1. How do I implement and configure Oracle CX Sales Mobile?
  2. How do I enable sales representatives to stay signed in to the CX Sales Mobile app?

How do I enable sales representatives to stay signed in to the CX Sales Mobile app?

You can enable the use of OAuth authentication tokens so that salespeople can stay signed in to the app, and they won't need to sign in again when they launch the application. Using OAuth authentication tokens makes the app simpler to use and is also secure.

To set up this feature, you first need to register the Oracle CX Sales Mobile application with Oracle Identity Cloud Service, by creating a Confidential Application in the Identity Cloud Service console. Then you need to associate the Confidential Application details with Oracle CX Sales Mobile, using Setup and Maintenance in the Oracle CX Sales web app.

Here are the tasks:

  1. Create a Confidential Application for Oracle CX Sales Mobile in Oracle Identity Cloud Service
  2. Associate the Confidential Application With Oracle CX Sales Mobile
  3. Use Your Organization's Mobile Device Management Software to Distribute OAuth Authentication Tokens
  4. Test Your Updates

Create a Confidential Application for Oracle CX Sales Mobile in Oracle Identity Cloud Service

Here's how you create CX Sales Mobile as a Confidential Application in Identity Cloud Service:

  1. Sign in to My Console in Identity Cloud Service, by navigating to www.oracle.com > View Accounts and enter the name of the relevant pod in the Cloud Account Name field. You have at least two pods, a test and a production pod, so ensure that you enter the correct pod.
  2. Click Next and enter your Identity Cloud Service password. If you can't remember the password, contact Oracle Support for help.
    Note: For more information about Identity Cloud Service, navigate to https://docs.oracle.com, search for Identity Cloud Service, and click Oracle Identity Cloud Service - Get Started.
  3. In the Identity Cloud Service console, expand the Navigation Drawer, and then click Applications.
  4. Click Add. Then on the Add Application page, click Confidential Application.
  5. In the Details tab of the Add Confidential Application wizard, enter information in the Name and Description fields. These fields are used to identify the Confidential Application in Identity Cloud Service only, they don't appear outside of Identity Cloud Service. For example, they don't appear in the Oracle CX Sales app.
  6. Click Next.
  7. In the Client tab, click the Configure this application as a client now option.
  8. In the Allowed Grant Types options list, select these options:
    • Refresh Token
    • Authorization Code
  9. Select the Allow non-HTTPS URLs option.
    Note: This option doesn't open a URL that isn't secure, it just sends a request to the CX Sales Mobile app.
  10. In the Redirect URL field, enter cxm://?oAuth=true

  11. In Token Issuance Policy section, click Add Scope under Resources

  12. In the Select Resources window, click Oracle Application Cloud (Fusion) from the list of resources.

  13. Record the Scope value of the resource you added.

  14. Click Add

  15. Click Next.
  16. In the Resources tab, click Skip for later. No resources are required.
  17. Click Next to navigate to the Web Tier Policy tab. Nothing needs to be entered here
  18. Click Next to navigate to the Authorization tab. Nothing needs to be entered here.
  19. Click Finish. The CX Sales Mobile application is added in a deactivated state.
  20. Record the Client ID and Client Secret that appear in the Application Added dialog box. The Client ID and Client Secret are equivalent to a credential (for example, an ID and password) that your application uses to communicate with Identity Cloud Service.
  21. Click Close.
  22. At the top of the page, to the right of the application name, click Activate.
  23. In the Activate Application? dialog box, click Activate Application.

For more information about creating a Confidential Application, navigate to https://docs.oracle.com, search for Identity Cloud Service, click Oracle Identity Cloud Service - Get Started, and click Manage confidential Applications under the Manage Applications heading.

Associate the Confidential Application With Oracle CX Sales Mobile

Here's how you use Setup and Maintenance to associate the Identity Cloud Service Confidential Application with CX Sales Mobile:

  1. In the CX Sales application, sign in as an administrator. Open the navigator menu, and click Setup and Maintenance.
  2. In the Setup and Maintenance work area, click the Tasks side panel icon and then click the Search link.
  3. Search for and select the Manage Profile Options task.
  4. Create a profile option to enable the OAuth feature. Create the new profile option with these details:
    • Profile Option Code: CXM_ENABLE_OAUTH
    • Profile Display Name: OAuth Usage
    • Application: CX Sales Mobile
    • Module: Mobile Sales
    • Start Date: Enter the date you require the OAuth feature to be active
    • Click Save and Close.
    • In the Profile Values section, for Site level, check the Enabled and Updatable check boxes.
    • Click Save and Close.
  5. Next, you set the values for the profile option:
    1. Search for and select the Manage Administrator Profile Values task.
    2. Search for the CXM_ENABLE_OAUTH profile option.
    3. In the Profile Values section, add new values with the following details:
      • Profile Level: Site
      • Profile Value: Yes
  6. Click Save and Close.

  7. Enter a publishable sandbox with Application Composer as one of the tools.

  8. Navigate to Application Composer > Mobile Application Setup > CX Sales Mobile Composer > Settings.

  9. Expand the OAuth Settings header.

  10. Provide the Client ID, Client Secret and Scope for the CX Sales Mobile application, as recorded while setting up the Confidential Application in Identity Cloud Service.

  11. Provide your Identity Cloud Service host as the Topology URL.

  12. In the header, click Save.

  13. Test your update by following the steps in the Test Your Configurations topic.

  14. Publish the Sandbox.

When OAuth authentication tokens are enabled, the CX Sales Mobile app reads the OAuth parameters when the sales representative signs in. The next time the sales representative closes and restarts the app, or the current session expires, the app prompts them to sign in again. After this second sign-in, the OAuth authentication starts and from then the sales representative stays signed in to the app, as long as they use the app at least once during the time validity of the refresh token configured in Oracle Identity Cloud Service.

Use Your Organization's Mobile Device Management Software to Distribute OAuth Authentication Tokens

You can use your organization's Mobile Device Management (MDM) software to distribute OAuth authentication tokens. Using MDM to distribute the tokens means that your sales representatives won’t need to sign in to the app for a second time to trigger the OAuth authentication.

Here’s how you enable OAuth authentication tokens for MDM software:

  1. Follow the steps in the Create a Confidential Application for Oracle CX Sales Mobile in Oracle Identity Cloud Service section of this topic.

    Creating a Confidential Application allows you to specify when access tokens expire, and creates a Client ID and Client Secret.

  2. Open your MDM software and enter these configuration settings:

    1. Configuration Key: CXM_AUTH_TYPE

      Value Type: String

      Configuration Value: oauth\sso or basic (enter "SSO" if you want to use Single Sign On, or enter "basic" if you want to use basic authentication)

    2. Configuration Key: CXM_TOPOLGY_URL

      Value Type: String

      Configuration Value: Enter the Oracle Identity Cloud Service instance URL. For more information about Identity Cloud Service, navigate to https://docs.oracle.com, search for Identity Cloud Service, and click Oracle Identity Cloud Service - Get Started.

    3. Configuration Key: CXM_CLIENT_ID

      Value Type: String

      Configuration Value: Enter the Client ID that was generated when you created the Confidential Application

    4. Configuration Key: CXM_CLIENT_SECRET

      Value Type: String

      Configuration Value: Enter the Client Secret that was generated when you created the Confidential Application

    5. Configuration Key: CXM_HOST

      Value Type: String

      Configuration Value: Enter the CX Sales application host URL

Test Your Updates

Test your updates and publish the sandbox when you're happy with the configuration. See the Test Your Configurations topic for details about how to check your mobile configurations.