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Oracle Sales Cloud: Import and Export Course Overview

Oracle Sales Cloud: Import and Export Course Overview

The Oracle Sales Cloud: Import and Export course is a comprehensive training program designed to equip learners with the skills necessary to efficiently import and export data within the Oracle Sales Cloud environment. This course dives into the various tools and techniques available for data migration, ensuring that learners understand how to handle data securely and accurately.

Module 1 focuses on importing data, covering essential topics such as import macros, simplified import, file-based import, import management, and handling attachments. It also addresses the importance of source system references and maintaining unique record identifiers.

Module 2 delves into mappings, teaching learners about Oracle supplied templates, runtime mappings, reusable mappings, and the convenience of auto mapping.

Module 3 is dedicated to the import of custom objects, discussing security considerations and how to enable custom objects for import.

Module 4 shifts the focus to exporting data, exploring bulk export, file-based export, and export management.

Finally, Module 5 presents recommended practices, offering insights into considerations, sequencing, and troubleshooting common data issues.

Upon completion, learners will be well-prepared to manage data movement within Oracle Sales Cloud, enhancing operational efficiency and data integrity within their organizations.

This is a Rare Course and it can be take up to 3 weeks to arrange the training.

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  • Live Online Training (Duration : 16 Hours)
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  • Live Online Training (Duration : 16 Hours)
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Classroom Training price is on request

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Course Prerequisites

To ensure that participants are adequately prepared and can fully benefit from the Oracle Sales Cloud: Import and Export course, the following prerequisites are recommended:


  • Basic understanding of Oracle Sales Cloud functionality and navigation.
  • Familiarity with CRM (Customer Relationship Management) concepts and business processes.
  • Experience with data management and manipulation, including working knowledge of CSV file formats.
  • Basic knowledge of database concepts and data integration process.
  • Comfort with using spreadsheets and performing data cleaning and preparation tasks.
  • Some prior exposure to data import and export operations within enterprise software systems is advantageous but not mandatory.

Please note that these prerequisites are meant to provide a foundation for the training and are not intended to exclude interested learners who are motivated to acquire these skills. The course is designed to guide participants through the necessary concepts and operations related to importing and exporting data in Oracle Sales Cloud.


Target Audience for Oracle Sales Cloud: Import and Export

The Oracle Sales Cloud: Import and Export course equips participants with essential data handling skills within the Oracle environment.


  • Oracle Sales Cloud Administrators
  • CRM (Customer Relationship Management) Analysts
  • Sales Operations Analysts
  • IT Professionals involved in CRM data migration
  • Database Administrators managing Oracle Sales Cloud databases
  • Business Intelligence Professionals
  • Data Analysts and Scientists working with sales data
  • Implementation Consultants specializing in Oracle solutions
  • Technical Support Specialists for Oracle Sales Cloud
  • ERP (Enterprise Resource Planning) Specialists looking to expand into CRM systems
  • Oracle Cloud Migration Specialists


Learning Objectives - What you will Learn in this Oracle Sales Cloud: Import and Export?

  1. Introduction: The Oracle Sales Cloud: Import and Export course equips learners with the knowledge to efficiently manage data through importing and exporting processes, ensuring data integrity and optimization within Oracle Sales Cloud.

  2. Learning Objectives and Outcomes:

  • Understand the purpose and usage of import macros to automate data import processes.
  • Learn to utilize Simplified Import for quick and basic data imports into Oracle Sales Cloud.
  • Gain proficiency in File-Based Import to handle complex data import scenarios with greater control.
  • Master Import Management to effectively manage and monitor data import operations.
  • Identify the importance of Source System References and unique record identifiers for data integrity.
  • Learn to prepare Source files and create import jobs to streamline data migration.
  • Understand how to manage Attachments in import processes, ensuring associated files are correctly linked.
  • Familiarize with Oracle supplied templates for efficient data mappings.
  • Develop skills to create Runtime mappings and Reusable mappings for repetitive data import tasks.
  • Learn the best practices for Bulk export and File-Based export, and manage these operations through Export Management.
  • Discover the Recommended Practices, including considerations for data import/export, sequencing of tasks, and resolving common data issues.