Oracle CRM On Demand Data Import Workshop
Student Guide
D56688GC30 Edition 3.0 May 2011 D73177
Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
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Author Pete Piccaro
Technical Contributors and Reviewers
Laura Melinte Susan Shaw Anthony Herrera Editor
Smita Kommini Graphic Designer Maheshwari Krishnamurthy Publisher
Shaik Mahaboob Basha
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Contents
I Oracle CRM On Demand Data Import Workshop Course Introduction Lesson Agenda I-2
Live Virtual Class I-3 Emoticons I-4 Chat I-5
Poll or Quiz I-6 Public Chat I-7 Poll I-8
Instructor and Class Participants I-9 Course Audience I-10
Course Prerequisites I-11 Course Goal I-12
Course Methodology I-13 Course Materials I-14 Course Agenda I-15 Logistics I-16 Summary I-17 eAttendance I-18
1 Preliminary Steps for Preparing Data Lesson Objectives 1-2
Importing Data 1-3
Three Tools to Import Data 1-4 Who Can Import Records? 1-5 Identify Source Data 1-7 Public Chat 1-8
Demonstration 1-10 Match Record Types 1-11 Format Field Types 1-12 Identify Data Needs 1-14
Identify Data Needs: Required Fields 1-16 Data Storage Limits in CRM On Demand 1-17 Import Size Limits 1-21
Public Chat 1-22 Tips for Success 1-23 Summary 1-24
2 Next Steps for Preparing Data Lesson Objectives 2-2
Public Chat 2-3
Format Data Import Files 2-4 Check Headers 2-5
Check Owner 2-6
Check Required Fields 2-7 Eliminate Duplicate Records 2-8 Unique Record Identification 2-9
On Demand Row ID as a Unique Identifier 2-10 External Unique IDs 2-11
Check the Uniqueness of External Unique IDs 2-12 Key Fields 2-13
Demonstration 2-14
Other Duplicate Record Considerations 2-18 Linking Records During Import 2-20
Consider Existing Field Validations 2-22 Tips for Success 2-23
Summary 2-25 Practice 2-1 2-26
3 Verifying and Cleaning Data Lesson Objectives 3-2
Verify Data by Field Type: Text 3-3 Verify Data by Field Type: Phone 3-4 Verify Data by Field Type: Check Box 3-5 Verify Data by Field Type: Date/Time 3-6 Excel Tip: Formatting Date Columns 3-7 Verify Data by Field Type: Integer, Number 3-8 Verify Data by Field Type: Currency, Percent 3-9 Verify Data by Field Type: Picklist 3-10
Public Chat 3-11
Public Chat: Solution 3-12
Verify Data by Field Type: Address 3-13
Excel Tip: State/Province/County Mapping 3-15 Verify Data by Field Type: Address > Zip Codes 3-17 Tips for Success 3-19
Summary 3-20 Practice 3-1 3-21
v 4 Using the Import Assistant
Lesson Objectives 4-2 Quiz 4-3
Import Tools 4-4 Import Assistant 4-5 Demonstration 4-6
Step 1: Choose Import File 4-7 Step 2: File Validation 4-9 Field-Mapping File 4-10 Step 3: Map Fields 4-11
Step 4: Field Mapping Validation 4-12 Step 5: Import Requested 4-13 Demonstration 4-14
Import Request Queue 4-15 Reviewing Import Results 4-16 Overwriting Existing Records 4-17 Practice 4-1 4-18
Excel Tips for Practices 4-19
Excel Tip: Validate Picklist Values 4-20 To Validate Picklist Values 4-21
Excel Tip: Use the PROPER Function for Case Validation 4-26 To Validate Case 4-27
Excel Tip: Split Data Across Columns 4-32 To Split Data Across Columns 4-33
Excel Tip: Field Length Validation 4-36 To Validate Field Length 4-37
Excel Tip: Remove Carriage Returns 4-41 To Remove Carriage Returns 4-42
Tips for Success 4-46 Summary 4-48
Practice 4-2 4-49
5 Data Validation and Troubleshooting Lesson Objectives 5-2
Public Chat 5-3
Reviewing Import Results 5-6 Log File Structure 5-7
Log File 5-8
Error Messages: General Errors 5-9 Error Messages: General Warnings 5-10 Error Messages: Record-Specific Issues 5-11
Unexpected Error 5-12
Importance of Required Fields 5-13 Correcting Import Errors 5-14 Field-Mapping File 5-15 Re-Importing Records 5-16 Re-Importing Failed Records 5-17 Re-Importing Partial Records 5-18
Re-Importing: Log Errors Only, Not Warnings 5-19 Tips for Success 5-20
Summary 5-21 Practice 5-1 5-22
6 Tips and Best Practices Lesson Objectives 6-2 Import Tips 1 6-3 Import Tips 2 6-4 Import Tips 3 6-6 Import Tips 4 6-7 Import Tips 5 6-8 Import Tips 6 6-9 Import Tips 7 6-10 Import Tips 8 6-11 Import Tips 9 6-12 Import Tips 10 6-14
Import Assistant: Foundation for Data Import 6-15 About Data Loader 6-16
Use Import Assistant and Data Loader in Tandem 6-18 Data Loader Versus Web Services 6-19
Import Assistant, Data Loader, or Web Services? 6-20 Data Loader: Use Cases 6-21
Web Services: Use Case 1 6-22 Web Services: Use Case 2 6-23
Workflows and ExcludeChannel(‘Import’) 6-24 Reminders 6-25
Tips for Success 6-26 Summary 6-28
Practice 6-1 6-29 7 Wrap-Up
Additional Resources 7-2 Thank You 7-9
