Verifying the Imported Sales Accounts

Steps:

1. Hello, my name is John and today I will talk about importing sales account information from a file.

   Step 1

2. In this demo, we review the sales accounts we imported

   in the Customer Center UI.

   Step 2

3. This is the last  in a series of demos that show how to import sales account data from a file.

   In this series we imported a sample template you can download from support.oracle.com.

   Step 3

4. We 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 4

5. Navigate to the Customer Center.

    

   Click the Navigator link.

   Step 5

6. Click the Customers link.

   Step 6

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

   Step 7

8. Now let's display all customers.

   Step 8

9. Click the Show list.

   Step 9

10. Select All Customers.

    Step 10

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

    Step 11

12. Click the Query By Example button.

    Step 12

13. Enter "Blackmore".

    Step 13

14. Press [Enter].

    Step 14

15. Here are the two records we imported.

    Let's drill down on the first one.

    Step 15

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

    Step 16

17. Here's the customer profile.

    Step 17

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

    Step 18

19. Let's check the Contact Points.

    Step 19

20. Click the Expand Contact Points button.

    Step 20

21. Here is the phone number and URL.

    Step 21

22. In this demo, we verified the imported sales accounts.

     

    You can find additional learning resources in your Oracle Fusion Help application, as well as in the Oracle Learning Library, and at Oracle University. Thank you.

    Step 22

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