The Dun & Bradstreet (D&B) integration allows customers to use the Web UI for matching and enriching once all setup is complete.
Asynchronous and synchronous D&B processing is available, and the configuration required for both are included in this topic.
Prerequisites
The D&B Web UI integration requires an understanding of the Web UI, how to create screens and widgets, and the necessary user permissions to do so. Refer to the Web UI Getting Started section of the Web User Interfaces documentation (here) for more information on these topics.
Additionally, users should be familiar with the D&B integration setup and processes. For more information, refer to the Dun & Bradstreet Integration topic here.
Asynchronous
For asynchronous processing, the following Web UI configuration is needed:
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Status Selector Homepage Widget or a Status Selector on Global Navigation Panel for the D&B Match Candidate workflow. Refer to the D&B Status Selector topic here.
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D&B Candidate Matching screen for an organization entity (customer record) with multiple D&B organization entity (D&B record) match candidates. Refer to the D&B Asynchronous Match Candidates Screen topic here.
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Action buttons to manually start the enrichment process via the D&B Enrich workflow. Refer to the D&B Match and Enrich Action Buttons topic here.
Synchronous
For synchronous processing, customer records enter the D&B Match workflow via standard methods such as in bulk or individually via Web UI or STEP Workbench. The following Web UI configuration is needed:
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No status selector is required since workflows are not used.
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D&B Candidate Matching screen for an organization entity (customer record) with multiple D&B organization entity (D&B record) match candidates. Refer to the D&B Synchronous Match Candidates Screen topic here.
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Action button to manually starting the match process (and optionally one to start enrichment). Refer to the D&B Match and Enrich Action Buttons topic here.