Oracle CX Sales and B2B Service Adapter Capabilities

The Oracle CX Sales and B2B Service Adapter enables modern selling with tools that are easy to deploy and use, completely mobile, packed with powerful analytics, and built for collaborative selling and revenue generation. The Oracle CX Sales and B2B Service (formerly called Oracle Engagement Cloud) includes a set of features for creating and tracking sales campaigns, developing leads into business opportunities, and pursuing opportunities to generate revenue. Sales accounts, leads, and opportunities can be automatically assigned to territories and sales teams.

Note:

  • Oracle Engagement Cloud is now known as Oracle CX Sales and B2B Service. Use the Oracle CX Sales and B2B Service Adapter to create an integration with Oracle CX Sales and B2B Service.
  • Ensure that you have reviewed the Oracle HCM Cloud Adapter Capabilities for supported SOAP services in Oracle HCM Cloud.

The Oracle CX Sales and B2B Service Adapter enables you to create an integration with an Oracle CX Sales and B2B Service application.

Oracle CX Sales and B2B Service Adapter enables customers to easily integrate their on-premises or SaaS applications with the Oracle CX Sales and B2B Service without having to know the specific details involved in the integration.

The Oracle CX Sales and B2B Service Adapter provides the following capabilities:

  • A WSDL that defines strongly-typed message structures (request and response types) for the selected objects and the name of operations. It provides a simplified user experience for creating data mappings and accessing Oracle CX Sales and B2B Service-related business objects/resources-specific elements through other Oracle Integration activities at design time while constructing integrations with Oracle Fusion Application services.

  • Provides declarative support for subscribing to business events raised by various modules in the Oracle CX Sales and B2B Service and Oracle Supply Chain Cloud. See Supported Business Events.
  • Simplified connection creation: Automatically identifies the required service catalog service WSDL, optional event catalog URL, and optional interface catalog URL to use based on the Oracle CX Sales and B2B Service host name you specify when creating a new connection on the Connections page.
  • Generates automatic mapping to the exposed business object, event, or Oracle Fusion Applications REST API resource that you select during adapter configuration:
    • Business object: Represents a self-contained business document that can be acted upon by the integration. An integration can send requests to create a new record for that business object. They can send a request either to update or delete an existing record for a business object. Integrations can also send requests to retrieve information about one or more records representing that business object.

    • Event: Represents an event document to which you subscribe. The event is raised by the Oracle CX Sales and B2B Service application. See Supported Business Events.

      You can also create custom business events in the Oracle CX Sales and B2B Service that can be published and subscribed to with the Oracle CX Sales and B2B Service Adapter. See Enable Event Subscriptions in the Oracle CX Sales and B2B Service.

    • Business (REST) API: Represents an Oracle Fusion Applications REST API resource.

      You can select parent business resources and their corresponding child business resources on the Operations page in the Adapter Endpoint Configuration Wizard. Support is provided in the invoke (outbound) direction. If you select a top-level resource on the Operations page, you can also select sub-resources on the Sub-Resources page. See Invoke Child Resources Page.

      Note:

      The Oracle CX Sales and B2B Service Adapter currently pulls in all resources exposed by the interface catalog and displays them for selection. See Resource Types in REST API for CX Sales and B2B Service.
  • Enables you to view annotations on Oracle CX Sales and B2B Service Adapter elements in the mapper. See About Mappings in Using the Oracle Mapper with Oracle Integration.

  • Dynamically invokes a REST endpoint/URL at runtime without requiring you to configure any extra invoke connection or REST outbound details. See Invoke an Endpoint Dynamically.

  • Automatically handles security policy details required to connect to the Oracle CX Sales and B2B Service application.

  • Supports the following security policies for selection during Oracle CX Sales and B2B Service Adapter connection configuration:
    • Username Password Token
    • OAuth Authorization Code Credentials
  • Provides standard error handling capabilities.

  • Enables you to map business objects that have polymorphic data structures.

  • Supports the token-based authentication scheme for business and FBDI event messages originating from Oracle Fusion Applications.
    Oracle CX Sales and B2B Service Adapter token-based authentication uses time-sensitive session tokens generated using strong encryption on the Oracle Fusion Applications event handler and passed to Oracle Integration. The session token is validated by Oracle Integration against the Oracle CX Sales and B2B Service application sender and added to local cache. Tokens are never persisted on Oracle Fusion Applications or Oracle Integration. Token-based authentication provides the following benefits:
    • The token refreshes automatically.
    • You don’t have to worry about expiration.
    • It's difficult to compromise because tokens are self-generated.
    • No additional settings are required.

Support for Calling Integrations with Concrete Values of Custom Objects from the Groovy Script Editor

The Oracle CX Sales and B2B Service Adapter inbound endpoint WSDL interface supports the use of concrete values for custom business objects in the WSDL in place of xsd:anyType parameters. This feature enables you to use the groovy script editor to create scripts to invoke integrations. The groovy script editor is unable to recognize xsd:anyType parameters.

See Integrate Groovy Scripts.

Supported Business Events

You can subscribe to the following business events when configuring the Oracle CX Sales and B2B Service Adapter as a trigger (inbound) connection in the Adapter Endpoint Configuration Wizard.

The business events in the Oracle CX Sales and B2B Service also handle all child events. For example, if an Opportunity is created first, it raises an Opportunity Created event and next a revenue line item is added to that Opportunity the next day. The event is then an Opportunity Updated event, but the final payload includes the revenue line item. That is, specific child events are not created for the child objects that have a relationship to the parent object.

Business Event Available with Release

Account Created Event

10 and later

Account Updated Event

10 and later

Account Deleted Event

10 and later

Activity Created Event

13

Activity Updated Event

13

Activity Deleted Event

13

Activity Note Created Event

13

Activity Note Updated Event

13

Activity Note Deleted Event

13

Asset Created Event

13

Asset Updated Event

13

Asset Deleted Event

13

BusinessPlan Created Event

13

BusinessPlan Updated Event

13

BusinessPlan Deleted Event

13

Business Plan Note Created Event

13

Business Plan Note Updated Event

13

Business Plan Note Deleted Event

13

Contact Created Event

10 and later

Contact Updated Event

10 and later

Contact Deleted Event

10 and later

Contract Status Changed Event

13

Deal Created Event

11 and later

Deal Updated Event

11 and later

Deal Note Created Event

13

Deal Note Updated Event

13

Deal Note Deleted Event

13

Lead Created Event

11 and later

Lead Updated Event

11 and later

Lead Deleted Event

11 and later

Lead Note Created Event

13

Lead Note Updated Event

13

Lead Note Deleted Event

13

Loyalty Member Created Event

13, 17D through 18C

Loyalty Member Updated Event

13, 17D through 18C

Loyalty Member Voucher Created Event

13, 17D through 18C

Loyalty Member Voucher Updated Event

13, 17D through 18C
Loyalty Member Card Created Event 18B and 18C
Loyalty Member Card Updated Event 18B and 18C
Loyalty Member Dynamic Attribute Created Event 18C
Loyalty Member Dynamic Attribute Updated Event 18C
Loyalty Member Promotion Enrollment Event 18C
Loyalty Member Referral Event 13, 18B, 18C
Loyalty Member Tier Change Event 18C
Loyalty Transaction Created Event 18B and 18C
Loyalty Transaction Updated Event 18C

Opportunity Created Event

11 and later

Opportunity Updated Event

11 and later

Opportunity Deleted Event

11 and later

Opportunity Note Created Event

13

Opportunity Note Updated Event

13

Opportunity Note Deleted Event

13

Partner Created Event

11 and later

Partner Updated Event

11 and later

Partner Contact Created Event

11 and later

Partner Contact Updated Event

11 and later

Partner Note Created Event

13

Partner Note Updated Event

13

Partner Note Deleted Event

13

Recurrence Activity Created Event

13

Recurrence Activity Updated Event

13

Recurrence Activity Deleted Event

13

Resolution Request Updated

13

Service Request Created Event

13

Service Request Updated Event

13

Service Request Selected Attribute value Changed Event

13

Service Request Deleted Event

13

Service Request Message Created Event

13

Work Order Created Event

13

Work Order Updated Event

13