Customer Relationship Management (CRM) Recipes

Oracle Integration includes a set of recipes that help you integrate applications related to managing the relationship with your customers. These recipes handle common business tasks such as converting opportunities to quotes to orders, dispatching service technicians, managing membership, and synchronizing customer data.

Topics:

• Attach Files to Salesforce Records

• Create and Retrieve Organization Details from Oracle Service Cloud (RightNow)

• Create Box Folders for ServiceNow Incidents

• Create Box Folders for Zendesk Organizations

• Create Orders in Oracle B2B Service for Oracle CPQ Opportunities

• Create Salesforce Cases for Jira Issues

• Create Zendesk Tickets for Jira Issues

• Export Invoices from PayPal to an FTP Server

• Import Marketo Leads to Oracle Autonomous Data Warehouse

• Integrate Oracle Internet of Things Intelligent Applications Cloud with Oracle Field Service Cloud

• Manage ServiceNow Incidents

• Post Slack Notifications for New Marketo Leads

• Post Slack Notifications for ServiceNow Activities

• Send Compliance Documents from DocuSign to New ServiceNow Users

• Send Documents from Salesforce to DocuSign

• Send Notifications to Salesforce Lead Owners Using Twilio

• Send SurveyMonkey Surveys to Salesforce Contacts by Email

• Sync Customer Data Between Oracle Loyalty Cloud and Oracle Responsys

• Sync Data Between Oracle CPQ Transactions and Salesforce Quotes

• Sync Incidents and Resources Between Oracle Field Service Cloud and Oracle B2C Service

• Sync Orgs and Contacts Between Oracle B2C Service and Oracle Marketing Cloud