Before You Install the Recipe

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

Configure Salesforce

To access Salesforce using Oracle Integration and retrieve data about Salesforce contracts 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.

1. Get the client ID and client secret to configure the Salesforce connection with Oracle Integration. To retrieve the credentials, perform the tasks under Generate Client ID and Client Secret in Prerequisites for Creating a Connection in Using the Salesforce REST Adapter with Oracle Integration 3.
2. Identify your current Salesforce API version. See Obtain the Current Salesforce API Version in Prerequisites for Creating a Connection in Using the Salesforce REST Adapter with Oracle Integration 3.
3. Get the Salesforce domain URL. See Obtain the Salesforce Domain URL in Prerequisites for Creating a Connection in Using the Salesforce REST Adapter with Oracle Integration 3.
4. Define your Platform Event which enables Salesforce adapter to receive account creation notification. See Prerequisites to Use Platform Events in Using the Salesforce Adapter with Oracle Integration 3.
5. Create the Apex Trigger.
   1. Log in to your Salesforce instance.
   2. Go to profile name, and then Setup.
   3. Search Apex Trigger in the QuickFind search box present on the left panel.
   4. Click Developer Console.
   5. In the Developer Console window that appears, click File, then New, and then Apex Trigger.
   6. In the New Apex Trigger window, enter the name of the trigger in the Name field and select the sObject from the drop-down list.
   7. Click Submit.
      A new Apex trigger is created.
   8. Write the business logic as per the requirement and save it. Debug any errors that you encounter.
      The newly created trigger now appears in the Apex Trigger list.

   Note:

   For this recipe, refer to the following sample Apex Trigger files: SFDC_Coupa_Supplier_Trigger_Coupa.tgr and SFDC_Coupa_Supplier_Trigger.tgr.

Configure DocuSign

To configure DocuSign, see Creating an Integrator App in a Demo DocuSign Site.

To obtain the scope details, see Authentication scopes.

Configure Coupa

To configure Coupa, see Prerequisites for Creating a Connection in Using the Coupa Procurement Adapter with Oracle Integration 3.