Connecting to Oracle Sales Cloud

Concept Information

ACCESSDATA command

Oracle Sales Cloud is a customer relationship management (CRM) solution. You can use the Oracle Sales Cloud data connector to import data your organization's Oracle Sales Cloud data.

Note

The Oracle Sales Cloud data connector is provided by our data partner, CData. For information about any of the connection fields, refer to the documentation available at the CData website.

Before you start

To connect to Oracle Sales Cloud, you must gather the following information:

  • the URL to the Oracle Sales Cloud server
  • credentials to connect to the Oracle Sales Cloud account on the server

For help gathering the connection prerequisites, contact the Oracle Sales Cloud administrator in your organization. If your administrator cannot help you, you or your administrator should contact Oracle Sales Cloud Support.

Create an Oracle Sales Cloud connection

  1. From the Analytics main menu, select Import > Database and application.
  2. From the New Connections tab, in the ACL DSN Connectors (Bundled) section, select Oracle Sales Cloud.

    Tip

    You can filter the list of available connectors by entering a search string in the Filter connections box. Connectors are listed alphabetically.

    The DSN Configuration dialog box appears.

  3. In the DSN Configuration dialog box, click Show Required.
  4. Provide values for the required fields, if any.
  5. Click Test Connection.

    Note

    When you click the Test Connection button, it validates whether the connection and authentication details provided are correct. If you click OK without clicking Test Connection, the connection details are saved without any validation and may not work later if the values provided are incorrect.

    The log-in page for Oracle Sales Cloud appears.

  6. Provide the connection details and authenticate your log-in.

    When the connection is successful, a dialog box opens displaying a success message.

  7. Click OK in the dialog box that appears.

    The connection to Oracle Sales Cloud is established successfully.

  8. In the DSN Configuration dialog box, click OK.

The connection for Oracle Sales Cloud is saved to the Existing Connections tab. In the future, you can reconnect to Oracle Sales Cloud from the saved connection.

Once the connection is established, the Data Access window opens to the Staging Area and you can begin importing data. For help importing data from Oracle Sales Cloud, see Working with the Data Access window.

Rename the connection

When you create the Oracle Sales Cloud data connector, you cannot provide a Connection name of your choice and the connection is saved to the Existing Connections tab with the same name as your data source. If you want to rename it, navigate to the Existing Connections tab, expand the ACL Connectors (DSN) section, click the ellipsis icon corresponding to Oracle Sales Cloud and select Rename connection.