Why can't I find inactive records for purging them?
You can purge inactive data or records that you no longer need using this scheduled process. This scheduled process reads the configuration information such as age of inactive record and filter criteria. It then purges parent and child records that meet the filter criteria.
When to Use
You can use this scheduled process to purge sales contact, sales household, or sales account information that meet the specified filter criteria.
- contact which is also a supplier contact
- sales account which also has billing account usage
- CONTACT
- ORG_CONTACT
- CUSTOMER_CONTACT
- SALES_PROSPECT
- SALES_ACCOUNT
- SALES_PROSPECT
- SALES_ACCOUNT
Also, along with the purge of the inactive accounts, households, or contacts, references of these purged records, such as identifier or name, are also removed in other applications like opportunities, leads, campaigns, territories, assets, deals, quotes, activities (tasks and appointments), notes, forecasts, business plans, and contracts. For these flows, purged accounts and contacts don't appear on application pages, web service responses, and BI reports.
Merged records can be purged only when the master (survivor) party becomes inactive.
- Purge Inactive Sales Accounts and contacts to comply with General Data Protection Regulations (GDPR).
- Cleanup data because incorrect data was created that's no longer needed.
- In some rare cases, cleanup of data maybe required to improve performance of the application.
Privileges Required
Verify that you have the following privileges or role:
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Privilege
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ORA_ZBS_SALES_ADMINISTRATOR_JOB
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Role
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Sales Administrator
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Before You Start
Review the following before scheduling this scheduled process:
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Recommended Frequency:
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You can run this scheduled process on need basis or schedule it for appropriate frequency, such as daily once.
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Execution Time
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The execution time for a single data record is 1 to 2 minutes.
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The execution time for a batch job or certain volume of data say 10k is around 1 hours 30 minutes to 2hours.
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Compatibility
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This scheduled process is incompatible with itself and any other scheduled process.
- There are no processes that must be run after running this process.
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Parameters
Parameter |
Optional or Mandatory |
Parameter Values |
Description |
Special Combinations Required |
Notes |
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Name |
Mandatory |
Sales Contact Sales Account |
Purges inactive records that meet the filter criteria. For more information about specifying the filter criteria, see the Related Topics section. |
No |
N/A |
Execution Mode |
Mandatory |
Regular mode for party purge Exception mode for party purge clean up |
Sales accounts and sales contacts may be referred in other applications. Examples of such references are identifier or name in applications like opportunities, leads, campaigns, territories, and so on. In Regular mode for party purge, the references of inactive party records based on the currently specified filter criteria are removed. In Exception mode for party purge clean up, the references of any party which no longer exists in addition to the references identified in the regular mode are removed. We recommend that you use the Exception mode with caution. Use this mode only when references exists of inactive records in other applications like opportunities, leads, campaigns, territories, assets, deals, quotes, activities (tasks and appointments), notes, forecasts, business plans, and contracts and the corresponding Party Record is purged. |
No |
N/A |
Troubleshooting Information
You are notified about the scheduled process completion when scheduled process is successful.