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. 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.
  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 Workday Connection

  1. In the Connections section, click the connection name.
  2. In the Properties section, enter the following details:
    Field Information to Enter
    Hostname Enter the Workday host name. For example: https:// wd2-impl-services1.workday.com.
    Tenant Name Enter the tenant name of the account created for Oracle Integration on Workday. See Configure Workday.
  3. In the Security section, enter the following details:
    Field Information to Enter
    Security Policy Select Workday Username Token Policy.
    Workday Integration User Enter the user name of the account created for Oracle Integration on Workday. See Configure Workday.
    Password Enter the password of the account created for Oracle Integration on Workday.
  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 Slack Connection

  1. In the Connections section, click the connection name.
  2. In the Security section, enter the following details:
    Field Information to Enter
    Client ID Enter the client ID obtained while configuring Slack. See Configure Slack.
    Client Secret Enter the client secret obtained while configuring Slack.
    Scope Enter the permission scopes you configured while creating and configuring a Slack app.
  3. Click Provide Consent.
    A new browser window opens to approve access to Slack.
  4. Click Allow.
  5. Click Save. If prompted, click Save again.
  6. 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.

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

Configure the Lookup Tables

Edit the lookup tables of the recipe and enter appropriate values.

  1. In the Lookups section, click the lookup name.
  2. The recipe contains the following two lookup tables. In the lookup tables, enter appropriate values to which the property names must be mapped.
    1. Edit the ORACLE-BRT-SFDC_WD_Lookup table.
      SFDC WD
      Customer - Direct CUSTOMER_CATEGORY-3
      USA USA
      CAN CAN
      New York USA-NY
      Canada CAN-BC
    2. Edit the ORACLE-BRT-SFDC_WORKDAY_COMPANY_LOOKUP table.
      Property WD Description
      CompanyReferenceID GMS_USA_company Represents the unique identifier for a company reference.
      WorktagsID 10000 Represents the unique identifier for worktags used to categorize and track transactions.
      PaymentTermsID NET_30 Represents the terms of payment.
      PaymentTypeID EFT Represents the method of payment.
      TxCodeID TAX_CODE-2 Represents the tax code identifier used for taxation purposes.
      TenantBillingID COMMUNICATION_USAGE_BEHAVIOR_TENANTED-16-10 Represents the billing identifier for tenant communications usage behavior.
      TenantShippingID COMMUNICATION_USAGE_BEHAVIOR_TENANTED-16-11 Represents the shipping identifier for tenant communications usage behavior.
  3. Click Save. If prompted, click Save again.
  4. To return to the project workspace, click Go back Back icon.

Update Integration Properties

  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 integration properties with appropriate values.
    1. User: This integration property holds the user Id of the Salesforce account user to avoid recurring updates.
      This property has to be updated in the Oracle Salesforce Workday AccountToCustomer Sync integration flow.
    2. Email: This integration property holds the email id to which error notifications have to be sent.
      This property has to be updated in the Oracle Salesforce Workday AccountToCustomer Sync and Oracle Salesforce Workday OpportunityToInvoice Syn integration flows.
  3. Click Submit.

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