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Connecting to the Hoover's Dun & Bradstreet Direct 2.0 Data connector

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To stream and integrate Hoover's Dun & Bradstreet (D&B) data across company departments and processes with the D&B Direct API, you must first establish connectivity between the Hoover's Dun & Bradstreet Direct 2.0 Data connector and Pega Sales Automation, and then enable the connectivity.

  1. Establish connectivity between the Hoover's D&B Direct 2.0 Data connector and Pega Sales Automation.

    1. Install the Hoover's Dun & Bradstreet Direct 2.0 Data connector by following the steps in the Hoover's Dun & Bradstreet Direct 2.0 Data Installation Guide.

    2. Log in to Pega Sales Automation.

    3. In the navigation pane of Dev Studio, click Your application name Definition .

    4. In the Built on applications section, add DnBapi.

    5. In the Application rulesets section, add SA-DnB.

    6. Click Save.

  2. Enable connectivity between the Hoover's D&B Direct 2.0 Data connector and Pega Sales Automation

    1. In the navigation pane of App Studio, click Settings Application Settings .

    2. On the Features tab, select the Enable D&B check box.

    3. Click Save.

  3. Check the Hoover's D&B Direct 2.0 Data connector functionality.

    You can use the following steps as an example.
    1. Log in to Pega Sales Automation as a sales representative.

    2. In the navigation pane, click Organization and select an organization.

    3. To see a list of organizations from the Hoover's Dun & Bradstreet database, in the upper-right corner of the screen, click Enrich D&B.

    4. Select an organization and click OK.

After connecting to D&B, the information from the D&B database overrides the already existing information in the application. If some fields are empty, these fields are populated with information from the D&B database. You can customize the overridden fields in your application implementation layer by editing the MapDnBOrganizationsListExtenstion data transform.
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