Oracle Sales Connection

See the Connector Marketplace topic. Please request your administrator to start a trial or subscribe to the Premium Oracle Sales connector.

Oracle Sales is a robust sales automation and customer relationship management (CRM) solution for efficient sales processes.

This topic describes how to authenticate to Oracle Sales and configure any necessary connection properties in the Oracle Sales connection connector.

Prerequisites #

Before You Connect

Oracle Sales uses Basic authentication over SSL; after setting the following connection properties, you are ready to connect:

• Username: Set this to the user name that you use to log into your Oracle Cloud service.

• Password: Set this to your password.

• HostURL: Set this to the Web address (URL) of your Oracle Cloud service.

Connection Configuration #

Each connection property available in the Oracle Sales connector is explained below.

Connection Name #

The name of the connection to be created should be provided. This is the name that will display on the list of available connections.

Host URL #

The URL to the Oracle Sales server used for logging in.

Username #

The username of the Oracle Sales account used to authenticate to the server.

Password #

The password used to authenticate the user.

Include custom fields #

Specifies whether custom fields must be dynamically retrieved for existing tables. With this property set to false only standard columns will be displayed for a given table.

Include custom objects #

Specifies whether custom objects must be dynamically retrieved or not. Custom tables will not be displayed unless this property is set to true.

Enable SSL #

Option for creating the connection with SSL enabled.

Upload Keystore File #

Option to upload keystore file.

Add Configuration: Additional properties can be added using this option as key-value pairs.

After entering all the details, click on the TEST button.

If the connection service identification and authentication details are provided correctly, a success message stating “connection available” is generated.

Click on the CREATE button to save the changes.

If the details are incorrect or the server is down, you will get a message “Connection unavailable”.