3Configuring Siebel CRM with Oracle Social Relationship Management

Configuring Siebel CRM with Oracle Social Relationship Management

This chapter describes how to set up your integration of Siebel CRM and Oracle Social Relationship Management. It includes the following topic:

Process of Configuring the Integration

To configure Siebel CRM to work with Oracle Social Relationship Management, perform the following tasks:

  1. Assigning Responsibilities to Social Media Views

  2. Configuring the Inbound Web Services Service Ports

    Assigning Responsibilities to Social Media Views

    Use this task to register new social media views in your Siebel application. This task is a step in Process of Configuring the Integration.

    To assign responsibilities to new Social Media views

    1. Create a new responsibility, for example, Social Media User, for the following Social Media views:

      • SM Contact Social Profile View

      • Email Offer Social URLs View

      • Lead Social Post List View

    2. Associate the new responsibility with users, or verify that an existing responsibility is valid for your business requirements or for your deployment.

    3. Click the Clear Cache button, then close the Siebel application.

    4. Log in to the Siebel application, and verify that the new views are present under that responsibility.

    Note: Other social media views are for use only with partner or custom integrations.

      Configuring the Inbound Web Services Service Ports

      Use this task to integrate Oracle Social Relationship Management with Siebel CRM by using Web services to send and submit data to the Siebel application. This task shows you how to set up the required inbound Web service.

      This task is a step in Process of Configuring the Integration.

      To configure inbound Web services service ports

      1. Navigate to Administration - Web Services, then Inbound Web Services.

      2. In the Inbound Web Services list, perform the following query in the Namespace field:

        *Social*
        

        The following namespace appears: http://siebel.com/SocialMedia.

      3. In the Service Ports view, change the address field value to a URL that refers to your environment for each of the service ports.

        Note: The Service Post Address value is the same endpoint that is required when setting up Siebel connectivity in Oracle Social Relationship Management.