Oracle CRM On Demand Data Import Workshop

This course is designed for individuals responsible for importing data into Oracle CRM On Demand for their own companies or as a consultant for other companies.

This course examines the important task of importing data into Oracle CRM On Demand. It provides instruction on collecting and cleansing source data, including formatting data according to the various field types; importing in the proper sequence; troubleshooting import errors; and avoiding common user errors. The course provides tips and best practices so that participants can successfully import data into Oracle CRM On Demand, resulting in high quality data for end users and no or little rework for administrators. The course focuses on using the in-application Import Assistant, but the course also expands on using the Import Assistant in tandem with the command-line tool, Oracle Data Loader On Demand. The course also discusses the more complex and advanced Web Services, and it addresses when each import tool should be used.

Through a series of hands-on lab exercises, participants learn how to identify errors in source data and prepare data for import. Participants also practice using the Import Assistant in CRM On Demand and fixing errors due to improper data preparation, allowing students to test new skills in a safe environment with instructor support.

• Consolidate and prepare legacy data records
• Create record relationships
• Consider CRM On Demand configuration and field type formats
• Use the Import Assistant
• Employ duplicate record checking methods
• Troubleshoot and fix data import errors

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.