Title and Copyright Information
About This Guide
2 Overview of Customer Data Management
Customer Data Management in Oracle Sales Cloud: Overview
3 Perform Initial Setup Tasks
Speeding Up Access to Setup Tasks and Import File Creation
Performing Sales Setup Tasks
Useful Toolbar Icons
Setup and Maintenance Basics
Implementation Projects: Explained
Implementation Project Task Lists: Explained
Offering Related Documents: Explained
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 Security
Defining Security: Overview
6 Define User Assistance
Setting Up Help: Overview
Setting Up Help Customization: Procedure
Who can add and manage custom help?
7 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
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?
8 Set Up Currencies
Setting Up Multiple Currencies in Oracle Sales Cloud: Overview
Setting Up Multiple Currencies
Defining Currencies: Points to Consider
Revalue Opportunity Currency Process: Explained
Entering Daily Rates Manually: Worked Example
Updating Currency Rates: Worked Example
9 Define Common Components
Defining Sales Cloud Common Components: Overview
Define Application Toolkit Configuration: Overview
What is the size limit for attachment files in Oracle Sales Cloud?
Attachments Troubleshooting: Explained
Creating the Accounting Calendar
Message Types: Explained
Grouping Messages by Category and Severity: Explained
Creating and Editing a Message: Procedure
Using Tokens in Messages: Points to Consider
Common Messages: Points to Consider
How can I make message components visible only to specific users?
Setting Up the Mapping Service for Contextual Addresses: Points to Consider
How can I enable the privacy statement?
Public Unique Identifier: Explained
Defining Notes: Points to Consider
How can I create a task template that is available to associate with assessment templates?
What are the statuses a task can be in?
Defining Tasks: Points to Consider
Turning a Business Process into a Task Template: Example
Disabling and Enabling Watchlist Categories and Items: Points to Consider
Oracle Sales Cloud CTI: Highlights
Configuring PSTN Gateway Address Using Topology Manager: Worked Example
10 Define Source Systems
Source Systems: Explained
Source System Entities: Explained
FAQs for Define Source Systems
What happens if I allow multiple source system references?
11 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?
12 Define Names
Additional Name Types: Explained
13 Define Identifiers
Identifier Types: Explained
14 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
15 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?
16 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?
17 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?
18 Define File-Based Data Import
File-Based Data Import: Highlights
FAQs for Define File-Based Data Import
What determinesthe 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?
19 Define Data Import
Data Import Objects : Explained
Using Data Quality Services During Data Import: Explained
Defining the Import Process for Customers and Consumers: Points to Consider
Defining the Import Process for Customers and Consumers: Worked Example
Defining the Import Process for Resources and Partners: Points to Consider
Performing What-If Analysis on Data Import Batches: Worked Example
FAQs for Define Data Import
Can I redefine the data import process for an already imported batch and reimport it?
How can I view the errors that occurred during preimport processing?
What happens if I purge a data import batch?
Why can't I purge a data import batch?
Why did I receive a message that the data enrichment process was declined?
Can I try and import a batch again?
Why can't I view the import process details?
20 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?
21 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?
22 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?
23 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?
24 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?
25 Configure Oracle Social Data and Insight Cloud Service for Data Enrichment and Address Verification
Configuring Oracle Social Data and Insight Cloud Service for Data Enrichment and Address Verification: Overview
Manage Sales Cloud and Oracle Social Data and Insight Cloud Service Integration: Explained
Manage Oracle Social Data and Insight Cloud Service Preferences: Explained
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
26 Define Data Quality
Integrating with Oracle Enterprise Data Quality Engine
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
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
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?
27 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: 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
Customer Data Hub Notes
Defining Notes: Points to Consider
Agreement Rules: Explained
Agreement Rules Dictionaries: Explained
Defining Agreement Rules: Worked Example
Manual Merge: Explained
Merging Records Manually: Worked Example
28 Overview of Oracle Sales Cloud Web Services
Oracle Sales Cloud Web Services: Explained
Oracle Sales Cloud RESTful Web Services: Explained
Oracle Sales Cloud SOAP Web Services: Explained
Import and Export Web Services: Explained
29 Define Extensions for Customer Data Management
Define Custom Enterprise Scheduler Jobs
Managing Job Definitions: Highlights
Managing List of Values Sources: Highlights
FAQs for Define Extensions for Customer Data Management
What's the difference between Page Composer and Application Composer?
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