Customer Data Mgmt
Discussion List
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Remove Customer Site Address Purposes via APISummary: I would like to remove an Address Purpose from a Customer Site via the WebService API Content (please ensure you mask any confidential information): I can pull … -
How to create survivorship rule to select the most recently updated record as master?Summary: We have a requirement to select the contact with the most recently updated date as the master. We have created this rule which works when there is only 1 record…
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Get data from Oracle CRM to PowerBIHow to get data from Oracle CRM to PowerBI? Additional info: We are trying to get data via Web. We are using this URL: http://servername.fa.us2.oraclecloud.com/crmRestAp…
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How to use associated sales account of a contact as a Contact Match Attribute in CDMSummary: I want to use the associated Sales Account of a contact as a Contact Match Attribute for Contact Duplicate Identification. When I checked the list of available …
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How can we export state codes of a country in CDM?Summary: We need to extract and export the State Codes of specific countries in CDM so we can create a transformation mapping in our middleware. How can we extract/expor…
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How to create survivorship rule to set Master record based on last update dateSummary: Hi, How can we create survivorship rule to set the most recently updated Person as the Master Record? We have created the below survivorship rule but it does no…
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What is the Account Deep link in Sales ModuleSummary: Hi Team, We are trying to create a deep link for account to navigate to edit an account. We are using following link but it is navigating to landing page of the…
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Is it possible to delete an existing value in field > person_middle_name using FBDISummary: Using FBDI ( bulk Import ) template or Customer Import Spreadsheet ( UploadCustomersTemplate ) is it possible to delete an existing value in field > person_midd…
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Hierarchy is not been imported in CDM through import managmentSummary: After Importing a Hierarchy.csv file through import management, in the UI job status says completed but the Hierarchy is not created in UI. Please let me know w…
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CX SaIes CDM: Is it possible to create a custom table in backendSummary: We have a requirement in CDM to create a custom table in ERP backend in order to maintain a relationship which currently does not exist in ERP. If this is possi…
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how can we get all data out from Oracle Sales and CPQ directly into Oracle Database.Summary: how can we get all data out from Oracle Sales and CPQ directly into Oracle Database. Content (please ensure you mask any confidential information): In terms of … -
Way to export the OOTB attributes and descriptionHello, We have a requirement here to export the OOTB attributes and description. Need to know in which way we can achieve this. Any help relevant to above is appreciated…
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Is it possible to map ERP DFFs to CDM?Summary: We have two DFFs on the ERP side, located in the HZ_CUST_ACCOUNTS table. The requirement is to use the two DFFs in a groovy script-based AccountSetMaster rule. …
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customer hierarchy for ERP customersSummary: Can the customers that have licensed ERP (FIN and PPM) create customer hierarchy without buying license for CDM? They dont need to use the other capabilities of…Hemant Kasibhotla-Oracle 13 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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What is the right way to show supplier data in Sales CloudSummary: We have Oracle Sales CLoud and Oracle Procurement implemented. What is the right way to show the supplier data in Sales Cloud which is also account in Oracle sa…
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How to change the domain of the notifications that are sent through the workflow.Summary: We are using the sales cloud workflow to send emails to contacts. Content (please ensure you mask any confidential information): When a sales opportunity change… -
How to create custom Child object under Custom object in Application composer?I created a Custom Object under standard object Account in Application Composer. Now i need to create one more child object under my Custom Object. In Application compos…
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Is the Redwood framework available for PRM and CDM ?Summary: If both CDM and PRM are currently supported within the Oracle Redwood framework, or if only Core Sales is included? Content (please ensure you mask any confiden…
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After Creating Custom Objects , how do i tie it my organization and display their attributes in UI?Summary: Hi Team, After creating custom objects from application composer , how do i tie it to my organization/Account basically creating a child of organization/Account…
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How do i find out my custom object table name?Summary: Hello Team, I created a Custom object from application composer. Can you please let me know how to identify its associated table name from the database. Thanks,…Harshini Amancha 33 views 3 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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How do i tie my custom table to Organization/Account in Sandbox?Summary: We can create our own custom tables in CDM using application composer → custom Objects along with custom fields After creating a Custom Object, Can i do a impor…
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Why do we need Groups and how to configure them in CDM?Can you please guide me how to bulk import groups in CDM ? what is the importance of groups in CDM ? Thanks, Harshini
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Synchronize Financials Accounts and Contacts with CX CloudSummary: Is there an API available which can sync Financial Accounts to CX Cloud ? We understand the process which can sync all the financial account to CX. We have a us…
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How to read AUDIT_CHANGE_BIT_MAP_ column in Audit tableAUDIT_CHANGE_BIT_MAP_ column which is present in Audit tables consists of 0 and 1 . Upon on change this column is getting changed to a different combination of 0's and 1…
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Created a Custom attribute from sandbox and it not visible in import templateCreated a custom attribute from sandbox which is searchable and updateable and published this changes. After publishing this changes we are unable to see this attributes…
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Data Deduplication cloud tools to use before loading data in Oracle CDM CloudSummary: Hi All, Our customer have a requirement to verify the duplicate accounts with external data set withing CDM cloud without loading this data in CDM cloud. They w…
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Data Deduplication cloud tools to use before loading data in Oracle CDM CloudHi All, Our customer have a requirement to verify the duplicate accounts with external data set withing CDM cloud without loading this data in CDM cloud. They want to us…
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Complimentary Data Health CheckSummary Understand the accuracy and quality of your address, email, and phone dataContent Oracle, in partnership with Loqate, will now be offering a no-cost address data… -
Is there any API for Address locale which is present under hub Organization?we are using Hub organization for our current requirement as we are creating organizations. In the API documentation for hub organization (https://docs.oracle.com/en/clo…
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audit account logSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…