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Step-by-Step

Creating a data source using Oracle Sales

To create a data source using Oracle Sales, you need to accomplish three tasks:

• Find your Oracle Sales base URL.
• Start the data source creation process in Klipfolio.
• Craft a query and save your data.

Prerequisite: Find your base URL in your Oracle Sales account

To get data from Oracle Sales, you need a base URL from your Oracle account.

To find your base URL:

1. Log in to your Oracle Sales account and navigate up to the URL.
2. Your base URL is after the https:// and at the end of the .com. For example, ucf1-fap0422-crm.oracledemos.com.
3. Keep your base URL handy for your Klipfolio query.

Step 1: Start the data source creation process in Klipfolio

To create a data source using Oracle Sales, go to the Service Connectors page in Klipfolio and select Oracle Sales.

Step 2: Authenticate with Oracle Sales

1. Authenticate with Oracle Sales by entering your username and password.
2. Click Continue.

Step 3: Craft the query and enter it in Klipfolio

To get started crafting a query, refer to the to the Oracle Sales API documentation.

Here are some sample queries to get you started:

https://origin-Your-Base-URL/crmCommonApi/resources/latest/accounts

https://origin-Your-Base-URL/crmCommonApi/resources/latest/accounts?CreationDate={date.add(-1)}

https://origin-Your-Base-URL/crmCommonApi/resources/latest/accounts?orderBy=CreationDate:desc

Learn more

• About JSON and XML data sources