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Use Cases for Implementing Applications for Oracle Sales Cloud
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12 Scheduling Data Synchronization Between Oracle Sales Cloud and an External Cloud Application

This section discusses how to leverage Oracle Platform-as-a-Service to schedule data synchronization between Oracle Sales Cloud and external cloud applications.

Topics:

Executive Summary

Use Case

This use case highlights scheduled data synchronization between Oracle Sales Cloud and an external cloud application using Oracle Platform-as-a-Service. In this scenario, Oracle Sales Cloud acts as the master repository for Opportunity object data. You need to synchronize this data with an external cloud application that records it as Opportunity Transactions. Using an administration user interface, you map specific fields of the Opportunity standard object in Oracle Sales Cloud to the fields of the Opportunity Transaction object in the external cloud application. The data synchronization is performed periodically on a determined schedule.

Implementation Summary

Implementation of the integration pattern includes a cloud scheduler and a custom administration user interface on Oracle Platform-as-a-Service. Web services are used to retrieve Oracle Sales Cloud Opportunity standard object data and insert or update the external cloud application object data.

Components

  • Oracle Sales Cloud SOAP-based web services.

  • Oracle Platform-as-a-Service extensions to Oracle Sales Cloud.

  • Custom administration user interface: This user interface provides the ability to map fields between two applications and configure the synchronization frequency.

  • The "scheduled job" is a web service client connecting Oracle Sales Cloud to the external cloud application and performing synchronization periodically based on a configured schedule.

  • External cloud application.

  • Web Single Sign-on and web services security.

Required Documentation

To complete this use case, see the following documentation resources:


About Data Synchronization

The use case utilizes a cloud data scheduler and dynamic web service clients to Oracle Sales Cloud web services to perform data synchronization. Although focus is on synchronizing the Opportunity object, your task is applicable to similar use cases where other Oracle Sales Cloud standard objects are synchronized to a third-party cloud application. This pattern is applicable also in cases where third-party cloud applications synchronize data into Oracle Sales Cloud using a scheduler on Oracle Platform-as-a-Service.

Using an administration user interface, specific fields of the Opportunity standard object in Oracle Sales Cloud are mapped to fields of the Opportunity Transaction object in your external cloud application. Opportunities that are created in Oracle Sales Cloud are synchronized into your cloud application periodically.

External Cloud Application Architectural Assumptions

The following are assumed architectural features of a third-party cloud application you are implementing to extend Oracle Sales Cloud functionality:

  • Your application enriches Oracle Sales Cloud Opportunity object data and stores Opportunity Transactions.

  • Your application exposes web services interfaces to perform create or update operations on Opportunity Transactions.

  • Your application is secured and is periodically tested for security vulnerabilities.

  • Your application provides the following security features:

    • Authentication to web services is based on a configured integration account API Key provided by your external cloud application to a customer.

    • All end-points of the external cloud application are protected with strong SSL/TLS ciphers.

    • White-listing of IP addresses that invoke web services API.

    • Follows secure coding principles appropriate for the languages and tools used in the implementation.

    • Static code and Dynamic Security analysis incorporated in development and QA cycles.

Integration Design Considerations for This Use Case

  • A custom administration user interface provides the ability to map fields between two applications and configure the synchronization frequency. The advantage of a mapping user interface is that source-to-target field mapping can be completed dynamically by a tenant administrator and modified when additional fields are added to the source or target application. Sophisticated mapping user interface screens can provide the ability to perform transformation such as concatenation of two fields values into a single target field or simple string manipulations.

  • Scheduler configuration uses an Oracle Database Cloud Service-based cloud scheduler package.

  • The custom scheduled job is a web service client connecting to Oracle Sales Cloud and your external cloud application, with the following guidelines:

    • The client invokes Oracle Sales Cloud Opportunity service (findOpportunity) to retrieve opportunity details in batches.

    • The client invokes external cloud application web services.

  • Security features:

    • Integration account credentials to invoke Oracle Sales Cloud web services.

    • Integration account credentials to invoke external cloud application web services.

    • Credentials stored in Oracle Java Cloud Service credential store.