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 down 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. See Toggle or switch between Lightning Experience and Salesforce Classic.

   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 down 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 Instance Type of Your Salesforce Organization in Using the Salesforce Adapter with Oracle Integration 3.
5. Create an outbound message. The outbound message triggers the integration flow of the recipe.
   1. On the Salesforce Setup page:

      1. Scroll to the Build section in the left navigation pane.

      2. Expand Create, then Workflow & Approvals, and then click Outbound Messages.

      If you’re shown the Understanding Workflow page, click Continue.
   2. Click New Outbound Message in the resulting page.
   3. On the New Outbound Message page:

      1. In the Object field, select Case and click Next.

      2. Enter the following details for the new outbound message:

         • Enter a name for the outbound message. Note that the Unique Name field is automatically populated based on the name you enter.

         • Optionally, enter a description for the message.

         • In the Endpoint URL field, enter the following URL: https://<OIC_FQDN:OIC_SSL_PORT>/ic/ws/integration/v1/flows/salesforce/ORCL-R-SFDC_CON_TO_SNOW_USER_SYC/1.0/

           Where OIC_FQDN and OIC_SSL_PORT are the fully-qualified domain name and port of your Oracle Integration instance (for example, oicinstance.example.com:443).

         • Under Case Object, select all the required fields and click Add.

         • Click Save.
   The new outbound message is created and displayed on your browser.
6. Create a workflow rule to send the outbound message (created previously) when a Salesforce contact is created or updated.
   1. On the Salesforce Setup page:

      1. Scroll to the Build section in the left navigation pane.

      2. Expand Create, then Workflow & Approvals, and then click Outbound Messages.

      If you’re shown the Understanding Workflow page, click Continue.
   2. Click New Outbound Message in the resulting page.
   3. On the New Workflow Rule page:

      1. Select Case in the Object field, and click Next.

      2. Enter the following details for the new workflow rule:

         • Enter the rule’s name.
         • Optionally, enter a description for the rule.
         • In the Evaluation Criteria section, select the created, and every time it’s edited radio button.
         • In the Rule Criteria section, define the following rule criteria:

           Case: Number not equals null

         • Click Save & Next.
      3. On the next page, click the Add Workflow Action button and choose Select Existing Action.
      4. On the Select Existing Actions page:
         • Select Outbound Message in the Search field.

         • In the Available Actions box, select the outbound message you created previously, for example, Outbound Message: <name of your outbound message>.

         • Click Add to move your selection to the Selected Actions box.
         • Click Save.
      5. Click Done.
      The new workflow rule is created and displayed on your browser.
   4. Click Activate to activate the rule.

To access ServiceNow using Oracle Integration and create corresponding ServiceNow incidents for Salesforce cases that are created or updated, you must perform certain configurations on your ServiceNow instance.

1. Create a custom user (for example, Integration user) and assign a custom role that has access to ServiceNow tables. See Satisfy User and Role Requirements under Prerequisites for Creating a Connection in Using the ServiceNow Adapter with Oracle Integration 3.
2. Enable web services and assign permissions to required tables.
   1. On the ServiceNow home page, search for tables in the search box in the left pane, and click the Tables link under System Definition in the search results.
   2. Search for each of the following ServiceNow tables using the Search box or locate a table using the show/hide filter.
      • sys_soap_message
      • sys_soap_message_function
      • sys_script
   3. Click the table name in the search results.
   4. Locate and click the Application Access tab.
   5. Select the respective permission (refer to the following table for required permissions), and select the Allow access to this table via web services check box if it is not selected already.

      Table Name	Permission
      sys_soap_message	Read, Create, Update, Delete
      sys_soap_message_function	Read, Create, Update, Delete
      sys_script	Read, Create, Update, Delete

3. Enable multiple insert plugin to support insertMultiple in SOAP.
   1. On the ServiceNow home page, search for System Definition.
   2. Select Plugins.
   3. Locate and click Insert Multiple Web Service.
   4. If the status is inactive, click Activate/Repair.
4. Get the ServiceNow Caller ID.
   1. On the ServiceNow home page, search for User Administration and then click Users.
   2. On the Users page, select the custom user that you configured earlier in step 1.
   3. Locate the value of the sys_id in the URL that appears when you select the user.
   4. Note the sys_id value as you would need to provide it while configuring lookup table in Oracle Integration.