Customer Data Mgmt
Discussion List
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How to verify if Matching Rules are working as designedSummary Validate MatchingContent One of the important feature in CDM is Matching functionality. This is obtained using Enterprise Data Quality (EDQ) which is integrated …RajeshPandey-Oracle 60 views 1 comment 3 points Most recent by Ravindra Sirigiri-Support-Oracle Sales -
CDM hierarchy change to trigger custom object updateSummary CDM hierarchy change to trigger custom object updateContent Hey, We have this requirement - Whenever the CDM hierarchy is updated, we would like to trigger an up… -
HZ_PARTY_PREFERENCESSummary HZ_PARTY_PREFERENCESContent I'd like to check if we can use Party Preference for our preference requirement. Do we know where we maintain the lookup codes for CA…
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Clarification Needed - Manage/View Trading Community Hierarchy priviledgesSummary do we use them at all to control CDM hierarchy access?Content Hi, Quick question on CDM Hierarchy - For these two privileges, do we use them at all to control re…
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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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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… -
Activating DaaSSummary: How to Activate DaaS after receiving activation email Use Case: After renewing the subscription for DaaS, Customer address verification usage is not reflecting …Siraj Syed -Support-Oracle 91 views 2 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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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 … -
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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Can we upload address in multiple language for same customer address?Summary: Hi, We have a requirement where business wants to store customer address in English/mandarin & Spanish Language without creating multiple sites. Example, if cus…
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How do I import multiple source systems and source system reference values for child objects?Use Case: The CDM is currently importing its data from the source application via import management through a CSV file. The business is now transitioning to a new source…
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What happens to updates done to a merged partySummary: 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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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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Address Fields on Custom ObjectWe have a custom object that we have had users fill in the address as an open text field. Now, however, we want to split the address (address 1, address 2, country, post…
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Autoprovision Role not in Role MappingWhen we are adding Auto-Provisioned Roles, there are some roles not part of the Role Mapping that is being added on the Roles. An abstract role (Employee) is being added…
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Error when adding new field to Saved SearchSummary: Error when adding new field to Saved Search - You do not have permission to replace this search. Content (please ensure you mask any confidential information): …
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Trying to Find Table With List of JOB_TITLE_CODEs Appearing in Manage Contacts/HZ_ORG_CONTACTSSummary: I'm building a BI Publisher report that is pulling in the Customer Account Contacts, and am trying to find the table that has the list of Job Title Codes that a…
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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…
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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…