Connecting to the Hoover's Dun & Bradstreet Direct 2.0 Data connector
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.
- Establish connectivity between the Hoover's D&B Direct 2.0 Data connector
and Pega Sales Automation.
- 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.
- Log in to Pega Sales Automation.
- In the navigation pane of Dev Studio, click .
- In the Built on applications section, add DnBapi.
- In the Application rulesets section, add SA-DnB.
- Click Save.
- Enable connectivity between the Hoover's D&B Direct 2.0 Data connector and
Pega Sales Automation
- In the navigation pane of App Studio, click .
- On the Features tab, select the Enable D&B check box.
- Click Save.
- Check the Hoover's D&B Direct 2.0 Data connector functionality.You can use the following steps as an example.
- Log in to Pega Sales Automation as a sales representative.
- In the navigation pane, click Organization and select an organization.
- 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.
- Select an organization and click OK.
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