Customer Data Mgmt
Discussion List
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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 21 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle Sales -
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… -
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 111 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…
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SQL Script to get merged customer sites with related sitesSummary: Hi all, We are looking to get merged customer sites and related sites from back end. Can we get sql script? or which table and columns needs to check. Could you…
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How to query for merged customers in Oracle Sales Cloud database?**This post was created as part of a How to Service Request (SR) Summary: The requirement is to get a list of all merged customers. Release: 22B Supporting Documents if …Bogdan Munteanu-Support-Oracle 51 views 3 comments 0 points Most recent by Bogdan Munteanu-Support-Oracle Sales -
How to fetch AVCS URL via My Services page?**This post was created as part of a How to Service Request (SR) Release: 21D Summary of the question: Business has license to Oracle Address Verification Cloud Service,…Manoj Kumar-Support-Oracle 11 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales -
Migration and Integration considerations to take into account on GSI instance (ERP , OEC)Summary Migration and Integration considerations to take into account on GSI instance (ERP , OEC)Content Dear Team, We are working on a deal currently, where the custome… -
How to configure Hierarchy relationship from Account to Address?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.01.0 Summary of the question: Currently customer is using customer Hierarchy to Model …
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Is it possible to disable the object triggers when updating Account using WebServices(REST API)?Summary: When I update Account data using WebServices(REST API), the Account object trigger is fired. Is it possible to disable the object triggers when update Account u…
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Is there a way to Update the Address Effective Date in HZ_LOCATIONS through the UI?Summary: Is there a way to Update the Address Effective Date in HZ_LOCATIONS through the UI? The field is blank in many cases after reviewing data. Content (required): I…Stephen Johnson-Oracle 31 views 1 comment 0 points Most recent by Nicoleta Chiru-Support-Oracle Sales
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Global Search Displaying Inactive Deleted ObjectsSummary: Oracle sales cloud shows inactive/merged contact records in global search Content (required): Oracle sales cloud shows inactive/merged records in global search.… -
Households not visible to custom roleSummary: Households not visible to custom role Content (required): Hi, I have created a brand new custom role and have added few FSP and DSP to provide access to only Ac…
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How to add fields to CDM Persons details pageSummary: Hi, Can you please explain us how to add more fields to Customer Data Management Persons details Page? Content (required): Hi, Can you please explain us how to …
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Customer Receivable Data in CDMContent Hi Team, We have a requirement to implement Oracle CDM for one of the Customer. The customer does not have any prior Oracle Cloud implementation. Below is a high… -
Upgrade Required for LinkedIn Sales Navigator by Dec 2021Summary: The following is an important announcement for customers currently leveraging the LinkedIn Sales Navigator plug in for Oracle Sales. All customers using the Lin… -
Complimentary Data Health ScanYou need clear visibility into your prospects and customers for your sales and marketing initiatives to hit the mark. But what if the data driving those programs is inac… -
You’re Invited! Help Us Improve Our Customer Data Management and Import-Export DocumentationOracle Customer Data Management (CDM) is the best-in-class master data management suite to clean, consolidate, and enrich customer information, and create a trusted mast… -
How can I update the status field in Account from Server Script?Summary: Update PartyStatus Field Content (required): How can I update the status field in Account from Server Script? I try to do it with setAttribute ("PartyStatus", "…
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Customer Usage not visible in CDMSummary: While Creating Organization from CDM directly, Usage 'Customer' is not visible in LOV Content (required):HI All, I am trying to create customers directly from C…
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how to export all custom lookups defined in application using export managementSummary how to export all custom lookups defined in applicationContent Hi All, Is there any way to export all custom lookups defined in application through export manage…
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multiple integration keys to update a recordSummary: is possible to use different fields (as key) to update a record? Content (required): our customer said us that they have a lot of external system that can updat…
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Extra usage is adding in party usage subtab after merge process how to remove itSummary how to remove extra usage from pasty assigiment after mergeContent Hi All, when i run a merge process for Customer and transactional account as per rules custome…
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How to run territory assignment job with multiple view criteria parametersSummary Multiple view criteria in opportunity territory assignmentContent Hello Experts, While scheduling the territory assignment ESS job, we have requirement to schedu…
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Data format errorsContent hello, i have this error in creating appointment in Activity, "invalid timestamp format in attributes in EndDate and StartDate" please see image below, and attac…
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Updating resource roles - Bulk import / any other waySummary Updating resource roles - Bulk import / any other wayContent Hi Folks, We have a situation, we recently found that many of the sales cloud users (2000) didn't ha… -
Parent Account in Leads ObjectContent Hi, I need to get the Party Number of the Parent Account from Leads Object in a field trigger to set a value for a custom lead field. Used the API Name "ParentAc…