Customer Data Mgmt
Discussion List
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How To Import/Export Lead Assignment RulesContent Hi, I want to extract the existing lead assignment rules in oracle sales cloud, update and be able to import the updated rules back in OSC. Is this possible? Tha…User_2025-07-18-06-07-44-367 62 views 3 comments 1 point Most recent by Siraj Syed -Support-Oracle Sales -
How To Make Custom Field Appear In Workspace FilterContent Hi, I can't find a custom field in the Workspace filter. How do I expose this field? Thanks, Ed Version 20DUser_2025-07-18-06-07-44-367 51 views 3 comments 1 point Most recent by Siraj Syed -Support-Oracle Sales
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How To Export Internal Resource Organization HierarchyContent Hi, How do I export the Internal Resource Organization Hierarchy will all the user information. Thanks, Ed Version 20DUser_2025-07-18-06-07-44-367 69 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Sales
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21A Release HighlightsContent The 21A release of Oracle CX Sales is GA and is the first of four releases planned for calendar year 2021. Highlights from this release include: * Smart Lists: S… -
Does Workspace can be customizableSummary Can custom button added to workspaceContent Is there option to add custom button and do customization on workspace page?
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Workspace Saved Search - How To Filter Records That Were Recently Updated By The UserSummary Workspace Saved Search - How To Filter Records That Were Recently Updated By The UserContent Hi, Is it possible to filter records that were recently modified/upd…User_2025-07-18-06-07-44-367 27 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Sales
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How To Change Active Party Usage Assigned to User in Resource DirectorySummary How To Change Active Party Usage Assigned to User in Resource DirectoryContent Hi, I want to update the usage for a resource in resource directory. How do I upda…User_2025-07-18-06-07-44-367 39 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Sales
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CDM Contact Preference IssueSummary This feature should be improvedContent Hi, For Contact preference, we add custom preference codes to include promotions, bill & statement, New Products. Issue#1:… -
Filter BICC extraction based on Date ColumnsSummary Want to filter BICC extraction using 2 date columnsContent In BICC extraction, need to apply a filter on 2 date columns for opportunity record. I have a scenario…
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Sales – CX Sales 21A-21B Updates for CDM and Platform, 18 February 2021, 10 a.m PT - Submit QuestionContent Submit your questions for the Sales – CX Sales 21A-21B Updates for CDM and Platform session to have them answered during the live event. Post your questions by p…
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TCA Best PracticeSummary Do we have CDM Cloud version?Content Hi All, EBS has TCA best practice for customer data modelling detailed in MOS 269124.1. I wonder if we have one created for …
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Sales – CX Sales & CPQ- How Can You Gain A Larger Share Of The Customer’s Wallet?, 22 February 2021,Content Submit your questions for the Sales – CX Sales & CPQ- How can you gain a larger share of the customer’s wallet? session to have them answered during the live eve…
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do not have Extract Data Stores document for CX moduleSummary We are using BICC to extract PVOs for below CX modules. We did not get any documents like other modules (SCM,Finance,etc.) which talks about PVOs in detail, exce…Anirban Sarkar-Oracle 15 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Sales -
User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Summary User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Content Hi, We've created users in OSC but they are not appeari…User_2025-07-18-06-07-44-367 56 views 2 comments 1 point Most recent by PRao - CRMIT Incentive Compensation
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Contact not found in UI but seen as active in reportingSummary Contact not found in UI but seen as active in reportingContent We recently did some contact dedup and merging. Encountered issue where few contacts show as activ… -
Create a M:M relationship to Party Record (Contact, Account & Group)Summary Is it possible to create a M:M relationship that will effect on all Party types?Content Hi Experts, I have a custom object that I need to relate (M:M) to a party…
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How To Check Email Sent to sendmail-test-discard@oracle.comSummary How To Check Email Sent to sendmail-test-discard@oracle.comContent Hi, Our data in our DEV environments are masked with emails of resources set to sendmail-test-…
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How To Determine If The Opportunity Is Created From A Deal RegistrationSummary How To Determine If The Opportunity Is Created From A Deal RegistrationContent Hi, Is there a field (flag) that will tell if an opportunity is converted from a d…User_2025-07-18-06-07-44-367 32 views 1 comment 0 points Most recent by Rupak Chowdhury-Oracle Sales
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Sales – Access Groups for CX Sales - Deep Dive, 19 January 2021, 9 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Access Groups for CX Sales - Deep Dive session to have them answered during the live event. Post your questions by posting …
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Sales – 2020 Year in Review & What's Next, 11 January 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – 2020 Year in Review & What's Next session to have them answered during the live event. Post your questions by posting a new…
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How To Filter Workspace Saved Searches Based on the Territory of the UserSummary How To Filter Workspace Saved Searches Based on the Territory of the UserContent Hi, Is it possible to filter workspace saved searches based on the territory of …
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CDM - How to run contact duplicate identification for contacts associated to specific types of accouSummary CDM - How to run contact duplicate identification for contacts associated to specific types of accounts?Content There are multiple BUs data in our current Cx sal…
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RESCHEDULED: Sales – CX Sales - 2020 Year in Review & What's Next, 10 December 2020, 8 a.m. PT - SubContent Due to unforeseen issues, this topic has been rescheduled to a later date. An updated announcement with the event details will be posted. Apologies for the incon…
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How to update the Business Unit for existing OpportunitiesSummary How to update the Business Unit for existing OpportunitiesContent Hi Team, We are trying to implement multiple BU concept in our customer instance, but earlier t…
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How to accept the merge as i canot find accept action inside the action listSummary After creating two accounts with the same address and name but in different industries and using merge action for them as a stewrd manager where i can accept thi… -
Sales – CX Sales Transformational UX is Within Your Reach, 20 November 2020, 9 a.m PT - Submit QuestContent Submit your questions for the Sales – CX Sales Transformational UX is Within Your Reach session to have them answered during the live event. Post your questions …Kayleigh Halko - Oracle-Oracle 19 views 0 comments 0 points Most recent by Kayleigh Halko - Oracle-Oracle Sales
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What are some OOTB infolets that are useful for Sales Managers and Sales Directors?Summary What are some OOTB infolets that are useful for Sales Managers and Sales Directors?Content I'm designing a dashboard and I'm trying to decide which infolets are …User_2025-07-18-06-07-44-367 33 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Extra fields are appearing at Address sectionSummary Extra fields are appearing at Address sectionContent At address section we are seeing some unwanted Long text fields for all countries in the system. "Website, C…
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TCA Billing Account & Account Site OS/OSR SupportSummary Is it supported?Content Hi All, I posted the question on ERP forum and I'd like to verify the same in this forum. In TCA web service (/crmService/CustomerAccount…
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Is there any profile option to set Account Owner as Territory OwnerSummary Is there any profile option to set Account Owner as Territory OwnerContent Can anyone please let us know, Is there any profile option / OOTB setting that sets Ac…