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 New Data Source 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 Next Step.

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

 

Important concepts:

These articles provide an overview of important concepts for connecting to data sources: