Customer Data Mgmt
Discussion List
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Create Customer Contact Point at Account Level using SOAP Webservice- Oracle FusionSummary: i use below steps it created but still Account Contacts not show any phone , and contact points is empty if and Reset API or i need to adust any of below steps … -
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… -
In what table in CRM can I find the equivalent field of PreferredContactFlag?Summary: I need to query the primary contact in Oracle Sales Cloud-CRM but cannot find the field PreferredContactFlag. It is visible in REST API.
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Is it possible to merge the customer and supplier into a single party ID or accounts with sites?Summary: We have a single organization created twice as two different parties (Party IDs) as a supplier and a customer. Is there a method to merge the supplier Party ID …
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Need Capability of selecting specific Attributes to be part of Account MergeSummary: In CX Sales, we have two Accounts named as : customer 1 and prospect 2 Business wants to merge prospect 2 with customer 1 but after merge business wants that 'A…
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How do I enable duplicate checking for accounts and contacts in redwood UI based on phone numberSummary: We followed below document and dedupe is working based on named match. However We want duplicate check based on phone number in redwood ui. https://docs.oracle.…
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can I purge all CDM sales account data?Summary: I am looking to remove all sales account data from Oracle Fusion Customer Data Management (active and inactive). I want to reset all the account data but leave …
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Running duplication identification between Account and ContactSummary: Is it possible to run duplication identification in Oracle Fusion Cloud Applications Customer Data Management between Account/Organization records and Contact/P…
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how to create customer site level contact address using soap/rest apiSummary: need guidance on add address for contact on customer account site level using api. Content (please ensure you mask any confidential information): i am able to c…
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Sales Account - Shared Site - How and Where?Hi Oracle Documentation says that multiple customer accounts (within a party) can share the same customer account site. https://docs.oracle.com/en/cloud/saas/financials/…
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DSP's not getting migrated from one instance to another because of the custom objects enabledSummary: DSP's are not getting migrated while migrating custom roles along with the dsp from one instance to another because of the custom objects enabled in the source …
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Workspace issue where child accounts are not reflected but is already in hierarchy of ParentSummary: When trying to extract accounts on workspace which is under a certain account manager, the total number of accounts is 133 but when filtering on workspace it on…
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Loqate Clarifications in CDMSummary: Hi Team, We need a few clarifications regarding the Loqate process in CDM: We have noticed that Loqate is incorrectly cleansing certain addresses. Is it possibl…
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Support for Four-Part Name Structure in Customer Creation (Person Type)Summary: When we try to create a new customer with type Person in Oracle Fusion (Receivables / Customer Data Management), the current configuration only supports the sta…
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Do we have the option to schedule CDM internal jobs via OIC?We need to execute the Address Verification and D&B Enrichment processes for all organizations(accounts), followed by running the Match and Merge job for all newly creat…
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Account Search using Address ( REST API)Hi We have a requirement to search and locate an Account using REST API queried by Address, City, State and Country. Tried calling the REST API in two diff formats and b… -
Address Format specifically for CX Sales?Summary: Is there a way to setup the Address Format (i.e. Style = Postal Address) but only for Accounts and Contacts in CX Sales, without impacting HCM and ERP? Content …
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Clarification on Loqate ServicesHi Team, Our business utilizes Loqate services for batch cleansing, but we've been encountering numerous anomalies. I would like to understand how Loqate services functi…
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Duplicate Identification and Merge features on Leads and OpportunitiesSummary: Duplicate Identification and Merge features on Leads and Opportunities Content (please ensure you mask any confidential information): Does the Oracle Sales Clou… -
how to delete the Inactive Relationships from the ContactsSummary: We are facing an issue while trying to delete a Contact–Account relationship. Problem Details: A relationship exists from the Contact side to the Account and is…
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Webhooks in Oracle CX ?We are working on a integration project with JustCall as our telephone system. We have a requirement to sync all contacts with JustCall and any new contacts created or e…
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Custom Object is not available in Import ManagementSummary Custom Object is not available in Import Management even after adding 'Custom Object Administration' role to User and checking Create,Update,Delete check-boxes f…
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Account UniqueName field is by default, combining the AccountName and Suffix.Is there any way to fixSummary: The Account Unique Name field is, by default, combining the Account Name(Organization Name) and Suffix and displaying it on the UI. This is causing some confusi… -
Oracle Additional Address Attribute ClarificationHi Team, We have a business requirement to load Community data meaning (Autonomous communities data: Andalusia, Aragon, Asturias, the Balearic Islands, the Basque Countr…
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loqate - avoid specific countries for cleansingSummary: Hi Team, We are looking to exclude specific countries from participating in the Loqate process. While I understand that we can add countries to the selection cr…
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Address Validation rules for invalid combinations of country, postal codeSummary: Customer is looking for the geographical code/ values attributes that are used as reference to validate the below combinations Fusion Validation rules for addre…
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Business Events for Customer Accounts, Vendor / Supplier, Sites, PartnerSummary: We want to integrate our custom application with Oracle ERP product. As part of integration we ingest master data like Customer Accounts, Vendor / Supplier, Sit…
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How "Oracle Fusion Data Quality Cloud Service" license is added to the oracle fusion appSummary: What is the way to check whether the "Oracle Fusion Data Quality Cloud Service" license is used by the project Content (please ensure you mask any confidential …
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Adaptive Search Query: No Data Displayed for ListOfContactsHi All, I am trying to fetch data via adaptive search query. Despite enabling the field, I have noticed that no data is being displayed for ListOfContacts. Could you ple…
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Is there a way to Inactivate the Person from Customer Data Management?Summary: Is there a way to Inactivate the Person from Customer Data Management? Content (please ensure you mask any confidential information): In Customer Data Managemen…