Before You Install the Recipe

You must perform the following configuration tasks on your SugarCRM and Oracle ERP Cloud instances in order to successfully connect to these external systems using Oracle Integration.

Configure SugarCRM

To configure SugarCRM:

1. Ensure that you satisfy the Prerequisites for Creating a Connection in Using the SugarCRM Adapter with Oracle Integration 3.
2. Create a custom field in SugarCRM to store the IDs of the leads created in Oracle Integration.

To create a custom field, execute the following tasks:

1. Log in to your SugarCRM instance using the SugarCRM admin credentials.
2. On the landing page, in the upper-right corner, click your profile icon, and select Admin.
3. On the Administration page, click Studio under Developer Tools.
4. On the Studio page, choose Leads.
5. On the Edit Leads page, click Fields.
6. On the Edit Fields page, click Add Field and complete the following:
   • Select the data type of the field.
   • Enter the field name.
   • Specify the character length.
7. Click Save.

Configure Oracle ERP Cloud

To access the Oracle ERP Cloud instance from Oracle Integration, you’ll require a separate user account on Oracle ERP Cloud.

Log in to your Oracle ERP Cloud instance as an Administrator and perform the following tasks.

1. Create a user account for Oracle Integration. Make a note of the user name and password you set for the account. You’ll use the credentials of this user account to connect to Oracle ERP Cloud from Oracle Integration.
2. Assign the following roles to the user account. For more information on these roles, see Assign Required Roles to an Integration User in Using the Oracle ERP Cloud Adapter with Oracle Integration 3.
   • Integration Specialist
   • Oracle ERP Cloud-specific data access to the integration user