Customer Data Management - Oracle fusion CX Sales Contacts - Guidance for best practice
Summary:
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 us with this?
- We are merging contacts based on the same phone number.
- The standard master record selection is: Select the newest record as the master.
- However, we have the following concerns:a) For example: Contact1 has Order1 and Order2.b) Contact2 has no orders.c) If we follow the standard rule and Contact2 is the newly created record, will the orders from Contact1 be merged into Contact2? If not, do we need to implement Groovy scripting to achieve this?
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