Customer Data Mgmt
Discussion List
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In Hierarchies how to Add the Lable to the customers while creating/updating Hierarchies?Summary: Hi Team, From Customer Data management-->Hierarchies-->Manage Hierarchies how to add the Lable the customer while creating/updating the new/existing Hierarchies… -
Not able to find CDM Subject AreaSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…Pradeep Karra 11 views 2 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Need to know about unmerge feature in Oracle CDM cloud(UI/API etc.)Summary: 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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What is the retention period for the Data ?Summary: what is the retention data policy, period related to sales and B2B service cloud data ? Content (required): what is the retention data policy, period related to…
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Got an error message when trying to click on 'Transfer Owner' in CDM ScreenSummary: We are facing this issue with respect to the Transfer Reason Code 'Ownership Transfer to McOpCo' and not able to understand this error message: Exception in exp…
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Merge: Define Surivorship for CustomObjectsSummary: Dear all, we merge accounts. For accounts we do have a m:n relationship to a custom object. With a merge all custom objects would be linked to the survivor. Thi… -
Sales: Limiting Resource Picker for UsersSummary: Limiting the resources that a user can see then add or assign to records (like accounts) Content (please ensure you mask any confidential information): Currentl… -
Custom attributes are not visible for Manage survivorship rules taskSummary: I'm trying to use custom attribute in manage survivorship rule task for set master record but the custom attributes are not available for selection whereas orac…
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Mapping CX.Account to FIN.Account instead of FIN.OrganizationSummary: Account hierarchy is different on Oracle ERP Cloud (FIN) and Oracle Sales Cloud (CX) Content (please ensure you mask any confidential information): We are imple…
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Update orig_system_reference on hz_parties tableSummary: Hi, We have recently created some parties using the customer load. We had used incorrect orig_system_references. These need to be corrected. Can you please reco…User_2025-10-31-00-41-41-744 352 views 4 comments 0 points Most recent by User_2025-10-31-00-41-41-744 Sales
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Import data into the flexfield "HZ_RELATIONSHIPS" through FBDI for some OrganizationsSummary: We created a new flexfield HZ_RELATIONSHIPS and we would like to update some organizations by importing data in this flexfield through FBDI Content (please ensu…
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Is there a way for job process to automatically be submitted when a new user is created via REST APISummary: We are trying to explore using REST API in creating user resources in Oracle Sales Cloud. Based on the documentation on creating users using REST API, there are…
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Ability to create and update contacts for sales while protecting and isolating ERP contactsSummary: As on CX User I must have ability to create and update contacts for sales while protecting and isolating ERP contacts so that CX users can maintain sales contac…
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Custom report from Audit tableSummary CDM audit tableContent customer wants to see changes on Contact and Account in SUI. Anyone created custom reports based on audit tables (e.g. hz_organization_pro… -
customer data managementSummary: How to achieve Security on Customer Account or Party via Job roles, users belonging to one Legal Entity/Business Unit should not be allowed to view or edit cust…
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Is there a way to enable attachments on notes object?On the notes object under accounts, is there a way we could enable attachments?
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How to Integrate Sales Accounts with PayablesSummary: Hello Team, we have a requirement to integrate sales accounts with oracle payables to generate invoices and do the payments. could you please let us know the pr…
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23C upgrade issue impacted custom layout for Account objectSummary: 23C upgrade issue impacted custom layout for Account object Content (please ensure you mask any confidential information): Hi All, We have observed that post 23…
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Can We Create User Tables in the CDM area?Summary: Can we create a user defined table in the CDM area? We need custom information that ties back to the Customer Account Content (please ensure you mask any confid…
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Can I purge the Customer Site data?Product - Oracle Fusion Cloud Applications 23C (11.13.23.07.0) Issue - I have purged few accounts which are wrongly merged in the system but the "Customer site" for thos…
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SQL script to query customer site level bank account numberSummary: Looking for below two sql script to Get customer site level bank account number Get customer site number Content (please ensure you mask any confidential inform…
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How To Map A Custom Object Field in CDM to pull Credit Limit from AR using Application ComposerSummary: Can we map field in a Custom Object to pull the Customer Credit Limit from AR using Application Composer Content (required): Can we map field in a Custom Object…
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Unknown Contacts Locking RecordsH,i opened an SR but was told to post in CCC, Main Question: Is it possible to unlock a record from another contact that dosent exist in the system anymore? We are occas… -
CDM AVCS Data Source for US address verificationSummary: Hi, I noticed that Loqate and Vertex has some geography data mismatch especially city name element. This is causing address data sync issue from CDM (using Loqa…
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Viewing accounts/parties created in ERP side in SalesSummary: Viewing accounts/parties created in ERP side in Sales Content (required): Hi, we have both OSC and Fusion ERP . when we create an account with party record usin…
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Updating Customer DFF through web service/APISummary: We have a use case to update a custom DFF field created "Customer Arabic Name" in Fusion receivables through web service/API. Are there API's to update this fie…
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How can we access Related object data in CDM through groovy script?Summary: Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, if applicable):
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How to the deactivate the duplicate check for Accounts?Hello, I activated the duplicate check for testing purposes for Accounts. Now I want to deactivate and delete it. If I want to deactivate it, I get the following message…
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In Data quality rule CDM groovy, can we set master based on related objectsSummary: In Data quality rule CDM groovy (set master for account and contact object) , can we set master based on related objects Ex : I have lead , opportunity or any c…
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CDM contact merge issue - Merged contact not showing up on Accounts - contact subtabContent Here is a scenario: 1. I took 3 contacts with the same phone number, email and name but associated to different accounts 2. Did the merge 3. 3 contact got merged…