Oracle CRM On Demand Data Import Workshop Student Guide

Transcription

1 Oracle CRM On Demand Data Import Workshop Student Guide D56688GC30 Edition 3.0 May 2011 D73177

2 Author Pete Piccaro Technical Contributors and Reviewers Laura Melinte Susan Shaw Anthony Herrera Editor Smita Kommini Graphic Designer Maheshwari Krishnamurthy Publisher Shaik Mahaboob Basha Copyright 2011, Oracle and/or its affiliates. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle and Java are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

3 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 iii

4 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 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 iv

5 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 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 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 v

6 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 Tips and Best Practices Lesson Objectives 6-2 Import Tips Import Tips Import Tips Import Tips Import Tips Import Tips Import Tips Import Tips Import Tips Import Tips 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 Web Services: Use Case Workflows and ExcludeChannel( Import ) 6-24 Reminders 6-25 Tips for Success 6-26 Summary 6-28 Practice Wrap-Up Additional Resources 7-2 Thank You 7-9 vi