1. Using Customer Data Management for Sales and Fusion Service
  2. Batch Data Enrichment Using Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B)

Batch Data Enrichment Using Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B)

You can use the batch data enrichment functionality to enrich your sales account and contact (Fusion Service contact) data in bulk with additional information using D&B data.

You must complete the following prerequisites before you can enrich data in bulk:

  1. Purchase a subscription to Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B).

  2. The service administrator must create a new user with the Data Service Client API AppID role. This user is used by the application to securely communicate with the REST API for Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B).

  3. The service administrator must set up CX Sales and Fusion Service and Data Cloud integration.

Types of Batch Data Enrichment

You can do the following two batch data enrichment types:

  • Enrich Existing Records: Use this option to submit the existing records in the application for a bulk data enrichment.

  • Synchronize D&B Updates: Use this option to synchronize your D&B updates, including your previously enriched Sales Organization and person records as well as new records imported from Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B), to uptake the latest updated information from D&B.

How You Enrich Existing Data

You can enrich both organization (sales account) and person (contact) records by creating and submitting batch-processing jobs in the Data Enrichment work area. These batches, in the background, export the records to Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B). The exported records are enriched in Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) by the REST API. Finally, the enriched records are imported back. You can review the status of the scheduled and processed batches on the Data Enrichment work area.

Note: Before enriching contacts using the batch data enrichment process, you must enrich the associated sales accounts.

Data Enrichment Processing Options

To enrich your existing records, you can select one of the following two processing options:

  • Review Batch: Select this processing option to review the results of data enrichment in the matched candidate records in the batch before importing the enriched data. Note that the review batch option shows only the first 100 records from the data enrichment batch.

  • Process Batch mode: Select this processing option to submit the data enrichment batch for processing without a review.

How You Synchronize D&B Updates

You can periodically synchronize your D&B updates, including your previously enriched Sales organization and person records as well as new records imported from Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B), to uptake the latest updated information from D&B. You can synchronize these records from the Data Enrichment work area, using the Synchronize D&B Updates Oracle Enterprise Scheduler Service job. For more information, see: Synchronizing Previously Enriched Data: Procedure.

Data Enrichment Results

You can search for the status of scheduled and processed batches on the Data Enrichment work area. The batch ID contains the link to the Batch Details page. You can download the details of the processed records by clicking on the linked number on the Batch Details table. Batches submitted with the Review Batch processing option appear on the Data Enrichment work area in the status Review when completed. After reviewing the results of data enrichment in the matched candidate records in the batch, you must click Import to uptake the enriched data.