Customer Data Mgmt
Discussion List
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Data not inserted in HZ_CUST_ACCOUNTS & HZ_CUST_ACCOUNT_ROLESSummary: Hello I am creating a report using data model to get contacts for accounts in sales fusion application. But when i create an account from sales→Account tab and … -
Can we update multiselect field through groovy when we are merging accountsSummary: When merging accounts, we need to update the multi-select custom field for the survivor account using Groovy scripting to store the values from both the merging…
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Key Generation job is stuck with canceling statusHi Team, Key generation job has been stuck with Canceling status. Could you please help me how can i move this job to cancelled status so that i can trigger a new genera…
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how to merge custom field values during account merge?Summary: how to merge custom field values during account merge? Content (please ensure you mask any confidential information): Client has few custom multiselect DCL fiel… -
How to purge data from HZ_IMP_ERRORS table in Oracle fusion Customer ImportSummary: We are able to purge the customer upload interface table using 'Purge Interface Tables' ESS job by passing the load request id and Import Process as 'Import Tra…
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How to upload bulk customer data through soap payload into fusionSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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CDM 25A Patch Upgrade clarificationSummary: As per the CDM Release notes we don't see any updates under CDM section. Release notes: https://docs.oracle.com/en/cloud/saas/readiness/sales/25a/scdm-25a/25A-c…
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Can we use partner contacts as Customer Contacts in CX sales?Please let us know if contacts created as partner contacts can be used as a customer contact or not.
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Data Import - Customer Profile not in List of Supported EntitySummary Data Import to load customers no option for the customer profile to be loaded from the templateContent Using Data Import to load customers for Open AR invoice lo…
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Purge of recordsHi, our customer needs a formal confirmation by Oracle regarding the following aspect of data management and deletion in the system: when a record (available objects: Se…
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Data Prod Related QuestionnaireSummary: Please provide answers to the following questions regarding data purging in Oracle Fusion. Associated SR: 4-0000257806 How do we identify and tag PII and sensit…
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What is the link between a Self-Service User and the IDCS user?Summary: How can I find the link between a CX Contact's Self-Service User and the corresponding IDCS user? Content (please ensure you mask any confidential information):…TyskJohan 153 views 4 comments 0 points Most recent by Bodhisattwa Mukherjee-Oracle Digital Customer Service -
How to import hierarchies from DnB into CX through the Oracle DnB Account enrichment service?Summary: How to import hierarchies from DnB into CX through the Oracle DnB Account enrichment service? Content (please ensure you mask any confidential information): Cli… -
How to get audit history for a specific entity using REST API?Summary: I want to get audit history for a specific entity using REST API endpoint, to be more precise, same data that we have in "Change History Subtab". I know that it…
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how to store multiple GLN's at address level in CDMHello Team, In CDM, GLN is a standard attribute basically a text field. For our use case one site can have multiple GLN associated with it. Can you please provide us the…
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How to load 20 million party records in Sales cloudSummary: We have close to 20 million party records and other data elements in for Customer data management also in millions. Content (please ensure you mask any confiden… -
Do we have customer creation approval work in oracle Fusion Customer Data managementDo we have customer creation approval work in oracle Fusion Customer Data management
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How to report out of the CDM Manage hierarchiesSummary: How to create reports from CDM Manage hierarchies data? Content (please ensure you mask any confidential information): Client has CX Sales and CDM implemented. …
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REST/SOAP Webservices for Customer RelationshipSummary: I am looking for web services provided by Oracle that can create a relationship between customers. From the Oracle Customer screen, I can create the contact rel…
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How to avoid matching certain Source systems with each other records in CDM?Consider, i have 4 different Source Systems - NASC,NASC_BILL, EUSC and EUSC_BILL. Based on our business need NASC_BILL and EUSC_BILL should not match with the other sour…
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New extensible Hierarchy ViewerSummary: Need documentation on extensible hierarchy viewer Content (required): The Whats's new 23B documentation mentions a new extensible hierarchy viewer and refers to… -
How to hide/throw an error when we have a particular value for an Identifier type?Hello Team, Is there a way to hide a certain identifier type from CDM UI? or else is it possible to throw an error if we select a particular identifier type? For Example…Harshini Amancha 11 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Oracle Customer address validation in Customer master UI SAASSummary: We have subscribed to DAAS Service for customer address validation and enabled address validation button as per Doc ID 1347118.1 However it was throwing same er…
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Get the source system of a merged contact recordSummary: Is it possible to get the source system of a merged contact record? We're aiming to use it for reporting. If feasible, which table should be used? There is colu…
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Display the Customer Billing Account in SalesHi All, I have few questions on the customer Is there any way to bring the Customer Billing accounts in CX Sales, so sales users can see all billing information ? Can yo…
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Is there a table where we could query/retrieve the match configuration rule attributes for CDM?Summary: We've a requirement to create a report showing the match rule and the rule attributes. We can use ZCH_MERGE_DETAILS_B to get the match rule name for merged reco…
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How to make a Choice list as Read only field once the value is populuated?Hello, How can we make a Choice list type as Read Only field in the CDM UI? Consider, this Choice List has two values as 'YES' or 'NO'. If a user selects this value as "…
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CDM dedup - how to merge any open orders or ARsSummary: CDM dedup - how to merge any open orders or ARs Content (please ensure you mask any confidential information): In Fusion CX, if there are 2 accounts that have d…
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CDM - How to enable 'Merge' option on redwood Accounts landing pageIn Classic UI, it is possible to expose an action 'Merge' on the Accounts landing page, so sales users can use it and send merge requests by selecting 2 or more records.…
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Clarifications on 24D PatchHello Team, In 24D release document, We don't have notes for CDM. Release Notes: https://docs.oracle.com/en/cloud/saas/readiness/sales/24d/scdm24d/24D-cdm-wn-f34415.htm …