Customer Data Mgmt
Discussion List
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Managing attachments - Client profileSummary Maintain attachments - all versions - which support a client profileContent Greetings, We are currently implementing ERP and Sales Cloud; and our customer is que…Daniel Vargas-Oracle 42 views 1 comment 1 point Most recent by Ravindra Sirigiri-Support-Oracle Sales -
Custom TCA tree structureSummary Trading Community Tree StructureContent Hi All, I am trying to create a custom tree structure to source data from both hz_parties/hz_organization_profiles and HZ… -
Remove Account Team members bulk through ImportWe need to remove members from the Account in bulk using import. I've tried entering the Party Number (Account object) and resource ID (Account member object), but ended…
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We need a solution on how to configure the duplicate identification batch.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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Can we merge records with Resource/HR Employee usage and custom party usage?Summary: Merge records with two different party usages. (Resource/HR Employee and Custom) Content (please ensure you mask any confidential information): Hi, We have a re… -
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… -
Reports from external data sources such as analytics cloud to be support to appear in InfoletsSummary Reports from external data sources such as analytics cloud to be support to appear in InfoletsContent The CX Sales Development team indicates that reports appear… -
is there a way not to see ERP contact in Sales/CRM?Summary: currently we are having an issue wherein our CRM users see ERP contacts in workspace, but ERP users can't see the CRM Contacts, is there away we can avoid our C…
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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 65 views 1 comment 3 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
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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…
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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 97 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 57 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…