About this course

Course code TPD56690GC41
Duration 1 Day

This Oracle CRM On Demand Data Import Workshop training is designed for those responsible for importing data into Oracle CRM On Demand for their own companies or as a consultant for other companies. Expert Oracle University instructors will help you examine the important task of importing data into Oracle CRM On Demand, while teaching you how to collect and cleanse source data, format data according to the various field types, import in the proper sequence, troubleshoot import errors and avoid common user errors.Learn To: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.Benefits to YouBy taking this course, you'll become more familiar with tips and best practices that will help you successfully import data into Oracle CRM On Demand. This will result in high quality data for end users and little to no rework for administrators.Using the Import AssistantThis course will show you how to use the in-application Import Assistant as well. You'll also dive into using the Import Assistant in tandem with the command-line tool, Oracle Data Loader On Demand. Instructors will discusses the more complex and advanced Web Services, while addressing when each import tool should be used.Participate in Hands-On ExercisesThrough participating in a series of hands-on lab exercises, you'll learn how to identify errors in source data and prepare data for import. You'll also get a chance to practice using the Import Assistant in CRM On Demand, while fixing errors due to improper data preparation. These labs will allow you to test new skills you've learned in a safe environment with instructor support.Live Virtual Class FormatA 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.

Prerequisites

  • Basic Microsoft Windows navigation skillsBasic file-management skillsFamiliarity with Web-based applications

Delegates will learn how to

  • Use the Import Assistant
  • Identify and consolidate source data
  • Prepare source data
  • Observe Oracle CRM On Demand import requirements
  • Validate the import and troubleshoot errors
  • Employ data import tips and best practices

Outline

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 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
  • Using Import Assistant, Data Loader, or Web Services
  • Best practices and reminders

Wrap-Up

  • Additional Resources

1 Day

Duration

This is a QA approved partner course

Delivery Method

Delivery method

Virtual learning

Recreates a classroom experience online, enabling full interactions with the learning professional leading the course.

Find dates and prices

Sorry, we don't have any public dates scheduled for this course, but it can be run as a closed event for your company.
Please contact us for details on alternative ways we can help you 0845 757 3888 or email us at info@qa.com.

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