Oracle CRM On Demand Data Import
Audience
Business Analysts
Functional Implementer
Project Manager
Technical Consultant
Prerequisites
Required Prerequisites
Oracle CRM On Demand Administration Essentials NEW
Suggested Prerequisites
Basic Microsoft Windows navigation skills
Basic file-management skills
Familiarity with Web-based applications
Course Objectives
Identify and consolidate source data
Prepare source data
Observe Oracle CRM On Demand import requirements
Use the Import Assistant
Validate the import and troubleshoot errors
Course Topics
Preliminary Steps for Preparing Data
Identifying Source Data
Setting Up Files for Record Types
Identifying Data Needs
Checking Size and Storage Limits
Next Steps for Preparing Data
Formatting Import Files
Eliminating Duplicate Records
Linking Records During Import
Verifying Data by Field Types
Verifying and Cleaning Data
Verifying Data by Field Types
Excel Tip: Formatting Date Columns
Excel Tip: State/Province/County Mapping
Using the Import Assistant
Accessing the Import Assistant
About the Steps of the Import Assistant
About Mapping Files Accessing the Import Request Queue
Use advanced Excel tips for cleaning data
Data Validation and Troubleshooting
Reviewing Import Results
About Log Files and Error Messages
Correcting Import Errors
Reimporting Failed and Partially Imported Records
Tips and Best Practices
Specific tips for importing certain record types
Best practices and reminders
Wrap-Up
Additional Resources