D&B Lattice Product Documentation

Release Notes

• May 2021: Release Note
• March 2021: Release Note
• February 2021: Release Note
• December 2020: Release Note
• October 2020: Release Note
• September 2020: Release Note

See all 23 articles

Admin

• User Roles & Permissions
• Using Teams to Control User Access to Segments, Models and Campaigns
• Lattice Single Sign On
• Configuring Business Calendar
• Managing Attributes
• Create Attribute Groups for Data Export Templates

Data Management

• Data Volume & Refresh Cadence Limitations
• System Data Limits
• How To Transfer Data To Lattice Services
• Introduction to Data Import
• Data Import Specifications
• Importing Accounts

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Managing Data Using Identity Resolution

• Identity Resolution Overview
• Glossary
• Configuring Identity Resolution
• Using Event Data to Power Campaigns
• Integrating deanonymized web visit data from D&B Visitor Intelligence in Lattice
• Importing Opportunity Data

See all 10 articles

Data Cloud

• Improved Tech Install Data
• COVID-19 Premium Data Package
• Data Cloud Categories
• Data Cloud Attributes
• Industry Classification
• Data Cloud FAQ

Account 360 Dashboard

• Contact Lists in the Account 360 Dashboard
• Connecting Account 360 to Buyer Insights in Salesforce
• Connecting Outreach to the Account 360 Dashboard
• Engagement Insights within the Account 360 Dashboard

D&B Intent Audiences

• Buyer Intent Email Alerts (Beta)
• How To A/B Test Intent Audiences
• Getting Started with D&B Intent Audiences

Managing Segments in Lattice

• Segments
• Build Segments and Queries
• Score a List by Importing it to a Segment
• Export Enriched Segment Membership

Modeling

• Prospecting & Account Fit Modeling
• Cross-sell and Up-sell Modeling
• Cross-Sell Modeling Step-by-Step
• Analyzing Model Performance: Precision and Recall
• FAQ: Modeling Power Users
• FAQ: Prospecting & Account Fit Modeling

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Activate Segments Using Campaigns

• Campaigns Overview
• Creating Campaigns
• Understanding Lattice created Audiences in Ad Platforms (Google, Facebook and LinkedIn)
• Managing Omni-Channel Campaigns
• Always-On Campaigns
• Deleting Campaigns

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Campaign Activation in LinkedIn

• How to Connect to LinkedIn
• Create LinkedIn Audience
• FAQ

Campaign Activation in Google Ads

• How to Connect to Google Ads
• Launching Campaigns to Google Ads

Campaign Activation in Facebook

• How to Connect to Facebook Ads Manager
• Launching campaigns to Facebook

Campaign Activation in DSP/DMP

• Audience Expansion for Digital Advertising Campaigns
• Overview of Campaign Activation in DSPs & DMPs
• Programmatic Advertising in D&B Lattice FAQ
• Launching Campaigns to Google Display & Video 360
• Launching Campaigns to Xandr (AppNexus)
• Launching Campaigns to The Trade Desk

See all 8 articles

Campaign Activation in Pardot (Beta)

• How to Connect to Pardot - Lattice Data Setup
• How to Connect to Pardot - Pardot Credentials
• How to Connect to Pardot - Lattice Configuration
• Launching Campaigns to Pardot

Campaign Activation in Marketo

• Configuring Attribute Enrichment for Marketo
• How to Connect to Marketo - Marketo Credentials
• How to Connect to Marketo - Lattice Configuration
• Activating Campaigns
• Marketo Activation Lattice Fields
• Known Limitations

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Campaign Activation in Eloqua

• Install Eloqua App for Lattice
• Using Lattice Predictive Campaigns App in your Campaign
• Atlas Eloqua Integration - How does it work?
• Eloqua Activation Lattice Fields
• FAQ

Campaign Activation in Outreach

• How to use Lattice Outreach connector for your Sales Acceleration
• Launching campaigns to Outreach Tasks
• Launching campaigns to Outreach Sequences
• Preparing data to use Outreach Connector
• How to Connect to Outreach

Campaign Activation in Salesforce with Buyer Insights (BIS)

• Package Install Links
• Critical Update: BIS customers on Salesforce Lightning
• Lattice Buyer Insights Overview
• Installing Lattice Buyer Insights
• Enabling access to Lattice Buyer Insights
• Configuring Lattice Buyer Insights

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Campaign Activation in AWS S3

• Launching Campaigns to S3
• AWS S3 Activation Lattice Fields
• Get S3 Access Token
• Integrating with Lattice

Modeling & Scoring with Lattice Predictive Insights

• How To Use Lattice Score and Enrich REST API

Lattice Predictive Insights for Salesforce

• Lattice Score & Enrich APIs

Lattice Predictive Insights for Eloqua

• Configure the Lattice Predictive Insights (LPI) Platform
• Configure Settings in Eloqua
• Install Lattice Predictive Scoring & Enrichment Eloqua App (LPI)
• Configuring Eloqua
• Set up the Contact Scoring and Enrichment Canvas
• Install & Configure Lattice Predictive Scoring & Enrichment Cloud Connector For Eloqua

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Lattice Predictive Insights for Marketo

• FAQ: Lattice with Marketo
• Setup in Marketo Admin
• Setup in Lattice Predictive Insights (LPI)
• Create Marketo Webhook
• Basic Scoring Program
• Advanced Scoring Programs