Customer Data Mgmt
Discussion List
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RESCHEDULED: Sales – CX Sales - 2020 Year in Review & What's Next, 10 December 2020, 8 a.m. PT - SubContent Due to unforeseen issues, this topic has been rescheduled to a later date. An updated announcement with the event details will be posted. Apologies for the incon… -
How to update the Business Unit for existing OpportunitiesSummary How to update the Business Unit for existing OpportunitiesContent Hi Team, We are trying to implement multiple BU concept in our customer instance, but earlier t… -
How to accept the merge as i canot find accept action inside the action listSummary After creating two accounts with the same address and name but in different industries and using merge action for them as a stewrd manager where i can accept thi… -
If that flow applicable merge two accounts have the some same details (Name,add) into single one byContent we need to mere two diffrent accounts in some data but have the same (name,add) and refer to the same customer how can make this merge but taking the data from a…
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Sales – CX Sales Transformational UX is Within Your Reach, 20 November 2020, 9 a.m PT - Submit QuestContent Submit your questions for the Sales – CX Sales Transformational UX is Within Your Reach session to have them answered during the live event. Post your questions …Kayleigh Halko - Oracle-Oracle 19 views 0 comments 0 points Most recent by Kayleigh Halko - Oracle-Oracle Sales
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What are some OOTB infolets that are useful for Sales Managers and Sales Directors?Summary What are some OOTB infolets that are useful for Sales Managers and Sales Directors?Content I'm designing a dashboard and I'm trying to decide which infolets are … -
Extra fields are appearing at Address sectionSummary Extra fields are appearing at Address sectionContent At address section we are seeing some unwanted Long text fields for all countries in the system. "Website, C…
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TCA Billing Account & Account Site OS/OSR SupportSummary Is it supported?Content Hi All, I posted the question on ERP forum and I'd like to verify the same in this forum. In TCA web service (/crmService/CustomerAccount… -
Is there any profile option to set Account Owner as Territory OwnerSummary Is there any profile option to set Account Owner as Territory OwnerContent Can anyone please let us know, Is there any profile option / OOTB setting that sets Ac…
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For Our Implementation Consultants Only: Partner Briefing November 2020Content For Our Implementation Consultants... Join us for the November 2020 series of webcasts about the latest CX Sales and B2B Service product updates, exclusively for…RaminderTaunque-Oracle 46 views 0 comments 1 point Most recent by RaminderTaunque-Oracle Incentive Compensation -
ESS jobcall from OICS getting erroredSummary failing to call ess job from OICSContent HI All, Im trying to submit one ess job request from OICS, below are the error and payload. can someone help me. Error: …
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Custom Object is not available in Import ManagementSummary Custom Object is not available in Import Management even after adding 'Custom Object Administration' role to User and checking Create,Update,Delete check-boxes f…
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Sales – CX Sales 20D-21A Updates for CDM and Platform, 22 October 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales 20D-21A Updates for CDM and Platform session to have them answered during the live event. Post your questions by p…
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Extract numbers from stringSummary Extract numbers from string in groovyContent I have below type of string in my output response in groovy. I need to extract unique numbers from this string and s… -
Is it possible to by pass territory based visibilty using groovySummary Need option to select customer from other territory in opportunityContent Hi All, We have an senario where sales user need to create opportunity for customer in …
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How to know which SQL predicate used on partiular DCL filedSummary Is there any way which sql predicate is constraing in values out of all prdeicates on objectContent Hi All, Currently sales user is not able to see all account r…
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Save The Date: 20D-21A CX Sales Release WebinarsSummary 20D-21A Release Webinars for SFA & PRM, CDM and Platform and SPPMContent Save the Date for CX Sales 20D-21A Release Webinars Coming Soon to the Portal Oct 21, 20…
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Session Topic?Summary What would you like to learn more about?Content We are currently planning the rest of our CX Sales sessions for the rest of the year. What topics would you like …
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Data visibility from CDM to ReceivablesSummary TCAContent Quick question - I wonder if anyone experienced the following and how you addressed it. Here is the detail, I create a Organization (Party) and Addres…
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Write a Review for Oracle CX SalesSummary Oracle CX Sales is in the running for a Customers’ Choice distinction for Gartner Peer Insights. As a CX Sales advocate please consider writing a review so that …Mary Correnti-Oracle 19 views 0 comments 2 points Most recent by Mary Correnti-Oracle Incentive Compensation
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Customise Search PopupSummary Need to include additional field in the search window for Ship-to-PartyContent I have a requirement to extend the search popup as shown in the attachment. I woul…
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how to relate an contact as primary contact for an Account -AddressContent Hi All, We have requirement, where in our customer has same customer in different locations and for each location they have different primary contact. Because of…
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How to leverage the OOTB Geography/Country in Custom Object as a Custom Fixed Choice ListContent How to leverage the OOTB Geography/Country in Custom Object as a Custom Fixed Choice List? In Custom Object, do we have any better solution to implement/leverage… -
How to Validate the Phone County CodeSummary The Primary Phone Country Code Should be validated based on Country Selection in Account AddressContent Hi All, Kindly help me how to achieve the following Scena… -
Sales – CX Sales Innovation Roadmap, 28 August 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales Innovation Roadmap session to have them answered during the live event. Post your questions by posting a new comme…
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How add more fields in Billing Account SubtabSummary Need to be added more fields In Account Subtab - Billing AccountContent Hi All, The Customer Account Information is available under Billing Account Subtab of Acc…
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Oracle Address Verification Cloud Service - CDMSummary Oracle Address Verification Cloud Service - CDMContent Hi all, "verify address" button in profile page Account: where does this tool get the information to do ad… -
Sales – CX Sales 20C-D Updates for CDM and Platform, 23 July 2020, 8 a.m. PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales 20C-D Updates for CDM and Platform session to have them answered during the live event. Post your questions by pos…
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Make CDM Hierarchies read-onlySummary Privilege, Page ComposerContent Hi, I'd like to make CDM Hierarchies (search & detail pages) read-only. For search page, I can hide Create icon and action with p…
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Saels Lead Audit Trail (Lead Change History)Summary We enable the Auditing of Sales Leads but it doesn't work.Content We have this requirement that we need to audit some fields in Sales Lead and Sales Lead Product…