Salesforce Adapter Capabilities

The Salesforce Adapter enables you to create an integration with Salesforce CRM applications.

The Salesforce Adapter provides the following benefits:
  • Enables simplified bidirectional integration with Salesforce.com.

  • Discovers business objects and operations and provides easy mapping to and from Salesforce.com business objects.

  • Provides ease of use in the mapper by recommending the most frequently-used business objects and renders human readable names for the elements found in Salesforce business objects for easy mapping.

  • Provides support for performing the following type of operations against business objects fetched from the Salesforce application:

    • Bulk Create, Update, Upsert, Delete, and so on operations on all of the business objects supported by Salesforce

    • Bulk 2.0 Create, Update, Upsert, Delete, and so on operations on all of the business objects supported by Salesforce
    • Core (Convertlead, GetDeleted, GetUpdated, Process, Merge, Undelete, and Upsert)
    • CRUD (create, delete, retrieve, and update) operations
    • Declaratively defining and executing SOQL and SOSL queries
    • Salesforce Object Search Language (SOSL) search operation
    • Utility (GetUserInfo, GetServerTimestamp, and SendEmail) operations

    See Process Large Data Sets Asynchronously with Different Bulk Operations and Use Bulk Response Operations in an Integration.

    See Process Large Data Sets Asynchronously with Different Bulk 2.0 Data Operations and Get Successful, Failed, and Unprocessed Records Using the Bulk 2.0 Operations.

  • Supports all custom objects defined by the user and custom fields created at Salesforce.com along with the standard objects and fields.

  • Supports consuming custom Apex classes developed and exposed as SOAP services in force.com.

  • Supports receiving notifications (events) sent with outbound messaging and the Streaming API (that is, platform events and change data capture events) from Salesforce.com.

  • Supports trigger (source) callbacks.

  • Supports Salesforce APIs protected using OAuth two-legged and three-legged token-based authentication and user name token-based authentication.
  • Supports external client applications using the Authorization Code Credentials (Salesforce OAuth 3-legged) security policy. These applications do not support the Resource Owner Password Credentials (ROPC) security policy.
  • Enables you to switch to either the Salesforce Username Password Policy security policy or the Authorization Code Credentials (Salesforce OAuth 3-legged) security policy as alternatives while using them in the Salesforce Adapter.

    Note:

    • External client applications are the new standard for connected applications in Salesforce. With their rollout, traditional connected applications are disabled by default.
    • You can still create new connected applications by logging into your Salesforce instance and navigating to Quick Find, then External Client Apps, and then settings Settings. Then, toggle the option to on for Allow creation of connected apps.
    • Existing connections, integrations, and flows continue to work seamlessly with both existing and newly-created connected applications.
  • Supports implementing secure egress (dedicated NAT Gateway) to establish a connection by using a private endpoint. See Connect to Private Resources in Provisioning and Administering Oracle Integration 3 and Configure the Endpoint Access Type. This type of connection does not use the connectivity agent.

The Salesforce Adapter is one of many predefined adapters included with Oracle Integration. See the Adapters page in the Oracle Help Center.

Use the Salesforce Adapter to Integrate with the Salesforce Application Professional Edition

If you use the Salesforce Application Professional Edition, the following capabilities are supported.

Capabilities

The Salesforce Adapter supports the following capabilities when used with the Salesforce Professional Edition:
  • CRUD (Create, Delete, Retrieve, and Update) operations on all business objects supported by Salesforce
  • Bulk and Bulk 2.0 Create, Update, Upsert, and Delete operations on all business objects supported by Salesforce
  • Core (Convertlead, GetDeleted, GetUpdated, Process, Merge, Undelete, and Upsert) operations
  • Declaratively defining and executing SOQL and SOSL queries
  • Salesforce Object Search Language (SOSL) search operation
  • Utility (GetUserInfo, GetServerTimestamp, and SendEmail) operations
  • Consuming custom Apex classes developed and exposed as SOAP services in Salesforce
  • Secure connections are enabled only with the Resource Owner Password Credentials security policy

For supported use cases, see Process Large Data Sets Asynchronously with Different Bulk Operations, Use Bulk Response Operations in an Integration, Process Large Data Sets Asynchronously with Different Bulk 2.0 Data Operations, and Get Successful, Failed, and Unprocessed Records Using the Bulk 2.0 Operations.

Receiving notifications (event) with outbound messages, platform events, and change data events from Salesforce are not supported.

Prerequisites

You must satisfy the same prerequisites as you do when using the Resource Owner Password Credentials security policy security policy for the Enterprise, Unlimited, or Developer Edition. See Prerequisites to Use the Salesforce OAuth Three-Legged (Authorization Code Credentials) or Resource Owner Password Credentials Security Policy.

Note:

Ensure that Salesforce has allowlisted the Connected Apps.

Create and Add the Connection to an Integration

To create and add a connection to an integration, you must perform the same steps as you did when establishing a connection with the Salesforce Enterprise, Unlimited, or Developer Edition. See Create a Salesforce Adapter Connection and Add the Salesforce Adapter Connection to an Integration.