Customer Data Mgmt
Discussion List
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How to Merge Organization Party manually in CDM.Summary: Unable to Merge Organization Party manually in CDM. Content (please ensure you mask any confidential information): Version (include the version you are using, i… -
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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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 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… -
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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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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How to enable multiple Phone Numbers for the Duplicate CheckHello, We are currently using four different phone numbers in the Sales Cloud for contacts. Our customer has requested that all two of these phone numbers be included in…
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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. … -
Duplicate account Identification Prior to uploading a CSV.Does a Duplicate Identification Batch only work for data inside of Oracle already? Any way we could use it to QC an upload DOC prior to upload to identify duplicate acco…
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Not able to assign duplicate identification batchesSummary: I have data steward manager role but still unable to assign duplicate identification batches to any user. Content (please ensure you mask any confidential infor…
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Way to Bulk Reject Merge RequestHi Team, We have a requirement from business to reject merge request in bulk. Is there any way to achieve this in CDM. Any help relevant to above is appreciated. Thanks,…
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Blank Owner Field for Account in Workspace UI, but User Set as Owner Under Team SubtabThe Account Owner field is blank in the Workspace UI but shows an owner after drilling down into the Account Team subtab. The user was disabled and then re-enabled, but …
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Why CDM Page is throwing 'You Cannot Lock this record because it has already been deleted'?Summary: Hello Team, Can you please let us know what does this error message mean? Thanks, Harshini Content (please ensure you mask any confidential information): Versio…
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how to import Global Location number for customersI want to add the Global Location Number at the site level for customers. But I wasn't able to find any column in the Import Management/customer Import FBDI template/sim…
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Duplicate Identification and Merge features on Leads and OpportunitiesSummary: Duplicate Identification and Merge features on Leads and Opportunities Content (please ensure you mask any confidential information): Does the Oracle Sales Clou… -
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 13 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Is it possible to change the displayed Fields in the window "Possible Duplicates"?Hello Oracle Cloud Customer Connect Community Our customer has requested that different fields be displayed when a duplication is identified for Contacts/Accounts. For e…
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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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Is the Enrich Account CDM options available in Redwood?Summary: Is the Enrich Account CDM options available in Redwood? Content (please ensure you mask any confidential information): Is the Enrich Account CDM options availab…
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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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Is there a scheduled process that autogenerates the D&B hierarchy in Oracle CX?Summary: Is there a scheduled process that generates Dun & Bradstreet (D&B) hierarchy based on Global Duns, Parent Duns and Duns Numbers on accountss? Content (please en…
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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 88 views 1 comment 0 points Most recent by Angel Jimenez-Support-Oracle Digital Customer Service -
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.…