Integrate with Oracle Sales or Fusion Service

Integrate with Sales so sales reps can create and edit accounts and contacts with data from D&B. They can also enrich records to better target accounts and get autocomplete information for accounts on data entry.

This assumes you have an active Sales subscription, and then add a subscription for Oracle Account Enrichment or Oracle Contact Enrichment.

  1. In Sales, configure the Manage Data Enrichment Integration task.

    In the Setup and Maintenance work area, go to the following:

    • Offering: Sales

    • Functional Area: Integrations

    • Task: Manage Data Enrichment Integration

    Note: The user doing the integration must have the DATASERVICE_CLIENT_API_APPID role. See About DaaS Roles and Users.
  2. Select to enable DaaS.

  3. For DaaS Credentials, select OAuth Authentication.

    Important: Basic authentication is being deprecated. If you still use it, do not include the question mark special character (?) in the password.
    For information about adding a confidential application and getting the Client ID and Secret, see Add a Confidential Application in Administering Oracle Identity Cloud Service.
    Note: On the Client page of the Add Confidential Application wizard, in the Authorization section, select Resource Owner, Client Credentials, and Refresh Token as Allowed Grant Types. Leave Redirect URL blank.
  4. For URL, remove /data/ui from the end of the instance address listed in your Welcome email and in the Cloud Console.

    For example, https://mydataservice-myidentitydomain.data.us2.oraclecloud.com.