Customer Data Mgmt
Discussion List
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Contact Purge (granular level)Summary Contact Purge (granular level)Content I'd like to check the feature first before I log an idea. In 20B (safe harbor), we will have contact purge. Can we purge th… -
Ho to retrieve immediate product group associated with Product using groovySummary I am creating a formula field in Product and I want to retrieve immediate product Group Id associated with the Product and store that in formula field whenever p… -
TCA Party & Customer Account MergeSummary Merge in CDM vs. ARContent Hi All, Need some clarification on this topic - In CDM, the merge is on Party (Organization or Person) Level. If we want to merge TCA …
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Temporarily preventing imported CDM accounts from being visible in SalesSummary We have a requirement to import source system billing accounts with an expectation that they will be merged into their applicable master CDM account. We do not w…
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Sales – CX Sales: Modern CX Virtual - Integrated Lead Management, 28 May 2020, 8 a.m PT - Submit QueContent Submit your questions for the Sales – CX Sales: Modern CX Virtual - Integrated Lead Management session to have them answered during the live event. Post your que… -
Customer Data Management - How to create a Calculation FieldSummary Create a field calculating the number of particular types of relationshipsContent Looking for a method to have a custom field on the Account counting the number …
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WS for HierarchySummary WS for HierarchyContent Quick question - Do we have a web service to retrieve CDM hierarchy or Account hierarchy? Thanks, Adam Version 20A
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Party Name Search Operator on Hierarchy UISummary Party Name Search Operator on Hierarchy UIContent On Hierarchy UI, 'contains' is not supported for party name attribute. Can we enable contains search operator l…
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Make Account/Contact Detail Page Read-OnlySummary Make Account/Contact Detail Page Read-OnlyContent Hi, We have a requirement to make Account and Contact Detail page read-only if their system reference equals to…
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Sales – CX Sales 20B-C Updates for CDM and Platform, 15 April 2020, 8 a.m. PT, Submit QuestionsContent Submit your questions for the Sales – CX Sales 20B-C Updates for CDM and Platform session to have them answered during the live event. Post your questions by pos…
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Any object trigger/WF for Account Hierarchy?Summary Any object trigger/WF for Account Hierarchy?Content Do we know if I can have object trigger or workflow raised if I use Maintain Hierarchy link to add child node…
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Best practice for Location GeocodingSummary Best practice for Location GeocodingContent Hi, We have 2.6 million US addresses in hz_locations. When I try to run ESS 'Populate Location Latitude and Longitude…
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CX Sales Center of Excellence Best Practice Resource CentersSummary Go to these Resource Centers to get Best Practice materials written to help you implement and manage CX SalesContent CX Sales Resource Centers contain Oracle CX … -
Contact update event is not raised for customer mergeSummary Contact update event is not raised for customer mergeContent Here is my test case, I have 2 contacts (A, B). Created a resolution request with A and B, and selec…
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Party Hierarchy Tree Creation/Update via WebservicesContent Can somebody point me to information for Party Hierarchy Tree creation/update via SOAP/REST API, or some blog spot with some sample payloads. I was trying out th…Shivakumar Ayyanagowdar-Oracle 64 views 4 comments 0 points Most recent by Shivakumar Ayyanagowdar-Oracle Sales -
Groovy to create HouseholdSummary Groovy to Create HouseholdContent Hi, Anyone has sample groovy script to create Household? Thanks, Adam Version 20A
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Update Event is not triggered for custom objectSummary Update Event is not triggered for custom objectContent I set the profile option ZCA_PUBLIC_BUSINESS_EVENTS to Yes on site level and we don't have any values on u…
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Customer Data Management - Oracle Customer Experience Cloud (Oracle CX Cloud)Summary Oracle Customer Experience Cloud (Oracle CX Cloud) suggestionsContent What things should be avoided or given caution to with regards to Oracle Customer Experienc… -
CONFIGURE GROUP, ORGANIZATION, AND PERSON WORK AREAS IN APPLICATION COMPOSERSummary CONFIGURE GROUP, ORGANIZATION, AND PERSON WORK AREAS IN APPLICATION COMPOSERContent On 20A, there is a new feature - New Customer Data Management deployments all…
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Complimentary Data Health Scan ReportSummary Is the data powering your sales and marketing programs accurate and complete? Content You need clear visibility into your prospects and customers for your sales … -
Sales – 20A CX Sales Updates: CDM and Platform, 15 January 2020, 9 a.m. PT - Submit QuestionsContent Submit your questions for the 20A CX Sales Updates: CDM and Platform session to have them answered during the live event. Post your questions by posting a new co…
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How can I provide ability for sales reps to create and edit Competitor?Summary How can I provide ability for sales reps to create and edit Competitor?Content Only sys admins are able to create and edit Sales Competitors in OEC (19C), and we…
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FlexField - Validators - how Boolean are managed in the Groovy expressionSummary I would like to use a boolean flexfield in a groovy expressionContent Hello, Imagine 2 flexfields : * "Flag" is TRUE_FALSE * "Type" has a value set (having 4 val…
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Customer Data Management Field ListingSummary I am looking for list of available fields from CDM Cloud for mapping with Legacy SystemContent I am looking for CDM Cloud field listing to map with our Legacy Sy…
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Oracle wants to interview you about making it easy to integrate all sorts of apps. Receive Oracle meSummary Oracle wants to interview you about making it easy to integrate all sorts of apps. Receive Oracle merchandise for participating!Content We’re looking for people … -
Trading Comminity Person Load using FileSummary Is there a fiel base loader for loading Trading Community PersonContent I am using FBDI to create customers, that can create person but some of the fields such a…Prateek Parasar - GTUK, ACE Pro 28 views 4 comments 1 point Most recent by Prateek Parasar - GTUK, ACE Pro Sales -
Excluding customers when syncing from Financials CloudSummary Does anyone know if there's a way to exclude customers from syncing to sales cloud when using the "Synchronize Financials Cloud Accounts and Contacts with Engage…
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CDM PII encryption/decryption from legacy CISSummary do we support encryption/decryption (e.g. AES, MD5)?Content Hi, Customer has their own on-prem CIS system. We will import their contact data (e.g. first name, la…
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Contract document and Data conversionSummary How to convert Contract document during data conversionContent Hi Experts, I would like to know if anyone has come across the situation where along with Contract…
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CX – Oracle Engagement Cloud: Change in Enhancement Request Process for Engagement Cloud Customers,Content Submit your questions for the CX – Oracle Engagement Cloud: Change in Enhancement Request Process for Engagement Cloud Customers session to have them answered du…