Customer Data Mgmt
Discussion List
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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… -
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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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… -
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.… -
Clarifications on 24D PatchHello Team, In 24D release document, We don't have notes for CDM. Release Notes: https://docs.oracle.com/en/cloud/saas/readiness/sales/24d/scdm24d/24D-cdm-wn-f34415.htm …
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False Pasitive in Duplicate Identification - CDMContent Hi Team, After running a duplicate identification job, the system is identifying false positives. For few sets, even if customers are different CDM is combining … -
What happens with Sales orders and AR documents upon using duplicate customer merge in CDM?Summary:What happens with Sales orders and AR documents upon using duplicate customer merge in CDM? Content (required): In document 2708893.1 it is explained how you can… -
party usageHi Experts - For one of my customer, the Party usage code is not showing "Customer". Can you please help me ? How can I add this ? Should this be done in Receivables or … -
Sale Orders DiscountHow we can have a feature of create a discount on the sales order instead of having it on the each line items?
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Unable to export Address Cleansing results in Oracle Cloud CDMUnable to export Address Cleansing results in Oracle Cloud CDM
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Customer Data Management - Oracle fusion CX Sales Contacts - Guidance for best practiceSummary: We are planning to implement Customer Data Management (CDM) for Contacts and are seeking best practices for selecting the master record. Could you please assist…
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Activities cannot be searched using search box on App UIWe cannot search using the search box in Activities. Even if I am the owner, I cannot use it to search my own activities. For example, when we are trying to search in se…
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Best Practice Advice on Account Management data accessSummary: Hi all, I needed some best practice advice for a BFSI customer on how can we deliver the following use-case in the most standardized way within Oracle CX Sales … -
CRM Sites are not syncing to Receivables customer sitesScenario Explanation: When an account is created in the CRM with associated account site information, Only Party (Account- Organization) information syncs to Receivables…
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How to get all the values for a custom field using groovy script?Summary: Hi Team, I have an Object 'Contact' where Sequence is Custom field of type 'Number'. Can you please let me know - In groovy script how can i get all the list of…
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Duplicate Phone Type EntrySummary: Disallow users from entering the same phone type in a single contact. Content (please ensure you mask any confidential information): Version (include the versio…
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What is the REST API Limit for the Opportunities Object in Sales Cloud (Engagement Cloud)Summary: What is the REST return limit for the Opportunities Object in Sales? Looks to be defaulted to 25, but I would like to increase it to 500. Content (please ensure…
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Does Oracle provide any OOTB Language lookup?Summary: Hello Team, Does Oracle Provide any Out of the box Language lookup where it contain all the list of languages? Thanks, Harshini Content (please ensure you mask …
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How to check for duplicates for partners in PRM?Business wants a check for name of partners duplicate check similar to accounts duplicate check. Is it available?
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Do we have an option to Data mask the records in Customer Data Management Outside of the PII fields?Summary: Currently, 'Oracle Data Masking for Fusion Applications Environment Management' provides masking for PII fields only. We have a requirement to Data mask based o…
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Will Account Party number and Address Site Number get impact if import done with same seq?Summary: Will Account Party number and Address Site Number get impact if import done with same seq, we have a data migration activity from legacy system to CDM. The Part…
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How to validate the address duplication in accountSummary: How to validate the address duplication in account, We have to validate the duplicate address creation details in account object, please suggest the way to addr…
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Industry field in Account is not showing codes in Redwood UI, It is showing properly in Classic UiWhen we click on Industry field in Classic UI we are able to see Account and thier codes both while selecting Industry, But In Redwood UI we are getting as a FCL where w…
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How to create CDM read only User role ?Summary: Hi, I tried to create CDM read-only role. I added all the privileges related to the inquiry/search/View privileges to that role. Still, I can't able to view Org…
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Efficiently Loading 30 Million Records into a Custom Object in Oracle Sales CloudHello, I'm working on a project to import approximately 30 million records from CSV files into a custom object in Oracle Sales Cloud. The CSV files contain sales data. I…
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Unable to find Digital Customer Service Account Key in Oracle Fusion/SaaSSummary: We are trying to find where our digital customer service (DCS) account keys live in the SaaS database. The account key is attached at the account level, but it'…
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After removing record sets LOV for all records in account and add custom role admin can't view A/CHI, In account advance search records sets, we removed the LOV "All Records i can see". But Even after that if sales person search by any customer name or registry id he…
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Survivorship Rules using Groovy ScriptSummary: Hi Everyone, We a requirement from client to select the contact master record where CustomAttr = Y. We have a working groovy script and want to include this new…
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How to create hierarchy and hierarchy members using APIs?In CDM we are using "Trading Community party hierarchy" as hierarchy type for our business use case. Through UI and import management we can create hierarchy and add its…
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Customer Data Management work area in Oracle cloud is a separate module and requires separate licensSummary: I want to know, if Customer Data Management work area a separate module in Oracle and requires separate licensing Content (please ensure you mask any confidenti…