4Get Started with Import

This chapter contains the following:

You can import data from a file using file-based data import.

You can import a wide range of application data from text or XML files by navigating to the following in the Setup and Maintenance work area:

  • Offering: Sales

  • Functional Area: Data Import and Export

  • Task: Manage File Import Activities

Importing data can either create or update application records. The import options and other details differ by the type of data that you're importing. Before you import data, you must know how the data in your file maps to the attributes in the application and what values are expected.

To help you get started, you can use the example templates provided in Document ID 1596128.1 on My Oracle Support. The templates include columns for the most common application attributes and reference numbers.

Import Data

To import data from a file:

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

    • Offering: Sales

    • Functional Area: Data Import and Export

    • Task: Manage File Import Activities

    Tip: You can also navigate to the Manage Import Activities page by selecting the import task in the work areas for objects that support importing data.
  2. Click the Create icon.

  3. In the Name field, enter a name for your import.

  4. In the Object field, select the object that you're importing.

  5. Depending on the object that you're importing, the corresponding file type is selected by default in the File Type drop-down list. For example, Deal Registration object supports only ZIP file.

  6. In the Source File region, select one of the Upload From options.

    Note: If you're importing a file into one of the services, then you must upload files from your desktop. The maximum number of records in each CSV file (either single CSV or ZIP file) should not exceed the maximum limit of 100,000 records.
    • Desktop

      After you select this option, you must browse for the file. You must select an import file in CSV format.

  7. If your data file includes a header row, then select the Header Row Included option. Although you can upload files without header rows, it becomes difficult to complete the mapping between the data in your file and the application. If the values in the CSV file contain new line character, enclose them within quotation marks.

  8. If your file doesn't use a comma to separate values, then select the correct delimiter in the Data Type field.

  9. You must create a mapping between the data in the import file and the target attributes in the application. If you had previously imported a file with the same format as the file that you're importing now, then select an existing mapping from the Import Mapping list. By default, the application saves the import mapping under the import activity name added with the activation date and time. If you're importing a file in this format for the first time, then you must create the mapping in the next step.

  10. If you're importing one of the following objects, then you can import attachments by selecting the Browse option in the Attachments region and selecting a .zip or .jar file of the attachments. You must include a column with the names of individual attachments in your import file as described in the Importing Attachments Using File-Based Data Import: Procedure topic. Your attachment file name should not contain special characters such as the Pound symbol or the pipe symbol (|). Don't submit File-Based Data Import jobs for the same import object because they create duplicate object records.

    The following import objects support importing a single attachment for each record:

    • Assets

    • Opportunities

    • Partners

    The following import objects support multiple attachments for each record:

    • Leads

    • Activities

  11. In the Import Options region, some of the options in the following table might be available depending on the object that you're importing.

    Option Description

    Import Mode

    For importing leads and employee resources only, you can specify whether you want to create and update records or update them only.

    If you select update, then the import process ignores any new records.

    For all other import objects, both create and update operations are available.

    Allowable Error Count

    The Allowable Error Count threshold determines whether to automatically cancel an import if the number of consecutive rows with validation errors exceeds the user-defined threshold value. The default value is 2000. You can change this value when configuring your import. If the number of consecutive rows in your source file with a validation error exceeds the Allowable Error Count value, the import is canceled. If the Allowable Error Count isn't reached, the data is imported. Errors encountered aren't counted toward the Allowable Error Count.

    Validation errors include:

    • Missing required values

    • Values that exceed the attribute length

    • Invalid identifiers and lookup codes

    Duplicates found using matching configurations for Customer Data Management objects don't contribute to the error count.

    Notification email

    The email of the individual who receives import processing notifications. Currently this option is supported only for Opportunity, Lead, and custom objects.

    Account Data Management Duplicates

    This option is available only if you have licensed data quality functionality. You can select different options for handling duplicates when you're importing accounts, contacts, and legal entities either alone or as part of another object.

    Decimal Separator

    The decimal separator used in your import file.

    Date Format

    The format of the date fields in your file.

    Time Stamp Format

    The format of time fields in your file.

    Execute Groovy Scripts and Workflows

    Selecting this check box enables import to trigger the execution of Groovy Scripts and Workflows that have been configured for the object being imported. This check box is enabled only if your source file has low-volume data records and the object to be imported supports Turbo Import.

    File Encoding

    The overall encoding for your file.

  12. Click Next.

    The Create Import Activity: Map Fields page displays the attributes in your file with some sample data. If you're reusing an import mapping, both the Source and Target columns are already populated. The Source columns represent your file. If you're creating a new mapping, the Target Object and Attribute columns are blank.

    Note: Oracle recommends that you use the Object Number (such as Opportunity Number) or Code (such as Claim Code) fields when available instead of Object ID (such as Opportunity ID) fields when importing objects.
  13. For each column in your file that you want to import, select the target object and one of its attributes. The target object and attribute name values are populated based on the display label values set in the Application Composer.

    Every import object comprises its own set of attributes.

    If you don't want to import a column in your file, select the Ignore check box.

    Note: Perform these steps to view the Language Independent Code of the target attributes:
    1. In the Setup and Maintenance work area, navigate to:

      • Offering: Sales

      • Functional Area: Sales Foundation

      • Task: Manage Administrator Profile Values

    2. In the Administrator Profile Values page, search for the profile option ZCA_IMPORT_ENABLE_LIC_COLUMN.

    3. Set the Profile Value to TRUE.

    4. In the Map Fields page, select Language Independent Code from the View menu.

  14. To specify a constant value for an attribute in the application, you can add the object, the attribute, and its value in the Set Constant Values region.

    If you're importing data using the import templates provided on My Oracle Support, every column header in your template includes the names of both the target object and the target attribute to simplify the mapping process.

  15. Click Next.

    Tip: To schedule the import process for a specific date, you must select the Specific Date from the Schedule list and enter a start date.
  16. Click Next.

  17. Click Activate.

  18. You return to the Manage Import Activities page to view the status of your import. An import activity with a status of Completed or Completed with Errors indicates that the import activity completed.

  19. During the patching process, any import jobs running might fail with error. You must resubmit these jobs after the patching is complete.

  20. Click the status link to view data about the success of the import, including logs and error files that are linked in the Files Processed region. In the View Import Status page, click the file name link to download the CSV file associated with the import activity.

View and Interpret the Import Notification E-mail

After the data is imported, an e-mail is generated with the detailed results of the import and links to any failed operations for troubleshooting purposes. If you had specified an e-mail in the Notification e-mail field, an e-mail is sent to that address. The e-mail includes the following:

  • Name of the import job and the import activity identifier

  • The URL for the environment

  • The object name

  • Status of the import

  • The Name of the import (source) file, and the type of file that was used

  • Start and end times for the import (date and time)

  • Elapsed time

  • Record Counts: Read, Successful, Errors, Warnings

  • Submitted by

Import Data From an XML File

You can import data into CX Sales and B2B Service from an XML file.

Before You Start

Your business object must belong to the list of objects that support XML import. These objects support XML import:

  • Activity

  • Advertising Marketing Activity

  • Appointment

  • Campaign

  • Campaign Members

  • Classification Code

  • Click To Dial Agents

  • Click To Dial Agents Connector Parameters

  • Consumer

  • Contact

  • Contract

  • Country Structure

  • Custom Object

  • Customer

  • Customer Hierarchy

  • Customer Hierarchy Member

  • DIALOG_LEAD

  • Employee Resource

  • Event Marketing Activity

  • Geography

  • Group Customer

  • Incentive Compensation Transactions

  • Interaction

  • Lead

  • Legal Entity

  • Marketing Budget

  • Marketing List

  • Note

  • Opportunity

  • Outbound Marketing Activity

  • Partner

  • Partner Contact

  • Price Book

  • Product

  • Product Group

  • Program Enrollments

  • Promotion

  • Resource Team

  • Response

  • Sales Account Resource

  • Sales Territories

  • Source System Reference

  • Task

  • Territory Geographies

  • Territory Quota Management

Create the XML File

You can create the XML file for import, based on the template for the object that you're importing. You can download the template using the My Oracle Support document CX Sales and B2B Service File Import Mapping Reference and Supporting Instructions (Doc ID 1596128.1).This table is a snapshot of the template data for the Lead object:

Column Header Data Description Sample Data Value Required?

Lead_LeadNumber

Customer-Supplied Unique Key

001

Y

Lead_LeadName

Business Data

LeadName001

Y

Lead_DescText

Business Data

New accessories

N

LeadResource_ResourceId

Unique Key for Lead Resource

6979

Y

You can use the following generic pattern to create your XML file:

<OBJECT_NAME>
<PARENT_NODE_001>
<PARENT_FIELD_001>Value 001</PARENT_FIELD_001>
<PARENT_FIELD_002>Value 002</PARENT_FIELD_002>
...
<PARENT_FIELD_NNN>Value NNN</PARENT_FIELD_NNN>
<CHILD_NODE_001>
 <CHILD_FIELD_001>Value 001</CHILD_FIELD_001>
 <CHILD_FIELD_002>Value 002</CHILD_FIELD_002>
 ...
 <CHILD_FIELD_NNN>Value NNN</CHILD_FIELD_NNN>
</CHILD_NODE_001>
</PARENT_NODE_001>
...
<PARENT_NODE_NNN>
 <CHILD_NODE_NNN>
 <CHILD_FIELD_NNN>Value NNN</CHILD_FIELD_NNN>
 </CHILD_NODE_NNN>
</PARENT_NODE_NNN>
</OBJECT_NAME>

This XML file is created based on the data and pattern:

<Lead>
 <Lead>
 <LeadName>LeadName001</LeadName>
 <LeadNumber>001</LeadNumber>
 <DescText>New accessories</DescText>
  <LeadResource>
  <ResourceId>6979</ResourceId>
  <LeadNumber>001</LeadNumber>
  </LeadResource>
 </Lead>
 <Lead>
 <LeadName>LeadName002</LeadName>
 <LeadNumber>002</LeadNumber>
 <DescText>New accessories</DescText>
 <LeadResource>
 <ResourceId>6979</ResourceId>
 <LeadNumber>002</LeadNumber>
 </LeadResource>
 </Lead>
 </Lead>

Note the following points while constructing the XML file:

  • The root node of the XML and the name of the object to be imported should be the same. In this example, it's Lead.

  • The root node should be followed by a Lead parent node for every instance of a Lead data record. In this example, two records of data require two parent nodes in the XML.

  • The value for an attribute is enclosed between the XML elements for the attribute. For example, LeadName001 is the value for the attribute LeadName.

  • LeadResource is the child object for Lead. ResourceId and LeadNumber are its child attributes. These nodes are enclosed within the parent Lead node.

Import Data from the File

To import data from a file:

  1. Sign in as a setup or administrator user.

  2. In the Setup and Maintenance work area, navigate to:

    • Offering: Sales

    • Functional Area: Data Import and Export

    • Task: Manage File Import Activities

  3. In the search results, click the link for the task.

  4. Click Create from the Actions menu to create a new import activity. You can also click the Create (+) icon.

  5. In the Name field, enter a name for the import. In the Object field, select the Lead object.

  6. In the File Type drop down list, select the XML file option.

  7. Select the Upload From Desktop option and browse the XML file you created in the previous section.

  8. Create a mapping between the data in the import file and the target attributes in the application. If you had previously imported a file with the same format as the file you're importing now, then select an existing mapping from the Import Mapping list. By default, the application saves the import mapping for the import activity name, along with the activation date and time. If you're importing a file in this format for the first time, then you must create the mapping in the next step.

  9. Click Next. The Create Import Activity: Map Fields page displays the attributes in your file with some sample data. If you're reusing an import mapping, then both the Source and Target columns are already populated. The Source columns represent your file. If you're creating a new mapping, then the Target Object and Attribute columns are blank.

  10. For each column in your file that you want to import, select the target object and one of its attributes. Every import object comprises its own set of attributes. You can select not to import a column in your file by selecting the Ignore option.

  11. Click Next. By default, the data import starts immediately after you click Activate. You can start the import when you want by selecting Specific Date from the Schedule list and entering a start date. Click Activate.

  12. You return to the Manage Import Activities page to view the status of your import. An import activity with a status of Completed or Completed with Errors indicates that the import activity has completed.

  13. Click the status link to see additional data about the import, including logs and error files that are linked in the Files Processed region.

  14. The log files are generated in text file format.

Use Predefined Templates to Import Data

You can use predefined templates to import data using file-based data import. To import data using the predefined templates, you must:

  • Download the import templates

  • Understand the import templates

  • Adapt the import templates to your needs

Download Import Templates

CX Sales and B2B Service provides templates to help you import data using File-Based Data Import tool. The templates are spreadsheets that include the commonly used fields, in addition to the required fields. Every import object could have one or more templates associated with itself. This table lists the objects and the templates for the object. Predefined mappings are highlighted in bold.

Import Object Template Description

Account

Data Cloud Account Import - Advanced

Predefined mapping to import files generated from Data Cloud and Insight service into CX Sales and B2B Service for account enrichment.

Account

Account Create and Update Predefined Mapping

This mapping lets the user create or update accounts with the most basic information.

Account

Quick Create Account Predefined Mapping

Predefined mapping to create Accounts with basic information. This mapping can't be used to update any attribute other than those mapped to the Account object.

Account

Account Address Create and Update Predefined Mapping

This mapping lets the user create or update multiple addresses for existing accounts.

Account

Account Relationship Create and Update Predefined Mapping

This mapping lets users associate an account with one or multiple contacts.

Activity

Activity Predefined Mapping - Import Task

Template to import activity predefined mapping (Import Task)

Activity

Activity Predefined Mapping - Import Appointment

Template to import activity predefined mapping (Import Appointment)

Contact

Data Cloud Contact Import - Advanced

Predefined mapping to import files generated from Data Cloud and Insight service into CX Sales and B2B Service for contact enrichment.

Contact

Contact Create and Update Predefined Mapping

This mapping lets the user create or update contacts with the most basic information. Additionally, this template can be used to associate individual contacts with existing accounts.

Contact

Quick Create Contact Predefined Mapping

Predefined mapping to create Contacts with basic information. This mapping can't be used to update any attribute other than the ones mapped to the Contact object. Use Original System and Original System Reference fields to establish the relationship between Contacts and Accounts.

Contract

Hierarchical Predefined Mapping-Contract Header, Parties and Contacts

Template to map hierarchical objects

Contract

Contract Predefined Mapping-Contract Header, Primary Party and Contacts

Template to map contract objects

Customer Sales Team

Sales Account Resource Team Seeded Mapping

Template to import sales account resource team

Customer hierarchy

Customer Hierarchy Create Predefined Mapping

This template is used to create a customer hierarchy. Customers who are part of this hierarchy should be created first using the "Create or update account" template.

Customer hierarchy member

Customer Hierarchy Member Create Predefined Mapping

This template can be used to add customers (nodes) to an existing customer hierarchy (tree).

Employee Resource

Employee Resource Seeded Mapping - Comprehensive

Template to import Employee Resource with role, resource organization and hierarchy information

Lead

Lead Predefined Mapping Import Leads

Template to import Leads with contact and company information.

Lead

Lead Predefined Mapping - Import Leads with Qualification information

Template to import Leads with contact and qualification information.

Note

Note Predefined Mapping - Default required Set with identifiers

Template to import Note -Default required Set with identifiers

Note

Note Predefined Mapping - Default required Set with original system reference

Template to import Note - Default required Set with original system reference

Opportunity

Opportunity Predefined Mapping - Opportunity Resource

Template to import Opportunity Resource

Opportunity

Opportunity Predefined Mapping - All related objects

Template to import Opportunity with all related objects.

Opportunity

Opportunity Predefined Mapping - Opportunity Resource Revenue

Template to import Opportunity Resource and Revenue.

Partner

Oracle Fusion Hierarchical File Import Map for Partner - Includes Child objects

Template to import Partners including child objects.

Partner

Oracle Fusion Hierarchical File Import Map for Partner

Template to hierarchically import partners with minimum attributes

Partner

Oracle Fusion File Import Map for Partner Update

Template to import updates to partners

Partner

Oracle Fusion File Import Map for Partner

Template to import partners with minimum attributes

Partner Contact

Oracle Fusion File Import Map for Partner Contacts

Template to import partner contacts

Partner Program Enrollments

Oracle Fusion File Import Map for Enrollment Update

Template to import updates to enrollment

Partner Program Enrollments

Oracle Fusion File Import Map for Enrollment

Template to import enrollments with minimum attributes

Product Group

Product Group Predefined Mapping - Product Group Header and Child Entities

Template to import product groups, items related to product groups and product group relationships used to define a hierarchy.

Quota

Quota Predefined Mapping - Territory and Resource Quotas

Template to import Territory and Resource Quotas

Sales Promotion

Sales Promotion Predefined Mapping - Header and Coupons

Template to import promotions and coupons associated with promotions.

Territory

Territory Import Seeded Map

Template to import territory

Territory Geographies

Territory Geographies Import Mapping

Template to migration import territory geographies

Territory Geographies

Territory Geographies Incremental Import Mapping

Template to import territory geographies incrementally

To download an import template:

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

    • Offering: Sales

    • Functional Area: Data Import and Export

    • Task: Manage File Import Mappings

  2. In the Manage File Import Mappings page, select the object for which you need the template (such as Account) from the Object drop-down list.

  3. Select the Seeded option.

  4. Click Search.

  5. Click the template you want to download from the search results. The Edit Import Mapping page is displayed.

  6. In the Edit Import Mapping page, click Download Template.

  7. Save the .csv file to a location on your desktop.

Understand the Import Templates

You must understand the columns in the import templates to populate the templates with the correct data. To update existing records, your source file must include the attributes that enable the import process to identify these records. These values are source system and source system reference value combination, internal ID, or public unique identifiers, such as business keys or external IDs. When the source of your data isn't an external system and you don't intend to regularly update the data, you don't need the source system information.

Note: Oracle recommends that you include the source system information, as requirements change over time.

Copy and Modify a Predefined Mapping

The template file includes a header row with columns that map to the attributes for the objects. You can use the mapping that's used to download the template and also to map columns to attributes during import. The columns are arranged in the same order as the mapping in CX Sales and B2B Service. You can add additional attributes to the file by adding them after the last column. In case you add additional attributes, you must copy and modify the predefined mapping to create a user-defined mapping that includes these additional attributes. To copy and modify a predefined mapping:

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

    • Offering: Sales

    • Functional Area: Data Import and Export

    • Task: Manage File Import Mappings

  2. In the Manage File Import Mappings page, select the object for which you need the template (such as Account) from the Object drop-down list.

  3. Select the Seeded option. Click Search.

  4. Click the template you want to copy or modify from the search results. The Edit Import Mapping page is displayed.

  5. In the Edit Import Mapping page, click Copy Mapping.

  6. The target object attributes can be edited. You can also add attributes to the object by clicking the Create icon.

  7. Click Save to save the modified template file.

Note: Perform these steps to view the Language Independent Code of the target attributes:
  1. In the Setup and Maintenance work area, navigate to:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

  2. In the Administrator Profile Values page, search for the profile option ZCA_IMPORT_ENABLE_LIC_COLUMN.

  3. Set the Profile Value to TRUE.

  4. In the Edit Import Mapping page, select Language Independent Code from the View menu.

Adapt the Import Templates

You may want to add additional attributes to your files to import additional information for your import data. You can review all available attributes for your import object in a reference file located in File-Based Data Import for CX Sales and B2B Service guide available on the Help Center (https://docs.oracle.com/en/cloud/saas/sales/20a/oefbs/index.html). Review the reference file to explore other attributes that are available for import and the possible prerequisite steps for those attributes.

The reference file includes the following information:

  • All attributes available for your import object.

  • The attribute descriptions, including the user interface display name for the attribute if the attribute is displayed on the user interface.

  • The data type, length, and validation logic, including the task or work area where you can view or define valid values before importing data.

  • The logic for default values, if values aren't provided in your source file.

Select the Import Template

To select the template that you downloaded during the import process:

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

    • Offering: Sales

    • Functional Area: Data Import and Export

    • Task: Manage File Import Activities

  2. In the Manage Import Activities page, click the Create icon.

  3. In the Create Import Activity page, provide the import name and object to import. Provide the file type, select Header row included and Seeded options.

  4. From the Import Mapping drop-down list, select one of the predefined templates

  5. Click Next to view the mapping and schedule the activation of import process.

Upload Files to WebCenter Content Server

You can upload files to the Oracle WebCenter Content server. The WebCenter Content server is a repository of source files for file-based data import. Before you import files using the content server, you must upload the file to the Oracle WebCenter Content server.

Upload the Files Using the UI

To upload your source files to the WebCenter Content server:

  1. Sign in as a setup user or as the sales administrator user.

  2. Open the File Import and Export page (Navigator > Tools > File Import and Export).

  3. In the Search Results section of the File Import and Export page, click the upload icon.

  4. In the Upload File dialog box, click Browse to locate the file that you want to upload. You can view only unprocessed files to upload for import.

  5. In the Account field of the Upload File dialog box, select the account corresponding to the import object. For example, to make a file available for importing the Account object, select the crm/customer/import account.

  6. Click Save and Close.

This image shows the upload (plus) icon that displays the Upload File dialog box.

File Import and Export

WebCenter Content allocates a unique content ID to every file. To view the content ID allocated to your file, select View - Columns - Content ID in the Search Results section of the File import and Export page. The row for your file in the search results now includes the file's content ID.

The visibility of a file uploaded to the WebCenter Content Server depends on the account to which the file is associated when the file is uploaded. For example, to import the Account object with a source file on WebCenter Content server, you must first upload that file to the server and associate with the crm/customer/import account.

Once you upload your file to the server, wait for a minute before starting your import activity.

Configure Objects to Use the WebCenter Content Server Option

These objects are configured to use the WebCenter Content server option and their corresponding accounts:

Object Account

Account

crm/customer/import/

Activity

crm/activity/import/

Advertising marketing activity

crm/mktActAdvertising/import/

Asset

crm/asset/import/

Campaign member

crm/mktCampMembers/import/

Campaign response

crm/response/import/

Click-to-dial agent

crm/mctCtdAgent/import/

Click-to-Dial agent connector parameters

crm/mctAgentConnParams/import/`

Consumer

crm/consumer/import/

Contact

crm/contact/import

Contract

crm/contract/import/

Country structure

crm/countryStructure/import/

Custom object

crm/commonCustomObject/import/

Customer hierarchy

crm/customerHierarchy/import/

Customer hierarchy member

crm/customerHierarchyMember/import/

Customer sales team

crm/salesAccountResourceTeam/import/

Deal Registration

crm/dealRegistration/import/

Employee resource

crm/employeeResource/import/

Event marketing activity

crm/mktActEvent/import/

Geography

crm/geography/import/

Incentive compensation transactions

ic/incentiveCompensationTransaction/import/

Interaction marketing activity

crm/mktActInteraction/import/

Lead

crm/lead/import/

Legal entity

crm/legalEntity/import/

Marketing budget

crm/mktBudget/import/

Marketing campaign

crm/mktCampaigns/import/

Marketing list

crm/mktList/import/

Note

crm/note/import/

Opportunity

crm/opportunity/import/

Partner

crm/partner/import/

Partner contact

crm/partnerContact/import/

Partner program enrollments

crm/programEnrollments/import/

Product group

crm/productGroup/import/

Quota

crm/quota/import/

Resource team

crm/resourceTeam/import/

Sales promotion

crm/promotion/import/

Territory

crm/territory/import/

Territory geographies

crm/territoryGeographies/import

Import Lookups and Profile Options

You can import lookup types and profile options in Oracle Applications Cloud. You don’t use tasks in the Define File Import task list, such as Manage File Import Activities, to import lookups or profile options. Within the screens where you view lookup types and profile options, an import utility is provided to import lookup types and profile options using a text file.

Roles Required for File-Based Data Import and Export

To perform activities related to file-based data import and export, you require certain duties and roles. The table in the next section lists the roles you need for importing and exporting data into CX Sales and B2B Service. You can get additional information about the duties and roles in the Security Reference for CX Sales and B2B Service guide.

Roles for Import and Export

This table lists the set of roles required to import and export objects. The values in brackets are the role codes.

Object Name Import Role Name (Code) Export Role Name (Code)

Account

Trading Community Import Batch Management Duty (MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Sales Lead Qualifier (ORA_MKL_SALES_LEAD_QUALIFIER_JOB), Marketing Operations Manager (ORA_MKT_MARKETING_OPERATIONS_MANAGER_JOB), Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Account - Simplified View

Trading Community Import Batch Management Duty (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Sales Lead Qualifier (ORA_MKL_SALES_LEAD_QUALIFIER_JOB), Marketing Operations Manager (ORA_MKT_MARKETING_OPERATIONS_MANAGER_JOB), Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Activity

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Channel Administrator (ORA_ZPM_CHANNEL_ADMINISTRATOR_JOB), Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB), Marketing Operations Manager (ORA_MKT_MARKETING_OPERATIONS_MANAGER_JOB), Channel Partner Portal Administrator (ORA_ZPM_CHANNEL_PARTNER_PORTAL_ADMINISTRATOR_JOB), Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Channel Administrator (ORA_ZPM_CHANNEL_ADMINISTRATOR_JOB), Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB), Marketing Operations Manager (ORA_MKT_MARKETING_OPERATIONS_MANAGER_JOB), Channel Partner Portal Administrator (ORA_ZPM_CHANNEL_PARTNER_PORTAL_ADMINISTRATOR_JOB), Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Asset

Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Sales Lead Qualifier (ORA_MKL_SALES_LEAD_QUALIFIER_JOB), Marketing Operations Manager (ORA_MKT_MARKETING_OPERATIONS_MANAGER_JOB), Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB), Master Data Management Application Administrator (ORA_ZCH_MASTER_DATA_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Business Plan

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB)

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB)

Category

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Channel

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Classification Code

Trading Community Import Batch Management Duty (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Not Applicable

Consumer

Trading Community Import Batch Management Duty (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Not Applicable

Contact

Trading Community Import Batch Management Duty (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Not Applicable

Contact - Simplified View

Trading Community Import Batch Management Duty (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Sales Lead Qualifier (ORA_MKL_SALES_LEAD_QUALIFIER_JOB), Marketing Operations Manager (ORA_MKT_MARKETING_OPERATIONS_MANAGER_JOB), Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB), Master Data Management Application Administrator (ORA_ZCH_MASTER_DATA_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Contract

Supplier Contract Administrator (ORA_OKC_SUPPLIER_CONTRACT_ADMINISTRATOR_JOB), Enterprise Contract Administrator (ORA_OKC_ENTERPRISE_CONTRACT_ADMINISTRATOR_JOB), Customer Contract Administrator (ORA_OKC_CUSTOMER_CONTRACT_ADMINISTRATOR_JOB), Supplier Contract Manager (ORA_OKC_SUPPLIER_CONTRACT_MANAGER_JOB), Enterprise Contract Manager (ORA_OKC_ENTERPRISE_CONTRACT_MANAGER_JOB), Customer Contract Manager (ORA_OKC_CUSTOMER_CONTRACT_MANAGER_JOB)

Supplier Contract Administrator (ORA_OKC_SUPPLIER_CONTRACT_ADMINISTRATOR_JOB), Enterprise Contract Administrator (ORA_OKC_ENTERPRISE_CONTRACT_ADMINISTRATOR_JOB), Customer Contract Administrator (ORA_OKC_CUSTOMER_CONTRACT_ADMINISTRATOR_JOB), Supplier Contract Manager (ORA_OKC_SUPPLIER_CONTRACT_MANAGER_JOB), Enterprise Contract Manager (ORA_OKC_ENTERPRISE_CONTRACT_MANAGER_JOB), Customer Contract Manager (ORA_OKC_CUSTOMER_CONTRACT_MANAGER_JOB)

Customer Hierarchy

Trading Community Import Batch Management Duty (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Trading Community Import Batch Management Duty (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Customer Hierarchy Member

Trading Community Import Batch Management Duty (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Trading Community Import Batch Management Duty (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Customer Sales Team

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Marketing Operations Manager (ORA_MKT_MARKETING_OPERATIONS_MANAGER_JOB), Sales Lead Qualifier (ORA_MKL_SALES_LEAD_QUALIFIER_JOB), Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Not Applicable

Deal Registration

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB), Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB)

Employee Resource

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Channel Sales Director (ORA_ZPM_CHANNEL_SALES_DIRECTOR_JOB), Channel Sales Manager (ORA_ZPM_CHANNEL_SALES_MANAGER_JOB), Channel Administrator (ORA_ZPM_CHANNEL_ADMINISTRATOR_JOB), Channel Account Manager (ORA_ZPM_CHANNEL_ACCOUNT_MANAGER_JOB), Master Data Management Application Administrator (ORA_ZCH_MASTER_DATA_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB), Marketing Operations Manager (ORA_MKT_MARKETING_OPERATIONS_MANAGER_JOB), Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB),Channel Partner Portal Administrator (ORA_ZPM_CHANNEL_PARTNER_PORTAL_ADMINISTRATOR_JOB), Resource Administration (ORA_HZRESOURCE_ADMINISTRATOR_DUTY)

Not Applicable

Geography

Geography Administration (ORA_GEO_ADMIN_DUTY), Master Data Management Application Administrator (ORA_ZCH_MASTER_DATA_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Not Applicable

Household

Trading Community Import Batch Management (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Not Applicable

Lead

Marketing Analyst (ORA_MKT_MARKETING_ANALYST_JOB), Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Marketing Manager (ORA_MKT_MARKETING_MANAGER_JOB), Sales Lead Processing (ORA_MKL_SALES_LEAD_PROCESSING_DUTY), Marketing Operations Manager (ORA_MKT_MARKETING_OPERATIONS_MANAGER_JOB), Corporate Marketing Manager (ORA_MKT_CORPORATE_MARKETING_MANAGER_JOB), Marketing VP (ORA_MKT_MARKETING_VP_JOB), Sales Analyst (ORA_ZSP_SALES_ANALYST_JOB)

Marketing Operations Manager (ORA_MKT_MARKETING_OPERATIONS_MANAGER_JOB), Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Customer Relationship Management Application Administrator(ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Legal Entity

Trading Community Import Batch Management Duty (MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Not Applicable

Loyalty

Loyalty Program Administrator (ORA_LOY_LOYALTY_PROGRAM_ADMINISTRATOR_JOB)

Not Applicable

MDF Budget

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB)

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB), Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB)

MDF Claim

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB)

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB)

MDF Request

Channel Operations Manager (ZPM_CHANNEL_OPERATIONS_MANAGER_JOB)

Not Applicable

Note

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Channel Administrator (ORA_ZPM_CHANNEL_ADMINISTRATOR_JOB), Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB), Marketing Operations Manager (ORA_MKT_MARKETING_OPERATIONS_MANAGER_JOB), Channel Partner Portal Administrator (ORA_ZPM_CHANNEL_PARTNER_PORTAL_ADMINISTRATOR_JOB), Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Channel Administrator (ORA_ZPM_CHANNEL_ADMINISTRATOR_JOB), Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB), Marketing Operations Manager (ORA_MKT_MARKETING_OPERATIONS_MANAGER_JOB), Channel Partner Portal Administrator (ORA_ZPM_CHANNEL_PARTNER_PORTAL_ADMINISTRATOR_JOB), Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Opportunity

Opportunity Administration (ORA_MOO_OPPORTUNITY_ADMINISTRATION_DUTY) , Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB) , Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Partner

Channel Administrator (ORA_ZPM_CHANNEL_ADMINISTRATOR_JOB), Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB), Channel Partner Portal Administrator (ORA_ZPM_CHANNEL_PARTNER_PORTAL_ADMINISTRATOR_JOB)

Channel Administrator (ORA_ZPM_CHANNEL_ADMINISTRATOR_JOB), Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB), Channel Partner Portal Administrator (ORA_ZPM_CHANNEL_PARTNER_PORTAL_ADMINISTRATOR_JOB)

Partner Contact

Channel Administrator (ORA_ZPM_CHANNEL_ADMINISTRATOR_JOB), Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB), Channel Partner Portal Administrator (ORA_ZPM_CHANNEL_PARTNER_PORTAL_ADMINISTRATOR_JOB)

Channel Administrator (ORA_ZPM_CHANNEL_ADMINISTRATOR_JOB), Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB), Channel Partner Portal Administrator (ORA_ZPM_CHANNEL_PARTNER_PORTAL_ADMINISTRATOR_JOB)

Partner Program

Channel Administrator (ORA_ZPM_CHANNEL_ADMINISTRATOR_JOB), Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB), Channel Partner Portal Administrator (ORA_ZPM_CHANNEL_PARTNER_PORTAL_ADMINISTRATOR_JOB)

Channel Administrator (ORA_ZPM_CHANNEL_ADMINISTRATOR_JOB), Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB), Channel Partner Portal Administrator (ORA_ZPM_CHANNEL_PARTNER_PORTAL_ADMINISTRATOR_JOB)

Program Enrollments

Channel Administrator (ORA_ZPM_CHANNEL_ADMINISTRATOR_JOB), Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB), Channel Partner Portal Administrator (ORA_ZPM_CHANNEL_PARTNER_PORTAL_ADMINISTRATOR_JOB)

Channel Administrator (ORA_ZPM_CHANNEL_ADMINISTRATOR_JOB), Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB), Channel Partner Portal Administrator (ORA_ZPM_CHANNEL_PARTNER_PORTAL_ADMINISTRATOR_JOB)

Price Book

Sales Administrator (ZBS_SALES_ADMINISTRATOR_JOB)

Sales Administrator (ZBS_SALES_ADMINISTRATOR_JOB)

Product

Sales Administrator (ZBS_SALES_ADMINISTRATOR_JOB)

Sales Administrator (ZBS_SALES_ADMINISTRATOR_JOB)

Product Group

Loyalty Program Administrator (ORA_LOY_LOYALTY_PROGRAM_ADMINISTRATOR_JOB), Marketing Operations Manager (ORA_MKT_MARKETING_OPERATIONS_MANAGER_JOB), Sales Catalog Administrator (ORA_QSC_SALES_CATALOG_ADMINISTRATOR_JOB), Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB), Channel Administrator (ORA_ZPM_CHANNEL_ADMINISTRATOR_JOB), Channel Partner Portal Administrator (ORA_ZPM_CHANNEL_PARTNER_PORTAL_ADMINISTRATOR_JOB)

Loyalty Program Administrator (ORA_LOY_LOYALTY_PROGRAM_ADMINISTRATOR_JOB), Marketing Operations Manager (ORA_MKT_MARKETING_OPERATIONS_MANAGER_JOB), Sales Catalog Administrator (ORA_QSC_SALES_CATALOG_ADMINISTRATOR_JOB), Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB), Channel Administrator (ORA_ZPM_CHANNEL_ADMINISTRATOR_JOB), Channel Partner Portal Administrator (ORA_ZPM_CHANNEL_PARTNER_PORTAL_ADMINISTRATOR_JOB)

Quota

Sales VP (ORA_ZBS_SALES_VP), Sales Manager (ORA_ZBS_SALES_MANAGER), Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR)

Sales VP (ORA_ZBS_SALES_VP), Sales Manager (ORA_ZBS_SALES_MANAGER), Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR)

Self Service Roles

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR), HR Help Desk Administration (ORA_SVC_HELPDESK_ADMINISTRATION)

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR), HR Help Desk Administration (ORA_SVC_HELPDESK_ADMINISTRATION)

Service Request

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Source System Reference

Trading Community Import Batch Management Duty (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Trading Community Import Batch Management Duty (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Standard Text

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR), HR Help Desk Administration (ORA_SVC_HELPDESK_ADMINISTRATION)

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR), HR Help Desk Administration (ORA_SVC_HELPDESK_ADMINISTRATION)

Standard Text Folders

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR), HR Help Desk Administration (ORA_SVC_HELPDESK_ADMINISTRATION)

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR), HR Help Desk Administration (ORA_SVC_HELPDESK_ADMINISTRATION)

Standard Text Variables

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR), HR Help Desk Administration (ORA_SVC_HELPDESK_ADMINISTRATION)

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR), HR Help Desk Administration (ORA_SVC_HELPDESK_ADMINISTRATION)

Territory

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Sales Manager (ORA_ZBS_SALES_MANAGER_JOB), Sales VP (ORA_ZBS_SALES_VP_JOB), Customer Relationship Management Application Administrator

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Sales Manager (ORA_ZBS_SALES_MANAGER_JOB), Sales VP (ORA_ZBS_SALES_VP_JOB), Customer Relationship Management Application Administrator

Territory Geographies

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Sales Manager (ORA_ZBS_SALES_MANAGER_JOB), Sales VP (ORA_ZBS_SALES_VP_JOB), Customer Relationship Management Application Administrator

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Sales Manager (ORA_ZBS_SALES_MANAGER_JOB), Sales VP (ORA_ZBS_SALES_VP_JOB), Customer Relationship Management Application Administrator