Customer Data Mgmt
Discussion List
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Customer Data Management - Oracle fusion CX Sales Contacts - Guidance for best practiceSummary: We are planning to implement Customer Data Management (CDM) for Contacts and are seeking best practices for selecting the master record. Could you please assist… -
Activities cannot be searched using search box on App UIWe cannot search using the search box in Activities. Even if I am the owner, I cannot use it to search my own activities. For example, when we are trying to search in se…
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Best Practice Advice on Account Management data accessSummary: Hi all, I needed some best practice advice for a BFSI customer on how can we deliver the following use-case in the most standardized way within Oracle CX Sales … -
CRM Sites are not syncing to Receivables customer sitesScenario Explanation: When an account is created in the CRM with associated account site information, Only Party (Account- Organization) information syncs to Receivables…
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How to get all the values for a custom field using groovy script?Summary: Hi Team, I have an Object 'Contact' where Sequence is Custom field of type 'Number'. Can you please let me know - In groovy script how can i get all the list of…
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Duplicate Phone Type EntrySummary: Disallow users from entering the same phone type in a single contact. Content (please ensure you mask any confidential information): Version (include the versio…
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What is the REST API Limit for the Opportunities Object in Sales Cloud (Engagement Cloud)Summary: What is the REST return limit for the Opportunities Object in Sales? Looks to be defaulted to 25, but I would like to increase it to 500. Content (please ensure…
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Does Oracle provide any OOTB Language lookup?Summary: Hello Team, Does Oracle Provide any Out of the box Language lookup where it contain all the list of languages? Thanks, Harshini Content (please ensure you mask …
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How to check for duplicates for partners in PRM?Business wants a check for name of partners duplicate check similar to accounts duplicate check. Is it available?
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Do we have an option to Data mask the records in Customer Data Management Outside of the PII fields?Summary: Currently, 'Oracle Data Masking for Fusion Applications Environment Management' provides masking for PII fields only. We have a requirement to Data mask based o…
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Will Account Party number and Address Site Number get impact if import done with same seq?Summary: Will Account Party number and Address Site Number get impact if import done with same seq, we have a data migration activity from legacy system to CDM. The Part…
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How to validate the address duplication in accountSummary: How to validate the address duplication in account, We have to validate the duplicate address creation details in account object, please suggest the way to addr…
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Industry field in Account is not showing codes in Redwood UI, It is showing properly in Classic UiWhen we click on Industry field in Classic UI we are able to see Account and thier codes both while selecting Industry, But In Redwood UI we are getting as a FCL where w…
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How to create CDM read only User role ?Summary: Hi, I tried to create CDM read-only role. I added all the privileges related to the inquiry/search/View privileges to that role. Still, I can't able to view Org…
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Efficiently Loading 30 Million Records into a Custom Object in Oracle Sales CloudHello, I'm working on a project to import approximately 30 million records from CSV files into a custom object in Oracle Sales Cloud. The CSV files contain sales data. I…
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Unable to find Digital Customer Service Account Key in Oracle Fusion/SaaSSummary: We are trying to find where our digital customer service (DCS) account keys live in the SaaS database. The account key is attached at the account level, but it'…
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After removing record sets LOV for all records in account and add custom role admin can't view A/CHI, In account advance search records sets, we removed the LOV "All Records i can see". But Even after that if sales person search by any customer name or registry id he…
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Survivorship Rules using Groovy ScriptSummary: Hi Everyone, We a requirement from client to select the contact master record where CustomAttr = Y. We have a working groovy script and want to include this new…
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How to create hierarchy and hierarchy members using APIs?In CDM we are using "Trading Community party hierarchy" as hierarchy type for our business use case. Through UI and import management we can create hierarchy and add its…
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Customer Data Management work area in Oracle cloud is a separate module and requires separate licensSummary: I want to know, if Customer Data Management work area a separate module in Oracle and requires separate licensing Content (please ensure you mask any confidenti…
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Remove Customer Site Address Purposes via APISummary: I would like to remove an Address Purpose from a Customer Site via the WebService API Content (please ensure you mask any confidential information): I can pull …
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CDMSummary: We want to merge the duplicate contacts in Fusion Sales. However, we have an ERP system where these contacts have associated orders. If we merge the contacts in…
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How to create survivorship rule to select the most recently updated record as master?Summary: We have a requirement to select the contact with the most recently updated date as the master. We have created this rule which works when there is only 1 record…
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Get data from Oracle CRM to PowerBIHow to get data from Oracle CRM to PowerBI? Additional info: We are trying to get data via Web. We are using this URL: http://servername.fa.us2.oraclecloud.com/crmRestAp…
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How to use associated sales account of a contact as a Contact Match Attribute in CDMSummary: I want to use the associated Sales Account of a contact as a Contact Match Attribute for Contact Duplicate Identification. When I checked the list of available …
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How can we export state codes of a country in CDM?Summary: We need to extract and export the State Codes of specific countries in CDM so we can create a transformation mapping in our middleware. How can we extract/expor…
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How to create survivorship rule to set Master record based on last update dateSummary: Hi, How can we create survivorship rule to set the most recently updated Person as the Master Record? We have created the below survivorship rule but it does no…
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What is the Account Deep link in Sales ModuleSummary: Hi Team, We are trying to create a deep link for account to navigate to edit an account. We are using following link but it is navigating to landing page of the…
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Is it possible to delete an existing value in field > person_middle_name using FBDISummary: Using FBDI ( bulk Import ) template or Customer Import Spreadsheet ( UploadCustomersTemplate ) is it possible to delete an existing value in field > person_midd…
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Hierarchy is not been imported in CDM through import managmentSummary: After Importing a Hierarchy.csv file through import management, in the UI job status says completed but the Hierarchy is not created in UI. Please let me know w…