Sales Cloud Account

The service to create, update, find, and delete organization accounts. Organization accounts contain the following information: organization profile, sales profile, contact information (primary address, phone, fax, email and URL), industry classification and account hierarchy.

Life Cycle Status: Active

QName: {http://xmlns.oracle.com/apps/crmCommon/salesParties/accountService/}AccountService

Service WSDL URL: https://servername/crmService/SalesPartiesAccountService?WSDL

Logical Business Objects

  • CRM : Trading Community Model : Account

Relationships

The following table describes how this service data object is related to other service data objects or business object services.

Relationship Type Object or Service

Handles

Sales Cloud Primary Address

Handles

Account

Handles

Note

Handles

Note Descriptive Flexfields

Handles

Sales Team Member

Operations

getAccount

Retrieves the account based on the primary key identifier.

Life Cycle Status: Active

Request Payload

Element Name Type Description

PartyId

long

The identifier for a party.

Response Payload

Element Name Type Description

result

Sales Cloud Account

Account that matches the inbound key attributes.

createAccount

Creates an organization account and its primary address (optional).

Life Cycle Status: Active

Request Payload

Element Name Type Description

account

Sales Cloud Account

Account to be created.

Response Payload

Element Name Type Description

result

{http://xmlns.oracle.com/apps/crmCommon/salesParties/accountService/}AccountResult

Created account.

updateAccount

Updates an account and primary address. When updating the primary address information it is not necessary to include the primary or alternate keys for the primary address. There is a one-to-one correspondence between the account and primary address. If the alternate keys SourceSystem and SourceSystemReferenceValue in the primary address are specified and they do not match the values in the existing primary address, then a new SourceSystem/SourceSystemReferenceValue gets created for the existing primary address.

Life Cycle Status: Active

Request Payload

Element Name Type Description

account

Sales Cloud Account

Account to be updated.

Response Payload

Element Name Type Description

result

{http://xmlns.oracle.com/apps/crmCommon/salesParties/accountService/}AccountResult

Updated account.

deleteAccount

Deletes an account and the relationship between the account and address objects indicating the address is a primary address. The address object cannot be deleted using this operation. To delete the address, use the sales cloud address service.

Life Cycle Status: Active

Request Payload

Element Name Type Description

account

Sales Cloud Account

Account to be deleted.

Response Payload

Element Name Type Description

result

{http://xmlns.oracle.com/adf/svc/types/}MethodResult

Not applicable.

mergeAccount

Performs a merge on the account. It will perform an update if the object exists, or an insert if the object doesn't already exist.

Life Cycle Status: Active

Request Payload

Element Name Type Description

account

Sales Cloud Account

Account to be merged.

Response Payload

Element Name Type Description

result

{http://xmlns.oracle.com/apps/crmCommon/salesParties/accountService/}AccountResult

Merged account.

findAccount

Finds a list of accounts based matching the supplied criteria pertaining to the object.

Life Cycle Status: Active

Request Payload

Element Name Type Description

findCriteria

{http://xmlns.oracle.com/adf/svc/types/}FindCriteria

The criteria used to limit your query result, such as the filter (where clause), the fetch size, etc.

findControl

{http://xmlns.oracle.com/adf/svc/types/}FindControl

Method not currently used.

Response Payload

Element Name Type Description

result

Sales Cloud Account

A list of accounts that satisfy the inbound criteria.

processAccount

Performs a create, update, delete or Merge a list of account rows. The specified operation is applied to all objects in the given list.

Life Cycle Status: Active

Request Payload

Element Name Type Description

changeOperation

string

Indicates what action shall be performed, such as create, update, merge, or delete.

account

Sales Cloud Account

A list of accounts to be processed.

processControl

{http://xmlns.oracle.com/adf/svc/types/}ProcessControl

Control your bulk upload behavior, such as whether the valid data will be committed if there are other invalid data in the same batch, and whether the outbound will contain the key attributes only or the full object.

Response Payload

Element Name Type Description

result

Sales Cloud Account

A list of Account that are successfully processed.

processCSAccount

Performs a create, update, or delete operation on a list of account rows. Different operations may be applied to different objects, depending on what is specified in the ChangeSummary object.

Life Cycle Status: Active

Request Payload

Element Name Type Description

processData

{http://xmlns.oracle.com/adf/svc/types/}ProcessData

The object that is used to represent the changes that have been made.

processControl

{http://xmlns.oracle.com/adf/svc/types/}ProcessControl

Control your bulk upload behavior, such as whether the valid data will be committed if there are other invalid data in the same batch, and whether the outbound will contain the key attributes only or the full object.

Response Payload

Element Name Type Description

result

{http://xmlns.oracle.com/adf/svc/types/}ProcessData

Result of the operation including a list of created/updated data objects, and all warning and informational messages.

getDfltObjAttrHints

Retrieves user interface hints, such as the service data object label and object attribute labels, for the specified service data object and locale. As a prerequisite, invoke the getEntityList operation defined on this service to get the list of possible values for the viewName request payload element.

Life Cycle Status: Active

Request Payload

Element Name Type Description

viewName

string

The service view usage name, an internal name for the service data object. Specify the value of the <name> element from the getEntityList operation response payload.

localeName

string

The locale to use when evaluating locale-based user interface hints. The localeName is in ISO 639-1 format.

Response Payload

Element Name Type Description

result

{http://xmlns.oracle.com/adf/svc/types/}ObjAttrHints

The label and user interface hints for the specified service data object and its attributes in a name-value pair format.

getServiceLastUpdateTime

Returns the date and time when the schema files referenced in the service definition last changed.

Life Cycle Status: Active

Request Payload

Response Payload

Element Name Type Description

result

{http://xmlns.oracle.com/adf/svc/types/}dateTime-Timestamp

The date and time when the service definition last changed in ISO 8601 format.

getEntityList

Gets the list of service data objects defined on this service.

Life Cycle Status: Active

Request Payload

Response Payload

Element Name Type Description

result

{http://xmlns.oracle.com/adf/svc/types/}ServiceViewInfo

A list of service data objects defined on this service. For each service data object, the result includes the QName, internal name, and Boolean values indicating whether create, update, merge, and delete operations can be performed on the object.

Security

The following tables list the privileges required to perform the service operations, and the duty roles that each privilege is granted to.

Service Operations to Privileges Mapping

Operation Name Privilege Code Privilege Name Privilege Description

findAccount

ZCM_VIEW_SALES_ORGANIZATION_PRIV

View Sales Organization

Allows viewing of the sales organization.

updateAccount

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

Update Sales Organization

Allows updating the sales organization.

createAccount

ZCM_CREATE_SALES_ORGANIZATION_PRIV

Create Sales Organization

Allows creating a sales organization.

mergeAccount

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

Update Sales Organization

Allows updating the sales organization.

getAccount

ZCM_VIEW_SALES_ORGANIZATION_PRIV

View Sales Organization

Allows viewing of the sales organization.

processAccount

ZCM_DELETE_SALES_ORGANIZATION_PRIV

Delete Sales Organization

Allows deletion of Sales Organizations.

processAccount

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

Update Sales Organization

Allows updating the sales organization.

processAccount

ZCM_CREATE_SALES_ORGANIZATION_PRIV

Create Sales Organization

Allows creating a sales organization.

processCSAccount

ZCM_DELETE_SALES_ORGANIZATION_PRIV

Delete Sales Organization

Allows deletion of Sales Organizations.

processCSAccount

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

Update Sales Organization

Allows updating the sales organization.

processCSAccount

ZCM_CREATE_SALES_ORGANIZATION_PRIV

Create Sales Organization

Allows creating a sales organization.

deleteAccount

ZCM_DELETE_SALES_ORGANIZATION_PRIV

Delete Sales Organization

Allows deletion of Sales Organizations.

Privileges to Duty Roles Mapping

Privilege Code Granted to Duty Role Code Granted to Duty Role Name Granted To Duty Role Description

ZCM_VIEW_SALES_ORGANIZATION_PRIV

ORA_ZCM_SR_SALES_PARTY_MANAGEMENT

Service Sales Party Management

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities.

ZCM_VIEW_SALES_ORGANIZATION_PRIV

ORA_SVC_HR_SR_MANAGEMENT

HR Service Request Management

Manages all aspects of the Next Gen HR Help Desk Service Request object.

ZCM_VIEW_SALES_ORGANIZATION_PRIV

ORA_ZCM_MKTG_SALES_PARTY_MANAGEMENT_DUTY

Marketing Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal marketing users. Additional duties include viewing of appointments, interactions, and customer contacts.

ZCM_VIEW_SALES_ORGANIZATION_PRIV

ORA_SVC_INTERNAL_HELPDESK_ANALYSIS

Internal Service Request Analysis

Manages a group of Internal Help Desk agents. Can view Internal service requests, activities, and attachments. Monitors metrics and overall resource balancing, critical service requests, service level agreements.

ZCM_VIEW_SALES_ORGANIZATION_PRIV

ORA_SVC_CASE_EXECUTION

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

ZCM_VIEW_SALES_ORGANIZATION_PRIV

ORA_SVC_HR_SR_ANALYSIS

HR Service Request Analysis

Manages a group of Next Gen HR Help Desk agents. Can view Next Gen HR service requests, activities, and attachments. Monitors metrics and overall resource balancing, critical service requests, service level agreements.

ZCM_VIEW_SALES_ORGANIZATION_PRIV

ORA_SVC_CASE_SUPERVISION

Case Supervision

Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.

ZCM_VIEW_SALES_ORGANIZATION_PRIV

ORA_SVC_INTERNAL_HELPDESK_SR_MANAGEMENT

Internal Service Request Management

Manages all aspects of the Internal Help Desk Service Request object.

ZCM_VIEW_SALES_ORGANIZATION_PRIV

ORA_ZCH_CDM_ADMIN_DUTY

Customer Data Management Administration

Administers customer data management.

ZCM_VIEW_SALES_ORGANIZATION_PRIV

ORA_ZCM_SALES_PARTY_REVIEW_DUTY

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

ZCM_VIEW_SALES_ORGANIZATION_PRIV

ORA_SVC_HR_SR_ADMINISTRATION

HR Service Request Administration

Manages all aspects of Next Gen HR service requests. In addition, can manage queues and administer the Next Gen HR Help Desk service application, including setup.

ZCM_VIEW_SALES_ORGANIZATION_PRIV

ORA_SVC_INTERNAL_HELPDESK_ADMINISTRATION

Internal Service Request Administration

Manages all aspects of Internal service requests. In addition, can manage queues and administer the Internal Help Desk service application, including setup.

ZCM_VIEW_SALES_ORGANIZATION_PRIV

ORA_ZCM_PARTNER_SALES_PARTY_MANAGEMENT_DUTY

Partner Sales Party Management

Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts.

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

ORA_ZCM_SR_SALES_PARTY_MANAGEMENT

Service Sales Party Management

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities.

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

ORA_UER_UTILITIES_CUSTOMER_SERVICE_MANAGER_JOB

Utilities Customer Service Manager

Individual responsible for managing Utilities Customer Service Representatives for a utilities customer service function.

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

ORA_ZCM_MKTG_SALES_PARTY_MANAGEMENT_DUTY

Marketing Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal marketing users. Additional duties include viewing of appointments, interactions, and customer contacts.

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

ORA_ZCH_CDM_ADMIN_DUTY

Customer Data Management Administration

Administers customer data management.

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

ORA_UER_UTILITIES_CUSTOMER_SERVICE_REPRESENTATIVE_JOB

Utilities Customer Service Representative

Individual responsible for answering customer inquiries and resolving customer problems for a utilities customer service function.

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

ORA_UER_UTILITIES_CUSTOMER_SERVICE_ADMINISTRATOR_JOB

Utilities Customer Service Administrator

Individual responsible for the day-to-day administrative support for a utilities customer service function.

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

ORA_ZCM_PARTNER_SALES_PARTY_MANAGEMENT_DUTY

Partner Sales Party Management

Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts.

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

ORA_ZCM_SALES_PARTY_MANAGEMENT_DUTY

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

ZCM_CREATE_SALES_ORGANIZATION_PRIV

ORA_UER_UTILITIES_CUSTOMER_SERVICE_MANAGER_JOB

Utilities Customer Service Manager

Individual responsible for managing Utilities Customer Service Representatives for a utilities customer service function.

ZCM_CREATE_SALES_ORGANIZATION_PRIV

ORA_ZCM_MKTG_SALES_PARTY_MANAGEMENT_DUTY

Marketing Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal marketing users. Additional duties include viewing of appointments, interactions, and customer contacts.

ZCM_CREATE_SALES_ORGANIZATION_PRIV

ORA_ZCH_CDM_ADMIN_DUTY

Customer Data Management Administration

Administers customer data management.

ZCM_CREATE_SALES_ORGANIZATION_PRIV

ORA_UER_UTILITIES_CUSTOMER_SERVICE_REPRESENTATIVE_JOB

Utilities Customer Service Representative

Individual responsible for answering customer inquiries and resolving customer problems for a utilities customer service function.

ZCM_CREATE_SALES_ORGANIZATION_PRIV

ORA_UER_UTILITIES_CUSTOMER_SERVICE_ADMINISTRATOR_JOB

Utilities Customer Service Administrator

Individual responsible for the day-to-day administrative support for a utilities customer service function.

ZCM_CREATE_SALES_ORGANIZATION_PRIV

ORA_ZCM_PARTNER_SALES_PARTY_MANAGEMENT_DUTY

Partner Sales Party Management

Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts.

ZCM_CREATE_SALES_ORGANIZATION_PRIV

ORA_ZCM_SALES_PARTY_MANAGEMENT_DUTY

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

ZCM_DELETE_SALES_ORGANIZATION_PRIV

ORA_ZCH_CDM_ADMIN_DUTY

Customer Data Management Administration

Administers customer data management.

ZCM_DELETE_SALES_ORGANIZATION_PRIV

ORA_ZCM_SALES_PARTY_ADMINISTRATION_DUTY

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Duty Roles to Duty or Job Roles Mapping

Duty Role Code Granted to Duty or Job Role Code Granted to Duty or Job Role Name Granted To Duty or Job Role Description

ORA_UER_UTILITIES_CUSTOMER_SERVICE_MANAGER_JOB

ORA_ZCA_ACCESS_GROUPS_ENABLEMENT_DUTY

Access Groups Enablement

Enables the Access Groups functionality.

ORA_UER_UTILITIES_CUSTOMER_SERVICE_ADMINISTRATOR_JOB

ORA_ZCA_ACCESS_GROUPS_ENABLEMENT_DUTY

Access Groups Enablement

Enables the Access Groups functionality.

ORA_UER_UTILITIES_CUSTOMER_SERVICE_REPRESENTATIVE_JOB

ORA_ZCA_ACCESS_GROUPS_ENABLEMENT_DUTY

Access Groups Enablement

Enables the Access Groups functionality.

ORA_ZCM_SALES_PARTY_REVIEW_DUTY

ORA_OKC_ALL_BUSINESS_UNITS_CONTRACT_INQUIRY_DUTY_CRM

Contract View Access Across All Contracts

Views all contracts across an enterprise.

ORA_ZCM_MKTG_SALES_PARTY_MANAGEMENT_DUTY

ORA_OKC_ALL_BUSINESS_UNITS_CONTRACT_INQUIRY_DUTY_CRM

Contract View Access Across All Contracts

Views all contracts across an enterprise.

ORA_UER_UTILITIES_CUSTOMER_SERVICE_ADMINISTRATOR_JOB

ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB

Customer Relationship Management Application Administrator

Individual responsible for customer relationship management application administration. Collaborates with customer relationship management application users to maintain consistent financial application setup, rules, and access.

ORA_UER_UTILITIES_CUSTOMER_SERVICE_MANAGER_JOB

ORA_SVC_CUSTOMER_SERVICE_MANAGER_JOB

Customer Service Manager

Manages a group of Customer Service Representatives, and would monitor the incoming call volume into the customer service department, perhaps balancing loads and reassigning work when call volume is high. This individual would monitor incoming business, and manage the demand flow to the fulfillment area. May also need to respond to escalations.

ORA_UER_UTILITIES_CUSTOMER_SERVICE_REPRESENTATIVE_JOB

ORA_SVC_CUSTOMER_SERVICE_REPRESENTATIVE_JOB

Customer Service Representative

A resource that is typically assigned to a contact center to answer customer inquiries and resolve customer problems. Can respond to inquiries such as frequently asked questions, troubleshooting assistance, order status or order entry, or other transactions. This individual usually is assigned to serve a group of customers or support other customer-facing resources to resolve issues.

ORA_UER_UTILITIES_CUSTOMER_SERVICE_ADMINISTRATOR_JOB

ORA_SVC_ENGAGEMENT_CHANNEL_APPLICATION_ADMINISTRATOR_JOB

Engagement Channel Application Administrator

Individual responsible for administration of all aspects the supervisor dashboard, including setup and administration of the engagement channel.

ORA_UER_UTILITIES_CUSTOMER_SERVICE_MANAGER_JOB

ORA_SVC_ENGAGEMENT_CHANNEL_SUPERVISOR_JOB

Engagement Channel Supervisor

Individual responsible for monitoring metrics and overall resource balancing across the Engagement channels.

ORA_UER_UTILITIES_CUSTOMER_SERVICE_ADMINISTRATOR_JOB

ORA_CSO_KNOWLEDGE_ANALYTICS_DUTY

Knowledge Analytics

User's ability to execute and create analytics reports

ORA_UER_UTILITIES_CUSTOMER_SERVICE_MANAGER_JOB

ORA_CSO_KNOWLEDGE_AUTHOR_SERVICE_JOB

Knowledge Author Service

Provides for the ability to author service articles

ORA_UER_UTILITIES_CUSTOMER_SERVICE_MANAGER_JOB

ORA_CSO_KNOWLEDGE_AUTHORING_DUTY

Knowledge Authoring

Provides for the ability to participate in the life cycle of a knowledge article from creation to deletion

ORA_UER_UTILITIES_CUSTOMER_SERVICE_MANAGER_JOB

ORA_CSO_KNOWLEDGE_HOME_DUTY

Knowledge Home

Provides users with the ability to view and rate knowledge articles

ORA_UER_UTILITIES_CUSTOMER_SERVICE_REPRESENTATIVE_JOB

ORA_CSO_KNOWLEDGE_HOME_DUTY

Knowledge Home

Provides users with the ability to view and rate knowledge articles

ORA_UER_UTILITIES_CUSTOMER_SERVICE_MANAGER_JOB

ORA_CSO_KNOWLEDGE_HOME_SERVICE_DUTY

Knowledge Home for Service

Knowledge Home duty role strictly for service access

ORA_UER_UTILITIES_CUSTOMER_SERVICE_REPRESENTATIVE_JOB

ORA_CSO_KNOWLEDGE_HOME_SERVICE_DUTY

Knowledge Home for Service

Knowledge Home duty role strictly for service access

ORA_UER_UTILITIES_CUSTOMER_SERVICE_ADMINISTRATOR_JOB

ORA_CSO_KM_REST_ADMIN

Knowledge Rest Administrator

This role is used by REST API users

ORA_UER_UTILITIES_CUSTOMER_SERVICE_MANAGER_JOB

ORA_CSO_KNOWLEDGE_SEARCH_SERVICE_JOB

Knowledge Search Service

Provides the ability to search Service department articles

ORA_UER_UTILITIES_CUSTOMER_SERVICE_REPRESENTATIVE_JOB

ORA_CSO_KNOWLEDGE_SEARCH_SERVICE_JOB

Knowledge Search Service

Provides the ability to search Service department articles

ORA_UER_UTILITIES_CUSTOMER_SERVICE_ADMINISTRATOR_JOB

ORA_CSO_KNOWLEDGE_SETUP_AND_MAINTENANCE_DUTY

Knowledge Setup and Maintenance

Provides the users with the ability to setup and manage knowledge base

ORA_UER_UTILITIES_CUSTOMER_SERVICE_ADMINISTRATOR_JOB

ORA_CSO_KNOWLEDGE_USER_MANAGEMENT_DUTY

Knowledge User Management

Provides for the ability to manage users, internal knowledge roles, and user groups memberships

ORA_SVC_INTERNAL_HELPDESK_ADMINISTRATION

ORA_HZRESOURCE_ADMINISTRATOR_DUTY

Resource Administration

Administers resource information.

ORA_SVC_HR_SR_ADMINISTRATION

ORA_HZRESOURCE_ADMINISTRATOR_DUTY

Resource Administration

Administers resource information.

ORA_SVC_INTERNAL_HELPDESK_ADMINISTRATION

ORA_HZRESOURCE_ORGANIZATION_ADMINISTRATOR_DUTY

Resource Organization Administration

Administers resource organizations.

ORA_SVC_HR_SR_ADMINISTRATION

ORA_HZRESOURCE_ORGANIZATION_ADMINISTRATOR_DUTY

Resource Organization Administration

Administers resource organizations.

ORA_SVC_INTERNAL_HELPDESK_ADMINISTRATION

ORA_HZRESOURCE_TEAM_ADMINISTRATOR_DUTY

Resource Team Administration

Defines resource teams.

ORA_SVC_HR_SR_ADMINISTRATION

ORA_HZRESOURCE_TEAM_ADMINISTRATOR_DUTY

Resource Team Administration

Defines resource teams.

ORA_UER_UTILITIES_CUSTOMER_SERVICE_ADMINISTRATOR_JOB

ORA_ZBS_SALES_ADMINISTRATOR_JOB

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

ORA_ZCM_SALES_PARTY_ADMINISTRATION_DUTY

ORA_ZCM_SALES_PARTY_MANAGEMENT_DUTY

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

ORA_ZCM_SALES_PARTY_MANAGEMENT_DUTY

ORA_ZCM_SALES_PARTY_REVIEW_DUTY

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

ORA_ZCM_SALES_PARTY_ADMINISTRATION_DUTY

ORA_DATA_QUALITY_ADMIN_DUTY

Trading Community Data Quality Administration

Configures, reviews, and edits predefined data quality server configurations and the predefined matching, synchronization, and cleansing configurations.

ORA_ZCM_SALES_PARTY_ADMINISTRATION_DUTY

ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY

Trading Community Import Batch Management

Manages trading community data import batches.

ORA_ZCM_SALES_PARTY_MANAGEMENT_DUTY

ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY

Trading Community Import Batch Management

Manages trading community data import batches.

ORA_ZCM_MKTG_SALES_PARTY_MANAGEMENT_DUTY

ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY

Trading Community Import Batch Management

Manages trading community data import batches.