How to integrate Oracle Sales Cloud with Sapho version 3.9 or greater

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Important Note

In order to distinguish Sapho activity from an individual user's activity, we recommend connecting to Oracle Sales Cloud with a dedicated user account (for example, sapho@company.com) that must have a role with full data access privileges, such as Administrator. This will be particularly useful for audit logs.

Log in

Sapho’s integration with Oracle Sales Cloud supports Basic authentication over SSL, secured and encrypted access to data over a network. Use your Oracle Sales Cloud instance URL and new dedicated user’s credentials for integration setup.

Audit Trail

Once you have created a separate account in Oracle Sales Cloud and set up the integration in Sapho using that account, you will be able to ensure transparency in your audit logs.

Any entity created through Sapho will have its system fields (e.g. Created by, Last update by) automatically set to the dedicated account (e.g. sapho@company.com), while the Owner ID field will be set to the actual user logged in Sapho (e.g. employee@company.com).

Other actions like entity updates or deletes will have its executor automatically set by Oracle Sales Cloud to the dedicated account. We highly recommend using these service actions only with data, which are filtered or personalized by currently logged users.

Troubleshooting

Possible issue: Sapho on-premises (most likely behind a firewall) might not be able to connect to Oracle Sales Cloud.

Solution: In your firewall settings, allow access your instance hostname with port 443, so Sapho can connect to the Oracle cloud.