Tables and Key Fields
You must use or configure the tables and the key fields to support the integration.
To facilitate the data flow between multiple systems, you can integrate the following staging tables with the store route information:
-
Route Allocation
-
Activities
Route Allocation
Use the following table and key fields in the Route
Allocation (__ORACO__RouteAllocation_c)
staging table for default route assignments.
Key Fields |
API Names |
Description |
---|---|---|
Route |
|
Indicates the route assigned by default to the sales representatives. |
Primary |
|
Indicates the assigned sales representative of the route. |
Resource |
|
Indicates whether the assigned resource is the primary sales representative. Each route can have only one primary sales representative. The primary route resource must also be the primary sales representative for the route appointments. |
Activities
Use the following table and the key fields in the Activity table for appointments and tasks.
Key Fields |
API Names |
Description |
---|---|---|
Route |
|
The route to which the appointment is assigned. |
To import Activities, see Understanding Import and Export Management for CX Sales and B2B Service guide at https://docs.oracle.com