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Account Team Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing account teams into Siebel CRM On Demand. This information supersedes the guidelines for field data types, for further information, see Field Type Guidelines for Importing Data. You must review the following import information before performing an import.

NOTE: The Default Field column in this table contains only the initial (default) name for each field. It does not contain any names the user has changed.

Default Account Team Field Name

Field Type

Maximum Length

Comments

Account Access

Picklist

15

Default valid values: Full, Readonly, Edit, Owner.

You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.

Account Location

Text

50

 

Account Name

Text

100

 

Contact Access

Picklist

15

Default valid values: Readonly, Edit, Full, No Access.

You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.

Opportunity Access

Picklist

15

Default valid values: Readonly, Edit, Full, No Access.

You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.

Team Role

Text

20

Default valid values: Owner, Executive Sponsor, Consultant, Partner, Other

User ID

Text

50

 

Account External ID

Text

30

 

User External ID

Text

30

 


Published 05/11/2007