Customer Data Mgmt
Discussion List
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Extract numbers from stringSummary Extract numbers from string in groovyContent I have below type of string in my output response in groovy. I need to extract unique numbers from this string and s… -
Is it possible to by pass territory based visibilty using groovySummary Need option to select customer from other territory in opportunityContent Hi All, We have an senario where sales user need to create opportunity for customer in … -
How to know which SQL predicate used on partiular DCL filedSummary Is there any way which sql predicate is constraing in values out of all prdeicates on objectContent Hi All, Currently sales user is not able to see all account r…
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Save The Date: 20D-21A CX Sales Release WebinarsSummary 20D-21A Release Webinars for SFA & PRM, CDM and Platform and SPPMContent Save the Date for CX Sales 20D-21A Release Webinars Coming Soon to the Portal Oct 21, 20… -
Session Topic?Summary What would you like to learn more about?Content We are currently planning the rest of our CX Sales sessions for the rest of the year. What topics would you like …
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Data visibility from CDM to ReceivablesSummary TCAContent Quick question - I wonder if anyone experienced the following and how you addressed it. Here is the detail, I create a Organization (Party) and Addres… -
Write a Review for Oracle CX SalesSummary Oracle CX Sales is in the running for a Customers’ Choice distinction for Gartner Peer Insights. As a CX Sales advocate please consider writing a review so that …Mary Correnti-Oracle 20 views 0 comments 2 points Most recent by Mary Correnti-Oracle Incentive Compensation
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Customise Search PopupSummary Need to include additional field in the search window for Ship-to-PartyContent I have a requirement to extend the search popup as shown in the attachment. I woul…
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how to relate an contact as primary contact for an Account -AddressContent Hi All, We have requirement, where in our customer has same customer in different locations and for each location they have different primary contact. Because of…
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How to leverage the OOTB Geography/Country in Custom Object as a Custom Fixed Choice ListContent How to leverage the OOTB Geography/Country in Custom Object as a Custom Fixed Choice List? In Custom Object, do we have any better solution to implement/leverage… -
How to Validate the Phone County CodeSummary The Primary Phone Country Code Should be validated based on Country Selection in Account AddressContent Hi All, Kindly help me how to achieve the following Scena… -
Sales – CX Sales Innovation Roadmap, 28 August 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales Innovation Roadmap session to have them answered during the live event. Post your questions by posting a new comme…
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How add more fields in Billing Account SubtabSummary Need to be added more fields In Account Subtab - Billing AccountContent Hi All, The Customer Account Information is available under Billing Account Subtab of Acc…
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Oracle Address Verification Cloud Service - CDMSummary Oracle Address Verification Cloud Service - CDMContent Hi all, "verify address" button in profile page Account: where does this tool get the information to do ad… -
Sales – CX Sales 20C-D Updates for CDM and Platform, 23 July 2020, 8 a.m. PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales 20C-D Updates for CDM and Platform session to have them answered during the live event. Post your questions by pos…
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Make CDM Hierarchies read-onlySummary Privilege, Page ComposerContent Hi, I'd like to make CDM Hierarchies (search & detail pages) read-only. For search page, I can hide Create icon and action with p…
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Saels Lead Audit Trail (Lead Change History)Summary We enable the Auditing of Sales Leads but it doesn't work.Content We have this requirement that we need to audit some fields in Sales Lead and Sales Lead Product…
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Phone Type vs. Phone Line TypeSummary Can we have a single consolidated type?Content In Account & Contact Simplified UI, the type in All phones comes from lookup 'ORA_HZ_PHONE_TYPE'. The same is used…
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How to trigger an action on association of Product with Product GroupSummary Hi, I want to call Rest API which will send the Product Group Id to other application when Product is associated with Product Group through Manage Product Group …
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Billing account sites not displayed on review screenSummary Bug or Configuration issue?Content Hi, I merge some billing account sites on 'Override System Mapping: Map Entities' step, but I don't see them on 'Override Syst…
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Override System Mapping not available for Generic merge typeSummary Duplicate ResolutionContent Quick question - If I select 'Generic' as the merge type, I don't see Override in the merge request. If I select 'Merge' as the merge…
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Sales – Best Practices to Track CX Sales User Adoption, 24 June 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Best Practices to Track CX Sales User Adoption session to have them answered during the live event. Post your questions by …
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Party Usage cannot be deleted through File ImportSummary Limitation?Content Hi, I am using File Import to create and delete party usages on Account. For create, it works fine because I can assign the usage code (top-le…
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Contact Purge (granular level)Summary Contact Purge (granular level)Content I'd like to check the feature first before I log an idea. In 20B (safe harbor), we will have contact purge. Can we purge th…
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Ho to retrieve immediate product group associated with Product using groovySummary I am creating a formula field in Product and I want to retrieve immediate product Group Id associated with the Product and store that in formula field whenever p…
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TCA Party & Customer Account MergeSummary Merge in CDM vs. ARContent Hi All, Need some clarification on this topic - In CDM, the merge is on Party (Organization or Person) Level. If we want to merge TCA …
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Temporarily preventing imported CDM accounts from being visible in SalesSummary We have a requirement to import source system billing accounts with an expectation that they will be merged into their applicable master CDM account. We do not w…
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Sales – CX Sales: Modern CX Virtual - Integrated Lead Management, 28 May 2020, 8 a.m PT - Submit QueContent Submit your questions for the Sales – CX Sales: Modern CX Virtual - Integrated Lead Management session to have them answered during the live event. Post your que…
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Customer Data Management - How to create a Calculation FieldSummary Create a field calculating the number of particular types of relationshipsContent Looking for a method to have a custom field on the Account counting the number … -
WS for HierarchySummary WS for HierarchyContent Quick question - Do we have a web service to retrieve CDM hierarchy or Account hierarchy? Thanks, Adam Version 20A