Configure the Lookups for Siebel CRM Integration
Lookup configuration helps you map similar entities of Oracle Fusion Field Service and Siebel CRM that have different values. For example, the "Service Region Id" in Siebel CRM can be treated as a "Resource Id" in Oracle Fusion Field Service.
Based on the nature of your business, the values can be different. You can configure these lookup tables according to your business requirements and execute the integration in Oracle Integration. The lookups used in this sample recipe are listed in the in Oracle Integration. Select the name of the Lookup you want to configure and select the "+" icon to add more values.
This screenshot shows the Lookup page for the Siebel CRM Oracle Fusion Field Service sample recipe:
This table gives the details of the lookups available for this sample recipe:
| Oracle Integration Lookup | Siebel CRM Value Example | Oracle Field Service Value Example | Description |
|---|---|---|---|
| ORCL-BRT-SBL_OFS_ACTIVITY_STATUS | Not Started | Pending | Map the Oracle Fusion Field Service activity status with Siebel CRM appointment status |
| ORCL-BRT-SBL_OFS_TIMEZONE | (GMT-08:00) Baja California Norte; Tijuana | Eastern | Map the Siebel CRM time value with Oracle Fusion Field Service time zone value. |
| ORCL-BRT-SBL_OFS_LANGUAGE_CODE | ENU | en | Map the Siebel CRM language code value with Oracle Fusion Field Service language code value. |
| ORCL-BRT-SBL_OFS_WEEKDAY | Sunday | Sun | Map the Siebel CRM week day value with Oracle Fusion Field Service week day value. |
| ORCL-BRT-SBL_OFS_GLOBAL_CONFIG | Service Region | BK | Map the Siebel CRM global config value with Oracle Fusion Field Service global config value. |
| ORCL-BRT-SBL_OFS_NONWORKING_REASON | Sick Time | ILLNESS | Map the Siebel CRM global config value with Oracle Fusion Field Service global config value. |
| ORCL-BRT-SBL_OFS_ACTIVITY_TYPE | Appointment | siebelActivityType | Map the Siebel CRM activity type value with Oracle Fusion Field Service activity type value. |
| ORCL-BRT-SBL_OFS_FMR_LIMIT | Ofs_FMR_Limit | 25 | Default value for limit field for Find Matching Resource. |
| ORCL-BRT-SBL_OFS_SKILL | Expert | 100 | Map the Siebel CRM skill value with Oracle Fusion Field Service skill value. |
| ORCL-BRT-SBL_OFS_EMPLOYEE_TYPE | Employee | mobile worker | Map the Siebel CRM employee type value with Oracle Fusion Field Service user type value. |
| ORCL-BRT-SBL_COUNTRY_CODE | USA | US | Map the Siebel CRM country code with Oracle Fusion Field Service country code value. |
To display the error messages according to the language set in Siebel CRM, you must configure the lookup table "ORCL-BRT-SBL_OFS_ERROR_MESSAGE" in the OIC sample recipe.
| ofs_ErrorCode | Siebel_Language_Code | Oic_Translated_Msg |
|---|---|---|
| SBL_OFS_NO_EMPLOYEE_IN_A_SLOT | ENU | No employees are available in the given slot. |The first two columns define the key, and the third column is the value. |
Where:
- Ofs_ErrorCode is a unique code that represents an error or info in the sample recipe.
- Siebel_Language_Code is the language code received from Siebel CRM. This sample recipe contains error or info messages in ENU (English language).
- Oic_Translated_Msg is the translated message to be displayed in Oracle Fusion Field Service.
.
Example:
Let's say your Siebel CRM instance is configured in German. Follow these steps:
- Change the existing Siebel_Language_Code value from "ENU" to "DEU".
- Add the message in the German language in the third column, Oic_Translated_Msg.
- Verify the behavior.
This table gives the field-level mapping between Siebel CRM and Oracle Fusion Field Service.
| Siebel CRM | Oracle Fusion Field Service |
|---|---|
| Service Region | Resource (Type bucket) |
| Service Region Id | Resource External ID |
| Name | Resource Name |
| Resource Type (defaulted to "BK") | |
| Language Code | Language |
| Service Region Time Zone Name | Time zone (Lookup in Oracle Integration) |
| Parent Resource ID (defaulted to "SUNRISE") | |
| Status (defaulted to "active" for mobile worker) | |
| Service Region ZIP Codes | WorkZone |
| Service Region Name | WorkZone Name |
| Service Region Name | WorkZone Label |
| Status (defaulted to "active") | |
| Travel Area (defaulted to "sunrise_enterprise") | |
| ZIP Codes | Keys (array) |
| ZIP Codes | Shapes (array) |
| Service Region Id | Resource External ID |
| Start Date (default to current date) | |
| Service Region Shifts | Work Schedule |
| Shift Name | scheduleLabel |
| Start Date (default to current date) | |
| Is Working (defaulted to 'true') | |
| Service Region Exception Hours | Work Schedule |
| Exception Hour Name | comments |
| Exception Hour Start Date | Start Date |
| Is Working (defaulted to false) | |
| Exception Hour End Date | End Date |
| nonWorkingReason (defaulted to "HOLIDAY") | |
| recurEvery (defaulted to "1") | |
| recurrenceType (defaulted to "daily") | |
| recordType (defaulted to "non-working") | |
| shiftType(defaulted to "regular") | |
| Employee | Resource |
| Employee row Id | Resource ID |
| Party Name | Resource Name |
| Resource Type (defaulted to "PR") | |
| Language Code | Language |
| Service Region Time Zone Name/Time Zone Name | Time zone (Lookup in Oracle Integration) |
| Service Region Id | Parent ResourceId |
| Status (defaulted to "active" for mobile worker) | |
| Work Phone Number phone | |
| Employee Locations Resource | Locations |
| Employee row Id | ResourceId |
| Label(default to "Work Location") | |
| Start Depot Address | address |
| Start Depot Country | Country |
| Start Depot City | City |
| Start Depot State | State |
| Start Depot ZIP Code | postalCode |
| Label(default to "Home Address") | |
| Primary Start Home Address | address |
| Primary Start Home Country | Country |
| Primary Start Home City | City |
| Primary Start Home State | State |
| Primary Start Home ZIP Code | postalCode |
| Label(default to "Work Location") | |
| End Depot Address | address |
| End Depot Country | Country |
| End Depot City | City |
| End Depot State | State |
| End Depot ZIP Code | postalCode |
| Label(default to "Home Address") | |
| Primary End Home Address | address |
| Primary End Home Country | Country |
| Primary End Home City | City |
| Primary End Home State | State |
| Primary End Home ZIP Code | postalCode |
| Primary Start Home ZIP Code | postalCode |
| Label(default to "Work Location") | |
| End Depot Address | address |
| End Depot Country | Country |
| End Depot City | City |
| End Depot State | State |
| End Depot ZIP Code | postalCode |
| Label(default to "Home Address") | |
| Primary End Home Address | address |
| Primary End Home Country | Country |
| Primary End Home City | City |
| Primary End Home State | State |
| Primary End Home ZIP Code | postalCode |
| Employee Exception Hours (Continued) | Work Schedule (Continued) |
| Exception Hour End Date | End Date |
| nonWorkingReason (defaulted to "HOLIDAY") | |
| recurEvery (defaulted to 1) | |
| recurrenceType (defaulted to "daily") | |
| recordType (defaulted to "non working") | |
| shiftType (defaulted to "regular") | |
| Employee Skills | Work Skills |
| Employee row Id | Resource Id |
| Employee Skill Item | Work skill Name |
| Proficiency | Ratio |
| Employee Exception Hours (Continued) | Work Schedule (Continued) |
| Exception Hour End Date | End Date |
| nonWorkingReason (defaulted to "HOLIDAY") | |
| recurEvery (defaulted to 1) | |
| recurrenceType (defaulted to "daily") | |
| recordType (defaulted to "non working") | |
| shiftType (defaulted to "regular") | |
| Employee Skills | Work Skills |
| Employee row Id | ResourceId |
| Employee Skill Item | Work Skill Name |
| Proficiency | Ratio |