s ServerURL Upsert SalesProcess "C:\Oracle Migration Tool On Demand\windows\repository\SalesProcess\[High Potential].xml"