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##### Account Team Fields: Import Preparation The following table contains specific information about setting up your CSV file before importing account teams 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. NOTE: The Default Field column in this table only contains 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 Account Team Field Name | Field Type | Maximum Length | Comments
Account Access | Picklist | 15 | Default valid values: Full, Read-only, Edit, Owner. You are not able to edit this picklist. Therefore, the values that you import must exactly match the valid values.
Account Location | Text | 50 | None
Account Name | Text | 100 | None
Contact Access | Picklist | 15 | Default valid values: Read-only, Edit, Full, No Access. You are not able to edit this picklist. Therefore, the values that you import must exactly match the valid values.
Opportunity Access | Picklist | 15 | Default valid values: Read-only, Edit, Full, No Access. You are not able to edit this picklist. Therefore, the values that you import must exactly match the valid values.
Team Role | Picklist | 30 | Default valid values: Owner, Executive Sponsor, Consultant, Partner, Other
User ID | Text | 50 | None
Account External ID | Text | 30 | None
User External ID | Text | 30 | None

Published August 2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.