- Sync Salesforce Accounts with Oracle CX Sales and Oracle ATP
- Install and Configure the Recipe
3 Install and Configure the Recipe
On your Oracle Integration instance, install the recipe to deploy and configure the integration and associated resources.
- On the Oracle Integration Home page, in the Get started section, click Browse store.
- Find the recipe you want to install, then click Get.
A message confirms that the recipe was successfully installed, and the recipe card shows In use.
- Click Configure
on the recipe to configure its resources.
The project workspace opens, displaying all the resources of the recipe. Configure the following resources before you activate and run the recipe.
Configure the Salesforce Connection
- In the Connections section, click the connection name.
- In the Properties section,
enter the following details:
Field Information to Enter Select Salesforce.com Instance Type Select Production or Sandbox based on your Salesforce instance type. API Version Enter your current Salesforce API version. See Configure Salesforce.
- In the Security section, enter
the following details:
Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected. Username Enter the user name of the account created for Oracle Integration on Salesforce. See Configure Salesforce.
Password Enter the password of the account created for Oracle Integration on Salesforce. Note:
To the password, you must also append the security token generated for the same account. - Click Save. If prompted, click Save again.
- Click
Test to ensure that your
connection is successfully configured. In the resulting
dialog, click Test again.A message confirms if your test is successful.
- To return to the project workspace,
click Go back
.
Configure the Oracle ATP Connection
- In the Connections section, click the connection name.
- In the Properties section, specify the database service name in the Service Name field. See Configure Oracle ATP.
- In the Security section, enter
the following details:
Field Information to Enter Security Policy Select JDBC Over SSL. Wallet Select the check box, then click Upload to upload the wallet file. See Configure Oracle ATP. Wallet Password Enter the wallet password. Database Service Username Enter the database service username to connect to the ATP database.
The database service username is the schema username for the user to log in to the database. The database service username is not the same as the database service name that you specify in the connection Properties section.
Database Service Password Enter the database service password to connect to the ATP database.
- Click Save. If prompted, click Save again.
- Click
Test to ensure that your
connection is successfully configured. In the resulting
dialog, click Test again.
A message confirms if your test is successful.
- To return to the project workspace,
click Go back
.
Configure the Oracle CX Sales Connection
- In the Connections section, click the connection name.
- In the Properties section, enter the Oracle CX Sales host name. For example:
https://your_domain_name.fa.DC.oraclecloud.com
. - In the Security section, enter
the following details:
Field Information to Enter Security Policy Select Username Password Token. Username Enter the username of the account created for Oracle Integration on the Oracle CX Sales instance. Password Enter the password of the account created for Oracle Integration on the Oracle CX Sales instance. - Click Save. If prompted, click Save again.
- Click
Test to ensure that your
connection is successfully configured. In the resulting
dialog, click Test again.
A message confirms if your test is successful.
- To return to the project workspace,
click Go back
.