Overview of Oracle CX Sales Configuration

You can extend leads and contacts in Oracle CX Sales to show the activity data collected by Oracle Marketing Cloud. This provides important marketing context to your sales representatives when they're perusing leads and contacts in CX Sales.

You can expose the Digital Profile Infolets to show highlights of the activity data. You can also configure Digital Profile and Interaction Data in CX Sales to leverage the Eloqua Profiler and Eloqua Engage sales tools. These tools enable you to gain deeper insights into contact profiles to effectively use marketing collateral in outbound sales communications.

You must have the Sales Administrator job role, and the Resource and Employee abstract roles, to access the integration functionality and perform the configuration tasks described in the following sections. The Sales Administrator job role is required to access Personally Identifiable Information (PII), such as email, or mobile phone data.

Note: Use the Manage Users work area, and not the Security Console, for creating Sales Cloud users. For information about creating users and provisioning them with the required job roles, see the Securing CX Sales and Fusion Service guide.