Integrating Oracle Sales Cloud

Capabilities

DataGrail's Oracle Sales Cloud integration provides the following capabilities:

Product	Capability
Request Manager	Request Types Access Identifier Categories Email

Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

• DataGrail User Role: Super Admin, Connections Manager
• Oracle Sales Cloud User Role: Admin

Create an Oracle Sales Cloud User

1. Log in to Oracle Sales Cloud / Oracle Engagement Cloud.
2. Select menu, then select Tools > Security Console.
3. In the left navigation menu, select Users.
4. In the top-right corner, select Add User Account.
5. Complete the required fields as follows:

Account Details

• Last Name: DataGrail
• Email: data@datagrail.io
• User Name: datagrail
• Password: (choose a secure password)

6. Select Add Role.
7. Under Add Role Membership add the following two roles:

Required Roles

1. Search for Sales Administrator, then select ORA_ZBS_SALES_ADMINISTRATOR_JOB
   • Select Add Role Membership then Done
2. Search for Application Developer, then select ORA_FND_APPLICATION_DEVELOPER_JOB
   • Select Add Role Membership then Done

8. Save the Username and Password in a secure, temporary location.
9. Select Save and Close in the top right.

Connect to DataGrail

1. In DataGrail, navigate to Integrations and select Configure New Integration to search for Oracle Sales Cloud.
2. Enter the Username and Password for the newly created user.
3. Select Configure Integration.

Next Steps

Now that you've successfully connected the integration, check out the following resources:

• Direct Contact Integrations
• Access Request Lifecycle
• Request Manager Overview
• Customizing Intake Forms

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details

Access Type	Synchronous