Oracle® Cloud Using the Salesforce Adapter Release 17.3 E66628-08 September 2018 Oracle Cloud Using the Salesforce Adapter, Release 17.3 E66628-08 Copyright © 2015, 2018, Oracle and/or its affiliates. All rights reserved. Primary Author: Mark Kennedy This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. 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Contents Preface Audience vi Documentation Accessibility vi Related Resources vi Conventions vi 1 Getting Started with the Salesforce Adapter Salesforce Adapter Capabilities 1-1 What Application Version Is Supported? 1-2 About Oracle Integration Cloud Service 1-2 About Oracle Integration Cloud Service Connections 1-2 About Oracle Integration Cloud Service Integrations 1-3 Common Message Exchange Patterns 1-3 About Salesforce Adapter Use Cases 1-4 Typical Workflow for Creating and Including an Adapter Connection in an Integration 1-5 2 Creating a Salesforce Adapter Connection Prerequisites for Creating a Connection 2-1 Understanding Salesforce Constraints 2-1 Creating the Salesforce Adapter Enterprise WSDL 2-2 Creating the Salesforce Adapter Outbound Messaging WSDL 2-2 Creating the Salesforce Adapter Custom WSDL 2-3 Uploading an SSL Certificate 2-3 Creating a Connection 2-5 Adding a Contact Email 2-6 Configuring Connection Properties 2-6 Configuring Connection Security 2-7 Testing the Connection 2-7 Editing a Connection 2-7 Cloning a Connection 2-8 iii Deleting a Connection 2-9 Refreshing Integration Metadata 2-9 3 Creating an Integration 4 Adding the Salesforce Adapter Connection to an Integration Configuring Basic Information Properties 4-1 What You Can Do from the Basic Info Page 4-1 What You See on the Basic Info Page 4-2 Configuring Salesforce Trigger Outbound Messaging Properties 4-2 What You Can Do from the Salesforce Trigger Outbound Messaging Page 4-2 What You See on the Salesforce Trigger Outbound Messaging Page 4-3 Configuring Salesforce Trigger Response Properties 4-3 What You Can Do from the Salesforce Trigger Response Page 4-3 What You See on the Salesforce Cloud Trigger Response Page 4-4 Configuring Salesforce Trigger Callback Response Properties 4-4 What You Can Do from the Salesforce Trigger Callback Response Page 4-4 What You See on the Salesforce Trigger Callback Response Page 4-5 Configuring Salesforce Invoke Basic Information Properties 4-6 What You Can Do from the Salesforce Cloud Invoke Basic Info Page 4-6 What You See on the Salesforce Invoke Basic Info Page 4-6 Configuring Salesforce Invoke Operation Properties 4-7 What You Can Do from the Salesforce Cloud Invoke Operations Page 4-7 What You See on the Salesforce Invoke Operations Page 4-8 Configuring Salesforce Invoke Header Properties 4-9 What You Can Do from the Salesforce Cloud Invoke Headers Page 4-9 What You See on the Salesforce Invoke Headers Page 4-9 Configuring Salesforce Invoke Custom Operations Properties 4-12 What You Can Do from the Salesforce Cloud Invoke Custom Operations Page 4-12 What You See on the Salesforce Cloud Invoke Custom Operations Page 4-12 Reviewing Configuration Values on the Summary Page 4-13 What You Can Do from the Summary Page 4-13 What You See on the Summary Page 4-13 Performing Salesforce Adapter Postconfiguration Tasks 4-14 5 Creating Mappings and Lookups in Integrations iv 6 Administering Integrations 7 Troubleshooting the Salesforce Adapter Invoking Oracle Integration Cloud Service When a Payload is Not Expected 7-1 v Preface Preface Using the Salesforce Adapter describes how to configure the Salesforce Adapter as a connection in an integration in Oracle Integration Cloud Service. Topics • Audience • Documentation Accessibility • Related Resources • Conventions Audience Using the Salesforce Adapter is intended for developers who want to use the Salesforce Adapter in integrations in Oracle Integration Cloud Service. Documentation Accessibility For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup? ctx=acc&id=docacc. Access to Oracle Support Oracle customers that have purchased support have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/ lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired. Related Resources See these Oracle resources: • Oracle Cloud http://cloud.oracle.com • Using Oracle Integration Cloud Service • Using the Oracle Mapper Conventions The following text conventions are used in this document: vi Preface Convention Meaning boldface Boldface type indicates graphical user interface elements associated with an action, or terms defined in text or the glossary. italic Italic type indicates book titles, emphasis, or placeholder variables for which you supply particular values. monospace Monospace type indicates commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that you enter. vii 1 Getting Started with the Salesforce Adapter Review the following conceptual topics to learn about the Salesforce Adapter and how to use it as a connection in integrations in Oracle Integration Cloud Service. A typical workflow of adapter and integration tasks is also provided. Topics • Salesforce Adapter Capabilities • What Application Version Is Supported? • About Oracle Integration Cloud Service • About Oracle Integration Cloud Service Connections • About Oracle Integration Cloud Service Integrations • Common Message Exchange Patterns • About Salesforce Adapter Use Cases • Typical Workflow for Creating and Including an Adapter Connection in an Integration Salesforce Adapter Capabilities The Salesforce Adapter enables you to create an integration with Salesforce CRM applications. The Salesforce Adapter provides the following benefits: • Integrates easily with the Salesforce application’s WSDL file to produce a simplified, integration-centric WSDL. • Contacts the Salesforce application to fetch metadata information about business objects. • Provides invoke (target) support for performing the following type of operations against business objects fetched from the Salesforce application: – CRUD (create, get, update, and destroy) operations – Salesforce Object Query Language (SOQL) or Salesforce Object Search Language (SOSL) query operations • Provides invoke (outbound)