Customer Data Mgmt
Discussion List
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CDM - Custom Object Trigger to send to Other SystemSummary: Need to use a "new or change" trigger to create a send of data from Oracle CDM to one of our other sales systems. Content (please ensure you mask any confidenti… -
EDLC: Compatibility with Windows 19Summary: EDLC: Compatibility with Windows 19 Content (please ensure you mask any confidential information): Hi All, We are planning to use EDLC for the daily customer da…
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How we can get the Account Change History information in Analytics Report and BI FileSummary: We want to see all change History information in Oracle Sales Cloud Analytics Report and Cloud Console Export. Any specific Subject area we need to use. Please …Shanmugavel Kalidas 51 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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How to unmerge the merge records in Oracle CDMSummary: 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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How do I enable the import of empty records in CDM without getting an error?Summary: I'm trying to import a CSV file in CDM with just the header and no records. The file is semicolon separated, and I tried to import it with just a semicolon in i…
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Data recovery in case data deletion by mistakeHi, We need to check on the methods/options available for data recovery/system restoration in case of any deletion caused due to unintentional data/table deletion in Ora… -
API to achieve hard delete of Party data from CDMHello, Is there a way to achieve hard delete of party data from CDM. For example, customers created need to be deleted through APIs/batch If there any insights on this, …
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How to create Purchase order which Requisition is having more than one RequisitionLineIdHow to create Purchase order which Requisition is having more than one RequisitionLineId . using REST API -------> API details for creating PO using single RequisitionLi… -
In Hierarchies how to Add the Lable to the customers while creating/updating Hierarchies?Summary: Hi Team, From Customer Data management-->Hierarchies-->Manage Hierarchies how to add the Lable the customer while creating/updating the new/existing Hierarchies…
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Not able to find CDM Subject AreaSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…Pradeep Karra 11 views 2 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Need to know about unmerge feature in Oracle CDM cloud(UI/API etc.)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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What is the retention period for the Data ?Summary: what is the retention data policy, period related to sales and B2B service cloud data ? Content (required): what is the retention data policy, period related to…
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Got an error message when trying to click on 'Transfer Owner' in CDM ScreenSummary: We are facing this issue with respect to the Transfer Reason Code 'Ownership Transfer to McOpCo' and not able to understand this error message: Exception in exp…
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Merge: Define Surivorship for CustomObjectsSummary: Dear all, we merge accounts. For accounts we do have a m:n relationship to a custom object. With a merge all custom objects would be linked to the survivor. Thi… -
Sales: Limiting Resource Picker for UsersSummary: Limiting the resources that a user can see then add or assign to records (like accounts) Content (please ensure you mask any confidential information): Currentl… -
Custom attributes are not visible for Manage survivorship rules taskSummary: I'm trying to use custom attribute in manage survivorship rule task for set master record but the custom attributes are not available for selection whereas orac…
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Mapping CX.Account to FIN.Account instead of FIN.OrganizationSummary: Account hierarchy is different on Oracle ERP Cloud (FIN) and Oracle Sales Cloud (CX) Content (please ensure you mask any confidential information): We are imple…
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Update orig_system_reference on hz_parties tableSummary: Hi, We have recently created some parties using the customer load. We had used incorrect orig_system_references. These need to be corrected. Can you please reco…
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Import data into the flexfield "HZ_RELATIONSHIPS" through FBDI for some OrganizationsSummary: We created a new flexfield HZ_RELATIONSHIPS and we would like to update some organizations by importing data in this flexfield through FBDI Content (please ensu…
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Customer account creation for REST API/Roles or privilegesSummary: We are implementing an integration for creating receivable customer accounts from other systems. We are using below REST and SOAP services in our integration. I…
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Is there a way for job process to automatically be submitted when a new user is created via REST APISummary: We are trying to explore using REST API in creating user resources in Oracle Sales Cloud. Based on the documentation on creating users using REST API, there are…
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Ability to create and update contacts for sales while protecting and isolating ERP contactsSummary: As on CX User I must have ability to create and update contacts for sales while protecting and isolating ERP contacts so that CX users can maintain sales contac…
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Custom report from Audit tableSummary CDM audit tableContent customer wants to see changes on Contact and Account in SUI. Anyone created custom reports based on audit tables (e.g. hz_organization_pro… -
customer data managementSummary: How to achieve Security on Customer Account or Party via Job roles, users belonging to one Legal Entity/Business Unit should not be allowed to view or edit cust…
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Is there a way to enable attachments on notes object?On the notes object under accounts, is there a way we could enable attachments?
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How to Integrate Sales Accounts with PayablesSummary: Hello Team, we have a requirement to integrate sales accounts with oracle payables to generate invoices and do the payments. could you please let us know the pr…
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Address Format specifically for CX Sales?Summary: Is there a way to setup the Address Format (i.e. Style = Postal Address) but only for Accounts and Contacts in CX Sales, without impacting HCM and ERP? Content …
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23C upgrade issue impacted custom layout for Account objectSummary: 23C upgrade issue impacted custom layout for Account object Content (please ensure you mask any confidential information): Hi All, We have observed that post 23…
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Can We Create User Tables in the CDM area?Summary: Can we create a user defined table in the CDM area? We need custom information that ties back to the Customer Account Content (please ensure you mask any confid…
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Can I purge the Customer Site data?Product - Oracle Fusion Cloud Applications 23C (11.13.23.07.0) Issue - I have purged few accounts which are wrongly merged in the system but the "Customer site" for thos…