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Data Source and Data Target help for Oracle Sales Cloud Sales Team Members (Account Team)

  • Updated

Below are some helpful instructions and hints to consider when creating an Oracle Sales Cloud (OSC or OEC)  Sales Team Member data source.  (Sales Team is sometimes referred to as Account Teams in the Oracle user interface). 

 

Data Source Creation

The way Openprise imports Sales Team Members from Oracle requires a list of Accounts with the account's PartyNumber in order to import the records. 

  1. Navigate to Data -Data Sources and select the Add Data Source button
  2. Fill in the required information, selecting Oracle Sales Cloud for the Source technology and data format
  3. Select SalesTeamMembers for the Directory or entity
  4. Supply the required information

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    1. Data source containing Account PartyNumbers: Supply a data source containing an attribute that includes a PartyNumber for each account that you wish to import Sales Team Members for. This data source can be your Oracle Sales Cloud Account data source or any other data source that contains Account PartyNumbers (ie. a data source imported from a Google Sheet.)
    2. Data inclusion filter: Define a filter for the above mentioned data source. For example, you may only need to import Sales Team Members for accounts in the United States.
    3. Select the attribute containing the Account PartyNumber: Supply the correct attribute from the picklist presented.
    4. Complete the remainder of the data source definition page as usual.

Notes:

  • On import, Openprise will read an Account Party Number and request the Sales Team Members for that Account. Then it will do the same for the next Account Party Number, and so on until all Account Party Numbers have been processed. Because Oracle does not provide the ability to request all SalesTeamMembers in a bulk import action, import of these records will be slower than import of Accounts or other objects.
  • To improve import performance, construct the list of Accounts with Account PartyNumbers to avoid attempting to import unnecessary data.

 

Data Target Creation

Updating Existing Records

To update the SalesTeamMembers object, select the attributes you wish to update in the data target. When configuring the export task, select your data target and map the TeamMemberId field (this is the API name, your display name may be different) to the correct attribute in your job.

Creating New Records
To create new records, make sure to include the ResourceEmailAddress and PartyNumber attributes in the data target. 

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Configure the export task as follows:

  1. Leave the TeamMemberId unmapped
  2. Map the ResourceEmailAddress field in your export task to the email address of the person to be added to the SalesTeamMembers
  3. Map the PartyNumber field to the Account that is getting a new team member.

Note: You cannot create and update records using the same export task.