Install and Configure the Recipe

On your Oracle Integration instance, install the recipe to deploy and configure the integration and associated resources.

Install the recipe on your Oracle Integration instance. See Install a Recipe or Accelerator.

After you've installed the recipe, configure the following resources:

Configure the Oracle Salesforce Connection

  1. In the Connections section, click the connection name.
  2. In the Properties section, enter the following details:
    Field Information to Enter
    Select Salesforce.com Instance Type Select Production or Sandbox based on your Salesforce instance type.
    API Version Enter your current Salesforce API version. To obtain the API version, see Configure Salesforce.
  3. In the Security section, enter the following details:
    Field Information to Enter
    Security Policy Leave Salesforce Username Password Policy selected.
    Username Enter the username of the account created for Oracle Integration on Salesforce. See Configure Salesforce.
    Password Enter the password of the account created for Oracle Integration on Salesforce.

    Note:

    To the password, you must also append the security token generated for the same account.
  4. Click Save. If prompted, click Save again.
  5. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.

    A message confirms if your test is successful.

  6. To return to the project workspace, click Go back Back icon.

Configure the Oracle Marketo Connection

  1. In the Connections section, click the connection name.
  2. In the Properties section, enter the Munchkin ID that you obtained earlier. See Configure Marketo.
  3. In the Security section, enter the following details:
    Field Information to Enter
    Client Id Enter the client ID obtained earlier. See Configure Marketo.
    Client Secret Enter the client secret obtained earlier.
  4. Click Save. If prompted, click Save again.
  5. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.

    A message confirms if your test is successful.

  6. To return to the project workspace, click Go back Back icon.

Configure the Lookup Table

The ORACLE-BRT-MKT_SFDC_LOOKUP table contains a sample mapping of lead-status values. Edit the table to map the lead-status values in your Marketo instance to that of your Salesforce instance.

  1. In the Lookups section, click the lookup name.
  2. Enter the values for the following keys.
    Key Description
    Marketo_Value Enter the lead-status values available in your Marketo instance (in separate rows). For example, Open, Qualified, and so on.
    Salesforce_Value Enter a corresponding lead-status value available in your Salesforce instance against each Marketo value.
  3. Click Save. If prompted, click Save again.
  4. To return to the project workspace, click Go back Back icon.

Update Integration Properties

Update the integration property for the Oracle SFDC Marketo Lead2Lead Create integration flow.

  1. In the Integrations section, click Actions Actions icon on the integration flow, then select Update property values.
  2. In the Update property values panel, update the following integration property.
    • EmailTo: This integration property holds the email address to which run-time exception emails are sent. Enter an email address of your choice.
  3. Click Submit.

    A message confirms that the integration properties have been updated successfully.