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:

FeatureSupported
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.
Note

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

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 + NewAdd 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:

PropertyControlDescription
Data Source Nametext boxEnter the name of the data source
Host URLtext boxEnter the URL of the Oracle Sales Cloud server
Usernametext boxEnter the username of the Oracle Sales Cloud account used to authenticate to the server
Passwordtext boxEnter the password of the Oracle Sales Cloud account used to authenticate to the server
Page Sizetext boxEnter 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 PoolingtoggleEnable 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 OptionstoggleEnable 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:

PropertyControlDescription
Typedrop down listThe default is Oracle Sales Cloud
Data Sourcedrop down listSelect the Oracle Sales Cloud external data source
IncrementaltoggleEnable the incremental load configuration for the schema table
Incremental Extract Usingdrop down listEnable Incremental to configure this property. Select one of the following options:
  • Last Successful Extract Time
  • Maximum Value of a Column
Incremental Columndrop down listEnable 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.
Querytext boxEnter the query to retrieve data from the Oracle Sales Cloud database
Update Querytext boxEnable Incremental to configure this property. Enter the query to retrieve data updates from the Oracle Sales Cloud database.
Incremental Field Typedrop down listEnable Incremental to configure this property. Select the format of the incremental field:
  • Timestamp
  • Unix Epoch (seconds)
  • Unix Epoch (milliseconds)
Fetch Sizetext boxUsed 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 Methoddrop down listChunking methods allow for parallel extraction of large tables. The default is No Chunking. There are two chunking methods:
  • By Size of Chunking (Single Table)
  • By Timestamp
Chunk Sizetext boxSelect 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 Columndrop down listSelect 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 Perioddrop down listSelect the chunk period to use in dividing the chunks:
  • Daily
  • Weekly (default)
  • Monthly
  • Yearly
  • Custom
Number of Daystext boxSelect Custom for Chunk Period to configure this property. Enter the chunking period in days.
Upper Bound for Order Columntext boxOptional. Enter the maximum value for the order column.
Lower Bound for Order Columntext boxOptional. Enter the minimum value for the order column.
CallbacktoggleEnable this option to call back on the source data set
Callback URLtext boxEnable 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.

Note

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
Note

?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.