Overview of Data Enrichment and Verification Setup

This chapter outlines the process for setting up two Oracle cloud services that enrich and verify your account and contact data: Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) and Oracle Address, Email, and Phone Verification.

When your organization subscribes to Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) and Oracle Address, Email, and Phone Verification services, the person or people designated as the service administrators for your sales application domain or the account administrator, receive a welcome email. You must be one of the service administrators to complete the setup. If you don't receive the email, you can ask the account administrator to create you as a service administrator or resend the email. Here's a list of the setup tasks.

Before you start, you must complete the required setup in the Oracle Cloud Dashboard. See the Using Account and Contact Enrichment by Dun & Bradstreet guide for details.

Step	Applies To	Description	Navigation or Steps	Where to Get More Details
1	Both CX Sales and Digital Sales	Enter the service URL, and the user name and password for a user with the role: DATASERVICE CLIENT API APPID, in two separate pages in Setup and Maintenance: Manage Integration with Oracle Data as a Service Manage Integration with Oracle Verification Services	Setup and Maintenance > Sales > Integrations > Manage Integration with Oracle Data as a Service Setup and Maintenance > Sales > Integrations > Manage Integration with Oracle Verification Services	See the topic: Integrate the Account Enrichment and Verification Services
2	Both CX Sales and Digital Sales	Enable the UI verification for street addresses, email addresses, and phone numbers.	Setup and Maintenance > Sales > Data Quality Verification Services > Quick Setup	See the topic: Enable the Verification of Addresses, Emails, and Phone Numbers
3	CX Sales	Optionally, you can enable a Verify Address button that salespeople can use in CX Sales to verify addresses entered manually.	Setup and Maintenance > Sales > Sales Foundation > Geographies	See the topic: Enable the Verify Address Button
4	Both CX Sales and Digital Sales	Salespeople don't see all of the great account and contact information you enrich unless you expose additional fields in the UI. Some of the additional information you get from D&B is already mapped to existing sales account and contact fields. All you need to do is to use Application Composer to add these fields to the UI. For other attributes, you must create custom fields and add them to the mapping.	Navigator > Configuration > Application Composer Setup and Maintenance > Sales > Accounts and Contacts > Show > Manage Oracle Data as a Service Attribute Mapping and Preferences	See the topics: Add Enriched Fields to the Account and Contact Pages Add Fields to the Mapping
5	Both CX Sales and Digital Sales	Specify if you are enriching accounts, contacts, or both and indicate enrichment preferences. This setup is done in the Preferences tab on the same Manage Oracle Data as a Service Attribute Mapping and Preferences page you used in the previous step.	Setup and Maintenance > Sales > Accounts and Contacts > Show > Manage Oracle Data as a Service Attribute Mapping and Preferences	See the topic: Configure Enrichment Preferences