Import Seeded Store Visit Tasks and Type

As a sales administrator, you can set up site-level store visit tasks for each appointment type for managing store visits.

You can use the seeded store visit type and tasks in the application. To use the seeded store visit type and tasks, you must first import them and associate these tasks with the store visit type:

• STD_ORA_INVENTORY_AUDIT

• STD_ORA_ORDER_CAPTURE

• STD_ORA_PROMO_COMP_AUDIT

• STD_ORA_PROMO_PRESENT

• STD_ORA_SURVEY

• STD_ORA_ORDER_DELIVERY

• STD_ORA_ACCOUNT_TASK

• STD_ORA_MANUL_COMPL_TASK

Note:

You can associate standard tasks with the store visit type and custom store visit types. You can also associate custom store visit tasks with the store visit type.

Before you import the store visit tasks and type, download and save the Zip file to your local computer. The Zip file contains the following files:

• __ORACO__ActivityTasks_c.csv

• __ORACO__ActivityType_c.csv

To download the Zip file, see Seeded Tasks and Types for Consumer Goods (Doc ID 2133874.1).

Here's how you can import store visit tasks and type:

1. Generate import and export artifacts.

2. Import standard tasks.

3. Import store visit type.

4. Associate standard tasks with store visit type.

Generate Import Export Artifacts

Here's how you can generate import export artifacts:

1. Click Navigator > Application Composer > Sales Domain.

2. Click Import and Export

3. In the Import and Export page, click Generate.

If the artifact generation fails, check the following roles and try again:

• Sign in to Security Console and verify if the sales administrator has the following two roles:

  Note:

  Add the roles if not already present.

  • ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB.

  • ORA_ZCH_MASTER_DATA_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB.

Import Standard Tasks

Here's how you can import the standard tasks from the given CSV file:

1. In the Setup and Maintenance work area, go to:

   • Offering: Sales

   • Functional Area: Data Import and Export

   • Task: Manage File Import Activities

2. On the new page, click the new button and specify the mandatory values, and then click Next.

   Field Name	Field Value
   File Type	Text File
   Upload From	Desktop
   File Name	__ORACO__ActivityTasks_c.csv
   Data Type	Comma Separated
   Header Row Included	Yes
   Predefined	Yes
   Object	Sales Custom Object

3. Map these fields as specified in the table.

   Column Header	Example Value	Ignore	Object	Attribute
   TaskName	Inventory Audit	No	__ORACO__ActivityTasks_cWBIT	__ORACO__TasksName_c
   Description	Perform Inventory Audit	No	__ORACO__ActivityTasks_cWBIT	__ORACO__Description_c
   Code	STD_ORA_INVENTORY_AUDIT	No	__ORACO__ActivityTasks_cWBIT	Record Name

4. Click Next and verify that Scheduling is Immediate and click Next.

5. Review the details and click Activate. Refresh the page.

Import Store Visit Type

Here's how you can import the store visit type from the given CSV file:

1. In the Setup and Maintenance work area, go to:

   • Offering: Sales

   • Functional Area: Data Import and Export

   • Task: Manage File Import Activities

2. On the new page, click the new button and specify the mandatory values, and then click Next.

   Field Name	Field Value
   File Type	Text File
   Upload From	Desktop
   File Name	__ORACO__ActivityType_c.csv
   Data Type	Comma Separated
   Header Row Included	Yes
   Predefined	Yes
   Object	Sales Custom Object

3. Map these fields as specified in the table.

   Column Header	Example Value	Ignore	Object	Attribute
   Type Name	Store Visit	No	__ORACO__ActivityType_cWBIT	Record Name
   Description	Store Visit Type	No	__ORACO__ActivityType_cWBIT	__ORACO__Description_c

4. Click Next and verify that Scheduling is Immediate and click Next.

5. Review the details and click Activate. Refresh the page.

Associate Standard Tasks with Store Visit Type

Here's how you can associate the tasks with the store visit type:

1. On the landing page, select Store Visit Type icon and open Store Visit Record.

2. Click the Tasks subtab and select all the standard tasks.

3. Click Done and then click Save and Close.