2 Before You Install the Recipe

You must perform the following configuration tasks on your HubSpot and Oracle CX Sales and B2B Service instances in order to successfully connect to these external systems using Oracle Integration and create accounts for companies.

Configure HubSpot

To configure HubSpot, create a company. See Create companies.

Also, add a property in the company record to store the Oracle CX Sales and B2B Service sales account party number. See Create and edit properties. Specify the name of the property as b2bpartynumber.

Configure Oracle CX Sales and B2B Service

To access the Oracle CX Sales and B2B Service instance from Oracle Integration, you’ll require a separate user account on Oracle CX Sales and B2B Service.

Perform the following tasks to configure Oracle CX Sales and B2B Service for this recipe.

1. Create a new user account for Oracle Integration. You’ll use the credentials of this user account to connect to Oracle CX Sales and B2B Service from Oracle Integration.

   For the procedure to create the integration user account, see Creating an Integration User Account in Using the Oracle CX Sales and B2B Service Adapter with Oracle Integration 3.

2. Assign the following roles to the user account:
   • Integration Specialist
   • AttachmentsUser
   • FND_MANAGE_CATALOG_SERVICE_PRIV
   For steps to assign roles, see Assign Integration Roles in Using the Oracle CX Sales and B2B Service Adapter with Oracle Integration 3.
3. Make a note of the user name and password you set for the account.