Before You Install the Recipe

You must perform the following configuration tasks on your Atlassian and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and create cases in Salesforce for Jira issues.

1. Create an API Token in Your Atlassian Account
2. Configure Salesforce

Create an API Token in Your Atlassian Account

To access Jira from Oracle Integration and retrieve issue records, you'll require an API token associated with your Atlassian account.

To create an API token:

1. Log in to your Atlassian account using the following URL: https://id.atlassian.com.
2. On the Start page, click Account Settings.
3. Click Security on the left navigation pane.
4. On the Security page, scroll to the API token section and click the Create and manage API tokens link.
5. On the API Tokens page, click Create API token.
6. In the resulting dialog, enter a label for the new token, and click Create.
   A new API token is generated.
7. Copy the token's value.

Configure Salesforce

To access Salesforce using Oracle Integration and create cases for Jira issues, you must perform certain configuration tasks 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.

In addition, you must identify your Salesforce instance type and your current Salesforce API version. Finally, you must create a custom field for case records.

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. See Toggle or switch between Lightning Experience and Salesforce Classic.

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 down this user name.

      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 down 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. See Toggle or switch between Lightning Experience and Salesforce Classic.
   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 down 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.
   1. On the Salesforce Setup page:
      1. Scroll to the Build section in the left navigation pane.
      2. Expand Develop, and then click API.
   2. On the API WSDL page, click the Generate Enterprise WSDL link.
      The WSDL is displayed in a new browser tab, and your current API version is present in the second line. For example:

      Salesforce.com Enterprise Web Services API Version 52.0

   3. Note down the API version.
4. Identify your Salesforce instance type.
   1. If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production.
   2. If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox.
5. Create a custom field for case records.
   This recipe uses unique IDs associated with issue records in Jira to synchronize Jira issues with cases in Salesforce. Create a custom field for Salesforce case records to hold the Jira IDs.
   1. On the Salesforce Setup page:
      1. Scroll to the Build section in the left navigation pane.
      2. Expand Customize, then Cases, and then click Fields.
   2. On the Case Fields page, scroll to the Case Custom Fields & Relationships section and click New.
   3. On the New Custom Field page:
      1. Find and select the Text radio button, and click Next.
      2. Enter the following details for the new custom field:
         • Enter Jira Issue ID as the field label. Note that the field name is automatically populated based on the label you enter.
         • Enter 50 as the length.
         • Optionally, enter a description for the new field.
         • Select the External ID check box.
         • Click Next.
      3. 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. Click Next.
      4. Leave all the layout check boxes selected and click Save.
   On the Case Fields page, you can see the new field added under the Case Custom Fields & Relationships section.