Use Fusion Unity Data Platform with Oracle Sales

When you integrate Fusion Unity Data Platform with Oracle Sales, you can seamlessly transfer data between the two products. Integrating with Sales involves setting up the import of data from Oracle Sales and setting up the export of data to Oracle Sales.

Required Privileges and Roles

To incorporate Fusion Unity Data Platform segmentation capabilities into Oracle Sales fully integrated sales capabilities, you'll need access to REST services and one or more of the following roles:

• Application Implementation Consultant
• IT Security Manager
• Sales Administrator (for Sales/CRM environments)
• Sales Manager (limited import/export abilities)
• Custom roles with specific data import/export privileges granted

See the Job Roles and Duty Roles for Fusion marketing chapter for more information.

Export Fusion Unity Data Platform Segments to Oracle Sales

You can export Fusion Unity Data Platform segments to Oracle Sales by leverages the External Data Loader Client to enable the transfer of data. For more information, see this topic Overview of External Data Loader Client from the Oracle Sales Help Center.

Import Oracle Sales Data to Fusion Unity Data Platform

Importing data, such as account, activity, and sales data, from Oracle Sales enables you to build more complete customer profiles in Fusion Unity Data Platform.

Setting up the import of data from Oracle Sales involves the following tasks:

1. Set Up the Initial Export of Data in Oracle Sales
2. Set Up the Initial Import of Data in Fusion Unity Data Platform
3. Set Up the Ongoing Import of Oracle Sales Data
4. Publish Changes to the Fusion Unity Data Platform

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