Oracle CX Sales integration
When you integrate Oracle Unity with Oracle CX Sales, you can seamlessly transfer data between the two products.
Integrating with CX Sales involves setting up the import of data from CX Sales and setting up the export of data to CX Sales.
Understanding Oracle CX Sales
Oracle CX Sales delivers fully integrated sales capabilities on a single platform.
Here's a summary of the key tasks you can accomplish:
-
Manage accounts, households, and contacts.
-
Create business plans and manage customer assets.
-
Send out sales campaigns.
-
Create and update leads and convert them to opportunities.
-
Manage sales forecasts.
Learn more about CX Sales from the Oracle CX Sales Help Center.
Exporting Oracle Unity segments to Oracle CX Sales
Exporting Oracle Unity segments to Oracle CX Sales allows you to incorporate Unity's segmentation capabilities into CX Sales fully integrated sales capabilities.
The image below shows the workflow of exporting segment data out of Oracle Unity into CX Sales.
Oracle Unity leverages the External Data Loader Client to enable the transfer of data. Learn more about the External Data Loader Client by reviewing the topic on Understanding Import and Export Management for CX Sales and B2B Service from the Oracle CX Sales Help Center.
Importing CX Sales data into Oracle Unity
Importing data, such as account, activity, and sales data, from CX Sales allows you to build more complete customer profiles in Oracle Unity.
After setting up the initial import of data, the image below shows the workflow of importing CX Sales into the Oracle Unity data model.
Required privileges and roles in CX Sales
You will need the following privileges and roles:
-
Access to REST services.
-
All roles required for import and export management. Review these roles from the CX Sales Help Center.
Next steps
Setting up the import of data from Oracle CX Sales
Setting up the export of data to Oracle CX Sales