Create a User Account for Integration

Before you start integrating Oracle CX Sales with Oracle AI Apps for Sales, create a user account in Oracle CX Sales for AI Apps to access sales data.

Ensure that this user has the Sales Administrator job role assigned with access to all opportunities, accounts, contacts, leads, and activities in Oracle CX Sales. To learn how to create and assign roles, see Create Application Users in the Securing CX Sales and Fusion Service guide.

About 15 minutes after you create the user account, you can use this account credentials in the Add Service Connection dialog box as detailed in the topic Import Data from Oracle CX Sales.

Note: It's important to set a calendar reminder a few days before your password is set to expire, and reset the password. Update the password on the Edit Service Connection dialog box so that your connection remains intact.