Customer Data Mgmt
Discussion List
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Make CDM Hierarchies read-onlySummary Privilege, Page ComposerContent Hi, I'd like to make CDM Hierarchies (search & detail pages) read-only. For search page, I can hide Create icon and action with p… -
Saels Lead Audit Trail (Lead Change History)Summary We enable the Auditing of Sales Leads but it doesn't work.Content We have this requirement that we need to audit some fields in Sales Lead and Sales Lead Product… -
Phone Type vs. Phone Line TypeSummary Can we have a single consolidated type?Content In Account & Contact Simplified UI, the type in All phones comes from lookup 'ORA_HZ_PHONE_TYPE'. The same is used…
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How to trigger an action on association of Product with Product GroupSummary Hi, I want to call Rest API which will send the Product Group Id to other application when Product is associated with Product Group through Manage Product Group …
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Billing account sites not displayed on review screenSummary Bug or Configuration issue?Content Hi, I merge some billing account sites on 'Override System Mapping: Map Entities' step, but I don't see them on 'Override Syst…
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Override System Mapping not available for Generic merge typeSummary Duplicate ResolutionContent Quick question - If I select 'Generic' as the merge type, I don't see Override in the merge request. If I select 'Merge' as the merge…
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Sales – Best Practices to Track CX Sales User Adoption, 24 June 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Best Practices to Track CX Sales User Adoption session to have them answered during the live event. Post your questions by … -
Party Usage cannot be deleted through File ImportSummary Limitation?Content Hi, I am using File Import to create and delete party usages on Account. For create, it works fine because I can assign the usage code (top-le…
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Contact Purge (granular level)Summary Contact Purge (granular level)Content I'd like to check the feature first before I log an idea. In 20B (safe harbor), we will have contact purge. Can we purge th…
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Ho to retrieve immediate product group associated with Product using groovySummary I am creating a formula field in Product and I want to retrieve immediate product Group Id associated with the Product and store that in formula field whenever p…
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TCA Party & Customer Account MergeSummary Merge in CDM vs. ARContent Hi All, Need some clarification on this topic - In CDM, the merge is on Party (Organization or Person) Level. If we want to merge TCA …
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Temporarily preventing imported CDM accounts from being visible in SalesSummary We have a requirement to import source system billing accounts with an expectation that they will be merged into their applicable master CDM account. We do not w…
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Sales – CX Sales: Modern CX Virtual - Integrated Lead Management, 28 May 2020, 8 a.m PT - Submit QueContent Submit your questions for the Sales – CX Sales: Modern CX Virtual - Integrated Lead Management session to have them answered during the live event. Post your que…
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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… -
Customer Data Management - How to create a Calculation FieldSummary Create a field calculating the number of particular types of relationshipsContent Looking for a method to have a custom field on the Account counting the number …
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WS for HierarchySummary WS for HierarchyContent Quick question - Do we have a web service to retrieve CDM hierarchy or Account hierarchy? Thanks, Adam Version 20A
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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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Party Name Search Operator on Hierarchy UISummary Party Name Search Operator on Hierarchy UIContent On Hierarchy UI, 'contains' is not supported for party name attribute. Can we enable contains search operator l…
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Make Account/Contact Detail Page Read-OnlySummary Make Account/Contact Detail Page Read-OnlyContent Hi, We have a requirement to make Account and Contact Detail page read-only if their system reference equals to…
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Sales – CX Sales 20B-C Updates for CDM and Platform, 15 April 2020, 8 a.m. PT, Submit QuestionsContent Submit your questions for the Sales – CX Sales 20B-C Updates for CDM and Platform session to have them answered during the live event. Post your questions by pos…
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Any object trigger/WF for Account Hierarchy?Summary Any object trigger/WF for Account Hierarchy?Content Do we know if I can have object trigger or workflow raised if I use Maintain Hierarchy link to add child node…
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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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Best practice for Location GeocodingSummary Best practice for Location GeocodingContent Hi, We have 2.6 million US addresses in hz_locations. When I try to run ESS 'Populate Location Latitude and Longitude…
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CX Sales Center of Excellence Best Practice Resource CentersSummary Go to these Resource Centers to get Best Practice materials written to help you implement and manage CX SalesContent CX Sales Resource Centers contain Oracle CX … -
Contact update event is not raised for customer mergeSummary Contact update event is not raised for customer mergeContent Here is my test case, I have 2 contacts (A, B). Created a resolution request with A and B, and selec…
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Party Hierarchy Tree Creation/Update via WebservicesContent Can somebody point me to information for Party Hierarchy Tree creation/update via SOAP/REST API, or some blog spot with some sample payloads. I was trying out th…Shivakumar Ayyanagowdar-Oracle 22 views 4 comments 0 points Most recent by Shivakumar Ayyanagowdar-Oracle Sales -
Groovy to create HouseholdSummary Groovy to Create HouseholdContent Hi, Anyone has sample groovy script to create Household? Thanks, Adam Version 20A
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Update Event is not triggered for custom objectSummary Update Event is not triggered for custom objectContent I set the profile option ZCA_PUBLIC_BUSINESS_EVENTS to Yes on site level and we don't have any values on u…
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Customer Data Management - Oracle Customer Experience Cloud (Oracle CX Cloud)Summary Oracle Customer Experience Cloud (Oracle CX Cloud) suggestionsContent What things should be avoided or given caution to with regards to Oracle Customer Experienc… -
CONFIGURE GROUP, ORGANIZATION, AND PERSON WORK AREAS IN APPLICATION COMPOSERSummary CONFIGURE GROUP, ORGANIZATION, AND PERSON WORK AREAS IN APPLICATION COMPOSERContent On 20A, there is a new feature - New Customer Data Management deployments all…