Customer Data Mgmt
Discussion List
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How to re-assign a number of contacts to a new accountSummary: We have a customer that did a spin-off and a number of their contacts are going to a new account - what is the best way to do that in the UI or do we need to us… -
External Data Loader IssueSummary: Got an error when trying to Import data using External Data Loader Content (required): When execute an Import command for External Data Loader, I got an error m…
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Business event for CDM (AR account, AR account site, AR account site use)Summary: I checked erp business event and soa infra event catalog, and I cannot find create/update business events for AR account, AR account site, AR account site use. … -
CREATE ACCOUNT SAVE&CLOSE -> DEDUP SELECT -> BLANK CREATE PAGESummary: CREATE ACCOUNT SAVE&CLOSE -> DEDUP SELECT -> BLANK CREATE PAGE Content (required): **This post was created as part of a How to Service Request (SR) ** Navigate …Jacqueline Li-Support-Oracle 1 view 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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Adding additional Match Identifiers while configuring Match Attributes for Duplicate IdentificationSummary: How can we add additional identifier while configuring Match attributes for duplicate identification Content (required): We have business requirement to identif…
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CDM merge impact on finance cloudSummary: If there is merge performed in CDM cloud between 2 or more parties, what would be the impact on finance cloud if both are implemented on the same instance. Sinc…
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Dynamic Address FormatSummary Is it possible to have 2 different Address format for a country?Content Example: Thailand has two address formats (Structured and Non-structured). User should ha…
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How frequent Geography are being update in Oracle SAAS system?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.07.0 Summary of the question: Please let us know how frequent the Geography being upda…Umamaheswarareddy Ambati-Support-Oracle 6 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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how to prevent duplicates values on custom fields once created?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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CX Sales Mobile Duplication NotificationDoes CX Sales Mobile have the ability to provide the Duplication Notification similar to the desktop when an Account is created?
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Need to customize Customer Creation from Oracle Sales CloudSummary: Content (required): Hello Team, We understand that system creates a party automatically in Account receivables after we convert prospects into Customers. We wou… -
How to create a contact at customer site level using REST API callSummary: How to create a contact at customer site level using REST API call Content (required): How to create a contact at customer site level using REST API call Versio…
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Deleting records using IMPORT MANAGEMENT Tool on CX Sales & ServicesSummary: Delete records in any object on CX Sales & Services... It really delete them? Content (required): I imported some records to Service Request object using Import…
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Customer Onboarding and OffboardingSummary: Hi - What is Oracle's Solution for Customer Onboarding and Offboarding process. We are a B2B business and we are looking forward to streamline the customer onbo… -
Contacts ManagementSummary: How do we group or organize or classify Account -> Contacts in an Organization with multiple line of business. Content (required): We have one line of business …
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CDM - Can we merge and link same data setSummary: Is it possible to use both merge and link options for same data set? Content (required): Hi, Currently we use merge option to find the students' master record i… -
Best Practices for a contact leaving a companySummary: What is the best practice for managing contacts that you have done business that leave a company and go to another company? Content (required): We are trying to…
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How to create the Customer Hierarchy for custom Field**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to create the Customer Hierarchy for custom Field. The require…Madhuri Cheruku-Support-Oracle 21 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
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How to reactive customer account site use code from I to ASummary: At Customer Site Use / Address Purpose level in UI, users are selected this delete option against Bill To site and the respective site use going into Inactive s…
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How to update Party Site Number ?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.07.0 Summary of the question: We are trying load the legacy customer data into Oracle …Umamaheswarareddy Ambati-Support-Oracle 11 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
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Customer onboarding and governance process when implementing CRM, Financials & OM cloudSummary: We need recommendations from the experts to Onboard the customers when we are using CX Sales, CPQ Cloud, Financials, and OM cloud. Content (required): We use Sa… -
Use Groovy Script option in AR Customer to trigger ERP Adapter-OICRelease: 11.13.22.07.0 Summary of the question: There is an option in ERP trigger endpoint in OIC: Receive Requests from ERP Cloud Applications (explicitly sent from Gro…Prasanth Prabhu-Support-Oracle 26 views 1 comment 0 points Most recent by John Vakoc-Oracle Receivables & Collections
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How to enforce a rule to have only one Customer Account for every Customer(organization/person)Summary: Single customer account for a party(either an organization or person) Content (required): Hi Team, As per the Oracle Trading Community Architecture, We can crea…Shashidhar Goud 11 views 1 comment 0 points Most recent by Nicoleta Chiru-Support-Oracle Receivables & Collections
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contact and contact pointsSummary: 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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Cannot see Job title value when a contact is associated to opportunity**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: There is a jobtitle value in contact but when we add contact to op…Dragos Deak-Support-Oracle 14 views 2 comments 0 points Most recent by Prasanth Prabhu-Support-Oracle Sales
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How to handle the lead duplication with the same contactIf create lead with the same contact with the same mobile so need pop up message showing this there is already lead with this existing customer. -
How to Download / Export the data on the Contact Object?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to Download / Export the data on the Contact Object? Supportin…Praveen Desetty - Support-Oracle 11 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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Generate Data Quality Keys process is paused and blocked and not completedGenerate Data Quality Keys process is paused and blocked and not completed so pls need to know the cause for this issue
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An error occurred while invoking task Manage Address Cleansing ConfigurationsSummary: While trying to invoke task Manage Address Cleansing Configurations there is error displaying "nable to retrieve content. Additional information for "Remote Reg…
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Resolving error- The master record cannot be determined because the survivorship rules are inactive**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: Customer is using the merge functionality for the very f…Manoj Kumar-Support-Oracle 13 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales