Customer Data Mgmt
Discussion List
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How to master location in oracle cx sales?We need to understand how Oracle handles location master data. Foe example, in Informatica, we can create an address and add a relationship to a new party with a mastere… -
New Feature: Email & Phone Verification in CX SalesSummary Beginning in 21B, we are introducing added email and phone verification capabilities to...Content Beginning in 21B, we are introducing added email and phone veri… -
How to master location in oracle cx sales?We need to understand how Oracle handles location master data. Foe example, in Informatica, we can create an address and add a relationship to a new party with a mastere…
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How to call Stream REST API using postman?Summary: We have a requirement to call Stream REST API from Application Composer using Groovy Script. Content (please ensure you mask any confidential information): Vers…Annu Kumari 12 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Can we use AVCS for address migration?Summary: Hi, We migrate address/party site with Customer FBDI. Can AVCS be invoked during FBDI run? Or do we have to use AVCS via API/UI after FBDI run? Thanks, Adam Con… -
Access Group : Activity Object Rule Not WorkingWe created an access group for specific group of users and added an Activity object rule so that they will not see other group of users' activities. However, when we are…
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Batch address cleansingSummary: as per this article we have the option of batch address cleansing in Oracle sales and CDM applications. I tried to do the same but I am seeing the option/icon o…
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Managing attachments - Client profileSummary Maintain attachments - all versions - which support a client profileContent Greetings, We are currently implementing ERP and Sales Cloud; and our customer is que…Daniel Vargas-Oracle 38 views 1 comment 1 point Most recent by Ravindra Sirigiri-Support-Oracle Sales
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Custom TCA tree structureSummary Trading Community Tree StructureContent Hi All, I am trying to create a custom tree structure to source data from both hz_parties/hz_organization_profiles and HZ…
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Remove Account Team members bulk through ImportWe need to remove members from the Account in bulk using import. I've tried entering the Party Number (Account object) and resource ID (Account member object), but ended…
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We need a solution on how to configure the duplicate identification batch.Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Can we merge records with Resource/HR Employee usage and custom party usage?Summary: Merge records with two different party usages. (Resource/HR Employee and Custom) Content (please ensure you mask any confidential information): Hi, We have a re… -
Feature Friday: Smart DataContent The Smart Data feature in CX Sales enables sales reps to add accounts and contacts into CX Sales with little to no manual data entry. At record creation, sales r… -
Reports from external data sources such as analytics cloud to be support to appear in InfoletsSummary Reports from external data sources such as analytics cloud to be support to appear in InfoletsContent The CX Sales Development team indicates that reports appear… -
is there a way not to see ERP contact in Sales/CRM?Summary: currently we are having an issue wherein our CRM users see ERP contacts in workspace, but ERP users can't see the CRM Contacts, is there away we can avoid our C…
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How to verify if Matching Rules are working as designedSummary Validate MatchingContent One of the important feature in CDM is Matching functionality. This is obtained using Enterprise Data Quality (EDQ) which is integrated …RajeshPandey-Oracle 60 views 1 comment 3 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
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CDM hierarchy change to trigger custom object updateSummary CDM hierarchy change to trigger custom object updateContent Hey, We have this requirement - Whenever the CDM hierarchy is updated, we would like to trigger an up…
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HZ_PARTY_PREFERENCESSummary HZ_PARTY_PREFERENCESContent I'd like to check if we can use Party Preference for our preference requirement. Do we know where we maintain the lookup codes for CA…
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Clarification Needed - Manage/View Trading Community Hierarchy priviledgesSummary do we use them at all to control CDM hierarchy access?Content Hi, Quick question on CDM Hierarchy - For these two privileges, do we use them at all to control re…
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Anyone used CDM to model Site Hub?Summary Site Hub in E-Business SuiteContent Hi, Do we have the Site Hub (a module in E-Business Suite) capability in Fusion? The closest feature I can think of is the CD…
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Does exist a shared access to the Supplier and Customer PortalSummary: For a party who is a customer and also a supplier for the company which has implemented Oracle ERP Cloud, is it possible to give to this party a single access t… -
Activating DaaSSummary: How to Activate DaaS after receiving activation email Use Case: After renewing the subscription for DaaS, Customer address verification usage is not reflecting …Siraj Syed -Support-Oracle 96 views 3 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales -
Merging rules for Multi Select-AddressSummary: Content (required): Hi Team, Need your help to understand merging rules for the Extension field(Multi-Select) available in Address Object. We have a case where … -
Merging rules for Multi Select-AddressSummary: Content (required): Hi Team, Need your help to understand merging rules for the Extension field(Multi-Select) available in Address Object. We have a case where …
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Can we upload address in multiple language for same customer address?Summary: Hi, We have a requirement where business wants to store customer address in English/mandarin & Spanish Language without creating multiple sites. Example, if cus…
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How do I import multiple source systems and source system reference values for child objects?Use Case: The CDM is currently importing its data from the source application via import management through a CSV file. The business is now transitioning to a new source…
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What happens to updates done to a merged partySummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Export Bulk dataContent Hello, I am trying to export bulk data. I want to build a scheduled process that runs every day and in case of an error, the next run will include all the data s…
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Create Contract Sample REST API payloadDoes anyone have a sample REST API Payload for contract and/or contract line creation that you could share? Thank you.