Lead Creation In Bulk for All Across Org
Last updated on NOVEMBER 09, 2017
Applies to:Siebel Marketing - Version 16.7 [IP2016] and later
Information in this document applies to any platform.
Qn1:Customer has a requirement, where business user would like to login into system & upload a file to create lead records in bulk manner.
Application Functionality : In essence of Siebel OOB module, in our application, there are 2 types of lead can be created, 1) Prospect Lead 2) Lead on existing customer.
For case 1- a new contact should be created along with address or associate address, then create lead under the same.
For case 2 - existing subscription will have account, under that lead must be created.
Lead can in any customer organization, other that default org.
Our application is designed to control data visibility by defining individual Organizations -> Divisions -> multiple positions associated to it.
Challenges : As per the requirement, it is required to one user have x as primary position, would like to login to application and should be able to upload file to create lead across the organization. In the file business user will provide a input as organization to create lead to specific Org, which should be visible to only that org user. Currently, which is not happening correctly.
Qn2:"Each import job uses a reusable import mapping between the columns of the input data and the columns of the Siebel Marketing tables."
What is this import job process, is it EIM process are something else. It's not very clear for us from flow diagram. We need triggering point & process of this workflow clearly.
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