Customer Data Mgmt
Discussion List
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How to add fields to CDM Persons details pageSummary: Hi, Can you please explain us how to add more fields to Customer Data Management Persons details Page? Content (required): Hi, Can you please explain us how to … -
Customer Receivable Data in CDMContent Hi Team, We have a requirement to implement Oracle CDM for one of the Customer. The customer does not have any prior Oracle Cloud implementation. Below is a high… -
Upgrade Required for LinkedIn Sales Navigator by Dec 2021Summary: The following is an important announcement for customers currently leveraging the LinkedIn Sales Navigator plug in for Oracle Sales. All customers using the Lin… -
Complimentary Data Health ScanYou need clear visibility into your prospects and customers for your sales and marketing initiatives to hit the mark. But what if the data driving those programs is inac… -
You’re Invited! Help Us Improve Our Customer Data Management and Import-Export DocumentationOracle Customer Data Management (CDM) is the best-in-class master data management suite to clean, consolidate, and enrich customer information, and create a trusted mast… -
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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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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How can I update the status field in Account from Server Script?Summary: Update PartyStatus Field Content (required): How can I update the status field in Account from Server Script? I try to do it with setAttribute ("PartyStatus", "… -
Customer Usage not visible in CDMSummary: While Creating Organization from CDM directly, Usage 'Customer' is not visible in LOV Content (required):HI All, I am trying to create customers directly from C…
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how to export all custom lookups defined in application using export managementSummary how to export all custom lookups defined in applicationContent Hi All, Is there any way to export all custom lookups defined in application through export manage…
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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… -
multiple integration keys to update a recordSummary: is possible to use different fields (as key) to update a record? Content (required): our customer said us that they have a lot of external system that can updat…
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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…
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Extra usage is adding in party usage subtab after merge process how to remove itSummary how to remove extra usage from pasty assigiment after mergeContent Hi All, when i run a merge process for Customer and transactional account as per rules custome…
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How to run territory assignment job with multiple view criteria parametersSummary Multiple view criteria in opportunity territory assignmentContent Hello Experts, While scheduling the territory assignment ESS job, we have requirement to schedu…
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Data format errorsContent hello, i have this error in creating appointment in Activity, "invalid timestamp format in attributes in EndDate and StartDate" please see image below, and attac…
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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 …
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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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Updating resource roles - Bulk import / any other waySummary Updating resource roles - Bulk import / any other wayContent Hi Folks, We have a situation, we recently found that many of the sales cloud users (2000) didn't ha… -
Parent Account in Leads ObjectContent Hi, I need to get the Party Number of the Parent Account from Leads Object in a field trigger to set a value for a custom lead field. Used the API Name "ParentAc…
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Get City and State value using Postal Code via GroovySummary When we select pincode, OOTB City and State populates automatically. Can we achieve the same using Groovy?Content In Contact/Account Address, When we select pinc…
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Where Do You Find Business Unit Field in ResourcesContent Hi, I'm having trouble searching for Business Unit in Resources in the UI. Any idea where to find it? Thanks, Ed Version 21A -
CDM with External DQ integrationContent Hi Team, I am new to CDM iMplementation & Have the Following Doubts. Background: 1) DQ layer will clean data & Send it to OIC. 2) OIC layer will check for Dublic…
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REST API to get Account TerritoriesSummary Need a REST API to get list of Territories allocated to specific AccountContent Is there a REST API which can fetch list of Territories allocated to specific Acc…
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Auto assignment of Duplicate Resolution RequestsSummary Auto assignment of Duplicate Resolution RequestsContent Is it possible to auto assign duplicate resolution requests based on account profile data? Please share i…
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How To Get Sales Lead Custom Field Show Up As Attribute In Lead Assignment ConditionContent Hi, I just created a new text formula field and I want it to use as a condition in a Sales Lead Assignment Rule. It doesn't show there currently and my question …
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How to Roll up Leads of Child Account to its Parent AccountContent We only allow child accounts to be linked/associated with leads, but we also have parent accounts. Can we roll up the Leads of a Child Account to its Parent Acco…
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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…
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REST API for attachmentsSummary REST to fetch all kinds of Attachment child rest collectionsContent We have so many different object with attachment child collections. Like Below -… -
Meaning of Functional read and Functional update check boxes in Custom object securitySummary Meaning of Functional read and Functional update check boxes in Custom object securityContent Hi All , In custom object security section there are Owner, Owner a…