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.

  • 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 the Authorization Code Credentials and Client Credentials security policies through the creation of external client apps.
  • Enables you to switch to either the Client Credentials security policy or the Authorization Code Credentials security policy as alternatives while using them in the Salesforce Adapter.
  • 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.

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.
  • Declarative definition and execution of SOQL and SOSL queries.
  • Salesforce Object Search Language (SOSL) search operation.
  • Utility (GetUserInfo, GetServerTimestamp, and SendEmail) operations.
  • Consumption of custom Apex classes developed and exposed as SOAP services in Salesforce.
  • Secure connections are enabled only with the Resource Owner Password security policy (to be deprecated soon) or Client 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 or Client Credentials security policy for the Enterprise, Unlimited, or Developer Edition. See Prerequisites to Use the Resource Owner Password Credentials Security Policy and Configure Client Credential Flow Security Policies for External Client Apps.

Note:

Ensure that Salesforce has allowlisted the connected apps and external client 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.