Connectors → Oracle Sales Cloud

About Oracle Sales Cloud

Oracle Sales Cloud enables modern selling with tools that are easy to deploy and use, completely mobile, packed with powerful analytics, and built for collaborative selling and revenue generation. Oracle Sales Cloud includes a set of features for creating and tracking sales campaigns, developing leads into business opportunities, and pursuing opportunities to generate revenue. Sales accounts, leads, and opportunities can be automatically assigned to territories and sales teams.

About the Oracle Sales Cloud Connector

The Oracle Sales Cloud Connector connector uses the CData JDBC Driver which offers the most natural way to connect to Oracle Sales Cloud Connector data from Java-based applications and developer technologies. The driver wraps the complexity of accessing Oracle Sales Cloud Connector data in an easy-to-integrate driver that applications can use to access Workday as a traditional database.

The Oracle Sales Cloud Connector connector supports the following Incorta specific functionality:

Deploy the JAR file

The Oracle Sales Cloud Connector requires the following JAR file:

• cdata.jdbc.oraclesalescloud.jar

The Oracle Sales Cloud connector requires the deployment of a JAR file to the Incorta Node hosts of the Analytics Service and the Loader Service. A systems administrator with root access to the host can deploy the JAR file. A CMC Administrator can restart the Incorta cluster.

Here the steps to copy the JAR file to standalone Incorta cluster:

• Secure copy the cdata.jdbc.oraclesalescloud.jar file to the host. Here is an example using scp:

  Copy
  INCORTA_NODE_HOST=100.101.102.103
  cd ~/Downloads
  scp -i ~/.ssh/host_pemkey.pem  cdata.jdbc.oraclesalescloud.jar incorta@${INCORTA_NODE_HOST}:/tmp/
  
  

• Secure shell into the host.

  Copy
  ssh -i ~/.ssh/host_pemkey.pem incorta@${INCORTA_NODE_HOST}
  
  

• Copy the cdata.jdbc.oraclesalescloud.jar to the IncortaNode/runtime/lib/ directory in bash shell.

  Copy
  sudo su incorta
  INCORTA_INSTALLATION_PATH=/home/incorta/IncortaAnalytics
  cp /tmp/cdata.jdbc.oraclesalescloud.jar $INCORTA_INSTALLATION_PATH/IncortaNode/runtime/lib/cdata.jdbc.oraclesalescloud.jar
  
  

Here are the steps to restart the standalone Incorta cluster:

• Sign in to the Cluster Management Console (CMC) as the CMC Administrator.
• In the Navigation bar, select Clusters.
• Select the cluster name in the list.
• In Details, select Restart.

Steps to connect Oracle Sales Cloud and Incorta

To connect Oracle Sales Cloud and Incorta, here are the high level steps, tools, and procedures:

• Create an external data source
• Create a schema with the Schema Wizard
• or, Create a schema with the Schema Designer
• Load the schema
• Explore the schema

Create an external data source

Here are the steps to create a external data source with the Oracle Sales Cloud connector:

• Sign in to the Incorta Direct Data Platform™.
• In the Navigation bar, select Data.
• In the Action bar, select + New → Add Data Source.
• In the Choose a Data Source dialog, in Application, select Oracle Sales Cloud.
• In the New Data Source dialog, specify the applicable connector properties.
• To test, select Test Connection.
• Select Ok to save your changes.

Oracle Sales Cloud connector properties

Here are the properties for the Oracle Sales Cloud connector:

Create a schema with the Schema Wizard

Here are the steps to create a Oracle Sales Cloud schema with the Schema Wizard:

• Sign in to the Incorta Direct Data Platform™.
• In the Navigation bar, select Schema.
• In the Action bar, select + New → Schema Wizard.
• In (1) Choose a Source, specify the following:
  • For Enter a name, enter the schema name.
  • For Select a Datasource, select the Oracle Sales Cloud external data source.
  • Optionally create a description.
• In the Schema Wizard footer, select Next.
• In (2) Manage Tables, in the Data Panel, first select the name of the Data Source, and then check the Select All checkbox.
• In the Schema Wizard footer, select Next.
• In (3) Finalize, in the Schema Wizard footer, select Create Schema.

Create a schema with the Schema Designer

Here are the steps to create a Oracle Sales Cloud schema using the Schema Designer:

• Sign in to the Incorta Direct Data Platform™.
• In the Navigation bar, select Schema.
• In the Action bar, select + New → Create Schema.
• In Name, specify the schema name, and select Save.
• In Start adding tables to your schema, select Oracle Sales Cloud.
• In the Data Source dialog, specify the Oracle Sales Cloud table data source properties.
• Select Add.
• In the Table Editor, in the Table Summary section, enter the table name.
• To save your changes, select Done in the Action bar.

Oracle Sales Cloud table data source properties

For a schema table in Incorta, you can define the following Oracle Sales Cloud specific data source properties as follows:

View the schema diagram with the Schema Diagram Viewer

Here are the steps to view the schema diagram using the Schema Diagram Viewer:

• Sign in to the Incorta Direct Data Platform™.
• In the Navigation bar, select Schema.
• In the list of schemas, select the Oracle Sales Cloud schema.
• In the Schema Designer, in the Action bar, select Diagram.

Load the schema

Here are the steps to perform a Full Load of the Oracle Sales Cloud schema using the Schema Designer:

• Sign in to the Incorta Direct Data Platform™.
• In the Navigation bar, select Schema.
• In the list of schemas, select the Oracle Sales Cloud schema.
• In the Schema Designer, in the Action bar, select Load → Load Now → Full.
• To review the load status, in Last Load Status, select the date.

Explore the schema

With the full load of the Oracle Sales Cloud schema complete, you can use the Analyzer to explore the schema, create your first insight, and save the insight to a new dashboard.

To open the Analyzer from the schema, follow these steps:

• In the Navigation bar, select Schema.
• In the Schema Manager, in the List view, select the Oracle Sales Cloud schema.
• In the Schema Designer, in the Action bar, select Explore Data.

Additional Considerations

Types of Incremental Loads

You can enable Incremental Load for a Oracle Sales Cloud data source. There are two types of incremental extracts:

Last Successful Extract Time

Fetch updates since the last time the tables were loaded. It is determined by the difference between the current time and the database timestamp.

Maximum Value of a Column

The column-based strategy depends on an extra column called Incremental Column in each table. The Oracle Sales Cloud connector supports both timestamp and numeric columns. A timestamp column is of the type date or timestamp. A numeric column is of the type int or long.

Incremental Load Example

In this example, the invoices table must contain a column of the type Date or Timestamp in order to load the table incrementally with a last successful extract time strategy. In this case, the name of the date column is ModifiedDate and the format of the column is Timestamp.

Here are the data source property values for this example:

• Incremental is enabled
• Query contains SELECT * FROM invoices
• Update Query contains SELECT * FROM invoices WHERE ModifiedDate > ?
• Incremental Field Type = Timestamp