Marketing Attributes for account and Contact

Hi,
I am looking at Marketing Attributes of an Account. They are fine.
And I am looking at Marketing attributes of an Contact for this account. But these values are different from Account Marketing Attributes.
They are not same...can you please let me know..when they will bcome same (for Account and his contact).
And when I create lead(campaign)...will these attributes changes for Account and Contact?
Please let me know...as I am very new to CRM Marketing.
Thanks,
Sandeep

Hi,
If the marketing attribute set is created with assignment to bith Accounts and Contacts.. the same would be visible through out.
If u want different set of attributes for contacts and accounts, define multiple marketing attributes and select the checkbox for availability in either contacts or accounts and not both.

Similar Messages

PCUI - Different Text type for Accounts and Contact Persons

Hi All,
While configuring the Text Determination, how can we have different determination procedures for Accounts and Contacts. On the CRM back end side there is no distinction on the objtect type for account & contacts. Instead there is one for BP.
We defined a Text Det Proc for Object BUT000 (Business Partners) which gives us the same text types in both accounts and contact person screens in PCUI. But we want different text types. Can any one please advise.
Thanks in advance,
Raj K

Hello All,
Any suggestions in this matter would be greatly appreciated. Thanks,
Raj Kasa

How to do reconciliation for Accounts and Contacts import job in sales cloud

Hello,
We have imported Accounts and Contacts data from Siebel CRM to Sales Cloud using File based import. Looking at the log file we noticed that data successfully imported into sales cloud. Now we want to reconcile it at database level by doing query to make sure that data got correctly populated into respective table and columns.
Could you pls let us know the table name for contact entity where all the related data along with primay field resides so we can verify the correctness of data that got imported.
Appreciated your quick response.
Thanks,
Parag

Try looking in RSA7 and see if there are transactions posted there. If so, maybe you did not use the right parameters in RSA3. Make sure you select Update Mode = D and you select the right Target system.
Hope this helps.
BTW, leave the ERDAT selection field blank.
Edited by: Geo on Mar 20, 2008 11:37 AM

Extractrion of account and contacts based on marketing attributes

Hi experts,
I need to extract account and contact based on marketing attributes from sap crm to a .csv file. i m writing a programme for it.
i have requirment where i need to exract all accounts in different file based on markting attributes and same requirement i mean i need to extract contact also based on same marketing attributes in different file. i know there is a table AUSP from whre we can pass bp_guid. but then how can i extract them in different files.
thnks in advance.

Based on Marketing attributes you will query AUSP table so you will get BP_GUID. Now based on BP Guid get the roles of the partners. If the partner is Account then read it into one table and if the partner is contact read it into another account. Using GUI_DOWNLOAD you can download both them into different files.

Problem in Updating marketing attributes for Contact

Hi,
I am trying to update marketing attributes for contact and Account while Creating lead. For this I implemented ORDER_SAVE (Chek before save).
For account, the marketing attributes are getting updated fine. But, for Contact they are not getting updated. For both I am using the same code. But, I dont understand, why.
Please, let me know why this is happening.
Here is the code i used.
The internal table li_imp_seltab contains Marketing attributs.Its being filled properly. No problem with Internal table data.
For contact----
>
If not v_contact is initial.
IF lo_contact_head->is_changeable( ) = abap_true.
Update or create the marketing attribute if it does not exist and set the value of the attribute to 'Prospect'
          CALL FUNCTION 'CRM_MKTBP_CHANGE_BP'
            EXPORTING
              iv_profile_template_id = k_template_id
              iv_bp_guid             = l_contact_guid
              iv_xdescr              = abap_false
              iv_fcode               = abap_false
              iv_msa                 = abap_false
              iv_commit              = abap_true
              iv_partner             = l_contact_no
              iv_convert_values      = abap_true
            TABLES
              it_imp_seltab          = li_imp_seltab
              et_return              = li_return.
Modify core and save so that the updations would reflect immediately in Web UI
          lo_core->modify( ).
          lo_tx = lo_contact_head->get_transaction( ).
          IF lo_tx IS BOUND.
            IF lo_tx->save( ) = 'X'.
              lo_tx->commit( ).
            ENDIF.
          ENDIF.
        ENDIF.
For Account -
>
if not v_ac is initial.
Check if the entity is changeable.
        IF lo_account_head->is_changeable( ) = abap_true.
Update or create the marketing attribute if it does not exist and set the value of the attribute to 'Prospect'
          CALL FUNCTION 'CRM_MKTBP_CHANGE_BP'
            EXPORTING
              iv_profile_template_id = k_template_id
              iv_bp_guid             = l_account_guid
              iv_xdescr              = abap_false
              iv_fcode               = 'C'
              iv_msa                 = abap_true
              iv_commit              = abap_true
              iv_partner             = l_account_no
              iv_convert_values      = abap_true
            TABLES
              it_imp_seltab          = li_imp_seltab
              et_return              = li_return.
Modify core and save so that the updations would reflect immediately in Web UI
          lo_core->modify( ).
          lo_tx = lo_account_head->get_transaction( ).
          IF lo_tx IS BOUND.
            IF lo_tx->save( ) = 'X'.
              lo_tx->commit( ).
            ENDIF.
          ENDIF.
        ENDIF.
      ENDIF.
Please
Thanks,
Sandeep

Hi Sandeep,
You can use 'CRM_MKTBP_UPDATE_ATTR_BP' FM to update the marketing attributes of the BP.
Regards,
Lakshmi.Y

Simple report that extracts marketing attributes for contact persons

HI
I want to extract the marketing attributes for contact person and to have certian output fields ,
Can anyone help by finding an existing report that i may make some changes in it.
Thanks ,

..

Report accessible in CRM PCUI for marketing attributes for contacts

I am trying to create a report accessible in CRM PCUI home page for marketing attributes for contacts(info from CRM, not R3). Does anyone know the steps to get this done please?

Hi Abdul,
Can you tell me how did you do this. I have a similar requirement in PCUI where I need to have a two level report in PCUI.
Would request to treat this as very urgent.
Regards
Priyanka

The default account option in iOS for contacts is missing; while I have multiple account options for mail and contacts are turned on for iCloud and other accounts.

The default account option in iOS for contacts is missing; while I have multiple account options for mail and contacts are turned on for iCloud and other accounts. I previously was able to select between my Microsoft Exchange Contacts (work account) and iCloud (personal), but both those options are now gone. I tried turning contacts for both off and on and rebooting, but it didn't help. Any ideas?

Just a guess but if the exchange account is from your employer, your employer may have installed a security profile to your device preventing you from adding or editing contacts in the exchange account by removing the Default Account setting. You would need to check with your employer's IT department to confirm this. You could also test this by adding a Gmail account and turning on contacts syncing with Gmail to see if the setting reappears.

Urgent: How to Remove assignment of a marketing attribute for an BP

Hi Guys,
In my project we are maintaining two marketing attributes for all the business partners.
But there is a need now based on some condition we want to remove one of the assignment for the BP (I.e which ever BP matching the condition)..
I dont want to remove this manually using the transaction code..
Is there any function module to remove the assignment of the marketing attribute for the BP.
Would appreciate an early reply...Since it is very urgent...
Regards,
Sundar

HI Sundar you should follow the following steps.
1. Create a target group in the segment builder selecting all the business partners that meet your criteria.
2. Go to the Expert tools (transaction CRMD_MKT_TOOLS)
3. Select the Deletion of an Attribute for All BP Assignments to a Target Group option.
4. enter in the name of your target group, the attribute set and attribute you want to remove.
Nima

How to deactivate the marketting attributes for BP in CRM

Hi,
how to deactivate the marketting attributes for BP in CRM
I can add and maintain the same using tcode crmd_prof_char
But how do I deactivate.
Points will be rewarded
Thanks

.

Marketing attributes for a business partner

Hi,
how can I input marketing attributes for a business partner with a BAPI?
Or can I use BATCH-INPUT (the transactions is "BP")?
Thanks and best regards.

Hi JoJo,
I don't know about LSMW. But I have done something similar in a program by calling the following function module in a loop for each of the business partner:
CALL FUNCTION 'CRM_MKTBP_CHANGE_BP'
      EXPORTING
        IV_PROFILE_TEMPLATE_ID = lv_attribute
        IV_PARTNER             = lv_partner
      TABLES
        IT_IMP_SELTAB          = lt_attr
        ET_RETURN              = et_return.
Here you can provide the attribute set in lv_attribute
and business partner in lv_partner. lt_attr contains all the attributes (name and value).
Example:
    ls_attr-atname = 'Z_CUST_TEAM_ASSGN'.
    ls_attr-atwrt = 'Test Team'.
    APPEND ls_attr to lt_attr.
Hope this helps.
Regards,
Chandrika

SAP CRM MObility Activity Survey to create Marketing Attributes for a BP

ATtrHi Gurus ,
I have to create an Activity from IPAD ( CRM Mobility ) which will create a survey response,and the survey responses have to be captured and then create Marketing Attributes for the BP related to the Activity. I am not able to use the Callback Function given to IPAD Application.
So my Approach so far has been :
implement a badi that gets trigerred at Survey Response submission.
in that call function module crm_svy_activity_pai.(Made a Z-copy of this to enforce COMMIT WORK )
I am not able to pass the parameter lr_values for FM: CRM_SVY_ACTIVITY_PAI
These are the 2 links that has been useful so far . Kindly add to this if possible.
Regds
Oindrila

Hi Jacques,
Once you click on Marketing in Web UI you will find "Marketing Attribute" in the Work Area.Click on that.
You need to give ID No. and Attribute Set name.
You need to mark Persons and Organisation checked also.
Below that you will find 2 blocks " Attributes" and "Value"
Under Attribute gve your Attributes Names you want to define ( e.g. Age,Salary or any client defined..) then select the Format ( Numeric or Chracter etc...)
Once you have filled in all the Attributes you click on one attribute and below you need to fill the Values ( e.g 20-30 yrs etc...) . If you want to make that value a default one you can select default check box against each value.
That way for each attributes you can define values. Hope this would help you.
Regards...
Edited by: akscrm akscrm on Sep 3, 2008 2:19 PM

URGENT: How to remove the assignment of marketing attributes for an BP

Hi Guys,
In my project we are maintaining two marketing attributes for all the business partners.
But there is a need now based on some condition we want to remove one of the assignment for the BP (I.e which ever BP matching certain condition written in my BP upload program)..
I dont want to remove this manually using the transaction codes or the segment builder
Is there any function module to remove the assignment of the marketing attribute for the BP which i can use in my upload program
Would appreciate an early reply since it is very urgent...
Regards,
Sundar

Hi Sundar,
Most Easier approach is to code a BDC based on trasaction : CRMD_PROF_BP. in the search field pass BP ID, you will get the BP attributes and you can delete it their and then.
Save.
Data is back in Database.
All will happen in BDC in background.
Else you can use
FM 'CRMT_MKTBP_WRK' to delete the assignments.
This is the basic FM called to delete marketing attributes assignment.
Best Regards,
Pratik Patel
<b>Reward with Points!</b>

Using iCloud (for calendar and contacts) AND MobileMe for Keychain

Does anyone who's migrated to iCloud know if it's possible to sync Address Book and Calendar through iCloud and the Keychain through MobileMe (on a separate account)?
Situation is as follows:
I have two accounts - one MobileMe (which I use today for calendar and contact syncing) and an Apple ID (which I used for iTunes)
I wish to convert the iTunes account to an iCloud account
That leaves me with my un-converted MobileMe which I'd like to continue to use for Keychain syncing until Apple puts that functionality in iCloud or they retire MobileMe.
I guess - the nub of the question is - is it still possible to access the MobileMe preference pane and put in a different account when iCloud is up and syncing?
Thanks in advance, Jonathan.

SaltSeaShark,
I've looked at the iDisk and there's no way to do it automatically. However when you're back at your home iMac, you can copy the files that you find in ~/Library/Keychains onto your iDisk. Then when you're at your friend's iMac, you can copy the *.keychain files in your iDisk to the ~/Library/Keychain folder on your friend's machine (in the account that you're using).
That way - you can open your keychain locally - although it won't sync backwards and forwards. An alternative is to use a third-party product such as 1Password - of which there's an iPad app - as well as a web interface (when combined with Dropbox).
Hope that helps - Jonathan.

Mapping Error: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY when attempting to Upsert from a Flat File source to SFDC Account and Contact target

I'm getting an INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY error when running a mapping that attempts to Upsert data from a Flat File to SFDC Account and Contacts. I also tried to split The error message for Account: WRITER_2_*_1> WRT_8164 [2015-07-26 08:49:57.707] Error loading into target [Account] : Error received from salesforce.com. Fields []. Status code [INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY]. Message [Please enter a value for Country].WRITER_2_*_1> CMN_1053 [2015-07-26 08:49:57.707] : Rowdata: ( RowType=1(update) Src Rowid=1 Targ Rowid=1 Upsert is based on the External ID: Account_External_ID__c The error message for Contact: WRITER_1_*_1> WRT_8164 [2015-07-26 08:49:55.305] Error loading into target [Contact] : Error received from salesforce.com. Fields []. Status code [INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY]. Message [Please enter a value for Country].WRITER_1_*_1> CMN_1053 [2015-07-26 08:49:55.305] : Rowdata: ( RowType=0(insert) Src Rowid=1 Targ Rowid=1 Upsert is based on the External ID: Contact_External_ID__c Any ideas on how to proceed?

Hello,Can you please help me understand that limitations of the free data loader? In this link - http://www.informaticacloud.com/editions-integration.html# - I see the below features listed.No-code, wizard driven cloud integrationMulti-tenant SaaS solutionDatabase and file ConnectivityFlexible schedulingBulk API support (for Salesforce.com)Unlimited rows/day24 jobs/day1 Secure AgentLimited to 1 userCommunity supportCloud Data MaskingQuestions:When I view licenses in my free data loader, under Feature Licences, it shows the License type for Salesforce Connectivity/Bulk API as “Trial”. Can’t I create a scheduled Data Synch task to upsert records in Salesforce using Bulk API mode?Is the email notification option (for success, warning and failure of data synch task) available on the free version (and not as a trial)?I understand there is a limit of 24 jobs/day. But is there a limit on the number of scheduled data synch tasks that can be created?Data Masking is listed as a feature above for the free edition. However, when I view the licenses in my free data loader, Data Masking is shown as “Trial”. Can you please clarify this?Is there a limit on the number of Connections that can be created?ThanksSanjay

Marketing Attributes for account and Contact

Similar Messages

Maybe you are looking for