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Title and Copyright Information
1 About This Guide
Audience and Scope
2 Overview of Customer Data Management
Customer Data Management in Oracle Sales Cloud: Overview
3 Perform Initial Setup Tasks
Performing Sales Setup Tasks
Setup and Maintenance Basics
Creating an Implementation Project: Procedure
Performing Setup Tasks: Explained
Offering Related Documents: Explained
Enabling Offerings: Explained
Enabling Offerings: Procedure
Opting In to Features: Procedure
What's a functional area?
How can I edit lookups?
Why can't I see my lookup types?
Hierarchy in Profile Levels: Explained
Profile Options and Related General Preferences: How They Work Together
4 Define Implementation Users
Defining Setup Users: Overview
5 Define Geographies
Geography Structure, Hierarchy, and Validation: How They Fit Together
Geography Structures: Explained
Geography Hierarchy: Explained
Geography Validation: Explained
Managing Geography Structures, Hierarchies, and Validation: Worked Example
Managing Territory Geography Splits: Procedure
Territory Geography Grouping Process
Managing Geography Mismatches
Import Geographies and Zones
Importing Geographies: Explained
Nokia Geography Reference Data: Explained
Replacing Existing Master Geography Data with Revised Nokia Geography Data: Procedure
Creating Countries: Procedure
Geography Import Objects: How They Work Together
Importing Geographies Using File-Based Import: Explained
Importing Geographies Using File-Based Data Import: Worked Example
Importing Country Structures Using File-Based Import: Explained
Country Structure Import Objects: How They Work Together
Importing and Exporting Territory Geography Zones: Explained
Set Up Geocoding
Setting Up Geocoding: Procedure
Using Web Services to Populate Location Attributes for the Around Me Feature: Procedure
Define Address Cleansing
Defining Address Cleansing: Explained
FAQs for Define Geographies
When do I define address cleansing?
Why can't I update a geography structure by copying an existing country structure?
Why can't I delete a level of the country geography structure?
Can I add any geography to the geography hierarchy?
Can I edit a specific geography in the geography hierarchy?
How can I add a geography that is the level below another geography in a geography hierarchy?
How can I verify whether the third-party geography structure and hierarchy I imported are available in the application?
How can I enable geocoding?
What are Spatial Services?
Where can I update and view the geography name reference information for parties?
How can I save an address that did not pass geography validation?
6 Manage Personally Identifiable Information
Protecting Personally Identifiable Information: Explained
Working with Protected Information: Explained
Managing Personally Identifiable Information: Worked Example
Assigning PII Privileges Using Security Console: Worked Example
7 Define Source Systems
Source Systems: Explained
Source System Entities: Explained
FAQs for Define Source Systems
What happens if I allow multiple source system references?
8 Define Party Usages
Party Usage: Explained
Party Usage Filter Rules: Explained
FAQs for Define Party Usages
How can I compile a party usage filter rule?
9 Define Names
Additional Name Types: Explained
10 Define Identifiers
Identifier Types: Explained
11 Define Relationships
Relationships Types: Explained
Relationship Groups: Explained
Manage Relationship Types
Creating Relationship Types: Worked Example
Editing Relationship Types: Worked Example
Manage Relationship Groups
Creating Relationship Groups: Worked Example
12 Define Classifications
FAQs for Define Classifications
What happens if I allow parent code assignment?
What happens if I allow multiple class code assignment?
Can I update an existing entity assignment rule?
Why can't I see some classification information in Customer Center?
13 Define Data Formats
Data Formats and Setup Activities: How They Fit Together
Setup Formats: Explained
Creating an Address Style Format: Worked Example
Updating Address Formats: Procedure
Creating a Name Style Format: Worked Example
FAQs for Define Data Formats
How can I create an address style format layout?
How can I create a variation of an Address Style Format?
How can I create a name style format layout?
How can I create another variation of a Name Style Format?
14 Define Contact Points
Telephone Numbering Plan: Explained
Updating Telephone Numbering Plans: Procedure
How Setup Telephone Numbering Plans Fits in with the Other Setup Tasks
FAQs for Define Contact Points
Why can't I update the country information section in the Edit Telephone Numbering page?
How can I assign relationships when creating a contact point for a contact or an account?
15 Define File-Based Data Import
File-Based Data Import: Highlights
FAQs for Define File-Based Data Import
What determines the list of File-Based Data Import objects displayed?
What happens if I inactivate an Import Activity?
What happens if I add a marketing list in the Import Activity definition?
Why can't I retrieve duplicates using the options in the Customer Data Management Duplicates LOV when importing accounts or legal entities?
16 Define Resource Information
Understanding Sales Resources
Resource Directory: Explained
Setting Up Resources: Explained
Identifying Resources: Explained
Resource Skills and Resource Assignment: Explained
Resources: How They Work within a Team
FAQs for Define Resource Information
What happens if I delete a resource?
What happens if I add a resource to the organization?
What's the difference between a partner resource and an internal resource?
Can I create an employee or contingent worker resource?
What happens when a resource quits?
How can I identify a resource?
17 Define Resource Role Information
Resource Role Information
Defining Resource Roles: Explained
Provisioning Security Roles: Explained
Job-to-Role Mapping: Explained
Resource Role Assignment: Explained
Resource Team Membership and Role Assignment Components: How They Work Together
FAQs for Define Resource Role Information
Can I add more than one resource role to a resource?
Can I assign more than one resource role to a resource organization member?
18 Define Resource Organization Information
Resource Organization Information
Resource Organizations and Organization Usage: Explained
Primary Resource Organization by Usage Explained
Organization Memberships and Role Assignments: Explained
Associating Business Units with Resource Organizations: Explained
Associating Resource Organizations with Multiple Business Units: Procedure
Create an Organization with Sales Usage: Worked Example
Adding a Sales Organization to a Sales Organization Hierarchy: Worked Example
Assigning a Resource to an Organization: Example
FAQs for Define Resource Organization Information
Can I create a new organization?
How can I delete a resource from an organization?
What happens if I delete a resource from an organization?
What's a resource organization hierarchy?
Can I create a new organization hierarchy?
How can I reactivate a deleted resource organization hierarchy?
Can I copy a resource organization hierarchy?
How can I reuse a resource organization in multiple organization hierarchies at the same time?
Can I create multiple resources as managers within a resource organization?
Can I create a new organization hierarchy version?
What's a partner organization?
19 Define Resource Team Information
Resource Team Information
Resource Setup and Resource Role Setup: How They Fit Together
FAQs for Define Resource Team Information
What's a resource team?
What's a duty role?
20 Manage Bulk Data Export
Defining Bulk Export Process: Procedure
Bulk Export Process Components: How They Work Together
FAQs for Manage Bulk Data Export
How can I determine which data objects to select for successful export?
How can I create a subset of data for export?
How can I see my exported data?
What happens if you change the sequence number or header text in an exported data file?
What happens if I need data from multiple export view objects?
21 Configure Oracle Social Data and Insight Cloud Service for Data Enrichment and Address Verification
Configuring Social Data and Insight Cloud Service for Data Enrichment and Address Verification: Overview
Creating a DaaS User and Assigning Role: Procedure
Configuring sales Cloud to Data Cloud Integration: Procedure
Managing Social Data and Insight Cloud Attribute Mapping and Preferences: Procedure
Enriching Sales Cloud Data Manually
Enriching Account and Account Contact Data Manually: Explained
Importing New Records into Oracle Sales Cloud from Oracle Social Data and Insight Cloud Service: Explained
Enriching Sales Cloud Data Automatically
Enriching Sales Cloud Automatically: Overview
Enriching Account and Account Contact Data Automatically: Procedure
Enriching Oracle Sales Cloud Data with Social Attributes
About the Oracle Social Data and Insight Cloud service: Overview
Enriching Oracle Sales Cloud Data with Social Attributes: Process Overview
Social Attributes Supported by Data as a Service (DaaS): Explained
Creating Custom Fields for Social Attributes in Sales Cloud: Procedure
Adding Custom Sales Cloud Social Attributes to UI Pages: Procedure
Mapping Custom Social Attributes with the DaaS Supported Social Attributes: Procedure
Adding the Custom Social Attributes to Select Fields to Enrich Page: Procedure
Enriching Oracle Sales Cloud Account and Contact Data with Social Attributes: Procedure
22 Define Data Quality
Setting Up Data Quality Using Enterprise Data Quality: Explained
Enterprise Data Quality Server Configurations: Explained
Enterprise Data Quality Matching Configurations: Explained
Managing Enterprise Data Quality Matching Configurations: Procedures
Managing Custom Match Rules and Scoring: Explained
Creating Custom Match Rules: Procedure
Selecting Sources of Match Rules and Scoring:Points to Consider
Managing Key Generation: Explained
Identifying Duplicates Using Web Services: Worked Example
Enterprise Data Quality Cleansing Configurations: Explained
Managing Enterprise Data Quality Cleansing Configurations: Procedures
Cleansing Addresses Using Web Services: Worked Example
Enabling Search Mode for Address Verification Cloud Service
FAQs for Integrating with Oracle Enterprise Data Quality Engine
What's the difference between matching configurations and matching server configurations?
What's the difference between cleansing configurations and cleansing server configurations?
What's the difference between real-time duplicate prevention and duplicate identification?
What's the difference between real-time address cleansing and batch address cleansing?
23 Define Customer Hub Configuration
Run Request Dispatch Job
Run Request Dispatcher Process: Explained
Customer Hub Profile Options
Customer Hub Profile Options: Explained
Manage Survivorship Rules
Survivorship Rules: Explained
Defining Survivorship Rules
Defining Set Master Record Rules
Defining Set Attribute Value Rules
Defining Survivorship Rules for Parties with Custom Objects and Attributes: Explained
Defining Set Master Record Rules for Parties with Custom Child Objects: Worked Example
Defining Set Master Record Rules for Parties with Custom Attributes: Worked Example
Defining Set Attribute Value Rules for Custom Attributes: Worked Example
FAQs for Manage Survivorship Rules
What's the difference between survivorship rules and merge agreement rules?
How can I check if the survivorship rules that I created work?
What are the seeded sample survivorship rules that Oracle Fusion Applications provide by default?
Source System Confidence
Source System Confidence Levels: Explained
FAQs for Source System Confidence
What are Set Master and Set Attribute rules?
Can multiple attributes of an object type have the same source system confidence level?
Party Center Trees
Party Center: Explained
Party Center Trees: Explained
Customizing Party Center Trees: Procedure
Agreement Rules: Explained
Agreement Rules Dictionary: Explained
Defining Agreement Rules
Manual Merge: Explained
Merging Records Manually: Worked Example
High Volume Batch Deduplication: Best Practices and Guideline
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