Create SAP ERP Orders for Closed Salesforce Opportunities

Create SAP ERP Orders for Closed Salesforce Opportunities

Use this recipe to create SAP ERP orders for closed Salesforce opportunities.

Note: Oracle provides this recipe as a sample only. The recipe is meant only for guidance, and is not warranted to be error-free. No support is provided for this recipe.

Overview

This is an application-driven recipe that creates an order in SAP ERP whenever an opportunity record closes with the status Closed Won in Salesforce.

To use the recipe, you must install the recipe package and configure the connections and other resources within the package. When a Salesforce opportunity record closes with the status Closed Won, the integration flow of the recipe is triggered, and it creates a corresponding order in the SAP ERP instance. Basic data such as opportunity name, closed date, stage, account name, amount, and probability are synchronized between the Salesforce and SAP ERP platforms.

System and Access Requirements

Before You Install the Recipe

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

Configure Salesforce

To access Salesforce using Oracle Integration and retrieve information about the status of Salesforce opportunities, 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.

  4. Identify your Salesforce instance type. See Identify Instance Type of Your Salesforce Organization.

  5. Create an outbound message. The outbound message triggers the integration flow of the recipe.

    1. On the Salesforce Setup page:

    2. Scroll to the Build section in the left navigation pane.

    3. Expand Create, then Workflow & Approvals, and then click Outbound Messages.
      If you’re shown the Understanding Workflow page, click Continue.

    4. Click New Outbound Message in the resulting page.

    5. On the New Outbound Message page:

      1. In the Object field, select Opportunity and click Next.

      2. Enter the following details for the new outbound message:

        • Enter a name for the outbound message.
          Note that the Unique Name field is automatically populated based on the name you enter.

        • Optionally, enter a description for the outbound message.

        • In the Endpoint URL field, enter the following URL:
          https://<OIC_FQDN:OIC_SSL_PORT>/ic/ws/integration/v1/flows/salesforce/ORCL-R-SFDC_OPP_SYNC_TO_SAP_SO/1.0/
          Where OIC_FQDN and OIC_SSL_PORT are the fully-qualified domain name and port of your Oracle Integration instance.
          For example: oicinstance.example.com:443

        • In the User to send as field, select the user account using which you want to send the message.

        • Under Opportunity fields to send, select all the fields and click Add.

        • Click Save.
          The new outbound message is created and displayed on your browser.

  6. Create a workflow rule to send the outbound message (created previously) when a Salesforce opportunity’s stage is changed.

    1. On the Salesforce Setup page:

      1. Scroll to the Build section in the navigation pane.

      2. Expand Create, then Workflow & Approvals, and then click Workflow Rules.
        If you’re shown the Understanding Workflow page, click Continue.

    2. Click New Rule in the resulting page.

    3. On the New Workflow Rule page:

      1. Select Opportunity in the Object field and click Next.

      2. Enter the following details for the new workflow rule:

        • Enter the rule’s name.

        • Optionally, enter a description for the rule.

        • In the Evaluation Criteria section, select the created, and every time it’s edited radio button.

        • In the Rule Criteria section, select the formula evaluates to true option, and define the following rule criteria:
          Opportunity: StageEQUALSClosed Won) AND (Opportunity: SAP_OrderNumberEQUALSnull)
          Note that the SAP Order Number is a custom field in the Salesforce opportunity.

        • Click Save & Next.

      3. On the next page, click the Add Workflow Action button and choose Select Existing Action.

      4. On the Select Existing Actions page:

        • Select Outbound Message in the Search field.

        • In the Available Actions box, select the outbound message you created previously.
          For example, Outbound Message: <name of the outbound message>.

        • Click Add to move your selection to the Selected Actions box.

        • Click Save.

      5. Click Done.
        The new workflow rule is created and displayed on your browser.

    4. Click Activate to activate the rule.

  7. Create custom fields under Salesforce opportunity object to store the following SAP field values: SAP_DocType, SAP_SalesOrganization, SAP_Division, and SAP_DistributionChannel.

    To create a custom field for Salesforce opportunities:

    1. On the Salesforce Setup page:

      1. Scroll to the Build section in the navigation pane.

      2. Expand Customize, then Opportunities, and then click Fields.

    2. On the Opportunity Fields page, scroll to the Opportunity Custom Fields & Relationships section and click New.

    3. On the New Custom Field page:

      1. Select the appropriate data type for each field.

        Field Name Data Type
        SAP_DocType Picklist
        SAP_SalesOrganization Picklist
        SAP_Division Picklist
        SAP_DistributionChannel Picklist

      Note: The picklist values are the required SAP values.

      1. If you select the data type as Picklist, enter the following details for the new custom field.

        • Enter the field label. Note that the field name is automatically populated based on the label you enter.

        • Select the type of picklist value (global value or the custom values separated by new line). You can sort the values according to requirements.

        • Optionally, enter a description for the new field.

        • Select the Always require a value in this field in order to save a record check box, and click Next.

        • 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, and click Next.

        • Leave all the layout check boxes selected, and click Save.

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

  8. Create custom fields under Salesforce Accounts object to store the following SAP field values: SAP_PartnerRole and SAP_PartnerNumber.

    To create a custom field for Salesforce accounts:

    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 Accounts Custom Fields & Relationships section and click New.

    3. On the New Custom Field page:

      1. Select the appropriate data type for each field.

        Field Name Data Type
        SAP_PartnerRole Picklist
        SAP_PartnerNumber Text

      Note: The picklist values are the required SAP values.

      1. If you select the data type as Picklist, then enter the following details for the new custom field:

        • Enter the field label. Note that the field name is automatically populated based on the label you enter.

        • Select the type of picklist value (global value or the custom values separated by new line). You can sort the values according to requirements.

        • Optionally, enter a description for the new field.

        • Select the Always require a value in this field in order to save a record check box, and click Next.

        • 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, and click Next.

        • Leave all the layout check boxes selected, and click Save.

      2. If you select the data type as text, then enter the following details for the new custom field:

        • Enter the field label. Note that the field name is automatically populated based on the label you enter.

        • Specify the character length.

        • Optionally, enter a description for the new field.

        • Select the Set this field as the unique record identifier from an external system check box, and click Next.

        • 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, and click Next.

        • Leave all the layout check boxes selected, and click Save.

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

Configure SAP ERP

To configure SAP ERP, see Prerequisites for Creating a Connection.

Install and Configure the Recipe

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

  1. On the Oracle Integration home page, scroll to the Accelerators & Recipes section.

  2. Click Search All.

  3. Find the recipe package that you want to install.

  4. Select the package, and then click the Install Install icon icon.

  5. After the package is installed, click the Configure Configure icon icon on the recipe card to configure the resources deployed by the package.

    The Configuration Editor page opens, displaying all the resources of the recipe package. Configure the following resources before you activate and run the recipe.

Configure the Oracle Salesforce Connection

  1. On the Configuration Editor page, select Oracle Salesforce Connection, then click Edit Edit icon.
    The connection configuration page appears.

  2. In the Connection 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 Leave Salesforce Username Password Policy selected.
    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 for a second time.

  5. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.
    A confirmation message is displayed if your test is successful.

  6. Click Back Back icon to return to the Configuration Editor page. Click Save again if prompted.

Configure the Oracle SAP Connection

  1. On the Configuration Editor page, select Oracle SAP Connection.

  2. Click Edit Edit icon.
    The connection configuration page appears.

  3. In the Connection Properties section, upload the JCO connection properties file.

    You must upload the following type of JCO file:

    • Adapter inbound properties file: To configure the SAP Adapter for both trigger and invoke connections (for example, the Adapter_inbound_Direct.properties file).

  4. In the Security section, enter the username and password to connect to the SAP instance.

  5. In the Agent Group section, configure an agent group for accessing the service hosted on your premises, behind the firewall.

    1. Click Configure Agents.
      The Select an Agent Group page appears.

    2. Click the name of the agent group.

    3. Click Use.

    To configure an agent group, you must download and install the on-premises connectivity agent. See Download and Run the Connectivity Agent Installer.

  6. Click Save. If prompted, click Save for a second time.

  7. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.
    A confirmation message is displayed if your test is successful.

  8. Click Back Back icon to return to the Configuration Editor page. Click Save again if prompted.

Update Integration Property

Update the integration property with appropriate value.

The recipe’s integration flow contains the following property:

For the procedure to update the integration property, see Steps 7 to 9 in Override Design-Time Properties in an Integration.

Configure the Lookup Table

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

  1. On the Configuration Editor page, select the lookup table, and click Edit Edit icon.

  2. Label the first and second column as SAP_Parameter and Parameter_Value respectively.

  3. In the SAP_Parameter column, enter the parameter name as Convert.

  4. In the Parameter_Value column, enter the value X.

  5. Click Save. If prompted, click Save for a second time.

  6. Click Back Back icon to return to the Configuration Editor page.

Activate and Run the Recipe

After you’ve configured the connections, updated the integration property, and configured the lookup table, activate the recipe package and run it.

  1. On the Configuration Editor page, click Activate in the title bar. In the Activate Package dialog, click Activate again.
    A confirmation message is displayed informing that the integration has been submitted for activation. Refresh the page to view the updated status of the integration.

  2. Run the recipe.

    1. Log in to your Salesforce instance.

    2. On the Salesforce Setup page, click the Opportunities tab.

    3. On the Opportunities Home page, select All Opportunities in the View field and click Go!.
      All the opportunities in your Salesforce instance are displayed.

    4. Find a sample opportunity record that hasn’t been closed, and click its name to open it.

    5. On the opportunity’s page:

      1. Scroll to the Notes & Attachments section, click Upload Files, and upload a sample PDF document.

      2. In the Opportunity Detail section at the top, click Edit, then select Closed Won in the Stage field, and click Save.

      You have now successfully triggered the recipe.

  3. Monitor the execution of the integration flow in Oracle Integration.

    1. On the Configuration Editor page, select the integration flow.

    2. Click Run Run icon, then click Track Instances.

    3. On the Track Instances page, you’ll see the integration flow of the recipe being triggered and executing successfully.
      Whenever an opportunity stage in Salesforce changes to Closed Won, the recipe creates a corresponding record in SAP ERP.

  4. Log in to your SAP ERP instance and check for the record created.

    1. In the SAP ERP system, in the tcode field, enter the following code: /Nva02, and then click Enter.

    2. In the resulting window, enter the order number in the Order field to view the order details.
      Note that the order number is the Sales Document Number copied from your Oracle Integration instance.

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