Use Oracle Sales Cloud as a data source

Resources

Connector Type: REST/URL
Authentication: Basic HTTP Authentication
API Documentation: Oracle Sales Cloud API documentation

Step-by-Step

Creating a data source using Oracle Sales Cloud

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

  • Find your Oracle Sales Cloud 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 Cloud account

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

To find your base URL:

  1. Log in to your Oracle Sales Cloud 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 Cloud, go to the Service Connectors page in Klipfolio and select the Oracle Sales Cloud.

Step 2: Authenticate with Oracle Sales Cloud

  1. Authenticate with Oracle Sales Cloud 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 Cloud 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

 

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