Customer Data Mgmt
Discussion List
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CDM merge impact on finance cloudSummary: If there is merge performed in CDM cloud between 2 or more parties, what would be the impact on finance cloud if both are implemented on the same instance. Sinc… -
Can we handle deduplication of Finance-Accounts in duplicate resolution?Summary: Content (required): Can we handle deduplication of Finance-Accounts in duplicate resolution? Version (include the version you are using, if applicable): Code Sn…
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Intercompany Clients created in AR to sync up with Sales CloudSummary: Hi Team, Is there any ESS job in place that needs to be run to get the data and sync it up for opportunity usage in Sales Cloud, primarily the lists that are cr…
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Customer Data Management Cloud as a standalone cloud serviceSummary Is Customer Data Management Cloud available as a standalone cloud service?Content Hello, I was looking at the Customer Data Management Cloud documentation and no… -
Customer Merge ErrorSummary: Error message when attempting to merge 2 buying customers. The reason does not give any details on why it errored. I'm looking for how to determine what the iss…
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How to import a household record with a custom Party usage code ?Summary: We have a custom Party usage in Manage Party usages. While creating a household record through import , we would like to map the custom party usage code to the …
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Phone number fields in Duplicates layout for ContactSummary: Hi , I have a requirement to make phone number (Work , Home , Mobile ) to be available in possible duplicates layout that displays duplicate contact while creat…
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Merging Contacts Created By PartnersSummary: Hello everyone. Hope the community can help us with a CDM merging topic. We have both internal employees and Partners utilizing CRM together. Employees have ful…
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Send specific field information from AR to CX Sales AccountsSummary: Content (required): Hi all, We have a requirement to send the customer class information from Receivables to CX Sales Accounts. How we can achieve that? If you …
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Can we change format of the response when running BI Report via SOAP?Content (required): Currently, when running a BI report via SOAP (SoapUI), we are receiving a response payload which contains the ReportBytes encoded data in base64 form…
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Sales Account 'Prospect' to 'Customer' auto-conversionSummary: Here is my use case - I create a sales account with customer type 'ZCA_PROSPECT' in Sales, then I query this account in AR Manage Customer UI and add billing ac… -
Audit Trail between Contact and Custom ObjectsContent (required): On the current setup, we have a custom object where we set Primary and Secondary Contact which are from the Contacts object. Any changes to the conta…
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Customer Data Management: Countries Supported by Address Verification Cloud Service & EDQ AVSummary: Customer Data Management: Countries Supported by Address Verification Cloud Service & EDQ AV Content (required): We have a requirement to do Address Verificatio…
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Customer onboarding and governance process when implementing CRM, Financials & OM cloudSummary: We need recommendations from the experts to Onboard the customers when we are using CX Sales, CPQ Cloud, Financials, and OM cloud. Content (required): We use Sa… -
Is it possible to view change history of objects in OTBI and via REST?Summary: Is it possible to view change history of objects in OTBI and via REST? Content (required): We would like to see what details were changed on some objects we hav…
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How to fetch Victim records (Accounts or Contacts) in a table after merge?Summary: We want to fetch the victim records and its details in a list view. We are looking for a table name where we can build a query to see the data. Content (require…
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Delete one of PhoneType Home row from Contact Using CSV Import - How ?Summary: Contact Object > Open Contact Record > Attribute 'All Phones' > Manage All Phones > Type = Home ...Now there are 4 phone records available Work Type, Land Type,…
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CDM Merge RequestSummary: Content (required): Is it possible merge request can only be submitted by the Owner of the Contact in CX Sales Version (include the version you are using, if ap…
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CDM Merge Record SelectionSummary: Content (required): Can submitter select the record(contact) during the merge request submission which record to retain as a master in CDM/CX Sales. Version (in…
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CDM Merge Request Field SelectionSummary: Content (required): Can we choose which fields (i.e. a mix of primary and secondary). May be that user has to choose Master record and update fields? Version (i…
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How to add a field grouping to a desktop page?Summary: Hi, I want to add a field grouping to 'Person' Page on Customer Data Management Tab in fusion . Content (required): I want to add a field grouping to 'Person' P…
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Vertex ORAMAST import to CDM GeographySummary: Hi, We'd like to use Vertex ORAMAST data file as the source for CDM Geography. As per CDM implementation guide, it's supported. Can you help with the following …
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How to enable the originalsourcesystemreference number child field in adaptive search?Summary: I'm using the REST API endpoint of adaptive search and I want to expose the Original Source System Reference field of an account from contact entity. The accoun…
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SQL Database for Oracle Fusion SalesSummary: Is there a way to access the Oracle Fusion using SQL Server? Content (required): We would like to access the database using SQL Server to update records in Orac… -
How to filter search results using child object fields in Adaptive Search REST API?Summary: I'm filtering the search results in Adaptive search REST API using child account fields and contact fields from parent contact object. When I tested in Postman,…
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Is there a way to limit the child level records in the response of Adaptive Search via REST?Summary: Content (required): We are querying Contacts entity via Adaptive Search REST. Included in our query are child/related-level criteria. However, for the search re…
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How to archive older records in sales cloud?Summary: How to archive older records/records which are not using for a long time in sales cloud? Content (required): When does anything (Leads, opportunities, service r…
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Need REST API details to merge customer Parties/accounts/sites in Oracle fusionThis post was created as part of a How to Service Request (SR) Release: 11.13.23.01.0 Summary of the question: Customer has a requirement to merge the customer Parties/a…Manoj Kumar-Support-Oracle 347 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales -
Can anybody share CDM batch processing documentation ?Summary: Working on CDM project. need to configure deduplication/account merge logic. could someone share a detailed doc if any is available? do we have any oracle custo…
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Can we use informatica address verification services in customer data management ?Summary : In our project, we already have an Informatica address verification services subscription. can we use this subscription in Oracle CDM for address verification …