Export Data to LinkedIn

When to Use

This scheduled process:

Is required to export data to LinkedIn.
Is not dependent on any other scheduled process.
Is used to export sales accounts, contacts, leads, and opportunities to LinkedIn.
Impacts the integration of Oracles Sales with LinkedIn. If this scheduled process is not run, sales records can't be exported to LinkedIn and a sales person may loose out on identifying sales leads and opportunities.
Uses the ZCA_LINKEDIN_EXPORT_LIMITS profile option to specify the default limit of the number of records that can be exported to LinkedIn. Here are the default limits:
- 1 Million records for account
- 2 Million records for contacts
- 0.5 Million records for Opportunities
- 0.5 Million records for Leads
  You can change these profile values. Example: { "AccountRecordLimit": 5000000, "ContactRecordLimit": 5000000, "LeadRecordLimit": 5000000, "OpportunityRecordLimit": 5000000}

Privileges Required

Verify that you have the following privileges:

ZCA_CONFIGURE_LINKEDIN_INTEGRATION_PRIV

Verify that you have the following roles:

Sales admin

Before You Start

Review the following before scheduling this scheduled process:

Recommended Frequency:
- The first time you export the records, you must run the one time load.
- We recommend that you run the increment load every 12 hours.

Parameters

Parameter	Optional or Mandatory	Description	Parameter Values	Special Combinations Required	Notes
Process Mode	Optional	Specify the processing mode.	One time load Incremental load Recover mode	No	N/A
Object	Optional	Specify the object that must be exported	Account, Contacts, Leads, Opportunities	No	N/A
Additional Data Filters	Optional	Refer to the note after this table	Refer to the note after this table	No	N/A
Start Date	Optional	Specify the date range	Date range	No	N/A
End Date	Optional	Specify the date range	Date range	No	N/A
Last N Days	Optional	Specify the number of days. Example: all the data that was created or updated in the past 15 days	Number	No	N/A
Recover Request ID	Optional	Specify the ID of the process that didn't complete successfully	Number	No	N/A

Here are some tips on using the objects with the scheduled process date filters and the setup UI filters as discussed in the Setup the LinkedIn Application topic in the How do I integrate LinkedIn with Oracle Sales:

Object	Setup UI Filters Defined	Scheduled Process Job Additional Date Filters	Default Filters	Parent and Associated Records Being Shared	Remarks
Account	One time Load: Default filter Uses filters defined in setup UI Incremental Load: Uses filters defined in setup UI. Specify either Last update date OR creation date based incremental load Last update date - includes all newly created + changed records Creation date - includes only newly created records Customer can define their own filters for one time load as well as incremental load	Only applies to one time load: Apply either creation date filter or last update date filter Apply either exact start date/end date condition OR Apply last N days condition	Includes only records in Active Status Excludes duplicate records	One time Load: Account records meeting criteria Associated owner user records Incremental Load: Accounts exported in incremental: New account records meeting criteria OR New and updated account records meeting criteria	N/A
Contacts	One time Load: Default filter: Uses filters defined in setup UI Incremental Load: Uses filters defined in setup UI. Specify either Last update date OR creation date based incremental load: Last update date - includes all newly created + changed records Creation date - includes only newly created records Customer can define their own filters for one time load as well as incremental load	Only applies to one time load Apply either creation date filter or last update date filter Apply either exact start date/end date condition OR Apply last N days condition	Includes only records in Active Status Excludes duplicate records	Contact records meeting criteria Associated owner user records. Contacts exported in incremental: New contact records meeting criteria OR new and updated contact records meeting criteria. Primary account of new sales contacts	N/A
Leads	One time Load: Default filter: Uses filters defined in setup UI Incremental Load: Uses filters defined in setup UI. Specify either Last update date OR creation date based incremental load Last update date - includes all newly created + changed records Creation date - includes only newly created records Customer can define their own filters for one time load and incremental load	Only applies to one time load Apply either creation date filter or last update date filter Apply either exact start date/end date condition OR Apply last N days condition	Includes only simplified lead records - records without associated primary contact	One time load: Lead records meeting criteria Associated owner user records Incremental Load: New lead records meeting criteria Accounts associated with new leads	N/A
Opportunities	One time Load: Default filter: Uses filters defined in setup UI Incremental Load: Uses filters defined in setup UI Specify either Last update date OR creation date based incremental load Last update date - includes all newly created + changed records Creation date - includes only newly created records Customer can define their own filters for one time load as well as incremental load	Apply either creation date filter or last update date filter Apply either exact start date/end date condition OR Apply last N days condition	Includes only opportunities that has an account	One time load: Opportunity records meeting criteria Associated owner user records Associated opportunity contact records (relationship records) Opportunities exported in incremental: New opportunity records meeting criteria OR new and updated opportunities meeting criteria Accounts associated with new opportunities Opportunity contacts (relationship) that were updated Contact records of updated opty contact relationship	N/A

Troubleshooting Information

Check the log or output file and try to resolve the issue.
If the scheduled process didn't run successfully, you can re-submit the process after rectifying the error.
You can create a notification schedule. To do this: Click Advanced Options and go to the Notification tab on the Process Details page.