4Get Started with Import

This chapter contains the following:

Use Import Management from the Tools work area, to import data from text files. You can create, update, or delete records through import.

Use this topic as a guide to importing data. The import options and other details differ by the type of data that you're importing. Before importing, understand how the data in your file maps to the attributes in Oracle Applications Cloud and what values are expected in the import file. The data records in the CSV source file may not be processed in the listed order. To learn how to monitor the status of your import, see the topic How You Monitor Your Import Activities in the Related Topics section.

Note: Don't submit duplicate import jobs for the same import object as they create duplicate object records.

To help you get started, you can use the example import object templates described in the related topics.

Import Data from a File

To import data:

  1. Click Tools > Import Management.

  2. On the Manage Imports page, click the Create Import Activity button.

  3. On the Enter Import Options page provide values for each field as shown in the following table:

    Field Description of the value

    Name

    Name of the import.

    Object

    Object that you're importing.

    If you can't find your object, then search for it by clicking the Search link. In the Search and Select dialog box, enter the object name in the Object text box and click the Search button. Select your object from the result list and click OK.

    You can also use the advanced search option by clicking the Advanced button. Here you can search based on various filter criteria such as object name, Attachment supported, creation date, and so on.

    If the object you're importing isn't listed then verify if you have the roles and privileges required to import the object. For information on the roles, see the topic Roles Required for Import and Export Management referenced in the Related Topics section.

    Attachment Object

    To import an attachment for an existing object record in the database select the Attachments object from the Object drop-down list. Next select the object from the Attachment Object drop-down list.

    For more details on importing attachments, review the topic Import Attachments.

    File Name

    Browse and select a text file in CSV format. The first row of the source file is treated as the header row. Provide a file name within 40 characters.

    Note: If your source file has more than 50,000 records, then you must manually split the file into several smaller files with less than 50,000 records each. The file import page only permits 50,000 records for each import job. Alternatively, you can use the External Cloud Data Loader Client, which can accept files with more than 50,000 records. See the My Oracle Support (support.oracle.com) document External Data Loader Client (document ID 2325249.1) for more information about this tool.

    Import Object Hierarchy

    To import a hierarchy of objects, such as child and grandchild objects, click on the Import Object Hierarchy link after you upload the source file for the parent object. Next select the Enabled check box for the child object you want to import, and select the related source file.

  4. Optionally, to set additional import configurations, click the Advanced Options section. Here you can configure settings under Source File, Import Options, or Create Schedule sections.

    1. In the Source File and Import Options regions, some of the options in the following table might not be available depending on the object that you're importing:

      Option Description

      Import Mode

      You can specify whether you want to create and update records or update them only.

      • Update and create records - a new record is created if a matching record isn't found. This is the default option.

      • Create records - all the records in the file are new records which have to be created. If there are any existing matching records, then they're marked as errors.

      • Delete records - all the records in the file are deleted.

      Enable High-Volume Import

      The high-volume import mode is designed to import millions of records at once. This mode doesn't trigger any custom logic configured through the application composer. For a list of supported objects, see the topic Data Import Options.

      By default, this mode is enabled for the supported objects.

      Notification email

      The email of the individual who receives import processing notifications. The user submitting the import receives an email notification automatically. To have more than one email recipient, separate the email addresses with a semicolon.

      Enable Custom Business Logic

      If you select this check box, then any custom triggers and validations configured for the object are enabled. This may affect import performance, because of configurations. Hence, disable this option for better performance.

      To enable this check box by default, set the profile option ZCA_FILE_IMPORT_ENABLE_CUSTOM_BUSINESS_LOGIC to 'Yes' by navigating to the Manage Administrator Profile Values task.

      Note: This selection has no effect on events and object workflows, and is applicable only on triggers and validations.

      Delimiter

      If your file doesn't use a comma to separate values, then select the correct delimiter in the Delimiter drop-down list. Possible values are:

      • Caret Symbol

      • Closing Curly Bracket

      • Closing Parenthesis

      • Closing Square Bracket

      • Colon

      • Comma

      • Exclamatory Mark

      • Minus

      • Opening Curly Bracket

      • Opening Parenthesis

      • Opening Square Bracket

      • Pipe Symbol

      • Plus

      • Question Mark

      • Semi-Colon

      • Star Symbol

      • Tilde Symbol

      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 the time fields in your file.

      File Encoding

      The format in which your source file is encoded.

    2. In the Create Schedule region, schedule the import to run immediately or at a future date. If you select a future date, then provide the date and time to start the import.

  5. Click Next. The Map Fields page shows the first row of the data from your source file. By default, the application tries to automatically map each of the source file columns to the appropriate target object attribute. If some of the columns in your file couldn't be mapped, then drag the target attribute onto the Attribute Display Name column under the Source File region.

    The data in unmapped columns aren't imported.

  6. You select a predefined mapping from the list of available mappings under the Import Mapping drop-down list. If you're reusing an import mapping, then both the source and target columns are already populated.

    Leave the Attribute Display Name field blank for any column that you don't want to import.

    Click Validate Data to check the field mapping.

  7. In the case of hierarchical import, you can see the mapping information for child objects in the subsequent tabs. Note that data validation isn't done for these objects.

  8. Click Next. On the Review and Submit page, review the import activity configuration. If you had not run the prevalidation on the Map Fields page, then you get a notification message to run the validation process. You can view any unmapped columns of parent or child objects on this page.

  9. Click Validate Data to check the data in your source file. Validation errors, if any, are displayed on the Mapping Validation screen. If you get warnings about unmapped columns, then you can ignore these columns, and proceed to submit the import job. Validations are for informational purposes and applicable only for low-volume imports.

    Note: In import activity with single CSV hierarchical records, explicit validation from the mapping UI isn't supported. For example, while importing the sales territory object, if there are matching values for the attributes ParentUniqueTerritoryNumber and UniqueTerritoryNumber, then validation isn't supported.
    Note: During the import validation process on the Mapping page, the following custom triggers aren't supported:
    • After Changes Posted to Database

    • Before Delete in Database

    • Before Insert in Database

    • Before Update in Database

    • Before Rollback

  10. Click Submit to queue the import.

    Note that business events aren't fired when using Import Management.

Set Up Event Notifications for Resources

In file-based data import, the SendCredentialsEmailFlag attribute allowed the import to specify the notification setting for each employee resource. You can do this in Import Management using the User Category option but this applies to all resources in a single import.

To set up notifications for all events:

  1. Navigate to Tools > Security Console on the home page.

  2. Click the User Categories tab.

  3. Click DEFAULT. Click the Notifications tab.

  4. Click the Edit button. If you want to turn on all notifications, then select the Enable Notifications check box under the Notification Preferences heading.

  5. Click the Save button.

  6. Click the Done button.

To set up notifications for a specific event:

  1. Navigate to Tools > Security Console on the home page.

  2. Click the User Categories tab.

  3. Click DEFAULT. Click the Notifications tab.

  4. Click the Edit button.

  5. If you want to turn on a specific event notifications, click the template for the desired event.

  6. On the Template Information page, select the Enabled check box and click Save and Close.

  7. Click the Save button.

  8. Click the Done button.

You can import attachments associated with any supported object.

Supported Objects and File Types

The following objects support importing attachments:

  • Account

  • Activity

  • Asset

  • Business Plan

  • Contact

  • Custom Object

  • Deal Registration

  • Household

  • Message

  • Objective

  • Opportunity

  • Opportunity Revenue

  • Partner

  • Partner Program

  • Product

  • Sales Lead

  • Sales Lead Product

  • Service Request

The following file types are supported for attachment files:

  • CSV

  • DOC

  • DOCX

  • JPG

  • PDF

  • PNG

  • PPTX

  • TIF

  • TEXT

  • XLSX

  • XML

How to Create ZIP File

To import an attachment, you must create a ZIP file that contains the source data file and optionally one or more attachment files. Make sure you always name the source file as 'Attachment.CSV'. You must mention each of the attachment file names in the Attachment.CSV file. The Attachment.zip file has the structure shown in the following image:

Attachment file structure

Here are the examples for the attachment.csv file shown in purple box in the image above:

Pk1Value ObjectPuid FileName Url

100100004247330

http://www.yahoo.com

100100004247330

Clouds.jpg

100100004247330

Taxdocs.docx

CDRM_6493

http://www.google.com

CDRM_6493

Holidays.pdf

Pk1Value and ObjectPuid column values uniquely identify an existing object record. FileName indicates the name of attachment files. Url indicates the value of URL attachment to import.

An attachment can only be associated with an existing record of the object. A single record can be associated with multiple attachments by having multiple rows in the CSV file. You can import any number of attachments in an import job, but the ZIP file should not exceed 250 MB in size.

Note: A record in the CSV file can't have values for both FileName and Url columns. You can pass either the Primary key or the PUID for an object record. If you pass both Primary key and PUID values, then Primary key will be considered and PUID will be ignored.

How to Import Attachments

To import attachments:

  1. Click Tools > Import Management.

  2. On the Manage Imports page, click Create Import Activity.

  3. On the Enter Import Options page, enter a name for your import. From the Object drop-down list select Attachment.

  4. In the Attachment Object drop-down list that appears, select the object associated with the attachment.

  5. Select the ZIP file that you created in the previous section.

  6. Click Next. On the Map Fields page, click the Apply button next to the Import Mapping drop-down list to map the source and target attributes automatically.

  7. Click Next to navigate to the Review and Submit page.

Review the import activity configuration and click Submit to activate the import. The Manage Imports page shows the status of the submitted import. The topic Import Data in the related topics section contains more details about the import process.

Delete Attachments

This topic shows how to delete attachments using Import Management. You can delete attachments associated with any supported object.

Before You Start

To delete attachments during an import activity, you need the source object ID (either the parent public unique identifier or the primary key).

Steps to Retrieve the Source Object IDs

  • Run a GET query on the source object (with valid filter criteria) to obtain the correct source object keys (such as public unique identifier, primary key and so on). For example, you can retrieve PartyNumber and Party ID of the account object using GET query on the account object.

  • Alternatively you can submit an export activity using Export Management on the source object (with valid filter criteria) to obtain the correct Source object keys.

Delete Attachments Using Import Management

To delete attachments using Import Management:

  1. Create an import activity as described in the topic Import Data.

  2. Enter a name for your import. In the Object drop-down list select Attachment.

  3. In the Attachment Object drop-down list, select the object associated with the attachment.

  4. Select the ZIP file that contains the attachment files and the source data file with the object records information for which you want to delete the attachment.

  5. Click Advanced Options and under the Import Options section, select Delete records from the Import Mode drop-down list.

  6. The ZIP file must contain at least a file named Attachment.CSV, and optionally one or more attachment files. The Attachment. CSV file has the following format:

    Pk1Value ObjectPuid FileName

    300100111735265

    N/A

    ReadMe.txt

    N/A

    CDRM_L1011

    N/A

    300100111735265

    N/A

    N/A

    N/A

    CDRM_L1212

    Template.txt

    Pk1Value and ObjectPuid column values uniquely identify an existing object record. FileName indicates the name of attachment files to delete during the import.

    You can associate an attachment only with an existing object record. A single record can be associated with multiple attachments by having multiple rows in the CSV file. There's no limit on the number of attachments that can be deleted in a single import job. However, the size of the attachment ZIP file can't exceed 250 MB.

    Note: You can pass either the Primary key or the Public Unique Identifier, but not both for an object record.
  7. Click Next and map the source and target attributes.

  8. Click Next to navigate to the Review and Submit page. Review the import activity configuration and click Submit to activate the import. You can view the status of the submitted import on the Manage Imports page.

This topic shows how to import notes using the Import Management feature. You can attach a note to an existing object record.

Types of Notes

Note can be one of the following types:

  • GENERAL

  • REFERENCE

  • SPECIAL

Before You Start

Before importing the note, make sure to import the object record to attach the note. You can import an object, such as Sales Lead, using Import Management. See the topic Import Data for the details on importing. After the import completes, note the primary key and PUID of the record created using the success log file.

How You Import the Note

You're set to import the note and associate with the object record. Use the following steps to import notes using Import Management.

  1. Click Tools > Import Management.

  2. On the Manage Imports page, click the Create Import Activity button. On the Enter Import Options page, enter a name for your import. In the Object drop-down list select Note.

  3. In the Note Object drop-down list that appears, select the object to associate with the note, such as Sales Lead.

  4. Create the note CSV file in the following format.

    ObjectPuid or SourceObjectId NoteTxt NoteTypeCode

    CDRM_82807 or 300100181729328

    A sample note text

    SPECIAL

    You must provide either ObjectPuid or SourceObjectId in the source file, but not both.

    ObjectPuid - The public unique identifier of the object. In case of Sales Lead, this refers to the LeadNumber value.

    SourceObjectId - The primary key of the object. For Sales Lead, this refers to the LeadID value.

    NoteTxt - The note entry.

    NoteTypeCode - The category of the note. The possible values are GENERAL, REFERENCE, and SPECIAL.

  5. Browse the source CSV file and create the import activity.

  6. Review the import activity configuration and click submit to activate the import. The Manage Imports page shows the status of the submitted import.

Delete Notes

This topic shows how to delete notes using Import Management.

To delete notes:
  1. Create an import activity as described in the topic Import Data.

  2. Enter a name for your import. In the Object drop-down list, select Note.

  3. In the Note Object drop-down list, select the object associated with the note.

  4. Create your source file as per following table:

    NoteId NoteTxt

    300100177503663

    Note Text

    Here NoteId uniquely identifies the note record, and NoteTxt is the text associated.

  5. Click Advanced Options and under the Import Options section, select Delete records from the Import Mode drop-down list. Click Next.

  6. On the Map Fields page, map the source and target attributes.

  7. Click Next to navigate to the Review and Submit page. Review the import activity configuration and click Submit to activate the import. You can view the status of the submitted import on the Manage Imports page.

    Note: You can use the same method to update a note. However, select the Import Mode 'Update and create records'.

Hierarchical import templates contain import object hierarchy and advanced import job configurations that you can reuse every time you create an import. Hierarchical import template is a CSV file that contains information about the import activity such as import object name, object hierarchy details, and advanced import configurations. This topic describes the various options to manage these templates.

Why use Hierarchical Import Templates

Templates have the following benefits:

  • They are useful while creating hierarchical imports. You can reuse the template file every time you create an import with the same object hierarchy and import configuration.

  • You can easily migrate the templates from one environment to another.

  • Administrators can create a set of templates that can then be downloaded and reused at multiple sites.

Create Hierarchical Import Template

To create a template file:

  1. Navigate to Tools > Import Management > Import Configuration > Manage Template > Create Template.

  2. On the Create Template page, provide the template summary information such as name, object details, and the description.

  3. Select the import object from the Object drop-down list and click the Import Object Hierarchy link to select the object hierarchy. Select the Enabled check box for each object to import. You can select the child objects under the parent hierarchy only after selecting parent object.

  4. Select the advanced options for your import and click Save and Close.

Upload Hierarchical Import Template

You can upload the templates to use them across environments. For example, you might want to download the template from one environment, and upload to another environment.

You can upload a template file in CSV format using the Upload Template button on the Manage Template page.

Edit Hierarchical Import Template

To edit an existing template:

  1. On the Manage Template page, click the template number link for the template to edit.

  2. On the Template Summary page, you can change the object in the hierarchy by selecting the Enabled check box.

  3. After making any desired changes on the page, click Save and Close.

Copy, Download, or Delete a Hierarchical Import Template

To copy, download, or delete a template:

  1. On the Manage Template page, click the template number link for the required template.

  2. On the Template Summary page, under the Actions menu, you can find the options to copy, download, or delete your template file.

  3. If you want to copy a template, click Copy Template. A copy of the currently selected template is created and the template name is prefixed with the text 'Copy of'. Make any required changes to the template name, description, and advanced import options. Click Save and Close.

  4. To download a template file, click the Download Template option from the Actions menu. You can save the file as a CSV file to your directory.

  5. To delete a template, click the Delete Template option from the Actions menu. Only the user who created the template can delete it.

Import Using Hierarchical Import Template Files

To create an import activity using a template file:

  1. Navigate to Tools > Import Management > Import from Template.

  2. The Template Summary section shows the list of available templates for use, along with the top-level import object. When you select a template, the Hierarchy Objects section shows the object hierarchy for the template.

  3. Select your template and click Continue with Template. On the Enter Import Options page, your object hierarchy is preselected and the advanced import configurations are already selected for you. If required, you can change these configurations for your import.

  4. Upload the CSV files for your selected objects and click Next.

  5. Provide the mapping information for your import on the Map Fields page.

  6. Review your import details on the Review and Submit page, and submit. For more details on creating an import, see the topics Example of Importing Contracts Using Hierarchical Import and Import Data.

Example of Importing Contracts Using Hierarchical Import

You can use Import Management to import objects with complex hierarchies and relationships, such as Territories, Contracts, and Subscriptions. The hierarchical import feature helps you to import a hierarchy of objects.

You can set up a parent-child hierarchy of objects, define the CSV files to import for each hierarchy node, start, track, and monitor the status of the overall import job. This example explains how to import Contracts hierarchical data using hierarchical import. Following is the schematic of object hierarchy:

  • Contract

    • Contract Line

    • Contract Party

      • Contract Party Contact

Import Contracts Data

To import the Contract object, its children Contract Line and Contract Party objects, and the Contract Party Contact grandchild object using hierarchical import:
  1. Click Tools > Import Management > Create Import Activity.

  2. On the Enter Import Options page, select the parent Contract object, enter the import name, and select the source CSV file for Contract object. For more information about creating an import, see the topic Import Data.

  3. Click the Import Object Hierarchy link. Now you can see the object hierarchy for Contract, showing the child and grandchild objects. Select the Enabled check box for the objects you want to import. For this example, select the check boxes for Contract Line, Contract Party, and the Contract Party Contact objects in that order.

  4. Select the CSV file for each of these objects and click Next.

  5. On the Map Fields page, the application tries to automatically map the target attributes to the source file attributes for each object. For the attributes that couldn't be mapped, you should map manually by clicking the Save As button. You can see the mapping information for child objects on the subsequent tabs. After mapping each object attribute, click Next.

  6. After reviewing the import information on the Review and Submit page, submit the import.

  7. On the Manage Imports page, you can see the status of import for parent, child, and grandchild objects in the form of tree structure.

  8. You can verify your contracts after import completes by navigating to Contract Management > Contracts.

Import Dynamic Flexfields

A flexfield is a flexible data field that your organization can configure according to your business needs. Dynamic Flexfields (DFF) capture additional business information such as the name of the company's owner. DFF's data are stored in the attributes. These are fixed set of custom fields and can be of data type VARCHAR2, NUMBER, DATE, or TIMESTAMP.

For more information on DFFs see the chapter Flexfields in the guides Oracle Applications Cloud Configuring and Extending Applications (http://www.oracle.com/pls/topic/lookup?ctx=cloud&id=OAEXT) and Oracle CX Sales Implementing Incentive Compensation (http://www.oracle.com/pls/topic/lookup?ctx=cloud&id=OAWIC) available on the Help Center.

Objects Supporting the DFF Import

The objects that support the DFF fields are:

  • Contract (child object is Contract Header Descriptive Flexfield)

  • Contract Line (child object is Contract Line Descriptive Flexfield)

  • Contract Party (child object is Contract Party Descriptive Flexfield)

  • Contract Party Contact (child object is Contract Party Contact Flexfield)

How you Register new Objects for DFF Support

Follow these steps to register any new object for DFF support:

  1. In the Navigator, click Tools > Import Management.

  2. On the Manage Imports page, click the Create Import Activity button.

  3. Create an import by selecting the Contract object from the drop-down list. For more information on creating an import, see the topic Import Data.

  4. Once the import completes, create another import by selecting the Contract Header Descriptive Flexfield child object from the drop-down list.

  5. In the source CSV file, include the ContractPuid header attribute and provide the value you entered for the parent object import. For each DFF field, provide its Table Column name in the header. Select the source CSV file and click Next.

  6. Click Next to go to the Map Fields page. Here you can see only the AttributeNames and not the DFF attribute labels. Map the attributes and click Next. Submit the import on the Review and Submit page.

  7. To verify your contracts after import completes, navigate to Contract Management > Contracts.

Note: Only high-volume import supports importing DFF fields.

The diagnostic log files provide complete information about an import job and its errors. If you have errors in your import job, then provide the diagnostic logs to technical support to help them resolve the issue. You can generate the diagnostic logs by clicking the Generate button. You can then attach the log files (in ZIP format) to the Service Request (SR). This helps technical support to resolve the issues.

To generate the diagnostic logs for an import:

  1. Click Tools > Import Management.

  2. On the Manage Imports page, click the Name link for your import that has failed.

  3. On the Import Status page, click the Generate Diagnostics button in the Action menu to generate the diagnostics files.

See the Import Attachments section for the link to download the generated files. Click Download under the Actions column to download the file. For more information about the files, click on the details icon.

Import Data with Special Characters

You need to format the data, if your import file includes special characters. Follow the methods described in this topic to ensure that source data is properly parsed and imported by CX Sales and B2B Service.

Build the CSV File

To build your CSV file for importing data:

  1. Click Tools > Import Management > Import Objects.

  2. On the Import Object Details page, click the Download icon to save the CSV template file for your object to your desktop.

  3. You can edit the file to include only those fields that you import. For more information on using the import object template, see the topic Use Import Object Templates to Import Data.

Enter Data in the CSV File

After creating the CSV file, you must enter the data to be imported. Some of the special characters are quotation marks(") and a comma(,). You must prefix the special characters with quotation marks(").This list shows the different formats in which the input data can be entered for the Lead object CSV file and how it's interpreted due to the presence of special characters. LeadName and LeadNumber are the header fields for the file.

This table lists five Lead records of a CSV file, each with the LeadName first, followed by the LeadNumber (120, 121, and so on).

LeadName LeadNumber

Mark Twain lead

120

"Twain "secondary" lead"

121

Twain, Mark

122

Twain, Mark "Spring 2015" lead

123

"Twain "Fall 2014" lead

124

You can use escape characters for the Lead Name source data records, as shown in this table.

Row Number Source Data for LeadName How LeadName is Written to Database if no Escape Characters are Added Data with Escape Characters to Preserve Original Data How LeadName is Written to Database When Escape Characters are Included Comment Regarding Escape Characters

1

Mark Twain lead

Mark Twain lead

Not applicable

Not applicable

No escape characters are needed as the source data contains no special characters.

2

"Twain "secondary" lead"

Twain secondary" lead"

"""Twain ""secondary"" lead""",121

"Twain "secondary" lead"

The two series of three quotation mark each:

  • The quotation marks surrounding the field which is required to precede the quotation marks in the source data

  • The quotation marks in the source data

3

Twain, Mark

Twain

"Twain, Mark",122

Twain, Mark

Double quotation mark is required to surround the field entry, as a comma is in the source data. No additional escape character is required to precede the comma.

4

Twain, Mark "Spring 2015" lead

Twain

"Twain, Mark ""Spring 2015"" lead",123

Twain, Mark "Spring 2015" lead

A double quotation mark is required to surround the field entry, as at least one special character is present in the source data. Every double quotation mark in the source data requires a double quotation mark escape character. No additional escape character is required to precede the comma.

5

"Twain "Fall 2014" lead

Twain Fall 2014" lead

"""Twain ""Fall 2014"" lead",124

"Twain "Fall 2014" lead

Although the missing end quotation mark in the source data is likely a typo, the source data must be written as it appears. Enter three double quotation marks at the beginning, but only a single (surrounding) double quotation mark at the end.

  • If the source data contains at least one special character, the field of source data must be entered in double quotation marks in the CSV file.

  • If the data for a field contains separator such as a comma (,), you must enclose the content within two double quotation marks.

  • If the first field has a special character at the beginning but not any matching special character at the end, the content of the second field will also be considered as part of the first field, and the second field is blank. You must provide a matching escape character.

  • If you don't precede the special characters by an escape character, the import process may write incorrect data for a field, or incorrectly write data to the subsequent fields.

When you import files with special characters, the special characters are converted into unreadable characters. You can resolve the issues by saving the import file in UTF-8 format.To save a file in UTF-8 format:

  • Choose File->Save as from the menu.

  • In the 'Save as type' drop down > select 'Text (Tab delimited) (*.txt)'

  • Select 'Web Options' in the 'Tools'

  • Select the 'Encoding' tab.

  • In the 'Save this document as:' drop down, select 'Unicode (UTF-8)'"

  • Click Save

Roles Required for Import and Export Management

To perform activities related to import and export management, 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 top-level objects. The values in brackets are the role codes. In the case of multiple roles listed, you need any one of the mentioned roles.

Note: You can import or export a child-level object if you have the role applicable to the parent object.
Object Name Import Role Name (Code) Export Role Name (Code)

Access Groups

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)

Account

Trading Community Import Batch Management (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Trading Community Import Batch Management (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Action

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR)

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR)

Action Plan

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR)

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR)

Activity

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Sales Manager (ORA_ZBS_SALES_MANAGER_JOB), Sales Representative (ORA_ZBS_SALES_REPRESENTATIVE_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), Sales Manager (ORA_ZBS_SALES_MANAGER_JOB), Sales Representative (ORA_ZBS_SALES_REPRESENTATIVE_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)

Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Attachments

Trading Community Import Batch Management (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Sales Lead Processing (ORA_MKL_SALES_LEAD_PROCESSING_DUTY)

Corporate Marketing Manager (ORA_MKT_CORPORATE_MARKETING_MANAGER_JOB)

Marketing Analyst (ORA_MKT_MARKETING_ANALYST_JOB)

Marketing Manager (ORA_MKT_MARKETING_MANAGER_JOB)

Marketing Operations Manager (ORA_MKT_MARKETING_OPERATIONS_MANAGER_JOB)

Marketing VP (ORA_MKT_MARKETING_VP_JOB)

Opportunity Administration (ORA_MOO_OPPORTUNITY_ADMINISTRATION_DUTY)

Customer Contract Administrator (ORA_OKC_CUSTOMER_CONTRACT_ADMINISTRATOR_JOB)

Customer Contract Manager (ORA_OKC_CUSTOMER_CONTRACT_MANAGER_JOB)

Enterprise Contract Administrator (ORA_OKC_ENTERPRISE_CONTRACT_ADMINISTRATOR_JOB)

Enterprise Contract Manager (ORA_OKC_ENTERPRISE_CONTRACT_MANAGER_JOB)

Supplier Contract Administrator (ORA_OKC_SUPPLIER_CONTRACT_ADMINISTRATOR_JOB)

Supplier Contract Manager (ORA_OKC_SUPPLIER_CONTRACT_MANAGER_JOB)

Subscription Specialist (ORA_OSS_SUBSCRIPTION_SPECIALIST_JOB)

Sales Catalog Administrator (ORA_QSC_SALES_CATALOG_ADMINISTRATOR_JOB)

HR Help Desk Administration (ORA_SVC_HELPDESK_ADMINISTRATION)

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR)

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Sales Manager (ORA_ZBS_SALES_MANAGER_JOB)

Sales Representative (ORA_ZBS_SALES_REPRESENTATIVE_JOB)

Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Channel Account Manager (ORA_ZPM_CHANNEL_ACCOUNT_MANAGER_JOB)

Channel Administrator (ORA_ZPM_CHANNEL_ADMINISTRATOR_JOB)

Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB)

Channel Partner Manager (ORA_ZPM_CHANNEL_PARTNER_MANAGER_JOB)

Channel Partner Portal Administrator (ORA_ZPM_CHANNEL_PARTNER_PORTAL_ADMINISTRATOR_JOB)

Channel Sales Director (ORA_ZPM_CHANNEL_SALES_DIRECTOR_JOB)

Channel Sales Manager (ORA_ZPM_CHANNEL_SALES_MANAGER_JOB)

Sales Analyst (ORA_ZSP_SALES_ANALYST_JOB)

Trading Community Import Batch Management (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Sales Lead Processing (ORA_MKL_SALES_LEAD_PROCESSING_DUTY)

Corporate Marketing Manager (ORA_MKT_CORPORATE_MARKETING_MANAGER_JOB)

Marketing Analyst (ORA_MKT_MARKETING_ANALYST_JOB)

Marketing Manager (ORA_MKT_MARKETING_MANAGER_JOB)

Marketing Operations Manager (ORA_MKT_MARKETING_OPERATIONS_MANAGER_JOB)

Marketing VP (ORA_MKT_MARKETING_VP_JOB)

Opportunity Administration (ORA_MOO_OPPORTUNITY_ADMINISTRATION_DUTY)

Customer Contract Administrator (ORA_OKC_CUSTOMER_CONTRACT_ADMINISTRATOR_JOB)

Customer Contract Manager (ORA_OKC_CUSTOMER_CONTRACT_MANAGER_JOB)

Enterprise Contract Administrator (ORA_OKC_ENTERPRISE_CONTRACT_ADMINISTRATOR_JOB)

Enterprise Contract Manager (ORA_OKC_ENTERPRISE_CONTRACT_MANAGER_JOB)

Supplier Contract Administrator (ORA_OKC_SUPPLIER_CONTRACT_ADMINISTRATOR_JOB)

Supplier Contract Manager (ORA_OKC_SUPPLIER_CONTRACT_MANAGER_JOB)

Subscription Specialist (ORA_OSS_SUBSCRIPTION_SPECIALIST_JOB)

Sales Catalog Administrator (ORA_QSC_SALES_CATALOG_ADMINISTRATOR_JOB)

HR Help Desk Administration (ORA_SVC_HELPDESK_ADMINISTRATION)

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR)

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Sales Manager (ORA_ZBS_SALES_MANAGER_JOB)

Sales Representative (ORA_ZBS_SALES_REPRESENTATIVE_JOB)

Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Channel Account Manager (ORA_ZPM_CHANNEL_ACCOUNT_MANAGER_JOB)

Channel Administrator (ORA_ZPM_CHANNEL_ADMINISTRATOR_JOB)

Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB)

Channel Partner Manager (ORA_ZPM_CHANNEL_PARTNER_MANAGER_JOB)

Channel Partner Portal Administrator (ORA_ZPM_CHANNEL_PARTNER_PORTAL_ADMINISTRATOR_JOB)

Channel Sales Director (ORA_ZPM_CHANNEL_SALES_DIRECTOR_JOB)

Channel Sales Manager (ORA_ZPM_CHANNEL_SALES_MANAGER_JOB)

Sales Analyst (ORA_ZSP_SALES_ANALYST_JOB)

Business Plan

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Campaign

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Case

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR)

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR)

Classification Code

Trading Community Import Batch Management (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Not Applicable

Competitor

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Consumer

Trading Community Import Batch Management (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Trading Community Import Batch Management (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Contact

Trading Community Import Batch Management (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Trading Community Import Batch Management (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Contract

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

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

Contests

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Country Structure

Geography Administration (ORA_GEO_ADMIN_DUTY)

Geography Administration (ORA_GEO_ADMIN_DUTY)

Deal Registration

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)

Duplicate Resolution Request

ORA_ZCH_DATA_STEWARD_MANAGER

ORA_ZCH_DATA_STEWARD_MANAGER

Event

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Event Team Member

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Geography

Geography Administration (ORA_GEO_ADMIN_DUTY)

Geography Administration (ORA_GEO_ADMIN_DUTY)

Goals

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Hierarchy

Trading Community Import Batch Management (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Trading Community Import Batch Management (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Hierarchy Member

Trading Community Import Batch Management (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Trading Community Import Batch Management (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Household

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Hub Source System Reference

Trading Community Import Batch Management (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Trading Community Import Batch Management (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Incentive Rule Assignments

Incentive Compensation Analyst (ORA_CN_INCENTIVE_COMPENSATION_ANALYST_JOB), Incentive Compensation Integration Specialist (ORA_CN_INCENTIVE_COMPENSATION_INTEGRATION_SPECIALIST_JOB), Incentive Compensation Manager (ORA_CN_INCENTIVE_COMPENSATION_MANAGER_JOB), Incentive Compensation Plan Administrator (ORA_CN_INCENTIVE_COMPENSATION_PLAN_ADMINISTRATOR_JOB), Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Incentive Compensation Analyst (ORA_CN_INCENTIVE_COMPENSATION_ANALYST_JOB), Incentive Compensation Integration Specialist (ORA_CN_INCENTIVE_COMPENSATION_INTEGRATION_SPECIALIST_JOB), Incentive Compensation Manager (ORA_CN_INCENTIVE_COMPENSATION_MANAGER_JOB), Incentive Compensation Plan Administrator (ORA_CN_INCENTIVE_COMPENSATION_PLAN_ADMINISTRATOR_JOB), Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Incentive Rule Attribute Values

Incentive Compensation Analyst (ORA_CN_INCENTIVE_COMPENSATION_ANALYST_JOB), Incentive Compensation Integration Specialist (ORA_CN_INCENTIVE_COMPENSATION_INTEGRATION_SPECIALIST_JOB), Incentive Compensation Manager (ORA_CN_INCENTIVE_COMPENSATION_MANAGER_JOB), Incentive Compensation Plan Administrator (ORA_CN_INCENTIVE_COMPENSATION_PLAN_ADMINISTRATOR_JOB), Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Incentive Compensation Analyst (ORA_CN_INCENTIVE_COMPENSATION_ANALYST_JOB), Incentive Compensation Integration Specialist (ORA_CN_INCENTIVE_COMPENSATION_INTEGRATION_SPECIALIST_JOB), Incentive Compensation Manager (ORA_CN_INCENTIVE_COMPENSATION_MANAGER_JOB), Incentive Compensation Plan Administrator (ORA_CN_INCENTIVE_COMPENSATION_PLAN_ADMINISTRATOR_JOB), Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Incentive Rules

Incentive Compensation Analyst (ORA_CN_INCENTIVE_COMPENSATION_ANALYST_JOB), Incentive Compensation Integration Specialist (ORA_CN_INCENTIVE_COMPENSATION_INTEGRATION_SPECIALIST_JOB), Incentive Compensation Manager (ORA_CN_INCENTIVE_COMPENSATION_MANAGER_JOB), Incentive Compensation Plan Administrator (ORA_CN_INCENTIVE_COMPENSATION_PLAN_ADMINISTRATOR_JOB), Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Incentive Compensation Analyst (ORA_CN_INCENTIVE_COMPENSATION_ANALYST_JOB), Incentive Compensation Integration Specialist (ORA_CN_INCENTIVE_COMPENSATION_INTEGRATION_SPECIALIST_JOB), Incentive Compensation Manager (ORA_CN_INCENTIVE_COMPENSATION_MANAGER_JOB), Incentive Compensation Plan Administrator (ORA_CN_INCENTIVE_COMPENSATION_PLAN_ADMINISTRATOR_JOB), Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Incentive Transaction

Incentive Compensation Analyst (ORA_CN_INCENTIVE_COMPENSATION_ANALYST_JOB), Incentive Compensation Integration Specialist (ORA_CN_INCENTIVE_COMPENSATION_INTEGRATION_SPECIALIST_JOB), Incentive Compensation Manager (ORA_CN_INCENTIVE_COMPENSATION_MANAGER_JOB), Incentive Compensation Plan Administrator (ORA_CN_INCENTIVE_COMPENSATION_PLAN_ADMINISTRATOR_JOB), Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Incentive Compensation Analyst (ORA_CN_INCENTIVE_COMPENSATION_ANALYST_JOB), Incentive Compensation Integration Specialist (ORA_CN_INCENTIVE_COMPENSATION_INTEGRATION_SPECIALIST_JOB), Incentive Compensation Manager (ORA_CN_INCENTIVE_COMPENSATION_MANAGER_JOB), Incentive Compensation Plan Administrator (ORA_CN_INCENTIVE_COMPENSATION_PLAN_ADMINISTRATOR_JOB), Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB)

Interaction

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR)

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR)

Kpi

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

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), 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

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)

Note

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

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

Objective

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Opportunity

Opportunity Administration (ORA_MOO_OPPORTUNITY_ADMINISTRATION_DUTY) , Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Opportunity Administration (ORA_MOO_OPPORTUNITY_ADMINISTRATION_DUTY) , Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Organization

Trading Community Import Batch Management (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Trading Community Import Batch Management (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Partner

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)

Partner Programs

Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB)

Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB)

Person

Trading Community Import Batch Management (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Trading Community Import Batch Management (ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY)

Price Book Header

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

Sales Catalog Administrator (ORA_QSC_SALES_CATALOG_ADMINISTRATOR_JOB), Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Sales Catalog Administrator (ORA_QSC_SALES_CATALOG_ADMINISTRATOR_JOB), Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Program Enrollments

Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB)

Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB)

Promotion

Sales Administrator (ZBS_SALES_ADMINISTRATOR_JOB)

Sales Administrator (ZBS_SALES_ADMINISTRATOR_JOB)

Queue

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR)

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR)

Quote and Order

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Resource

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Resource Capacity

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR)

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR)

Sales 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 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)

Sales Territory

Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB), Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Territory Management Administration (ORA_MOT_TERRITORY_MANAGEMENT_ADMINISTRATION_DUTY), Sales Manager (ORA_ZBS_SALES_MANAGER_JOB), Sales Restricted User (ORA_ZBS_SALES_RESTRICTED_USER_JOB), Sales VP (ORA_ZBS_SALES_VP_JOB), Channel Account Manager (ORA_ZPM_CHANNEL_ACCOUNT_MANAGER_JOB), Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB), Channel Partner Manager (ORA_ZPM_CHANNEL_PARTNER_MANAGER_JOB), Channel Sales Director (ORA_ZPM_CHANNEL_SALES_DIRECTOR_JOB), Channel Sales Manager (ORA_ZPM_CHANNEL_SALES_MANAGER_JOB)

Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB), Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Territory Management Administration (ORA_MOT_TERRITORY_MANAGEMENT_ADMINISTRATION_DUTY), Sales Manager (ORA_ZBS_SALES_MANAGER_JOB), Sales Restricted User (ORA_ZBS_SALES_RESTRICTED_USER_JOB), Sales VP (ORA_ZBS_SALES_VP_JOB), Channel Account Manager (ORA_ZPM_CHANNEL_ACCOUNT_MANAGER_JOB), Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB), Channel Partner Manager (ORA_ZPM_CHANNEL_PARTNER_MANAGER_JOB), Channel Sales Director (ORA_ZPM_CHANNEL_SALES_DIRECTOR_JOB), Channel Sales Manager (ORA_ZPM_CHANNEL_SALES_MANAGER_JOB)

Sales Territory Quota

Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB), Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Territory Management Administration (ORA_MOT_TERRITORY_MANAGEMENT_ADMINISTRATION_DUTY), Sales Manager (ORA_ZBS_SALES_MANAGER_JOB), Sales Restricted User (ORA_ZBS_SALES_RESTRICTED_USER_JOB), Sales VP (ORA_ZBS_SALES_VP_JOB), Channel Account Manager (ORA_ZPM_CHANNEL_ACCOUNT_MANAGER_JOB), Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB), Channel Partner Manager (ORA_ZPM_CHANNEL_PARTNER_MANAGER_JOB), Channel Sales Director (ORA_ZPM_CHANNEL_SALES_DIRECTOR_JOB), Channel Sales Manager (ORA_ZPM_CHANNEL_SALES_MANAGER_JOB)

Customer Relationship Management Application Administrator (ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB), Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB), Territory Management Administration (ORA_MOT_TERRITORY_MANAGEMENT_ADMINISTRATION_DUTY), Sales Manager (ORA_ZBS_SALES_MANAGER_JOB), Sales Restricted User (ORA_ZBS_SALES_RESTRICTED_USER_JOB), Sales VP (ORA_ZBS_SALES_VP_JOB), Channel Account Manager (ORA_ZPM_CHANNEL_ACCOUNT_MANAGER_JOB), Channel Operations Manager (ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB), Channel Partner Manager (ORA_ZPM_CHANNEL_PARTNER_MANAGER_JOB), Channel Sales Director (ORA_ZPM_CHANNEL_SALES_DIRECTOR_JOB), Channel Sales Manager (ORA_ZPM_CHANNEL_SALES_MANAGER_JOB)

Self Service Role

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR)

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR)

Service Request

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR), HR Help Desk Service Request Management (ORA_SVC_HELPDESK_SR_MANAGEMENT), HR Help Desk Analysis (ORA_SVC_HELPDESK_ANALYSIS), HR Help Desk Administration (ORA_SVC_HELPDESK_ADMINISTRATION)

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR), HR Help Desk Service Request Management (ORA_SVC_HELPDESK_SR_MANAGEMENT), HR Help Desk Analysis (ORA_SVC_HELPDESK_ANALYSIS), HR Help Desk Administration (ORA_SVC_HELPDESK_ADMINISTRATION)

Standard Text

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR), HR Help Desk Service Request Management (ORA_SVC_HELPDESK_SR_MANAGEMENT), HR Help Desk Analysis (ORA_SVC_HELPDESK_ANALYSIS), HR Help Desk Administration (ORA_SVC_HELPDESK_ADMINISTRATION), Internal Service Request Administration (ORA_SVC_INTERNAL_HELPDESK_ADMINISTRATION), Internal Service Request Analysis (ORA_SVC_INTERNAL_HELPDESK_ANALYSIS), Internal Service Request Management (ORA_SVC_INTERNAL_HELPDESK_SR_MANAGEMENT), Service Request Channel User (ORA_SVC_SR_CHANNEL_USER), Service Request Power User (ORA_SVC_SR_POWER_USER), Service Request Troubleshooter (ORA_SVC_SR_TROUBLESHOOTER)

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR), HR Help Desk Service Request Management (ORA_SVC_HELPDESK_SR_MANAGEMENT), HR Help Desk Analysis (ORA_SVC_HELPDESK_ANALYSIS), HR Help Desk Administration (ORA_SVC_HELPDESK_ADMINISTRATION), Internal Service Request Administration (ORA_SVC_INTERNAL_HELPDESK_ADMINISTRATION), Internal Service Request Analysis (ORA_SVC_INTERNAL_HELPDESK_ANALYSIS), Internal Service Request Management (ORA_SVC_INTERNAL_HELPDESK_SR_MANAGEMENT), Service Request Channel User (ORA_SVC_SR_CHANNEL_USER), Service Request Power User (ORA_SVC_SR_POWER_USER), Service Request Troubleshooter (ORA_SVC_SR_TROUBLESHOOTER)

Standard Text Folder

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR), HR Help Desk Service Request Management (ORA_SVC_HELPDESK_SR_MANAGEMENT), HR Help Desk Analysis (ORA_SVC_HELPDESK_ANALYSIS), HR Help Desk Administration (ORA_SVC_HELPDESK_ADMINISTRATION), Internal Service Request Administration (ORA_SVC_INTERNAL_HELPDESK_ADMINISTRATION), Internal Service Request Analysis (ORA_SVC_INTERNAL_HELPDESK_ANALYSIS), Internal Service Request Management (ORA_SVC_INTERNAL_HELPDESK_SR_MANAGEMENT), Service Request Channel User (ORA_SVC_SR_CHANNEL_USER), Service Request Power User (ORA_SVC_SR_POWER_USER), Service Request Troubleshooter (ORA_SVC_SR_TROUBLESHOOTER)

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR), HR Help Desk Service Request Management (ORA_SVC_HELPDESK_SR_MANAGEMENT), HR Help Desk Analysis (ORA_SVC_HELPDESK_ANALYSIS), HR Help Desk Administration (ORA_SVC_HELPDESK_ADMINISTRATION), Internal Service Request Administration (ORA_SVC_INTERNAL_HELPDESK_ADMINISTRATION), Internal Service Request Analysis (ORA_SVC_INTERNAL_HELPDESK_ANALYSIS), Internal Service Request Management (ORA_SVC_INTERNAL_HELPDESK_SR_MANAGEMENT), Service Request Channel User (ORA_SVC_SR_CHANNEL_USER), Service Request Power User (ORA_SVC_SR_POWER_USER), Service Request Troubleshooter (ORA_SVC_SR_TROUBLESHOOTER)

Standard Text User Variables

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR), HR Help Desk Service Request Management (ORA_SVC_HELPDESK_SR_MANAGEMENT), HR Help Desk Analysis (ORA_SVC_HELPDESK_ANALYSIS), HR Help Desk Administration (ORA_SVC_HELPDESK_ADMINISTRATION), Internal Service Request Administration (ORA_SVC_INTERNAL_HELPDESK_ADMINISTRATION), Internal Service Request Analysis (ORA_SVC_INTERNAL_HELPDESK_ANALYSIS), Internal Service Request Management (ORA_SVC_INTERNAL_HELPDESK_SR_MANAGEMENT), Service Request Channel User (ORA_SVC_SR_CHANNEL_USER), Service Request Power User (ORA_SVC_SR_POWER_USER), Service Request Troubleshooter (ORA_SVC_SR_TROUBLESHOOTER)

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR), HR Help Desk Service Request Management (ORA_SVC_HELPDESK_SR_MANAGEMENT), HR Help Desk Analysis (ORA_SVC_HELPDESK_ANALYSIS), HR Help Desk Administration (ORA_SVC_HELPDESK_ADMINISTRATION), Internal Service Request Administration (ORA_SVC_INTERNAL_HELPDESK_ADMINISTRATION), Internal Service Request Analysis (ORA_SVC_INTERNAL_HELPDESK_ANALYSIS), Internal Service Request Management (ORA_SVC_INTERNAL_HELPDESK_SR_MANAGEMENT), Service Request Channel User (ORA_SVC_SR_CHANNEL_USER), Service Request Power User (ORA_SVC_SR_POWER_USER), Service Request Troubleshooter (ORA_SVC_SR_TROUBLESHOOTER)

Subscription

Subscription Specialist (ORA_OSS_SUBSCRIPTION_SPECIALIST_JOB)

Subscription Specialist (ORA_OSS_SUBSCRIPTION_SPECIALIST_JOB)

Subscription Service Charge Mappings

Subscription Specialist (ORA_OSS_SUBSCRIPTION_SPECIALIST_JOB)

Subscription Specialist (ORA_OSS_SUBSCRIPTION_SPECIALIST_JOB)

Subscription Usage Event

Subscription Specialist (ORA_OSS_SUBSCRIPTION_SPECIALIST_JOB)

Subscription Specialist (ORA_OSS_SUBSCRIPTION_SPECIALIST_JOB)

Template

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR)

Service Request Administrator (ORA_SVC_SR_ADMINISTRATOR)

Territory Geographies

Geography Administration (ORA_GEO_ADMIN_DUTY)

Geography Administration (ORA_GEO_ADMIN_DUTY)

Vehicles

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)