Make sure to select appropriate corresponding fields or the geo-coding in Mapview may not be accurate. Next, choose the address fields you want to use to map the object and click ‘Save’. The ‘Address Label’ field is used by Mapview to differentiate addresses in the contact details window of the app. The first thing you will want to do is set the ‘Address Label’. Map by address allows you to map an object using address fields in Oracle Sales Cloud. You need to set a least one location, but you can have multiple addresses for one object, such as shipping and billing. There are two ways to map an object: Map by Address or Map by Geo-location. Maximum number of records to be retrieved: 2,000 is the maximum number of records that can reside in a view or filter.Īfter you set the Object Description, you will then need to set how you want to map the object. PIN Description: choose from a list of pins to assign to an object. Is This a Name Field: check ‘Is This a Name Field’ to use first and last names. The secondary description is visible in the contacts details window and the contact list view. For example, by default we have pre-configured the lead objects to have a primary description of ‘First Name, Last Name’ and secondary description of ‘Company Name’. Secondary Description Field: can be any field you want to see related to an object. You will see the primary description when you click on a map pin, when you open the contact list view or contacts details window in Mapview. Primary Description Field: is treated like the name of an object. The four fields to set up are: Primary Description, Secondary Description, Is This a Name Field, and PIN Description.īelow is a description of each field’s function: The object description associates custom fields and map pins to display in Mapview for Oracle Sales Cloud. Once you select an object to be mapped, the rest of the set up screen will appear. The objects from the list are pulled from the objects set up in your Oracle Sales Cloud instance. You can also create a new mapping of an object by clicking ‘+.’Īfter clicking ‘+’, you will be asked to choose an object to be mapped. You can edit/delete these configurations by clicking the ‘Edit’ or ‘Delete’ icons. Correctly configuring the metadata mapping allows for the geo-location of your standard objects in Mapview.īy default all standard objects will be pre-configured. Metadata mapping is an important step in customizing Mapview to meet the needs of your organization. Most administrators set this value to equal "1." Auto Sync Frequency indicates that if the Auto Sync Count value is not reached within X days all outstanding data will be synced. For example, if set to "1" each time an end-user sets up a new task the task will automatically sync to Oracle Sales Cloud.
Auto-Sync Activity Count indicates how many updates must accumulate prior to being auto-synced back to the Oracle Sales Cloud CRM.
Admins can turn automatic logging of notes, emails, calls and events on or off. This tab allows admins to set logging permissions for users. The COA can set up the preferences for the application by selecting the Preferences Tab. Each Company will be assigned a Mapview account manager to assist them through the configuration process, and provide any training or support they wish. Metadata Mapping and Preference set up will be completed by the Company Oracle Administrator (COA).
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