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  2. How do I connect AI Apps for Sales to Sales and import sales data?

How do I connect AI Apps for Sales to Sales and import sales data?

Set up the connection and import data into AI Apps for Sales from Oracle Sales using a few steps. After a successful connection, the application can access and import data from Sales.

Important: You must first enable Adaptive Intelligence features for Sales following the steps in How do I enable Adaptive Intelligence features for Sales?.

Set Up the Connection and Import Data into AI Apps for Sales

If you've enough data to configure AI Apps features, the Configure Recommended Features page (the last page in the Enable Sales Intelligence task) includes the Adaptive Intelligence Activation link.

To complete your configuration, you need to import data from classic Sales:

  1. On the Configure Recommended Features page, click Adaptive Intelligence Activation.

    The Adaptive Intelligence Activation page lists all the selected features. However, you can’t activate them till you set up your connection to import data.

  2. On the Adaptive Intelligence Activation page, click Add Service Connection.
  3. In the Add Service Connection dialog box, enter the following details:
    • Service Endpoint URL: Your classic Sales host name in the format https://<osc_host_name>. For example, https://abcd.fa.us6.example.com.
    • User Name and Password: User name and password of the classic Sales user account that you created earlier.
    • Data Import Start Date: Optionally, select the date from when you want to ingest data from classic Sales. If you don't select a date, the application ingests all the available data.
    Note: After you set the date, don't edit the Data Import Start Date field. Contact Oracle Support to update the field.

  4. Click Connect.

    The connection is tested against your classic Sales host and is saved if successful.
    Note: Update the endpoint URL only if recommended by Oracle Support. Reading a different data set into an existing Oracle AI Apps for Sales instance might result in distorted predictions.
  5. After you set up the connection, click Activate to enable all the selected features.

    Data ingestion starts immediately.

To complete configuring each feature, see: