How to Use This Playbook

Oracle Fusion Marketing consists of two product components:

• Oracle Fusion Unity Data Platform, which unifies customer and account data to create trusted, actionable customer profiles.
• Oracle Fusion Marketing Orchestration (optional add-on), which enables marketers to design, execute, and measure cross-channel marketing programs using the unified data.

Getting started with Oracle Fusion Marketing might require one or both implementation guides, depending on the products your organization has licensed.

Note: This playbook assumes that Oracle Fusion Cloud Applications is already installed in your environment. It doesn’t apply to new Fusion installations or environments where Fusion hasn’t been installed.

This playbook (Part 1) guides implementation teams through the initial setup and configuration of Oracle Fusion Unity Data Platform. It provides step-by-step instructions for configuring the platform to unify customer data and complete the foundational setup required for Oracle Fusion Marketing tailored to business requirements.

Learn how to enable the Fusion Marketing feature and how to set up and integrate the following marketing activity configurations.

The playbook contains the following sections:

Section	Description	Where to Get More Details
How do I get started with Fusion Marketing?	This section provides a brief overview of the two main components of Fusion Marketing, namely Fusion Unity Data Platform and Fusion Marketing Orchestration.	Overview of Oracle Fusion Marketing Fusion Marketing Promotion Codes Enable the Fusion Marketing Offering Before You Begin
Job Roles and Duty Roles for Fusion Marketing	This section outlines the roles and privileges you need before setting up the Fusion Marketing features.	Overview of Job Roles and Duty Roles for Fusion Marketing Managing Custom Job Roles for Fusion Marketing Mapping Duty Roles to Job Roles for Fusion Marketing How to Create a User and Assign Job Roles for Fusion Marketing
Fusion Unity Data Platform with Oracle Sales Integration	This section explains how to integrate Fusion Marketing with Oracle Sales and how to set up both the initial and ongoing data between the two applications.	Use Fusion Unity Data Platform with Oracle Sales Set Up the Initial Export of Data in Oracle Sales Set Up the Initial Import of Data in Fusion Unity Data Platform Set Up the Ongoing Import of Oracle Sales Data
Data Management	This section outlines some features that lets you to access, view and manage data within the Fusion Unity Data Platform and how to publish changes.	Manage Jobs Manage Integrations About the Data Viewer About Profile Unification About Intelligent Attributes Publish Changes to the Fusion Unity Data Platform
Intelligence Workbench	This section outlines the procedure to access and use the Intelligence Workbench to create a model. The workbench also provides a library of ready-to-use machine learning algorithms for common marketing use cases.	Create a model using the Intelligence Workbench
Destination Setup	This section outlines how to create a destination that stores the connection details, authentication settings, field mappings, and delivery configuration required to send data.	Create a Destination
Data Ingest	This section describes how to create an ingest job and define how the data from your source files are mapped to the attributes in the data model data.	About Data Ingestion Define an Ingest Job
Logical Table Management	This section describes how to configure logical models for use in features such as segmentation.	About Logical Tables Manage Logical Objects Get Started with Logical Tables
Streaming Data Collection	This section describes how to create and administer streaming data collection tags that allow you collect data from your web pages, web applications, or any other digital property where the tag is applied.	About Streaming Data Collection About Streaming Data Collection Tags Get Started with Streaming Data Collection
Data Workbench	This section outlines how Data Warehouse transformations allow you to store curated, analytics-ready data objects that support reporting, segmentation, and activation. It also outlines how to use the visual editor for Data Workbench to create data transformations that run after data ingestion.	About Data Warehouse Transformations Get Started with Data Workbench Create a Data Warehouse Transformation Build Data Warehouse Transformation Logic Order and Monitor Data Warehouse Transformations
Behavior Management	This section outlines what behaviors are and lists the predefined behaviors and how they're used in the context of Fusion Marketing.	About Behaviors Create a Behavior Edit a Behavior
Buying Groups	This section describes how to set up and maintain Buyer Persona and Buying Group Definition records. You can define, track, and use buying groups to improve opportunity identification within accounts.	About Buying Groups Get Started with Buyer Personas Get Started with Buying Group Definitions
Configure Marketing Segments	This section describes how to define and deploy audience segments. This feature provides an intuitive workspace that helps ensure correct, targeted campaigns without needing SQL skills or data engineering support. Use the visual segment builder to set rules, such as demographic data, behavioral events, lead status, or custom fields relevant to your objectives.	Define Marketing Segments Manage Marketing Segments
Checklist for Setting Up Fusion Marketing	This section provides a checklist to create, test, and activate using Fusion Marketing.	Checklist for Setting Up Fusion Marketing
Glossary of Terms for Fusion Marketing	This section contains a glossary of terms to help ensure that everyone using the feature or reading the documentation understands key terminology in the same way.	Glossary of Terms for Fusion Marketing