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
|
|
|