Customer Data Mgmt
Discussion List
-
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 … -
How to enable the originalsourcesystemreference number child field in adaptive search?Summary: I'm using the REST API endpoint of adaptive search and I want to expose the Original Source System Reference field of an account from contact entity. The accoun…
-
SQL Database for Oracle Fusion SalesSummary: Is there a way to access the Oracle Fusion using SQL Server? Content (required): We would like to access the database using SQL Server to update records in Orac… -
How to filter search results using child object fields in Adaptive Search REST API?Summary: I'm filtering the search results in Adaptive search REST API using child account fields and contact fields from parent contact object. When I tested in Postman,…
-
Is there a way to limit the child level records in the response of Adaptive Search via REST?Summary: Content (required): We are querying Contacts entity via Adaptive Search REST. Included in our query are child/related-level criteria. However, for the search re…
-
How to archive older records in sales cloud?Summary: How to archive older records/records which are not using for a long time in sales cloud? Content (required): When does anything (Leads, opportunities, service r…
-
Can anybody share CDM batch processing documentation ?Summary: Working on CDM project. need to configure deduplication/account merge logic. could someone share a detailed doc if any is available? do we have any oracle custo…
-
Can we use informatica address verification services in customer data management ?Summary : In our project, we already have an Informatica address verification services subscription. can we use this subscription in Oracle CDM for address verification …
-
What is the SiteUseCode to be used for a Site that is both Bill-To and Ship-ToIs there a single code that can be sued while creating a site which can have business purpose as Ship-To,Bill-To rather than creating same site as Ship to once and then …
-
Is it possible to embed AR customer creation and update screen within CX**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: Is it possible to embed the AR customer creation and upd…Robert Mutton-Support-Oracle 31 views 1 comment 0 points Most recent by Robert Mutton-Support-Oracle Sales
-
How to remove customer organization contact by SOAP serviceSummary: How to remove customer organization contact by SOAP service Content (required): **This post was created as part of a How to Service Request (SR)** We would like… -
Disable County ValidationHow to disable County validation for Customer Address only while loading CustomerSiraj Syed -Support-Oracle 81 views 2 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
-
How to Add Contact with Addres To Customer AccountHow to add customer account , party site with contact that has a primary addressSiraj Syed -Support-Oracle 71 views 2 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
-
How do I display Job Title Code in Opportunity Contact instead of Job TitleSummary: Instead of showing the Job Title in the Opportunity Contact subtab I would like the Job Title Code to display instead Content (required): Currently we are showi…
-
Which attribute combinations are supported in DaaS?**This post was created as part of a How to Service Request (SR) Summary: Why users are not able to enrich account only with country attribute Content (required): NA Ver…Vini Rastogi-Support-Oracle 31 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales -
How to Restrict "Continue with create" button ( possible dup pop up ) based on role on 'Contacts' ?Summary: Can we restrict "Continue with create" button ( possible duplicates pop up ) based on role. Tried using page composer , able to restrict . But need to restrict …Raymond Li-Support-Oracle 41 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales
-
Will purged Party Number be reusedSummary: If a record is purged (merged) or manually deleted, will the unique party number get reused after the record is completely removed from the database? Version (i…
-
How to re-assign a number of contacts to a new accountSummary: We have a customer that did a spin-off and a number of their contacts are going to a new account - what is the best way to do that in the UI or do we need to us…
-
External Data Loader IssueSummary: Got an error when trying to Import data using External Data Loader Content (required): When execute an Import command for External Data Loader, I got an error m…
-
Business event for CDM (AR account, AR account site, AR account site use)Summary: I checked erp business event and soa infra event catalog, and I cannot find create/update business events for AR account, AR account site, AR account site use. …
-
CREATE ACCOUNT SAVE&CLOSE -> DEDUP SELECT -> BLANK CREATE PAGESummary: CREATE ACCOUNT SAVE&CLOSE -> DEDUP SELECT -> BLANK CREATE PAGE Content (required): **This post was created as part of a How to Service Request (SR) ** Navigate …Jacqueline Li-Support-Oracle 31 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
-
Adding additional Match Identifiers while configuring Match Attributes for Duplicate IdentificationSummary: How can we add additional identifier while configuring Match attributes for duplicate identification Content (required): We have business requirement to identif…
-
Dynamic Address FormatSummary Is it possible to have 2 different Address format for a country?Content Example: Thailand has two address formats (Structured and Non-structured). User should ha…
-
How frequent Geography are being update in Oracle SAAS system?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.07.0 Summary of the question: Please let us know how frequent the Geography being upda…Umamaheswarareddy Ambati-Support-Oracle 31 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
-
how to prevent duplicates values on custom fields once created?Summary: Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, if applicable):
-
CX Sales Mobile Duplication NotificationDoes CX Sales Mobile have the ability to provide the Duplication Notification similar to the desktop when an Account is created?
-
Need to customize Customer Creation from Oracle Sales CloudSummary: Content (required): Hello Team, We understand that system creates a party automatically in Account receivables after we convert prospects into Customers. We wou…