Configure Oracle Visual Builder with Oracle CX Sales

This topic describes how to retrieve the Oracle Visual Builder designer URL and also how to specify the CX Sales details in Oracle Visual Builder.

Retrieve the Oracle Visual Builder Designer URL

You will need to be able to access Oracle Visual Builder in the tasks in this section, as well as many other topics in this document. This task describes how you locate the Oracle Visual Builder Designer URL in your CX Sales deployment. This URL is the one that you will need whenever you want to access Oracle Visual Builder.

Tip: You should bookmark this Oracle Visual Builder URL for all future Oracle Visual Builder sign-ins.

To retrieve the Oracle Visual Builder designer URL:

  1. Sign in to CX Sales as an administrator or a setup user.

  2. In the Setup and Maintenance work area, click the Task menu, and select Review Topology.

  3. Click the Diagnostic Tests tab.

  4. Click the Enterprise Application Configuration sub-tab.

  5. In the Enterprise Application text box, search for the following string:

    Oracle Hybrid
  6. Press the Enter key.

    The Search and Select: Enterprise Application dialog box appears.

  7. Click Oracle Hybrid VBCS.

  8. Click OK.

  9. Click Validate External Enterprise Application Endpoint URL.

  10. Click the Run icon next to Validate External Enterprise Application Endpoint URL.

  11. Take note the value in the External Endpoint URL field.

    Note: This is the URL that you will need to use every time you want to access Oracle Visual Builder.

Specify the CX Sales Details in Oracle Visual Builder

To specify CX Sales details in Oracle Visual Builder:

  1. Sign into Oracle Visual Builder as an administrator.

    See the Developing Applications with Oracle Visual Builder guide for more information.

  2. Click the Menu icon, and select Settings.

    The Tenant Settings page appears.

  3. Click FA Services.

  4. In the Catalog Base URL text box, enter the CX Sales URL.

    For more information about the base URL, refer to Add a Connection for Fusion Applications Services in the Related Topics.

  5. Click Initialize.

    A Connection successful message is displayed.