Before You Install the Recipe

You must perform the following configuration tasks on your Shopify and Salesforce instances to successfully connect to these external systems using Oracle Integration.

Configure Salesforce

To access Salesforce using Oracle Integration and retrieve data about Salesforce customers 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. Also, you must identify your Salesforce instance type and your current Salesforce API version. Finally, you must create a custom field for LoyaltyPoints and Shopify_CustomerID under Accounts module and Shopify_ProductId under Product module.

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

1. You need the username and password to configure connection with Oracle Integration. See Prerequisites to Use the Salesforce Username Password Security Policy in Using the Salesforce Adapter with Oracle Integration 3.
2. Identify your current Salesforce API version. See Find Your Current Salesforce API Version in Using the Salesforce Adapter with Oracle Integration 3.
3. You need Client ID and Client Secret to configure the connection with Oracle Integration. See Prerequisites to Use the Salesforce OAuth Three-Legged (Authorization Code Credentials) or Resource Owner Password Credentials Security Policy in Using the Salesforce Adapter with Oracle Integration 3.
4. Create a custom field in Salesforce to store the loyalty points under Account module.
   1. On the Salesforce Setup page:
      1. Scroll to the Build section in the left navigation pane.
      2. Expand Customize, then Accounts, and then click Fields.
   2. On the Account Fields page, scroll to the Account Custom Fields & Relationships section and click New.
   3. On the New Custom Field page:
      1. Find and select the Text radio button and click Next.
      2. Enter the following details for the new custom field:
         • Enter LoyaltyPoints as the field label. Note that the field name is automatically populated based on the label you enter.
         • Enter 50 as the length.
         • Optionally, enter a description for the new field.
         • Select the External ID check box.
         • Click Next.
      3. On the Establish field-level security page, select the Visible check box in the header row to grant edit access to the new field for all profiles. Click Next.
      4. Leave all the layout check boxes selected and click Save.

   On the Account Fields page, you can see the new field added under the Account Custom Fields & Relationships section.

5. Similarly, create a custom field in Salesforce to store the Shopify_CustomerId under Account module.
   1. On the Salesforce Setup page:
      1. Scroll to the Build section in the left navigation pane.
      2. Expand Customize, then Accounts, and then click Fields.
   2. b. On the Account Fields page, scroll to the Account Custom Fields & Relationships section and click New.
   3. On the New Custom Field page:
      1. Find and select the Text radio button and click Next.
      2. Enter the following details for the new custom field:
         • Enter Shopify_CustomerId as the field label. Note that the field name is automatically populated based on the label you enter.
         • Enter 50 as the length.
         • Optionally, enter a description for the new field.
         • Select the External ID check box.
         • Click Next.
      3. On the Establish field-level security page, select the Visible check box in the header row to grant edit access to the new field for all profiles. Click Next.
      4. Leave all the layout check boxes selected and click Save.
   On the Account Fields page, you can see the new field added under the Account Custom Fields & Relationships section.
6. Create a custom field in Salesforce to store the Shopify_ProductId under Product module.
   1. On the Salesforce Setup page:
      1. Scroll to the Build section in the left navigation pane.
      2. Expand Customize, then Product, and then click Fields.
   2. On the Account Fields page, scroll to the Account Custom Fields & Relationships section and click New.
   3. On the New Custom Field page:
      1. Find and select the Text radio button and click Next.
      2. Enter the following details for the new custom field:
         • Enter Shopify_ProductId as the field label. Note that the field name is automatically populated based on the label you enter.
         • Enter 50 as the length.
         • Optionally, enter a description for the new field.
         • Select the External ID check box.
         • Click Next.
      3. On the Establish field-level security page, select the Visible check box in the header row to grant edit access to the new field for all profiles. Click Next.
      4. Leave all the layout check boxes selected and click Save.
   On the Product Fields page, you can see the new field added under the Product Custom Fields & Relationships section.

Configure Shopify

You must create a custom field for LoyaltyPoints in Shopify console.

Log in to your Shopify instance as an Administrator and perform the following tasks.

To create custom data in Shopify, you can use metafields.

To create metafields:

1. From your Shopify admin, go to Settings and then Custom data.
2. Select the Customers where you want to add a metafield.
3. Click Add definition.
4. In the Name field, enter a name for your metafield definition.
5. Optionally, you can edit the Namespace and key and add a Description.
6. Choose the content type that best matches your metafield.
7. Click Save to create your metafield definition.