Data source configuration roadmap
You configure data sources in
Opportunity Detection
as described in this roadmap.
You can access all of the configuration tools mentioned here by navigating to the
Settings > Opportunity Detection Settings
page.
Data source configuration roadmap
Step
Where to find details
Configure audience codes on the Audience Levels page.
Configuring audience level codes
Create display names for pre-defined values in your transaction and profile data sources on the Named Value Lists page. Optional.
Creating display names for pre-defined field values
Identify the fields in your transaction and profile data sources and specify display names on the Data Sources page. Required.
Defining transaction and profile data sources
Define database connections, data source connectors, and server groups, and map connectors to data sources on the Server Groups page. Required.
Configuring server groups and data source connections
Set up your transaction and profile data files, ensuring that they meet the requirements for data used in
Opportunity Detection
. Required.
Setting up data sources in Opportunity Detection
Set up your state and outcome database tables. Required.
To set up state and outcome tables
When you have finished this process, you can build, deploy, and run trigger systems. The data configuration described above makes the data available for use when you configure components and deploy workspaces.
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