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. See the Web UI Getting Started documentation (here) for more information on these topics.
Additionally, users should be familiar with the D&B integration setup and processes. For more information, see the Dun & Bradstreet Integration topic here.
Asynchronous
For asynchronous processing, the following Web UI configuration is needed:
-
Status Selector Homepage Widget or a Status Selector on Global Navigation Panel for the D&B Match Candidate workflow. See the D&B Status Selector topic here.
-
D&B Candidate Matching screen for an organization entity (customer record) with multiple D&B organization entity (D&B record) match candidates. See the D&B Asynchronous Match Candidates Screen topic here.
-
Action buttons to manually start the enrichment process via the D&B Enrich workflow. See 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:
-
No status selector is required since workflows are not used.
-
D&B Candidate Matching screen for an organization entity (customer record) with multiple D&B organization entity (D&B record) match candidates. See the D&B Synchronous Match Candidates Screen topic here.
-
Action button to manually starting the match process (and optionally one to start enrichment). See the D&B Match and Enrich Action Buttons topic here.