2 Before You Install the Recipe

You must perform the following configuration tasks on your Salesforce and ServiceNow instances in order to successfully connect to these external systems using Oracle Integration and synchronize Salesforce accounts with ServiceNow companies.

Configure Salesforce

To access Salesforce from Oracle Integration and retrieve data about Salesforce accounts that are created or updated, you must perform certain configurations on your Salesforce instance.

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.

Also, create a custom field for Salesforce account records to store ServiceNow company IDs, and configure the generation of change-event notifications for the Accounts entity.

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.

Log in to your Salesforce instance as an Administrator and perform the following tasks:

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. In the Existing Profile field, select Standard User .
      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.

         • Select the ViewAll check box.

      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 it.

      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 in Using the Salesforce Adapter with Oracle Integration Generation 2.
4. Identify your Salesforce instance type. See Identify the Instance Type of Your Salesforce Organization in Using the Salesforce Adapter with Oracle Integration Generation 2.
5. Create a custom field for contact records.

   This recipe uses unique IDs associated with company records in ServiceNow to synchronize ServiceNow companies with Salesforce accounts. Create a custom field for Salesforce account records to hold the ServiceNow IDs.

   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 Account Custom Fields & Relationships section and click New.
6. Configure the generation of change-event notifications for the Account entity.

   With this configuration, when a new account is created or updated in Salesforce, a change-event notification is generated to trigger the recipe.

   1. On the Salesforce Setup page:
      1. Scroll to the Build section in the left navigation pane.
      2. Expand Develop, then click Change Data Capture.
   2. On the Change Data Capture page, from the list of available entities, select Accounts, and then click the right arrow.
   3. Select the account, click Save.

Configure ServiceNow

You can use admin account credentials or custom account credentials while configuring the ServiceNow connection in Oracle Integration.

If you do not want to use an admin account, create a custom integration user and assign the required role and permissions to the user. For information about creating a custom user, see Prerequisites for Creating a Connection in Using the ServiceNow Adapter with Oracle Integration Generation 2.