Install and Configure the Recipe

On your Oracle Integration instance, install the recipe to deploy and configure the integration and associated resources.

Install the recipe on your Oracle Integration instance. See Install a Recipe or Accelerator.

After you've installed the recipe, configure the following resources:

Configure the Oracle HCM Cloud Connection

  1. In the Connections section, click the connection name.
  2. In the Properties section, enter the Oracle HCM Cloud host name. For example: https://your_domain_name.fa.DC.oraclecloud.com.
  3. 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 Oracle HCM Cloud. See Configure Oracle HCM Cloud.
    Password Enter the password of the account created for Oracle Integration on Oracle HCM Cloud.
  4. Click Save. If prompted, click Save again.
  5. 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.

  6. To return to the project workspace, click Go back Back icon.

Configure the Salesforce Connection

  1. In the Connections section, click the connection name.
  2. 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. To obtain the API version, see Configure Salesforce.
  3. In the Security section, enter the following details:
    Field Information to Enter
    Security Policy Select Salesforce Username Password Policy.
    Username Enter the username 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.
  4. Click Save. If prompted, click Save again.
  5. 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.

  6. To return to the project workspace, click Go back Back icon.

Configure the Lookup Table

Edit the lookup table and enter an email ID to receive error messages.

  1. In the Lookups section, click the lookup name.
  2. In the OracleHCMDesignation column, enter a designation available for Oracle HCM Cloud employee records. For example, Consultant or Senior Consultant.
  3. In the Salesforce_Profile_ID and Salesforce_Role_ID columns, enter the IDs of the Salesforce profile and role with which the Salesforce user records must be created, for the specified HCM designation.
  4. Against the EmailTo cell in the Entity column, enter an email address of your choice to receive error messages.
  5. Click Save. If prompted, click Save again.
  6. To return to the project workspace, click Go back Back icon.

Note:

The lookup table contains some example values. Change them as necessary.