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:
| Feature | Supported |
|---|---|
| Chunking | ✔ |
| Data Agent | |
| Encryption at Ingest | |
| Incremental Load | ✔ |
| Multi-Source | |
| OAuth | |
| Performance Optimized | ✔ |
| Remote | |
| Single-Source | ✔ |
| Spark Extraction | |
| Webhook Callbacks | ✔ |
Allow the Oracle Sales Cloud connector
In order to use the Oracle Sales Cloud connector, a Cluster Management Console (CMC) administrator must first allow it. Here are the steps:
- Sign in to the CMC.
- In the Navigation bar, select Clusters.
- In the cluster list, select a Cluster name.
- In the canvas tabs, select Connectors.
- Select Manage Connectors.
- Select Allow for oracle sales cloud.
- Select OK.
There is an associated cost to allow a CData connector. Contact your Incorta Sales Executive for details.
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:
| Property | Control | Description |
|---|---|---|
| Data Source Name | text box | Enter the name of the data source |
| Host URL | text box | Enter the URL of the Oracle Sales Cloud server |
| Username | text box | Enter the username of the Oracle Sales Cloud account used to authenticate to the server |
| Password | text box | Enter the password of the Oracle Sales Cloud account used to authenticate to the server |
| Page Size | text box | Enter the maximum number of results to return per page from Oracle Sales Cloud. This property determines the maximum number of results to return per page from Oracle Sales Cloud. Setting a higher value may result in better performance at the cost of additional memory consumed per page. The default is 1000. |
| Use Connection Pooling | toggle | Enable this property to use connection pooling. For a description of the connection pooling properties, refer to the CData JDBC Driver for Oracle Sales Cloud Connection String Options |
| Show Advanced Options | toggle | Enable this property to use the advanced connection options. For a description of the advanced options, refer to the CData JDBC Driver for Oracle Sales Cloud Connection String Options |
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:
| Property | Control | Description |
|---|---|---|
| Type | drop down list | The default is Oracle Sales Cloud |
| Data Source | drop down list | Select the Oracle Sales Cloud external data source |
| Incremental | toggle | Enable the incremental load configuration for the schema table |
| Incremental Extract Using | drop down list | Enable Incremental to configure this property. Select one of the following options:
|
| Incremental Column | drop down list | Enable Incremental and select Maximum Value of a Column for Incremental Extract Using to configure this property. Select the column to be used for Maximum Value of a Column. The Loader will track and use the greatest value or most recent timestamp for each load operation. |
| Query | text box | Enter the query to retrieve data from the Oracle Sales Cloud database |
| Update Query | text box | Enable Incremental to configure this property. Enter the query to retrieve data updates from the Oracle Sales Cloud database. |
| Incremental Field Type | drop down list | Enable Incremental to configure this property. Select the format of the incremental field:
|
| Fetch Size | text box | Used for performance improvement, fetch size defines the number of records that will be retrieved from the database in each batch until all records are retrieved. The default is 5000. |
| Chunking Method | drop down list | Chunking methods allow for parallel extraction of large tables. The default is No Chunking. There are two chunking methods:
|
| Chunk Size | text box | Select By Size of Chunking for Chunking Method to configure this property. Enter the number of records to extract in each chunk in relation to the Fetch Size. The default is three times the Fetch Size. |
| Order Column | drop down list | Select a Chunking Method to configure this property. Select a column in the source table you want to order by before chunking. For a Chunking Method of By Size of Chunking, it is typically an ID column and must be numeric. For a Chunking Method of >By Timestamp, it is a timestamp column. |
| Chunk Period | drop down list | Select the chunk period to use in dividing the chunks:
|
| Number of Days | text box | Select Custom for Chunk Period to configure this property. Enter the chunking period in days. |
| Upper Bound for Order Column | text box | Optional. Enter the maximum value for the order column. |
| Lower Bound for Order Column | text box | Optional. Enter the minimum value for the order column. |
| Callback | toggle | Enable this option to call back on the source data set |
| Callback URL | text box | Enable Callback to configure this property. Specify the URL. |
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.
Changing the incremental load strategy requires a full load to ensure data integrity.
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
?is a variable in the update query that contains the last schema refresh date. When running an update query for an incremental load, the ? character will be replaced with the last incremental reference to construct a valid query to the database. The ? reference character is not valid in a standard query.