Oracle-to-Salesforce Integration (Lightning Connect) - A Step by Step Guide

Below are the seven steps to integrate Salesforce with Oracle using Lightning Connect

1. Sign up for a DataDirect Cloud trial
2. Download & Install On-Premise Connector
3. Create a Data Source
4. Configure & Test Connection
5. Configure Schema
6. Configure & Validate External Data Source in SFDC
7. Sync External Data Source in SFDC

Step 1. Sign up for a DataDirect Cloud trial

• Open following link :- https://www.progress.com/products/datadirect-cloud
  Click on Try Now
• Insert your personnel information and click on “Start Your Free Trial”
  Do Activate your account and Log In

Step 2. Download & Install On-Premise Connector

• Click on “Connect Data” button under Data Direct Cloud section
• Now Click on “Downloads” option from side bar and Select your driver based on your operating system.

 

Step 3. Create a Data Source

• Click on “Connect Data” button under Data Direct Cloud section
• Now Click on “Data Sources” option from side bar and Select “Oracle”.

Step 4. Configure & Test Connection

• Select On-Premise & enter Oracle EBS instance details
• Find “Connector ID” from installed connector from below path.
  C:\Program Files\Progress\DataDirect\Cloud_OnPremise_Connector_20\OPDH\config
  Double click on “opconfig.Jar” file.

• After all configuration click on “Test Connection” button.

 

Step 5. Configure  Schema

• After the successful connection click on “Odata” tab for configuration of schema.
• Now click on “Configure Schema” button.
• Here you will find the dropdown which contains schema of oracle EBS database.
• You can select multiple oracle database tables from this schema and connect it to salesforce. 
• Select your Schema. ex. XXSCHEMA.
• Select Oracle database table & save it. ex. XXTABLENAME.

 Step 6. Configure & Validate External Data Source in SFDC

• From the Salesforce.com developer account, click on Setup > Develop > External Data Sources
• Click on “New External Data Source”.
• Configure the data source using the url as follows replacing “Oracle_with_EBS” with your DataDirect Cloud data source name
  URL: https://service.datadirectcloud.com/api/odata/Oracle_with_EBS
• For DataDirect Cloud, authenticate using Basic Authentication. Under the Authentication section, change “Identity Type” to: “Per User” or “Named Principal”; and “Authentication Protocol” to: “Password Authentication”. Then enter your DataDirect Cloud credentials.
• Click on “Save”
• After successful configuration of data source you have to validate it using “Validate and Sync” button.

Step 7. Sync External Data Source in SFDC

• After successful validation of data source you have to sync selected oracle database table which are treat as external objects in SFDC using click on “Sync” button.
• These objects will have API Name appended with __x to indicate an external object; and the fields will be appended with __c similar to other custom fields.

 Here you can see your Oracle data in Salesforce

• Create new Custom Object Tab for newly created external object.
• Give field-level-security to visible to system administrator profile for all the fields of external object.

► Limitation :- All the data which we are fatching at Salesforce side are in "Read-Only" mode.

•  Feel free to email me on "hiteshpatel.aspl@gmail.com" if you have any question on this.