Configure Enrichment Preferences
Specify if you want to enable enrichment of accounts, contacts, or both, and configure enrichment preferences to define what data is updated in an enriched account or contact.
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Click
work area. - Click the Tasks menu and click Search. Search for Manage Oracle Data as a Service
Attribute Mapping and Preferences and open it.
This page includes two tabs, one for accounts and another one for contacts. You can use these to enable enrichment for accounts and contacts, and configure the data that should be included in the enriched account.
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Select Account or Contact to enable enrichment for accounts or contacts, respectively.
- Enter a match threshold for accounts and contacts in the Match Threshold field.
- Enter the maximum number of records that should be enriched in the Maximum Number of Accounts for Real-Time Enrichment and Maximum Number of Contacts for Real-Time Enrichment fields.
- In case of contact enrichment, enter the maximum number of new contacts to create during enrichment in the Maximum Number of New Contacts field.
- Map the source attributes with the required sales attribute. You can also select
preferences for each attribute. For example, you can set an attribute to be displayed
during real-time enrichment. Note that the preferences aren't available for child
fields.Note: Click Reset to revert back to the default mapping and preferences.
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Click Save and Close
If you have a preproduction or staging environment, then test the service association between your sales preproduction environment and your Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) subscription. You must limit testing to 500 records. When you go to production, do the service association between your production environments and your Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) production environment. The service association steps are the same, but the test and production service URLs are different. The service URLs are listed in your welcome email and in the Unified Console application.