Before You Install the Recipe

You must perform the following configuration tasks on your Oracle HCM Cloud and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and transfer employee records between them.

Configure Oracle HCM Cloud

To access the Oracle HCM Cloud instance from Oracle Integration and read employee records, you’ll need to create a user account for Oracle Integration on Oracle HCM Cloud, and perform a few other configuration tasks. See Prerequisites for Creating a Connection in Using the Oracle HCM Cloud Adapter with Oracle Integration 3.

Configure Salesforce

To access Salesforce from Oracle Integration and create user records, 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.

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 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.
   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 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 in Using the Salesforce Adapter with Oracle Integration 3.
4. Identify your Salesforce instance type. See Identify the Instance Type of Your Salesforce Organization in Using the Salesforce Adapter with Oracle Integration 3.