Customer Data Mgmt
Discussion List
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Retaining certain values post merge in CDMHi Team, Consider we have two supplier's - A1 and A2 . For A1 supplier the 'Supplier Status' field is Active. For A2 supplier the 'Supplier Status' field is Inactive. Ou… -
how to find the logs of DSummary: I tried enriching a handful of records from Oracle CX on'Review' mode. It completed successfully and matched records. Upon downloading it shows only few columns… -
If that flow applicable merge two accounts have the some same details (Name,add) into single one byContent we need to mere two diffrent accounts in some data but have the same (name,add) and refer to the same customer how can make this merge but taking the data from a…Ginger alan 51 views 6 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales -
Total Size of ImplementationHello, We are looking for information on the total size of our CX Sales implementation. This includes but is not limited to objects such as Contacts, Accounts, Opportuni…NAndrusick 31 views 2 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Oracle CX Account Address Approval ProcessWe are implementing PRM for our customer and once we do that , our system will be exposed to many more users. We do not want them to add junk address against customers. …
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Not able to assign duplicate identification batchesSummary: I have data steward manager role but still unable to assign duplicate identification batches to any user. Content (please ensure you mask any confidential infor…
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Duplicate account Identification Prior to uploading a CSV.Does a Duplicate Identification Batch only work for data inside of Oracle already? Any way we could use it to QC an upload DOC prior to upload to identify duplicate acco…
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Blank Owner Field for Account in Workspace UI, but User Set as Owner Under Team SubtabThe Account Owner field is blank in the Workspace UI but shows an owner after drilling down into the Account Team subtab. The user was disabled and then re-enabled, but …
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How can I create rules to merge prospects and customers using CDM?Summary: How to combine rules to merge customers type ZCA_CUSTOMER or ZCA_PROSPECT Content (please ensure you mask any confidential information): I have two scenarios fo… -
You can't create, update, or delete the home address because you don't have permission. (HZ-120789)Hello community, Some users are experiencing this error, they cannot create addresses within contacts. The Geography Validation Level for Country option was reviewed and… -
Why CDM Page is throwing 'You Cannot Lock this record because it has already been deleted'?Summary: Hello Team, Can you please let us know what does this error message mean? Thanks, Harshini Content (please ensure you mask any confidential information): Versio…
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how do we configure workspace in CDM?How do we configure workspace in CDM. Please help us with the configuration steps. Thanks, Harshini
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Data Loader-How to import contact team member and ownerSummary: Hi Team, I want to create an import template to import contact team members and contact owner. Could you please guide me on how to achieve Thanks Anjanah
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Is the Enrich Account CDM options available in Redwood?Summary: Is the Enrich Account CDM options available in Redwood? Content (please ensure you mask any confidential information): Is the Enrich Account CDM options availab…
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Need Duplication identification User Batches Created for Action table details in Oracle CDMNeed Duplication identification User Batches Created for Action table details in Oracle CDM
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Is payload level encryption supported for Oracle Fusion APIs?Summary: Is payload level encryption supported for Oracle Fusion APIs? Content (please ensure you mask any confidential information): We have given direct CX endpoints t…
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Customer related document sequencesSummary: Can't find where the cache value of customer related document sequences is using in the system. Content (please ensure you mask any confidential information): F…
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Can we run Match and Merge for Custom objects in CDMHi Team, Consider , i have created a custom object in app composer with certain fields and i inserted data into this custom object,. will data be visible under CDM organ…
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Is there a way to export sales account hierarchy using SOAP/REST API?Summary: I'm trying to export all the existing sales account hierarchies in oracle fusion at one go. However I'm not able to do that. I used this REST API - /crmRestApi/…
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Way to Bulk Reject Merge RequestHi Team, We have a requirement from business to reject merge request in bulk. Is there any way to achieve this in CDM. Any help relevant to above is appreciated. Thanks,…
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How to Merge Organization Party manually in CDM.Summary: Unable to Merge Organization Party manually in CDM. Content (please ensure you mask any confidential information): Version (include the version you are using, i…
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Is it possible to change the displayed Fields in the window "Possible Duplicates"?Hello Oracle Cloud Customer Connect Community Our customer has requested that different fields be displayed when a duplication is identified for Contacts/Accounts. For e…
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How to enable multiple Phone Numbers for the Duplicate CheckHello, We are currently using four different phone numbers in the Sales Cloud for contacts. Our customer has requested that all two of these phone numbers be included in…
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Geocoding Clarification on ReferenceHi Team, Wanted to know how geocoding job populates latitude and longitude in the backend. We have seen this during our review that geocoding is populating latitude and …
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Sales - CRM Resource is showing value of 'not found' in the Hierarchy Level.Summary I had some changes to use the new role as the resource role and with that there is a change in the Organization field. After that, the Sales - CRM Resource which…Cristelle Rose Sampang 11 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Is it possible to restrict the CDM Custom fields being accessible from Manage Customers page?Summary: After implemented CDM , we were able to view and update the CDM Custom fields from the Manage Customers page and Manage Supplier's page. Is there any possible s…Ravi Prakash Reddy M 21 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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Understand how Oracle is handling Special Characters and Non-english CharactersHello, We want to know how oracle is handling special characters and non-english characters. Also how these special characters and non-english characters are being store…
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How to limit global search results for specific Party usages - Sales CloudSummary: Limit global search results for specific Party usage records Content (please ensure you mask any confidential information): Hi, We have a requirement to not lis… -
Can you please let us know the Purge process on audit backend tablesSummary: Hello Team, We enabled few attributes for auditing using 'Manage Audit Policies' task. Now in the Audit tables we can see that history is been stored for all th…Harshini Amancha 51 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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HZ_LOCATIONS_ Audit table is not storing the cleansed address after loqate jobHello team, After running the loqate job the cleansed address is stored in HZ_LOCATIONS table but the same updates are not reflecting in HZ_LOCATIONS_ table even after e…