To access Salesforce using Oracle Integration and retrieve information about the status of Salesforce opportunities, you must perform certain configurations on your Salesforce instance.

1. Create an API-enabled custom role. You’ll assign this role to the user account you’ll subsequently create for Oracle Integration.
   1. On the Salesforce Setup page:
      1. Expand Manage Users under the Administer section in the left navigation pane.
      2. Click Profiles.
   2. On the Profiles page, click New Profile.
   3. On the resulting page:
      1. Select Standard User in the Existing Profile field.
      2. Enter a name for the new profile, for example, API Enabled, and click Save.

      The new profile is now saved, and the Profile Detail page of the new profile is displayed.

   4. Click Edit on the Profile Detail page.
   5. On the Profile Edit page:
      1. Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.
      2. Scroll to the Standard Object Permissions section and perform the following actions.
         • In the Accounts row, leave the Read, Create, Edit, and Delete boxes checked. Additionally, select the ViewAll check box.
         • In the Contacts row, leave the Read, Create, Edit, and Delete boxes checked. Additionally, select the ViewAll check box.
         • In the Price Books row, leave the Read box checked. Additionally, select the Create, Edit, and Delete check boxes.
         • In the Products row, leave the Read box checked. Additionally, select the Create, Edit, and Delete check boxes.
      3. Scroll to the end of the page and click Save.
2. Create a user account for Oracle Integration and assign the custom role created previously to this account.

   Note:

   If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.
   1. On the Profile Detail page of the API Enabled profile, click View Users.
   2. Click New User in the resulting page.
   3. On the New User page:
      1. Enter a first name and last name for the user, for example, Integration User05.
      2. In the Email field, enter a valid email address.

         The email address you enter is automatically populated in the Username field. Note this username.

      3. In the User License field, select Salesforce.
      4. In the Profile field, select the profile you created previously, that is, API Enabled.
      5. Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save.

         The user account is now created, and a verification email is sent to the email address you provided for the account.

   4. Log in to the corresponding email account and click the Verify Account button in the email message from Salesforce.
      You’re redirected to the Salesforce instance to set a password for the new user account.
   5. Set a password and note the same.
      Subsequently, you’re signed in to the Salesforce instance with the new account.

      Note:

      If you’re shown the Lighting Experience UI, switch to the Salesforce Classic UI.
   6. Generate a security token for the new user account. You’ll need this security token along with the password to access Salesforce using Oracle Integration.
      1. Stay signed in as the new user and click the user name at the top of the page to open a menu.
      2. Click My Settings in the menu.
      3. On the My Settings page, in the Quick Links section, click Edit my personal information.
      4. On the resulting page, click Reset My Security Token in the left navigation pane.
      5. Click the Reset Security Token button.

         A new security token is sent to the email address associated with the account. Note the security token.

      6. On the Salesforce instance, click the user name again and select Logout from the menu. Log back in as the Administrator.
3. Identify your current Salesforce API version. See Find Your Current Salesforce API Version in Using the Salesforce Adapter with Oracle Integration 3.
4. Identify your Salesforce instance type. See Identify the Instance Type of Your Salesforce Organization in Using the Salesforce Adapter with Oracle Integration 3.
5. Configure the Salesforce platform event. The platform event notifies external systems about changes to the Salesforce opportunity records.
   1. In the left navigation pane of the Salesforce Setup page, scroll to the Build section, expand Develop, and then click Platform Events.
   2. On the Platform Events page, click New Platform Event.
   3. On the New Platform Event page, enter the following information:

      Field	Information to Enter
      Label	Enter Opportunity_PE.
      Plural	Enter the plural form of the field label.
      Object Name	This field is automatically populated.
      Description	If required, enter a description for the new platform event.
      Publish Behaviour	Select one of the following options: Publish After Commit: The event message is published only after a transaction commits successfully. Subsequently, the subscriber receives the event message after the data is committed. If the transaction fails, the event message isn’t published. Publish Immediately: The event message is published when the publish call executes, irrespective of whether the transaction succeeds or not. Subsequently, the subscriber receives the event message before the data is committed.

   4. In the Deployment Status section, select Deployed.
   5. Click Save.
      The Platform Event page displays the details of the event.
   6. Create a custom field.
      1. In the Custom Fields & Relationships section of the Platform Event page, click New.
      2. On the resultant New Custom Field page, select the Text radio button, and click Next.
      3. Enter the following details:

         Field	Information to Enter
         Field Label	Enter AccountID_PE.
         Length	Enter the maximum length that you want to allow for the text field. For example, 255.
         Field Name	This field is automatically populated.
         Description	If required, enter a description for the custom field.

      4. Click Save.
   7. Create another custom field by repeating Step f, but enter the label name as OpportunityID_PE.
6. Create and activate a process that triggers the platform event.
   1. On the left navigation pane of the Salesforce Setup page, scroll to the Build section. Expand Create and then Workflow and Approvals, and click Process Builder.
   2. Create a process.
      1. On the Process Builder page, click New.
      2. Enter the following details in the New Process dialog:

         Field	Information to Enter
         Process Name	Enter a name for the process. For example, NetSuite.
         API Name	This field is automatically populated.
         Description	If required, enter a description for the process.
         The process starts when	Select A record changes.

      3. Click Save.

      The Process Builder page now displays a default process flow.

   3. Configure the process trigger.
      1. Click the Add Object box in the process flowchart.
      2. From the Choose Object and Specify When to Start the Process pane that opens, select the following and click Save.

         Field	Information to Enter
         Object	Select Opportunity.
         Start the process	Select when a record is created or edited.

   4. Add the process criteria. You can specify the criteria that must be true for the process to execute associated actions.
      1. Click Add Criteria in the decision box.
      2. In the Define Criteria for this Action Group pane that opens, provide the following information.

         Field	Information to Enter
         Criteria Name	Enter a name for the criteria.
         Criteria for Executing Actions	Select Conditions are met.

      3. Define a condition for the criteria.

         In the Set Conditions table, configure the following details:

         Field	Information to Enter
         Field	Search for Opportunity.StageName and select it.
         Operator	Select Equals.
         Type	Select Picklist.
         Value	Select Closed Won.

      4. From the Conditions options list, select All of the conditions are met (AND).
      5. Expand the Advanced drop-down list, and for Do you want to execute the actions only when specified changes are made to the record?, select Yes.
      6. Click Save.
   5. Add an action to your process.
      1. In the Immediate Actions box beside the TRUE arrow, click Add Action.
      2. In the Select and Define Action pane, provide the following information.
         • From the Action Type drop-down list, select Create a Record.
         • Enter a name for the action.
         • In the Record Type field, enter the name of the platform event created in Step 5.
         • In the Set Field Values section, create two rows with the following values.

           Row 1:

           Field	Information to Enter
           Field	Type the name of the custom field created in sub-step f of Step 5, that is, AccountID_PE.
           Type	Select Field Reference.
           Value	Select the Account ID of the Opportunity object.

           Row 2:

           Field	Information to Enter
           Field	Type the name of the custom field created in sub-step g of Step 5, that is, OpportunityID_PE.
           Type	Select Field Reference.
           Value	Select the ID of the Opportunity object.

      3. Click Save.
   6. Activate the process.
      1. On the top right of the Process Builder page, click Activate.
      2. In the Activate Version dialog, click Confirm.

To successfully connect to Oracle NetSuite using Oracle Integration and create sales orders, you must perform certain general configurations on your Oracle NetSuite instance and some configurations specific to the security policy you’ll use to access. In this recipe, you’ll use the token-based authentication (TBA) security policy.

1. Perform the general configurations necessary to connect to Oracle NetSuite. See Enable Features on Oracle NetSuite and Assemble the Oracle NetSuite WSDL URL in Using the Oracle NetSuite Adapter with Oracle Integration 3.
2. Perform the TBA-related configuration tasks. See Prerequisites for the Token-Based Authentication Security Policy in Using the Oracle NetSuite Adapter with Oracle Integration 3.

   Grant the following permissions to the role you’ll create in this step.

   Tab Name	Permission	Level
   Transactions	Adjust Inventory	Full
   Transactions	Cash Sale	Full
   Transactions	Cash Sale Refund	Full
   Transactions	Customer Deposit	Full
   Transactions	Customer Payment	Full
   Transactions	Customer Refund	Full
   Transactions	Fulfill Orders	Full
   Transactions	Invoice	Full
   Transactions	Item Shipment	Full
   Transactions	Sales Order	Full
   Transactions	View Payment Events	Full
   Reports	Integration	View
   Reports	Inventory	View
   Reports	Sales	View
   Lists	Accounts	Full
   Lists	Cases	Full
   Lists	Companies	Full
   Lists	Contacts	Full
   Lists	Custom Record Entries	Full
   Lists	Customers	Full
   Lists	Employees	Full
   Lists	Items	Full
   Lists	Perform Search	Full
   Setup	REST Web Services	Full
   Setup	SOAP Web Services	Full
   Setup	User Access Tokens	Full