Customer Data Mgmt
Discussion List
-
Need to know path folder where imported attachments reside/stored in fusion cx sales?Summary: We import PDFs as attachment linking with account as one to one. Now suppose 500 PDFs are imported against 500 account successfully. Now after 1 month suppose i… -
Does Customer Import FBDI suppport Bill To Site linkage in account site use tabSummary: We are using Customer Import FBDI to create Account Site with SHIP_TO purpose and need to link this account site purpose to a BILL_TO site. As of now, no column…
-
profile option "ORA_ZCH_AGREEMENT_EVALUATION". Impact of disabling itSummary: Client want to merge customers with Open SO/IB/Service Request and Subscription. If i leave the profile option blank it will allow to merge customers with Open …
-
Clone Request without Data cloningSummary: Is it possible to request clone without moving data at all from production to the test/dev instance ? I mean data of contact, lead, opportunities, ...etc Conten…
-
REST API for Customer contact in CX ModuleSummary: Is there any REST API for Customer contact in CX module Content (required): For customer contact creation Version (include the version you are using, if applica…
-
Do we have business event available to capture Organization/Person/Party/Customer creation/update?Summary: we are building integration between Oracle Cloud CDM/Suppliers and JDE. we need to send data whenever there is a change/new records in Organization/Person/Party…
-
Do we have any Rest API to create Ship To Address under a Party Number and Account NumberSummary: Need a REST API to create Ship To Address under a Party Number and Account Number. basically need to create Party Site under Party and Account. Content (require…
-
How to load phone numbers and emails only to party? not to the contactsSummary: How to load phone numbers and emails directly to the party/Organization using FBDI? not to the contacts as a communication point. Content (required): Version (i…Vignesh Chandran 12 views 1 comment 0 points Most recent by Sravanthi Reddivari-Support-Oracle Sales
-
CDM merge impact on finance cloudSummary: If there is merge performed in CDM cloud between 2 or more parties, what would be the impact on finance cloud if both are implemented on the same instance. Sinc…
-
Can we handle deduplication of Finance-Accounts in duplicate resolution?Summary: Content (required): Can we handle deduplication of Finance-Accounts in duplicate resolution? Version (include the version you are using, if applicable): Code Sn…
-
Intercompany Clients created in AR to sync up with Sales CloudSummary: Hi Team, Is there any ESS job in place that needs to be run to get the data and sync it up for opportunity usage in Sales Cloud, primarily the lists that are cr… -
Customer Data Management Cloud as a standalone cloud serviceSummary Is Customer Data Management Cloud available as a standalone cloud service?Content Hello, I was looking at the Customer Data Management Cloud documentation and no… -
Customer Merge ErrorSummary: Error message when attempting to merge 2 buying customers. The reason does not give any details on why it errored. I'm looking for how to determine what the iss…
-
How to import a household record with a custom Party usage code ?Summary: We have a custom Party usage in Manage Party usages. While creating a household record through import , we would like to map the custom party usage code to the …
-
Phone number fields in Duplicates layout for ContactSummary: Hi , I have a requirement to make phone number (Work , Home , Mobile ) to be available in possible duplicates layout that displays duplicate contact while creat…
-
Merging Contacts Created By PartnersSummary: Hello everyone. Hope the community can help us with a CDM merging topic. We have both internal employees and Partners utilizing CRM together. Employees have ful…
-
Send specific field information from AR to CX Sales AccountsSummary: Content (required): Hi all, We have a requirement to send the customer class information from Receivables to CX Sales Accounts. How we can achieve that? If you …
-
Can we change format of the response when running BI Report via SOAP?Content (required): Currently, when running a BI report via SOAP (SoapUI), we are receiving a response payload which contains the ReportBytes encoded data in base64 form…User_2025-03-07-05-55-29-886 82 views 1 comment 0 points Most recent by Prabha.R Oracle-Oracle Sales
-
Sales Account 'Prospect' to 'Customer' auto-conversionSummary: Here is my use case - I create a sales account with customer type 'ZCA_PROSPECT' in Sales, then I query this account in AR Manage Customer UI and add billing ac… -
Audit Trail between Contact and Custom ObjectsContent (required): On the current setup, we have a custom object where we set Primary and Secondary Contact which are from the Contacts object. Any changes to the conta…User_2025-03-07-05-55-29-886 81 views 1 comment 0 points Most recent by Hector Dantas-Support-Oracle Sales
-
Customer Data Management: Countries Supported by Address Verification Cloud Service & EDQ AVSummary: Customer Data Management: Countries Supported by Address Verification Cloud Service & EDQ AV Content (required): We have a requirement to do Address Verificatio…
-
Customer onboarding and governance process when implementing CRM, Financials & OM cloudSummary: We need recommendations from the experts to Onboard the customers when we are using CX Sales, CPQ Cloud, Financials, and OM cloud. Content (required): We use Sa… -
Is it possible to view change history of objects in OTBI and via REST?Summary: Is it possible to view change history of objects in OTBI and via REST? Content (required): We would like to see what details were changed on some objects we hav…User_2025-03-07-05-55-29-886 116 views 7 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
-
How to fetch Victim records (Accounts or Contacts) in a table after merge?Summary: We want to fetch the victim records and its details in a list view. We are looking for a table name where we can build a query to see the data. Content (require…
-
Delete one of PhoneType Home row from Contact Using CSV Import - How ?Summary: Contact Object > Open Contact Record > Attribute 'All Phones' > Manage All Phones > Type = Home ...Now there are 4 phone records available Work Type, Land Type,…
-
CDM Merge RequestSummary: Content (required): Is it possible merge request can only be submitted by the Owner of the Contact in CX Sales Version (include the version you are using, if ap…
-
CDM Merge Record SelectionSummary: Content (required): Can submitter select the record(contact) during the merge request submission which record to retain as a master in CDM/CX Sales. Version (in…
-
CDM Merge Request Field SelectionSummary: Content (required): Can we choose which fields (i.e. a mix of primary and secondary). May be that user has to choose Master record and update fields? Version (i…
-
How to add a field grouping to a desktop page?Summary: Hi, I want to add a field grouping to 'Person' Page on Customer Data Management Tab in fusion . Content (required): I want to add a field grouping to 'Person' P…
-
Vertex ORAMAST import to CDM GeographySummary: Hi, We'd like to use Vertex ORAMAST data file as the source for CDM Geography. As per CDM implementation guide, it's supported. Can you help with the following …