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Using Global Integration to Add New D&B Accounts
After a D&B Global Integration access is set up by your administrator, you can access D&B real-time within your Siebel application and enter criteria to locate new accounts in the D&B database. Search criteria can include the business name with state/province and country information, D&B D-U-N-S number, local business ID, and telephone number.
When you execute a search for new D&B accounts, the search criteria is sent to D&B's Global Integration, along with the user's D&B account name and password. When D&B receives the information, Global Integration automatically selects the single best search method to execute based on the criteria. D&B calculates the criteria matches and returns the number to Siebel. If there are no matches for the criteria, the requestor is notified.
At this point, you can opt to purchase the account information, or cancel the Global Integration search process. If an account is purchased, data received from D&B is added to the Siebel D&B tables and is available in D&B All Accounts view.
NOTE: If the selected account already exists in your Siebel D&B database, the account is not purchased.
To initiate D&B's Global Integration search
- Navigate to the D&B screen.
- In the D&B Accounts list, click Search D&B for New Account.
- In the Search D&B dialog box, complete the fields for the query.
The following illustration shows an example of the search criteria form.
You must enter sufficient data to initiate a query in the United States. For example, as the following figure shows, in the Search D&B form you can enter Business Name, State/Province and Country as criteria, or just the D-U-N-S number, or the Local Business ID and Country, or the Phone number and Country. If you only enter the Business Name, the search fails because the data is insufficient.
The following table describes the Search D&B query fields.
- After you have entered the criteria, click Search D&B.
The following figure shows sample search results, with the business name, city, and state in the Search Results list.
- In the Search D&B list of results, select an account, and then click Purchase.
Click Refine Query to modify the query criteria. Click Cancel to return to the D&B Accounts list without purchasing.
The purchased account is highlighted in the D&B Accounts list.
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Siebel Sales User Guide Published: 18 April 2003 |