1. Sync Contacts Between Salesforce and Oracle B2C Service
  2. Before You Install the Recipe

2 Before You Install the Recipe

You must perform the following configuration tasks on your Salesforce and Oracle B2C Service instances in order to successfully connect to these external systems using Oracle Integration and synchronize contact records between Salesforce and Oracle B2C Service.

Configure Salesforce

To access Salesforce using Oracle Integration and retrieve data about Salesforce contacts that are created or updated, you must perform certain configurations on your Salesforce instance.

You must create a user account on Salesforce for Oracle Integration. You’ll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.

Log in to your Salesforce instance as an Administrator and execute the following tasks.

Note:

The steps provided here apply to the Salesforce Classic UI. If you’re using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI. See Toggle or switch between Lightning Experience and Salesforce Classic.

  1. Create an API-enabled custom role. You’ll assign this role to the user account you’ll subsequently create for Oracle Integration.
    1. On the Salesforce Setup page:

      1. Expand Manage Users under the Administer section in the left navigation pane.

      2. Click Profiles.

    2. On the Profiles page, click New Profile.
    3. On the resulting page:

      1. Select Standard User in the Existing Profile field.

      2. Enter a name for the new profile (for example, API Enabled), and click Save.

      The new profile is now saved, and the Profile Detail page of the new profile is displayed.

    4. Click Edit on the Profile Detail page.
    5. On the Profile Edit page:

      1. Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.

      2. Scroll to the Standard Object Permissions section and perform the following actions.

        • In the Accounts row, leave the Read, Create, Edit, and Delete boxes checked. Additionally, select the ViewAll check box.

        • In the Contacts row, leave the Read, Create, Edit, and Delete boxes checked. Additionally, select the ViewAll check box.

        • In the Price Books row, leave the Read box checked. Additionally, select the Create, Edit, and Delete check boxes.

        • In the Products row, leave the Read box checked. Additionally, select the Create, Edit, and Delete check boxes.

      3. Scroll to the end of the page and click Save.

  2. Create a user account for Oracle Integration and assign the custom role created previously to this account.

    Note:

    If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.
    1. On the Profile Detail page of the API Enabled profile, click View Users.
    2. Click New User in the resulting page.
    3. On the New User page:

      1. Enter a first name and last name for the user. For example, Integration User05.

      2. In the Email field, enter a valid email address.

        The email address you enter is automatically populated in the Username field. Note down this username.

      3. In the User License field, select Salesforce.

      4. In the Profile field, select the profile you created previously, that is, API Enabled.

      5. Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save.

        The user account is now created, and a verification email is sent to the email address you provided for the account.

    4. Log in to the corresponding email account and click the Verify Account button in the email message from Salesforce. You’re redirected to the Salesforce instance to set a password for the new user account.
    5. Set a password and note the same.
      Subsequently, you’re signed in to the Salesforce instance with the new account.

      Note:

      If you’re shown the Lighting Experience UI, switch to the Salesforce Classic UI. See Toggle or switch between Lightning Experience and Salesforce Classic.

    6. Generate a security token for the new user account. You’ll need this security token along with the password to access Salesforce using Oracle Integration.

      1. Stay signed in as the new user, and click the user name at the top of the page to open a menu.

      2. Click My Settings in the menu.

      3. On the My Settings page, in the Quick Links section, click Edit my personal information.

      4. On the resulting page, click Reset My Security Token in the left navigation pane.

      5. Click the Reset Security Token button.

        A new security token is sent to the email address associated with the account. Note down the security token.

      6. On the Salesforce instance, click the user name again and select Logout from the menu. Log back in as the Administrator.

  3. Identify your current Salesforce API version. See Find Your Current Salesforce API Version.
  4. Identify your Salesforce instance type. See Identify Instance Type of Your Salesforce Organization.
  5. Create a custom field to store the Oracle B2C Service contact id.
    1. On the Salesforce Setup page:

      1. Scroll to Build section in the left navigation pane.

      2. Expand Customize, then Contacts, and then click Fields.

    2. On the Contact Fields page, scroll to the Contact Custom Fields and Relationships section and click New.
    3. Select the Text radio button, and click Next.
    4. Enter the following details for the new custom field and click Next.
      Field Information to Enter
      Field Label Enter the field name. For example, RNContact_Id.
      Length Enter the maximum length for the text field. For example, 255.
      Field Name This field is automatically populated.
      Description Enter a description for the custom field.
    5. On the Establish field-level security page, select Visible and click Next.
    6. Leave all check boxes selected in the next page, and click Save.
  6. Configure the Salesforce platform event. The platform event notifies external systems about changes to the Salesforce contact records.
    1. In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Develop and then click Platform Events.
    2. On the Platform Events page, click New Platform Event.
    3. On the New Platform Event page, enter the following information:
      Field Information to Enter
      Label Enter a label for the field. For example, ContactCreate_PE.
      Plural Enter the plural form of the label field.
      Object Name This field is automatically populated.
      Description If required, enter a description for the new platform event.
      Publish Behavior Select one of the following options:
        • Publish After Commit: The event message is published only after a transaction commits successfully. Subsequently, the subscriber receives the event message after the data is committed. If the transaction fails, the event message isn’t published.
        • Publish Immediately: The event message is published when the publish call executes, irrespective of whether the transaction succeeds or not. Subsequently, the subscriber receives the event message before the data is committed.
    4. In the Deployment Status section, select Deployed.
    5. Click Save.
  7. Create custom fields to store Oracle B2C Service contact record details.
    1. In the Custom Fields & Relationships section of the Platform Event page, click New.
    2. On the resultant New Custom Field page, select the Text radio button, and click Next.
    3. Enter the following details for the custom field:
      Field Information to Enter
      Field Label Enter the field name. For example, ContactId_PE.
      Field Name This field is automatically populated.
      Length Enter the maximum length of the text field. For example, 255.
      Description Enter a description for the custom field.
    4. Click Save.
    5. Create as many custom fields as required by repeating steps a-d. For example, you can create custom fields such as FirstName_PE, LastName_PE, MailingCity_PE, PostalCode_PE and so on.
  8. Create and activate a process that triggers the platform event.
    1. In the left navigation pane of the Salesforce Setup page, scroll to the Build section. Expand Create and then Workflow and Approvals, and click Process Builder.
    2. Create a process.
      1. On the Process Builder page, click New.
      2. Enter the following details in the New Process dialog:
        Field Information to Enter
        Process Name Enter a name for the process.
        API Name This field is automatically populated.
        Description If required, enter a description for the process.
        The process starts when Select A record changes.
      3. Click Save.
    3. Configure the process trigger.
      1. Click the Add Object in the process flowchart.
      2. From the Choose Object and Specify When to Start the Process pane that opens, select the following and click Save.
        Field Information to Enter
        Object Select Contact.
        Start the process Select When a record is created or edited.
    4. Add the process criteria. You can specify the criteria that must be true for the process to execute associated actions.
      1. Click Add Criteria in the decision box.
      2. In the Define Criteria for this Action Group pane that opens, provide the following information.
        Field Information to Enter
        Criteria Name Enter a name for the criteria.
        Criteria for Executing Actions Select Conditions are met.
      3. Create a condition to restrict the integration user from triggering the process.
        Field Information to Enter
        Field Search for Contact.FirstName and select it.
        Operator Select Is null.
        Type Select Boolean.
        Value Select False.
      4. Create another condition to restrict the integration user from triggering the process.
        Field Information to Enter
        Field Search for Contact.LastName and select it.
        Operator Select Is null.
        Type Select Boolean.
        Value Select False.
      5. From the Conditions options list, select All of the conditions are met (AND)
      6. Expand the Advanced drop-down list, and for Do you want to execute the actions only when specified changes are made to the record? select Yes.
    5. Add action to the process.
      1. In the Immediate Actions box beside the TRUE arrow, click Add Action. Enter a name for the action. For example, CreateContact_Trigger.
      2. In the Create a Record pane, under Record Type, select the Platform event that you created earlier in step 6.
      3. In the Set Field Values section, create rows for all the custom fields that you created earlier in step 7.
        To create a row for a custom field:
        • Under Fields, type the name of the custom field.
        • Under Type, select Field Reference.
        • Under Value, select the corresponding value of the custom field.

        Repeat the above steps to create rows for all the custom fields.

      4. Click Save.
    6. Activate the process.
      1. On the top right of the Process Builder page, click Activate.
      2. In the Activate Version dialog, click Confirm.

Configure B2C Service

To access Oracle B2C Service using Oracle Integration and create corresponding contact records for Salesforce contacts, you must log in to your Oracle B2C Service as an Administrator and complete certain prerequisite tasks. See Prerequisites for Creating a Connection.