4Set Up and Administer Oracle CX Sales Integration

Integrate with Oracle CX Sales

Integrate CX Sales with Oracle DataFox to enrich your accounts, find and prioritize target companies, and source more opportunities. There are steps for you to do in both applications.

  • Enrich and sync your account from Oracle DataFox. To do so, connect to Oracle CX Sales, map fields, and bulk-sync accounts.

  • Enable the integration in Oracle CX Sales and enable smart talking points.

By integrating with Oracle CX Sales, you can also view details of your enriched accounts from Oracle Sales Assistant.

Before You Start

  • You must have valid licenses for Oracle DataFox Cloud Service and Oracle DataFox Enterprise Records Cloud Service.

  • You must create a user account in CX Sales with the sales administrator job role. This task is optional, but Oracle recommends that you create this user before you begin. To create a user account in CX Sales, see Create Application Users.

    Note: Ensure you use the CX Sales user account that's created directly within the application, and not use single sign-on. Accounts linked with single sign-on don't have access to the APIs.

Connect to Oracle CX Sales

  1. Sign in to Oracle DataFox.

  2. Click your user name, and then click Settings.

  3. Click Oracle CX Sales under Integrations.

  4. Enter the URL instance and user name and password for the sales admin account you just created.

    Note: If you want to change the URL instance in the future, contact Oracle Support.
  5. Click Next.

  6. Click the Refresh icon next to the CX Sales Field column to get the most updated list of Oracle CX Sales fields.

  7. On the Field Mapping tab, map the corresponding fields. Mapping ensures you control the data that you want to enrich in your accounts.

    Field Mapping

    While you’re mapping your fields, note these important points:

    • If you don’t find a corresponding field mapping, create a custom field to map. See Add Objects and Fields for information on how to create new fields in Application Composer.

      Note: If you’re mapping a custom field, the names must exactly match.
    • The Overwrite Existing Data field is selected by default. All the selected CX Sales fields are overwritten by Oracle DataFox fields during the syncing process.

    For a list of field mappings, see Field Mappings.

  8. Click Done.

  9. Contact Oracle Support to match all your CX Sales accounts with the corresponding companies in Oracle DataFox and complete the rest of the setup.

You’re now ready to do more with your Oracle DataFox account.

Field Mappings

Here’s the full list of standard Oracle DataFox fields available for enrichment. This table represents the default mapping of Oracle DataFox Field to Oracle CX Sales Field. Use the Field Type and Max Width columns to ensure that your fields are defined appropriately.

You can choose another existing Account field or create a custom field.

Note: Fields unavailable in Oracle CX Sales fields are marked as custom fields. For these fields, create a custom field in Oracle CX Sales and map it to the Oracle DataFox field.

Oracle DataFox Field Field Type Max Width Oracle CX Sales Field Description Example Output
DataFox Company Id String 80

DataFox Company ID

The DataFox ID whose data is being enriched into this account. 5130efc98989846a3600107a
Legal Name String 300

custom field

The legal name of the company. Oracle DataFox doesn’t always have data for this attribute. Oracle
Url Long Text 2000 URL The company's website. oracle.com
Street Address Line 1 String 240 Address Line 1 The first line of the street address. 3630 S Geyer Road
Street Address Line 2 String 240 Address Line 2 The second line of the street address. Suite 100
City String 60 City The city where the company operates. St. Louis
State String 60 State The state where the company operates. MO
Country String 2 Country The country where the company operates. US
Zipcode String 60 Postal Code The postal code of the company’s address. 63127
Phone Number String 60 Raw Phone Number The company’s phone number. 13149841000
Description Long Text 1500

custom field

A short description of the company. Oracle Corp. provides enterprise software and computer hardware products and services.
Number of Employees Number NA Number of Employees An estimate of total employees. 21000
Revenue Estimate Number NA

Current Fiscal Year's Potential Revenue

Note: If this default mapping is used, then the currency type is also updated in PreferredFunctionalCurrency.
An estimate of the company’s annual revenue. 2837845000
Stock Ticker String 20 Stock Symbol The company’s stock symbol. ORCL
Keywords Long Text 1500

custom field

A comma delimited list of the company’s top keywords. software, cloud, computer, enterprise software, information technology
Industry String 300

Ignore

The industry code that represents the category. It’s recommended that you select Ignore to get both the industry and subindustry codes from Oracle DataFox. You must make additional configurations to get industry hierarchy codes from Oracle DataFox and translate the code to a label in CX Sales. For details, see Set Up Industry Hierarchy Labels in CX Sales. ORA_DF_INDUSTRY_028
Subindustry String 300

Industry Code

The subindustry category of the company. It’s recommended that you select Industry Code to get both the industry and subindustry codes from Oracle DataFox. You must make additional configurations to get industry hierarchy codes from Oracle DataFox and translate the code to a label in CX Sales. For details, see Set Up Industry Hierarchy Labels in CX Sales. ORA_DF_SUBINDUSTRY_211
NAICS Code String 300

custom field

The NAICS (North American Industry Classification System) code. 722511
NAICS Code Description String 300

custom field

The NAICS (North American Industry Classification System) description. Full-service Restaurants
DataFox Company Url String 300

custom field

Link to the company profile in the DataFox web application. http://app.datafox.com/oracle
Linkedin Url String 300

custom field

The company’s LinkedIn ID number. http://www.linkedin.com/company/90
Crunchbase Url String 300

custom field

The company’s Crunchbase slug. https://www.crunchbase.com/organization/oracle
Account Score Number NA Account Score The numeric value that indicates the score for an account. 250
Account Scoring Tier String 30

Account Scoring Tier

A tier is an admin-defined grouping of scores. The admin can set threshold for Tier 1, 2, and so on. so that all of sales and marketing have a shared understanding of account priority. Tier 1
EIN String 20 Taxpayer Identification Number The unique identifier for IRS (US only). 42723701
CIK String 100

custom field

The unique identifier for SEC (US only). 0000724606
UK Registration String 100

custom field

The unique identifier for Companies House (United Kingdom's registrar of companies). 12345678
Year Founded Integer NA Year Established The year in which the company was established. 1981
Last Synced Date Date NA Last Enrichment Date The most recent date when this account was last enriched or synced. 2019-08-20T18:04:02.461Z

DataFox Slug

String 60

custom field

The name of the company as used in the DataFox URL. Format is https://app.datafox.com/companies/[slug]/overview oracle

Domestic Ultimate Parent DataFox Id

String

80

custom field

The ID of the highest level of parent Company (in this Company's jurisdiction or country).

5130efce8989846a36001c9e

Domestic Ultimate Parent DataFox Slug

String

60

custom field

Name of the highest level of the parent company (in this Company's jurisdiction or country) as used in the DataFox URL.

sirius

Domestic Ultimate Parent Name

String

300

custom field

Name of the highest level of the parent company (in this Company's jurisdiction or country).

First Software, Inc.

Domestic Ultimate Parent Revenue Estimate

Number

NA

custom field

The revenue estimate for the highest level of the parent company (in this Company's jurisdiction or country).

15590000000

Domestic Ultimate Parent Number of Employees

Number

NA

custom field

Employee estimate for the highest level of parent Company (in this Company's jurisdiction or country).

27000

Global Ultimate Parent DataFox Id

String

80

custom field

The ID of the highest level of the parent company (worldwide).

5130efce8989846a36001c9e

Global Ultimate Parent DataFox Slug

String

60

custom field

Name of the highest level of the parent company (worldwide) as used in the DataFox URL.

sirius

Global Ultimate Parent Name

String

300

custom field

Name of the highest level of the parent company (worldwide).

First Software, Inc.

Global Ultimate Parent Revenue Estimate

Number

NA

custom field

The revenue estimate for the highest level of the parent company (worldwide).

15590000000

Global Ultimate Parent Number of Employees

Number

NA

custom field

Employee estimate for the highest level of the parent company (worldwide).

27000

If you don’t find a corresponding field mapping, create a custom field to map. See Add Objects and Fields for information on how to create fields in Application Composer. When you disconnect an account, only the data in the DataFox Company ID, URL, Account Score, and Account Score Tier fields is removed from the Oracle CX Sales account.

Set Up Industry Hierarchy Labels in CX Sales

You can map the industry and subindustry codes from Oracle DataFox to be displayed as labels in CX Sales. Here's how you can set up the default industry code lookup file for CX Sales to show the industry hierarchy codes from Oracle DataFox.
Note: These steps will impact the existing codes in the Industry field for CX Sales.
  1. Sign in to Oracle CX Sales as a Sales Administrator.

  2. In the Setup and Maintenance work area, make these selections:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

  3. In the Search: Profile Option region, Profile Option Code field, enter MOT_INDUSTRY_CLASS_CATEGORY. If you don't see the classification category you need, you can add additional classification categories to this list.

  4. Click Search.

  5. In the MOT_INDUSTRY_CLASS_CATEGORY region, set the Site Profile Level option to ORA_HZ_DATAFOX_INDUSTRY.

  6. Click Save and Close.

  7. Sign in to your Oracle DataFox application that is integrated with CX Sales.

  8. Click your user name, and then click Settings.

  9. Click Integrations > Oracle CX Sales > Field Mapping.

  10. Select these mappings on the Field Mapping page to view both the industry and subindustry labels.

    Oracle DataFox Field Oracle CX Sales Field Example
    Industry Ignore Code ORA_DF_INDUSTRY_028 from Oracle DataFox is displayed as Financial Services industry and the code ORA_DF_SUBINDUSTRY_211 is displayed as Securities, Commodity Contracts, and Related Activities subindustry in CX Sales.
    Subindustry Industry Code

    Alternatively, if you want to see only the industry label, select these mappings.

    Oracle DataFox Field Oracle CX Sales Field Example
    Industry Industry Code Code ORA_DF_INDUSTRY_028 from Oracle DataFox is displayed as Financial Services industry in CX Sales.
    Subindustry Ignore
  11. Click Save.

  12. Sync your Oracle DataFox and CX Sales accounts.

  13. In CX Sales, go to the Edit Account page.

    The Industry field displays the industry or subindustry depending upon your selection.

  14. Click the subindustry label to see the parent industry if you have set up both the industry and subindustry labels.

If you want to know more about classification categories and codes, see Classification Components.

Bulk Sync Accounts

You can update thousands of accounts each day in Oracle CX Sales with the latest company data from Oracle DataFox.

By default, up to 10,000 accounts are updated each day, but you can adjust the account limit and frequency. You can set up the sync account limit and frequency using bulk syncs. The bulk sync is initiated in the CST time zone.

Note: If you’re signing into Oracle DataFox using Oracle Cloud, only accounts where the DataFox data has been updated since the last refresh will be synced. To know if you’re using Oracle Cloud, go to the Team Management page in Settings. If you see the Oracle Identity Cloud Service button, you know you’re signing in using Oracle Cloud.

You can view the total number of accounts synced, when and who initiated the sync, and status of the sync using the Bulk Sync History section.

Before You Start

The bulk sync history displays the number of accounts synced only when the relevant profile option is set to No. Before you start the bulk sync, check the profile option setting. Here's how:

  1. Sign in to Oracle CX Sales as a Sales Administrator.

  2. In the Setup and Maintenance work area, make these selections:
    1. Offering: Sales

    2. Functional Area: Sales Foundation

    3. Task: Manage Administrator Profile Values

  3. In the Search: Profile Option region, Profile Option Code field, enter ZCA_IMPORT_SUPPRESS_SUCCESSLOG_GENERATION.

  4. Click Search.

  5. In the ZCA_IMPORT_SUPPRESS_SUCCESSLOG_GENERATION: Profile Values region, set the Site Profile Level option to No.

  6. Click Save and Close.

You can now configure bulk syncs.

Set the Bulk Sync

To set the bulk sync frequency and view the sync history for your accounts, navigate to Settings > Integrations > Oracle CX Sales > Bulk Syncs.

Bulk Syncs tab Settings Page for Oracle CX Sales

It’s recommended you set the frequency based on the number of accounts in your Oracle CX Sales to ensure all the accounts are synced on a regular basis.

For example, let’s say you have 60,000 Oracle CX Sales accounts and you set the bulk sync frequency to sync 10,000 accounts each day. This means that all your accounts are synced at least once a week.

You could also set the frequency to 5000 accounts per day to sync data only once in two weeks.

Enable Oracle DataFox Features in CX Sales

You must enable the Oracle DataFox integration in CX Sales for your accounts to be enriched.

  1. Sign in to Oracle CX Sales.

  2. Go to the Setup and Maintenance work area.

  3. On the Setup page, select Sales as the offering.

  4. From the Functional Area list, select Integrations. You can enable a functional area if it's not listed. For details, see Configure Offerings.

  5. Click the task Manage DataFox Data Enrichment Integration.

  6. On the Manage DataFox Data Enrichment Integration page, enter your Oracle DataFox credentials.

  7. Click Save and Close.

You have enabled Oracle DataFox data integration. Here’s what you can do next.

  • Enable your salespeople to enrich specific accounts from the Edit Account page.

  • View smart talking points from Oracle Sales Assistant.

Enable Account Enrichment from Oracle CX Sales

Your salespeople can enrich specific accounts from their CX Sales application instead of waiting for the nightly Oracle DataFox sync jobs.

To enable the option to enrich data from CX Sales, navigate to the Manage DataFox Data Enrichment Integration task and select Enable Data Enrichment from DataFox.

Your salespeople can now go to the Edit Account page, click the Actions list, and then select Enrich Account, as shown in the screenshot.

Enrich Account in Oracle CX Sales

View Smart Talking Points in Oracle Sales Assistant

Your salespeople can get signals and account scores in Oracle Sales Assistant.

Enable Smart Talking Points in Oracle CX Sales

Your salespeople can use the Smart Talking Points feature in Oracle CX Sales to prioritize target accounts and get the latest information on prospects. Salespeople can view the account score and news signals in the Account Intelligence tab on the Accounts page. You can also enable the tab on the Opportunities page so that salespeople can access this information.

You must create a mashup for smart talking points using Application Composer to enable the feature in Oracle CX Sales. Before you start, it’s important to understand what a mashup is. It’s a way to integrate another web application so that your users can view and use that application without leaving Oracle CX Sales. For more information, see Overview of Mashups.

Here’s what you must do before you create a mashup in Oracle CX Sales:

  • Ensure that you have access to Application Composer. Usually, the Sales Administrator job role provides access to Application Composer, but the permissions may be set up differently for your company.

  • Create a sandbox and set it as active. For more information, see Create and Activate Unified Sandboxes.

    • After you activate the sandbox, ensure you activate Application Composer. To do so, go to the Create Sandbox page, and select Application Composer in the All Tools section.

Follow these steps to set up Oracle CX Sales with Account Intelligence mashup content:

  1. Use the URL parameter to register Account Intelligence as an external web application. For details, see Register Your Web Application.

  2. Embed the registered Account Intelligence tab into the Summary tab. For details, see Embed the Web Application as a New Subtab.

Register Your Web Application

  1. In Application Composer's Common Setup menu, or on the Overview page, click Mashup Content.

  2. On the Web Applications page, click Register Web Application.

  3. Enter the name of the web application you want to integrate. For example, Account Intelligence.

    Note: Oracle recommends that you name the web application as Account Intelligence. However, you may choose a different name.
  4. Select the type of application as Parameter-based.

  5. Enter the web application URL that's sent to you when you begin using Oracle DataFox, in the URL Definition field. If you don't have it, contact Oracle Support.

  6. Optionally, you can also perform these actions:
    • Hide the Account Score section if your company isn’t using account scoring. To do so, in the URL Definition field, append the ?accountScore=0 value after you specify the URL. You can use any value other than 1 to hide the Account Score section, however the preferable value is 0. Your salespeople continue to see the Account Score section, if you append ?accountScore=1 after you specify the URL or don’t specify this parameter at all.

    • Filter the types of signals you want your salespeople to see by using the signalsFilter parameter. To do so, in the URL Definition field, append ?signalsFilter=<signal tags> after you specify the URL.

    • Hide the Account Score section and also filter the signal types. To do so, in the URL Definition field, append ?signalsFilter=<signal tags>&accountScore=0 after you specify the URL.

      For example, to hide the Account Score section and remove the news on signals where companies exhibit, present, or attend an event, append ?signalsFilter=conference-exhibitor,conference-presenter,conference-attendee&accountScore=0 after the URL definition.

      For more information on signal types and tags, see Overview of Company Signals.

  7. In the URL Parameters section, click Add and specify companyId as the parameter for the web application.

    Note: Your application displays the URL parameters that you add here at the time of embedding the web application into an actual page, where you can specify the page values for the URL parameter. The parameter name is case-sensitive.

    This image illustrates the Register Web Application screen with the companyId parameter.

    Register Web Application
  8. Click Save and Close. The mashup content is created.

You have successfully registered the web application as a mashup content.

Embed the Web Application as a New Subtab

Here's a simple example of how you can embed your web application as a new subtab. For more information on extending applications in Application Composer, see Add Objects and Fields.

  1. In Application Composer, navigate to Standard Objects > Account > Pages.

  2. In the Details Page Layout section, click the Duplicate Details Page Layout icon.

  3. Enter a name for the new layout and select Standard Layout from the Source Layout list.

  4. Click Save and Close. The layout for the new subtab is created.

  5. In the Details Page Layout section, click the layout you just created.

  6. Scroll to the bottom of the layout and click Add to add a subtab.

  7. On the Create Subtab page, select Mashup Content, and click Next.

  8. Select the Account Intelligence mashup content you created earlier and click Insert.

  9. Enter a display label. Oracle recommends you set this as Account Intelligence.

  10. From the URL Parameters list, map the parameter companyId to the value DataFox Company ID. If you have set a different value for the DataFox Company ID, select that value from the list.

    This screenshot displays the mapping screen where you can map companyId to the value from the Value list.

    Edit Subtab Screen
  11. Optionally, add an icon for the subtab.

  12. Click Save and Close.

  13. Optionally, from the Additional Layouts page, select any other layout that you want to embed the mashup into. To do so, move the layout from the Available Layouts list to the Selected Layouts list.

  14. Click Save and Close.

After you review and publish the Sandbox configuration, you can view the smart talking points in Oracle CX Sales. This screenshot shows the account score and news signals in the Account Intelligence tab on the Edit Account page.

Smart Talking Points on the Edit Accounts page