Search for existing answers to your product and support questions.
Familiarize yourself with our support site and learn best practices in working with our team.
Manage Service Requests, View and update service requests submitted by you and others in your organization.
Submit a new issue to our technical support team.
Oracle B2C Service insights from our Technical Support team subject matter experts
Browse resources to assist you in launching your implementation and ensure a successful go-live.
Access your OCI account.
Find product documentation for supported versions of B2C and documentation libraries for related service solutions.
You will have the tools to improve your customers' experience when you learn about all the things our products can do.
Find links for API documentation, Custom Processes, Customer Portal, and Agent Browser UI Extensibility Framework.
Explore how accelerators are designed to demonstrate how an integration scenario could be built using the public integration and extension capabilities of the Oracle B2C Service.
Prepare for a successful transition by reviewing upcoming release changes and enhancements.
Explore webinars, events, and feature kits to learn about B2C Service features, functionality, and best practices from the technical experts.
Oracle MyLearn offers a portfolio of free and paid subscription-based learning resources to help you gain valuable skills, accelerate cloud adoption, increase productivity, and transform your business.
Empower your team with the skills to implement, configure, manage, and use your applications with Customer Experience Cloud Training.
Our goal is to facilitate a friendly, supportive environment where members can easily collaborate with each other on solutions and best practices.
Ask and answer questions specific to B2C.
This is an exciting resource intended to help with your Oracle Service Cloud Analytics.
Share product improvement ideas and enhancement requests with Oracle Development, while collaborating with other Oracle customers and partners.
Update your phone number, email notification preferences, and severity 1 and severity 2 contact preferences.
View the contact managers within your organization.
Find contact information of the Technical Account Manager (TAM) and Client Success Manager (CSM) for your organization.
Environment:
Contacts, All versions
Resolution:
Within your Oracle B2C Service application, contact and organization records are shared across all modules enabled in your site, Oracle B2C Service, Oracle B2C Service Outreach, and/or Oracle RightNow Opportunity Tracking Cloud Service. This allows staff to use a single record to view opportunity, mailing, and support activities associated with that record.
The State field allows you to specify which modules of your application a contact or organization is associated with -- Service, Outreach, and/or Opportunities. The State field allows you to delineate different types of contact and organization records in your application based on their activity and involvement with your staff.
Depending on your site configuration and your business processes, records may be enabled for only one of the States or they may be enabled for multiple components.
For example, a sales representative in your organization might be working with a specific contact to demonstrate your products and provide sales information. This contact could be enabled with the Opportunities state since someone from your sales department is working with them. This allows all staff to know that the contact or organization is a potential customer.
If your marketing department is also sending marketing information to the contact such as outbound emails, newsletters, and campaigns, the contact should also have the Outreach state enabled so that staff know that the contact receives communication from your marketing department. For contacts that you are sending Marketing information, but your sales department is not actively engaged, you could set the State to have Outreach enabled, but Opportunities and Service disabled.
If the contact is not involved with submitting incidents to your support department through the Service application, the contact does not need the Service state enabled. If you have designated support contacts at your customer's organization, you could enable their records so that the Service state is enabled.
Note: The state(s) selection does not affect outgoing messages to a contact (i.e. customers that do not have an Outreach state can still receive marketing messages). However, it can affect how incoming emails from contacts are processed. See Answer ID 6937: Assistance Request Denied email sent to customer for more information.
Using State Fields in Reports:
When configuring reports, you can include a filter for each of the three States as you deem necessary. Each of the three states is a separate field (Opportunities State, Outreach State, Service State) that can be added independently of the others.
You can also include the States in the output columns of a report. In the Expression field select the contacts or organizations table and then select either Outreach State, Opportunities State, or Service State from the contacts or organizations table.
Staff Profiles:
When configuring staff profiles, you can specify which types of contact and organization records (based on the State field) can be viewed, edited, or deleted. For contact records, you can specify which types of contact records can be moved to a different organization record. This allows you to protect content and restrict access for certain types of records.
Some aspects of the State fields work differently for different releases. For specific information, select your version and review current documentation. To access Oracle B2C Service manuals and documentation online, refer to the Documentation for Oracle B2C Service Products.
Quick Search reports: The default quick search reports have no filters based on the State values. This allows sales, marketing, and support staff the ability to easily search for the contact or organization record they are interested in.
You can create custom quick search reports that include the Opportunities State, Outreach State, or Service State fields as either filters or output columns in the report. For more information on customizing quick search reports, refer to Answer ID 2476: Customizing Quick Search Functionality.
Default State for new records: The default is that all three states are selected for new contacts or organizations. The default state is determined by the contact or organization workspace used.
Trouble finding records: If you have difficulty finding records with a specific state, verify that the staff member's profile allows access to records with that state.
Also check the configuration of the report used for the search to make sure there are no fixed filters on a specific state. For example, make sure that the report does not have a fixed filter for Service State equals yes.