Customer Data Mgmt
Discussion List
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Sales – CX Sales 21B-21C Updates for CDM and Platform, 6 May 2021, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales 21B-21C Updates for CDM and Platform session to have them answered during the live event. Post your questions by p… -
How To See The Configuration Behind Attachments In Sales Lead ObjectContent Hi, I want to see the configuration of the Attachment field in Sales Lead. I'm currently creating a mapping from another system to OSC and I want to know the fie… -
Reduce BICC Extract File SizeSummary Need to reduce extracted file size in MBContent By default, system will have 1GB as a file size for extracted file in BICC. Minimum value is 1GB and maximum is 5… -
Not Able Run Duplicate Identification Batch depite of enabling "EDQ Realtime and Batch Basic Match SSummary Getting error so unable to Run Duplicate Identification Batch depite of enable the server -
How To Import/Export Lead Assignment RulesContent Hi, I want to extract the existing lead assignment rules in oracle sales cloud, update and be able to import the updated rules back in OSC. Is this possible? Tha…
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How To Make Custom Field Appear In Workspace FilterContent Hi, I can't find a custom field in the Workspace filter. How do I expose this field? Thanks, Ed Version 20D
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How To Export Internal Resource Organization HierarchyContent Hi, How do I export the Internal Resource Organization Hierarchy will all the user information. Thanks, Ed Version 20D
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21A Release HighlightsContent The 21A release of Oracle CX Sales is GA and is the first of four releases planned for calendar year 2021. Highlights from this release include: * Smart Lists: S…
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Does Workspace can be customizableSummary Can custom button added to workspaceContent Is there option to add custom button and do customization on workspace page?
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Workspace Saved Search - How To Filter Records That Were Recently Updated By The UserSummary Workspace Saved Search - How To Filter Records That Were Recently Updated By The UserContent Hi, Is it possible to filter records that were recently modified/upd…
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How To Change Active Party Usage Assigned to User in Resource DirectorySummary How To Change Active Party Usage Assigned to User in Resource DirectoryContent Hi, I want to update the usage for a resource in resource directory. How do I upda…
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CDM Contact Preference IssueSummary This feature should be improvedContent Hi, For Contact preference, we add custom preference codes to include promotions, bill & statement, New Products. Issue#1:… -
Filter BICC extraction based on Date ColumnsSummary Want to filter BICC extraction using 2 date columnsContent In BICC extraction, need to apply a filter on 2 date columns for opportunity record. I have a scenario…
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Sales – CX Sales 21A-21B Updates for CDM and Platform, 18 February 2021, 10 a.m PT - Submit QuestionContent Submit your questions for the Sales – CX Sales 21A-21B Updates for CDM and Platform session to have them answered during the live event. Post your questions by p…
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TCA Best PracticeSummary Do we have CDM Cloud version?Content Hi All, EBS has TCA best practice for customer data modelling detailed in MOS 269124.1. I wonder if we have one created for …
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Sales – CX Sales & CPQ- How Can You Gain A Larger Share Of The Customer’s Wallet?, 22 February 2021,Content Submit your questions for the Sales – CX Sales & CPQ- How can you gain a larger share of the customer’s wallet? session to have them answered during the live eve…
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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… -
do not have Extract Data Stores document for CX moduleSummary We are using BICC to extract PVOs for below CX modules. We did not get any documents like other modules (SCM,Finance,etc.) which talks about PVOs in detail, exce…Anirban Sarkar-Oracle 16 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Sales -
User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Summary User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Content Hi, We've created users in OSC but they are not appeari…
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Contact not found in UI but seen as active in reportingSummary Contact not found in UI but seen as active in reportingContent We recently did some contact dedup and merging. Encountered issue where few contacts show as activ… -
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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Create a M:M relationship to Party Record (Contact, Account & Group)Summary Is it possible to create a M:M relationship that will effect on all Party types?Content Hi Experts, I have a custom object that I need to relate (M:M) to a party…
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How To Check Email Sent to [email protected]Summary How To Check Email Sent to [email protected] Hi, Our data in our DEV environments are masked with emails of resources set to sendmail-test-…
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How To Determine If The Opportunity Is Created From A Deal RegistrationSummary How To Determine If The Opportunity Is Created From A Deal RegistrationContent Hi, Is there a field (flag) that will tell if an opportunity is converted from a d…
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Sales – Access Groups for CX Sales - Deep Dive, 19 January 2021, 9 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Access Groups for CX Sales - Deep Dive session to have them answered during the live event. Post your questions by posting …
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Sales – 2020 Year in Review & What's Next, 11 January 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – 2020 Year in Review & What's Next session to have them answered during the live event. Post your questions by posting a new…
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How To Filter Workspace Saved Searches Based on the Territory of the UserSummary How To Filter Workspace Saved Searches Based on the Territory of the UserContent Hi, Is it possible to filter workspace saved searches based on the territory of …
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CDM - How to run contact duplicate identification for contacts associated to specific types of accouSummary CDM - How to run contact duplicate identification for contacts associated to specific types of accounts?Content There are multiple BUs data in our current Cx sal…
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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…
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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…