Verifying the Imported Sales Accounts

This demonstration shows how to verify the sales account information you imported using the sample template you downloaded from support.oracle.com. (Doc ID 1507036.1)

This is the last in a series of four demonstrations that show how to import sales accounts into Oracle Fusion CRM using File-Based Data Import.

These demonstrations include:

1. Understanding the sample sales accounts import template

2. Creating the source system for your data

3. Importing sales accounts from a file

4. Verifying the imported sales accounts

Steps:

1. Sign in as a sales administrator user and navigate to the Customer Center.

    

   Users with the Sales Administrator job role can view all customer information, including accounts.

   Step 1

2. Navigate to the Customer Center.

    

   Click the Navigator link.

   Step 2

3. Click the Customers link.

   Step 3

4. In the Customers work area, click the Manage Customers link.

   Step 4

5. Now display all customers.

   Step 5

6. Click the Show list.

   Step 6

7. Select All Customers.

   Step 7

8. Let's search for the sales accounts we just imported by name.

   Step 8

9. Click the Query By Example graphic.

   Step 9

10. Enter "Blackmore".

    Step 10

11. Press [Enter].

    Step 11

12. Here are the two records we imported.

    Let's drill down on the first one.

    Step 12

13. Click the Blackmore East Corps (Redwood City, US) link.

    Step 13

14. Here's the customer profile.

    Step 14

15. The Sales Account check box is selected so we know the customer was imported as a sales account.

    Step 15

16. Let's check the Contact Points.

    Step 16

17. Click the Expand Contact Points button.

    Step 17

18. Here is the phone number and URL.

    Step 18

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