Customer Data Mgmt
Discussion List
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Dynamic Address FormatSummary Is it possible to have 2 different Address format for a country?Content Example: Thailand has two address formats (Structured and Non-structured). User should ha… -
How frequent Geography are being update in Oracle SAAS system?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.07.0 Summary of the question: Please let us know how frequent the Geography being upda…Umamaheswarareddy Ambati-Support-Oracle 31 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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how to prevent duplicates values on custom fields once created?Summary: Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, if applicable):
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CX Sales Mobile Duplication NotificationDoes CX Sales Mobile have the ability to provide the Duplication Notification similar to the desktop when an Account is created?
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Need to customize Customer Creation from Oracle Sales CloudSummary: Content (required): Hello Team, We understand that system creates a party automatically in Account receivables after we convert prospects into Customers. We wou… -
How to create a contact at customer site level using REST API callSummary: How to create a contact at customer site level using REST API call Content (required): How to create a contact at customer site level using REST API call Versio…
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Deleting records using IMPORT MANAGEMENT Tool on CX Sales & ServicesSummary: Delete records in any object on CX Sales & Services... It really delete them? Content (required): I imported some records to Service Request object using Import…
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Contacts ManagementSummary: How do we group or organize or classify Account -> Contacts in an Organization with multiple line of business. Content (required): We have one line of business … -
CDM - Can we merge and link same data setSummary: Is it possible to use both merge and link options for same data set? Content (required): Hi, Currently we use merge option to find the students' master record i… -
Best Practices for a contact leaving a companySummary: What is the best practice for managing contacts that you have done business that leave a company and go to another company? Content (required): We are trying to…
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How to create the Customer Hierarchy for custom Field**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to create the Customer Hierarchy for custom Field. The require…Madhuri Cheruku-Support-Oracle 51 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales -
How to reactive customer account site use code from I to ASummary: At Customer Site Use / Address Purpose level in UI, users are selected this delete option against Bill To site and the respective site use going into Inactive s…
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How to update Party Site Number ?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.07.0 Summary of the question: We are trying load the legacy customer data into Oracle …Umamaheswarareddy Ambati-Support-Oracle 395 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
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Use Groovy Script option in AR Customer to trigger ERP Adapter-OICRelease: 11.13.22.07.0 Summary of the question: There is an option in ERP trigger endpoint in OIC: Receive Requests from ERP Cloud Applications (explicitly sent from Gro…Prasanth Prabhu-Support-Oracle 361 views 1 comment 1 point Most recent by John Vakoc-Oracle Receivables & Collections
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How to enforce a rule to have only one Customer Account for every Customer(organization/person)Summary: Single customer account for a party(either an organization or person) Content (required): Hi Team, As per the Oracle Trading Community Architecture, We can crea…Shashidhar Goud 31 views 1 comment 0 points Most recent by Nicoleta Chiru-Support-Oracle Receivables & Collections
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contact and contact pointsSummary: Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, if applicable):
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Cannot see Job title value when a contact is associated to opportunity**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: There is a jobtitle value in contact but when we add contact to op…Dragos Deak-Support-Oracle 51 views 2 comments 0 points Most recent by Prasanth Prabhu-Support-Oracle Sales
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How to handle the lead duplication with the same contactIf create lead with the same contact with the same mobile so need pop up message showing this there is already lead with this existing customer.
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How to Download / Export the data on the Contact Object?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to Download / Export the data on the Contact Object? Supportin…Praveen Desetty - Support-Oracle 51 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle Sales -
Generate Data Quality Keys process is paused and blocked and not completedGenerate Data Quality Keys process is paused and blocked and not completed so pls need to know the cause for this issue
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An error occurred while invoking task Manage Address Cleansing ConfigurationsSummary: While trying to invoke task Manage Address Cleansing Configurations there is error displaying "nable to retrieve content. Additional information for "Remote Reg…
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Resolving error- The master record cannot be determined because the survivorship rules are inactive**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: Customer is using the merge functionality for the very f…Manoj Kumar-Support-Oracle 73 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales -
Duplicate sets is showing 0Duplicate sets is showing 0 while there is duplication
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How do I add the sales manager to report to me and all of the sales people to report to himSummary: How do I add the sales manager to report to me and all of the sales people to report to him Content (required): Version (include the version you are using, if a… -
How to expose Account attribute "Taxpayer Identification Number" field as a filter in Opportunities**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to expose Account attribute "Taxpayer Identification Number" f…Praveen Desetty - Support-Oracle 22 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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What is the PVO for Manage Customer that I can use from Sales Cloud?Summary I need to get a value of attribute from Customer Account. The default sales person.Content Sales Person details are stored in DFF fields in Customer Account. I n…
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How to add Team Members to Accounts and Opportunities in bulk?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to add Team Members to Accounts and Opportunities in bulk? Sup…Praveen Desetty - Support-Oracle 112 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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How to pull Account territory team members via SOAP Webservice?Release: Summary of the question: How to pull Account territory team members via SOAP Webservice? In other words, what is the SOAP webservice that can be used to get th…Prasanth Prabhu-Support-Oracle 11 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales
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SQL script to fetch customer account level and site level communication email contact pointsSummary: Looking for below two sql script to Get customer account level communication Email Contact points Get customer account site level communication email contact po…
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What is the difference between similar fields that can be displayed in a workspace?Release: 22A Summary of the question: Question 1: What are the differences between the following two fields that appear in a list of workspaces,when the primary email of…