1. Sync Customer and Campaign Data Between Oracle Unity and Salesforce Marketing Cloud
  2. Install and Configure the Recipe

3 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.
    The list of available recipes is displayed.
  3. Find and select the recipe package that you want to install, then click Install Install icon..
    A message confirms that the recipe was successfully installed, and the recipe card shows INSTALLED.
  4. After the package is installed, click Configure Configure icon on the recipe card.

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

Configure the Oracle Unity Connection

  1. On the Configuration Editor page, select Oracle Unity Connection.
  2. Click Edit Edit icon.
    The connection configuration page appears.
  3. In the Oracle Unity URL field, enter the URL for connecting to Oracle Unity. For example, https://XXXXXX.cxunity.ocs.oraclecloud.com.

    The URL is provided when you subscribe to Oracle Unity.

  4. In the Security section, enter the following details:
    Field Information to Enter
    Security Policy Select Resource Owner Password Credentials.
    Access Token URI

    Enter the authorization server that generates the access token:

    https://IDCS_URL/oauth2/v1/token
    Client ID Enter the unique random string that matches the API console project. See Configure Oracle Unity.
    Client Secret Enter the unique random string that matches the API console project.
    Username Enter the Oracle Identity Cloud Service username of the OAuth token request.
    Password Enter the Oracle Identity Cloud Service password of the OAuth token request.
    Scope Enter the list of authorization permissions for the target application. For example, read write.
  5. Click OK.
  6. Click Save. If prompted, click Save again.
  7. Click Test to ensure that your connection is successfully configured. A dialog prompts you to select the type of connection testing to perform:
    • Validate and Test: Performs a full validation of the WSDL, including processing of the imported schemas and WSDLs. Complete validation can take several minutes depending on the number of imported schemas and WSDLs. No requests are sent to the operations exposed in the WSDL.
    • Test: Connects to the WSDL URL and performs a syntax check on the WSDL. No requests are sent to the operations exposed in the WSDL.
  8. Wait for a message about the results of the connection test.
    • If the test was successful, then the connection is configured properly.
    • If the test failed, then edit the configuration details you entered. Check for typos, verify URLs and credentials, and download the diagnostic logs for additional details. Continue to test until the connection is successful.
  9. When complete, click Save.
  10. To return to the Configuration Editor, click Back Back icon . Click Save again if prompted.

Configure the Oracle FTP Connection

  1. On the Configuration Editor page, select Oracle FTP Connection.
  2. Click Edit Edit icon.
    The connection configuration page appears.
  3. In the Connection Properties section, enter the following details:
    Field Information to Enter
    FTP Server Host Address Enter the host address of your sFTP server.
    FTP Server Port Enter 22.
    SFTP Connection Select Yes from the list.
  4. In the Security section, enter the following details:
    Field Information to Enter
    Security Policy Select FTP Server Access Policy.
    User Name Enter the user name to connect to your sFTP server.
    Password Enter the password to connect to your sFTP server.
  5. Click Save. If prompted, click Save again.
  6. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.
    A message confirms if your test is successful.
  7. To return to the Configuration Editor, click Back Back icon . Click Save again if prompted.

Configure the Oracle REST SFMC Connection

  1. On the Configuration Editor page, select Oracle REST SFMC Connection.
  2. Click Edit Edit icon.
    The connection configuration page appears.
  3. In the Connection Properties section, enter the following details:
    Field Information to Enter
    Connection Type Select REST API Base URL.
    Connection URL Paste the URL without trailing (/) copied from Salesforce Marketing Cloud. See Configure Salesforce Marketing Cloud.
  4. In the Security section, enter the following details:
    Field Information to Enter
    Security Policy Select OAuth Custom Two-Legged Flow.
    Access Token Request

    Enter the client id, client secret, account id and auth url copied from Salesforce Marketing Cloud in the below format. Append v2/token in the auth url. To generate client id and secret, see Configure Salesforce Marketing Cloud.

    -X POST -H 'Content-Type:application/json' -d '{ "grant_type": "client_credentials", "client_id": "<client id>", "client_secret": "<client secret>", "account_id": "<account id>" }' 'https://mc4nwk3rs1n1tm8lm4qgd1g448hm.auth.marketingcloudapis.com/v2/token'
  5. Click Save. If prompted, click Save again.
  6. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.
    A message confirms if your test is successful.
  7. To return to the Configuration Editor, click Back Back icon . Click Save again if prompted.

Configure the Oracle SOAP SFMC Connection

  1. On the Configuration Editor page, select Oracle SOAP SFMC Connection.
  2. Click Edit Edit icon.
    The connection configuration page appears.
  3. In the Connection Properties section, enter the SOAP WSDL URL in the WSDL URL field. See Configure Salesforce Marketing Cloud.
  4. In the Security section, enter the following details:
    Field Information to Enter
    Security Policy Select Username Password Token.
    Username

    Enter the Username. See Configure Salesforce Marketing Cloud.

    Password Enter the Password.
  5. Click Save. If prompted, click Save again.
  6. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.
    A message confirms if your test is successful.
  7. To return to the Configuration Editor, click Back Back icon . Click Save again if prompted.

Configure the Oracle REST OIC Invoke Connection

  1. On the Configuration Editor page, select Oracle REST OIC Invoke Connection.
  2. Click Edit Edit icon.
    The connection configuration page appears.
  3. In the Connection Properties section, enter the following details:
    Field Information to Enter
    Connection Type Select REST API Base URL.
    Connection URL Paste the URL of the Oracle Integration instance in the below format.
  4. In the Security section, enter the following details:
    Field Information to Enter
    Security Policy Select Basic Authentication.
    Username Enter the Username of the Oracle Integration instance.
    Password Enter the Password of the Oracle Integration instance.
  5. Click Save. If prompted, click Save again.
  6. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.
    A message confirms if your test is successful.
  7. To return to the Configuration Editor, click Back Back icon . Click Save again if prompted.

Configure the Oracle REST OIC Trigger Connection

  1. On the Configuration Editor page, select Oracle REST OIC Trigger Connection.
  2. Click Edit Edit icon.
    The connection configuration page appears.
  3. In the Security section, select the Security Policy as OAuth 2.0 Or Basic Authentication.
  4. Click Save. If prompted, click Save again.
  5. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.
    A message confirms if your test is successful.
  6. To return to the Configuration Editor, click Back Back icon . Click Save again if prompted.

Configure the Lookup Tables

  1. In the Configuration Editor, select the lookup table, then click Edit Edit icon.
  2. Enter the field names and corresponding values. Refer to the details provided for each table below.
  3. Click Save. If prompted, click Save again.
  4. To return to the Configuration Editor, click Back Back icon . Click Save again if prompted.
The recipe contains the following four lookup tables. Edit them as necessary.
  • ORACLE-BRT-UNITY_SFMC_PROPERTIES: Used to configure the FTP file details in which the customer segments are stored.
    Key Description Example
    FileDirectory Stores the location of the FTP file directory that has the customer segments. /home/users/org-name /customers/inbound
    RetryCount Stores the number of retries when a transient error occurs. 3
    ArchiveEnabled Stores the flag to identify if the file must be archived after being processed successfully. Y
    ArchiveDirectory Stores the location of the FTP directory that stores the archived files with customer segments. /home/users/org-name /customers/archive
    CustomerDataExtensionKey Stores the ID of customer data extension in Salesforce Marketing Cloud. It is a unique value that identifies the data extension and is used to identify the data extension with an API call. 5C2EF345-4A12-405C-BDCE-BE358139DC44
    SFMCPageSize Stores the ideal pagination value for the Oracle FTP SFMC DataExtension Import integration. 250
    EmailFrom_Success Stores the email address from which a message is sent whenever the customer import from Oracle Unity to Salesforce Marketing Cloud is successful. no-reply@company.com
    EmailTo_Success Stores the email address to which a message is sent whenever the customer import from Oracle Unity to Salesforce Marketing Cloud is successful. xyz@company.com
    EmailSubject_Success Stores the subject of the email that is sent whenever the customer import from Oracle Unity to Salesforce Marketing Cloud is successful. Unity to SFMC Customer Import Successful
    EmailFrom_Failure Stores the email address from which a message is sent whenever the customer import from Oracle Unity to Salesforce Marketing Cloud is unsuccessful. no-reply@company.com
    EmailTo_Failure Stores the email address to which a message is sent whenever the customer import from Oracle Unity to Salesforce Marketing Cloud is unsuccessful. xyz@company.com
    EmailSubject_Failure Stores the subject of the email that is sent whenever the customer import from Oracle Unity to Salesforce Marketing Cloud is unsuccessful. Unity to SFMC Customer Import Failure
    MaxFileCount Stores the maximum number of files that can be processed in one instance. Ensure that the processing time doesn’t exceed six hours limit for a scheduled instance. The maximum possible value is 100. 100
    MaxInstanceCount

    Stores the maximum number of instances that a run can span across in case the processing is not completed in one instance.

    Note:

    Ensure that processing is complete before next scheduled run.
    		10
    ClearBeforeImport Stores the flag to identify if recipe clears the old data before importing the new data in the customer import data extension. Y
  • ORACLE-BRT-SFMC_UNITY_PROPERTIES: Used to configure the data extension that stores the campaign results in Salesforce Marketing Cloud.
    Key Description Example
    ResultsDataExtensionKey Stores the external key of the results data extension in Salesforce Marketing Cloud. This value is passed in the Automation Setup integration. ResultsDataExtensionName
    ResultsDataExtensionName Stores the name of the results data extension in Salesforce Marketing Cloud. This value is passed in the Automation Setup integration. Unity_CampaignResults_DE
    MarketingMedium Stores the medium of the marketing campaign. Email
    MarkeingSource Stores the source application of the marketing campaign. Salesforce Marketing Cloud
    EmailFrom_Success Stores the email address from which a message is sent whenever the campaign results import from Salesforce Marketing Cloud to Oracle Unity is successful. no-reply@company.com
    EmailTo_Success Stores the email address to which a message is sent whenever the customer import from Oracle Unity to Salesforce Marketing Cloud is successful. xyz@company.com
    EmailSubject_Success Stores the subject of the email that is sent whenever the customer import from Oracle Unity to Salesforce Marketing Cloud is successful. Unity to SFMC Customer Import Successful
    EmailFrom_Failure Stores the email address from which a message is sent whenever the customer import from Oracle Unity to Salesforce Marketing Cloud is unsuccessful. no-reply@company.com
    EmailTo_Failure Stores the email address to which a message is sent whenever the customer import from Oracle Unity to Salesforce Marketing Cloud is unsuccessful. xyz@company.com
    EmailSubject_Failure Stores the subject of the email that is sent whenever the customer import from Oracle Unity to Salesforce Marketing Cloud is unsuccessful. Unity to SFMC Customer Import Failure
    UnityPageSize Stores the maximum number of records that can be passed to Oracle Unity in an invoke request. 500
    UnityRetryCount

    Stores the maximum number of retries in case Oracle Unity invoke request fails.

    		 3
    MaxIterationCount Stores the maximum number of Salesforce Marketing Cloud iterations with an iteration size of 2500 records. Ensure that the processing time doesn’t exceed six hours limit for a scheduled instance. 100
    MaxInstanceCount

    Stores the maximum number of instances that a run can span across in case the processing is incomplete in one instance.

    Note:

    Ensure that the processing gets completed before next scheduled run.
    		20
  • ORACLE-BRT-SFMC_UNITY_EVENT_TYPE: Represents the mapping between event types in the instances. For instance, SentEvent is mapped with Sent.
    Event Type in Salesforce Marketing Cloud Event Type in Oracle Unity
    SentEvent Sent
    OpenEvent Opened
    ClickEvent Clicked
    BounceEvent Bounced
  • ORACLE-BRT-SFMC_UNITY_MONTH_OF_YEAR: Used to map the calendar months between the instances.