Posts

Large Size CDM Data Import Reference and General Guidance

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Hi, In this post, I will cover a data import reference I delivered a few years ago and also some general guidance I follow for Fusion Sales Data Import. For this reference, here are the data object, data volume and the import durations Based on my years of experiences of data import, to get the optimal import performance, here are the guidelines I follow, Prepare the data file with ETL tool with data from source systems and Oracle Cloud (for round-trip scenario) Establish the Import Timing baseline on production-sized pod Production Import should follow the same steps as the lower pod where you establish the baseline Use the most efficient tool to import data (e.g. EDLC, WS submission with UCM file IDs) Fine tune the Import Queue Size (e.g. 5-10 active importing jobs in the queue) to get the best throughout Disable the activities which will impact import duration (e.g. ESS job, Adaptive Search Periodic Refresh, OTBI/BIP scheduling, Object Trigger/Workflow, User Access, Inbound/Outbound

How to run a Fusion CX BIP report with WS in asynchronous mode?

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Hi, In the post, I will cover the high-level steps of how to use ErpIntegrationService?WSDL to run BIP report with callback feature. This will be useful if you have integration pattern to run BIP report in Asynchronous mode for the cases like long execution time, large report size. 

Fusion CX - How to query parent object with search criteria of child/grandchild attributes

Hi, In this post, I will discuss how to query records of parent object based on the search conditions of child object attributes.

How to run a Fusion BIP report with WS in synchronous mode?

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Hi, In this post, I will show you how to run a BIP report with WS in synchronous mode.

Fusion CX Business Event & Subscription

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Hi, In this post, I will discuss how to find the business events for standard and custom objects, and their subscriptions. This will be useful if you plan to create real-time integrations based on the object create/update/delete in Fusion CX.

How to find Fusion CX Object to Database mapping?

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Hi, In this post, I will discuss how we can find the object to DB table mapping. You will find this post useful if you ever wonder what tables/columns are selected for the objects/attributes created in application composer.

Fusion CX Integration Patterns and Guidelines

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Hi, In this post, I will cover the Fusion CX integration patterns and recommended use cases for Inbound and Outbound scenarios. You will find it useful if you have requirements to integrate Fusion CX with any other systems. 

CX/SCM Cloud Business Event

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Hi, In this post, I will cover how we can get the event catalog for standard and custom objects. This will be useful if you want to use the catalog info to build your integration with OIC or 3rd-party integration platform.

CX Sales - How to retrieve primary BU name assigned to the login user with Groovy

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Hi, I'll cover how you can retrieve login user's information (e.g. Business Unit, Legal Entity) with Groovy. You may find it useful if you want to retrieve transaction data based on BU, stamp BU on your custom object, etc.

Subscription Mgt - How to create a Salesperson?

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Hi, In this post, I will cover the main steps to create a salesperson. Once salesperson is created, you can use it for Sales Credits in Subscription Mgt and also Enterprise Contracts.

CX Sales & B2B Service - API Batch Call (REST and SOAP)

Hi, In this post, I will discuss how to call SOAP and REST API for batch operations. With the batch operation, it can help to improve the API execution throughput and performance. You may find it useful if you have use case to CRUD large data set through API.

OIC - Trigger Fusion SaaS ESS Job with SOAP Adapter

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Hi, Sometimes we may want to build a OIC integration like this use case -  First we want to trigger Fusion ESS job,  then we will retrieve the report output or related data after the ESS job is completed, and send that data to 3rd-party systems. I will cover how we can call Fusion SaaS ESS job from OIC in this post.

CX Sales - Import Management with REST API and EDLC

Hi, Import Management will become the main tool to import data into CX Sales from 20D. Based on my experiences, this tool has better throughput and performance comparing to Class Import which will be retired on 20D.  I'm going to discuss how we can use this tool to import large volume of data with REST API and EDLC. You may find it useful if you have use cases to migrate and sync large volume of data from your systems to Cloud.

CX Sales & B2B Service - VBCS Mashup

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Hi, In this post, I am going to cover how to deploy a VBCS page as a Mashup in CX Sales. This is applicable for use cases like, 1. You want to display 3rd-party system data on Account page without migrating/syncing data 2. You want to display account/contact information on Account page with your preferred layout and data controls. 

CDM - Billing Account and Account Site Merge

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Hi, In this post, I will discuss how we can merge duplicate Receivables Billing Accounts and Account Sites with CDM Duplicate Resolution feature. You will find it useful if you want to address the use case like below, I have a single customer with multiple billing accounts and account sites. Some of the billing accounts and sites are duplicates. I will need to merge them.

B2C Service - How to use cURL to access the Connect REST API with IDCS OAuth Token

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Hi, In this post, I will discuss how to use cURL to validate IDCS access token. It will be useful if you want to validate the token before you call API in your custom logic (e.g. Access B2C Service API in custom PHP, Access B2C Service API from CX Sales Groovy).

B2C Service - Setup IDCS OAuth token to access the Connect REST API

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Hi, In this post, I will discuss how to setup IDCS confidential app and B2C Service to access the Connect REST API with OAuth token. You will find it useful if you have use case like Authorize API access via OAuth.

CX Sales & B2B Service - How to Create a BIP Bursting Report

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Hi, In this post, I am going to discuss the steps to create a BIP Bursting Report. This will be useful if you have use cases like - Send Consolidated List of all related records owned by Sales Rep Send Work Anniversary Email to Sales Rep

CX Sales & B2B Service - Generate Dynamic URL based on Pod in Groovy

Hi, In this post, I am going to discuss how to generate the dynamic URL in groovy based on Pod.  You may ask why we need this. One main reason is to avoid code change in groovy after CSM migration. 

CX Sales & B2B Service - Retrieve 3 levels of object data with a single REST API call

Hi, In this post, I'll cover how to retrieve 3 levels of object data in a single REST API Call with GET. It is useful if you want to reduce the number of API calls and get optimal data query performance.

CX Sales & B2B Service - How to setup SFTP Server for BI Publisher

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Hi, This post provides the guidelines on how to set up SFTP server for BI Publisher in CX Sales. You may find it useful if you have use cases like below, Retrieve the updated records in batch to SFTP where Eloqua can consume with Scheduled Import feature Retrieve the updated records in batch to SFTP where Data Warehouse can consume