Customer Data Management - Linked Parties (Doc ID 2035049.1)

Last updated on JULY 10, 2017

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.1.9.2.0 and later
Information in this document applies to any platform.

Goal

What is impact in the system of merging 2 party records in Customer Data Management. I understand that the records remain as individual records in the system after the merge is created but I don't see anywhere in the system where that information is used other than Party Center. For instance, is there any impact to leads or opportunities when using merged accounts? If I merge 2 accounts and then create a new opportunity should I only see the master account in the Account lookup or would I still see both of the merged parties? I'm just trying to understand how merging 2 accounts impacts the transactions in the systems, if at all.
 

Solution

Sign In with your My Oracle Support account

Don't have a My Oracle Support account? Click to get started

My Oracle Support provides customers with access to over a
Million Knowledge Articles and hundreds of Community platforms