Oracle CRM On Demand operation
The Oracle CRM On Demand operation defines how to interact with your Oracle CRM On Demand account.
Each operation represents a specific action performed against a specific Oracle CRM On Demand object type (such as Core::Account, Partner::Accreditation). Create a separate operation component for each object required for your integration.
The following services and objects are available when you use the inbound (Get or Query) actions and most outbound (Create, Delete, or Update) actions:
Service Name - Object Names
Webservice_V2 (core edition) - Account, Activity, Asset, Book, Campaign, Category, Contact, Group, Lead, Note, Opportunity, Product, Service Request, Solution, Territory, and User. You can also access up to 15 custom objects, named Custom Object 01 through 15.
Webservice_V2 (partner edition) - Accreditation, Accreditation Request, Application, Certification, Certification Request, Course, Course Enrollment, Deal Registration, Exam, Exam Registration, Fund, MDF Request, Partner, Price List, Price List Line Item, Special Pricing Request, and Special Pricing Request Line Item.
Webservice_V2 (life sciences edition) - Allocation, Business Plan, Contact Best Time, Contact State License, Inventory Audit Report, Inventory Period, MedEd, Message Response, Messaging Plan, Messaging Plan Item, Messaging Plan Item Relation, Modification Tracking, Objective, Plan Account, Plan Contact, Plan Opportunity, Sample Disclaimer, Sample Inventory, Sample Lot, Sample Transaction, Signature, and Transaction Item.
Webservice_V2 (financial services edition) - Claim, Coverage, Damage, Financial Account, Financial Account Holder, Financial Account Holding, Financial Plan, Financial Product, Financial Transaction, Household, Insurance Property, Involved Party, Policy, Policy Holder, and Portfolio.
Webservice_V2 (automotive edition) - Dealer and Vehicle.
Get
The inbound Get action retrieves a single record from the Oracle CRM On Demand object defined in the Get operation. The bottom half of the operation component page contains configuration options to choose the fields to return.
Query
The inbound Query action retrieves zero to many records from the Oracle CRM On Demand object defined in the Query operation based on zero or more filters. Use the Child Object List Size field in the Query operation to set the maximum number of records in a child object to return. If this is left blank, it uses the Oracle default of 10.
The bottom half of the Operation component page contains configuration options that allow you to choose the fields to return and add filters to limit the results.
Create
The outbound Create action generates new records in the Oracle CRM On Demand object defined in the Create operation.
Delete
The outbound Delete action removes existing records from the Oracle CRM On Demand object defined in the Delete operation.
Execute
The following services and objects are available when you use the outbound Execute action:
Service Name - Object Names
Administrative - Access Profile, Cascading Picklist, Custom Record Type, Custom Web Tab, Field Management, and Picklist.
Service - Deleted Item, Integration Event, Login History, Mapping Service, Merge, Metadata Change Summary, Picklist, Sales Process, Time, and User Usage.
Options tab
Click Import Operation, then use the Import wizard to select the object with which you want to integrate. The following table describes the default field definitions for each action type:
Object - Displays the object type that you selected in the Import Operation wizard.
Tracking Direction - Select the document tracking direction for the operation, either Input Documents or Output Documents. This setting enables you to choose which document appears in Process Reporting. Start steps always track output documents regardless of your selection.
If the tracking direction is read-only, the feature to change the direction is either unavailable or the developer set the configuration to read-only. The default value you see shows you which document appears in Process Reporting.
Request/Response Profile - The XML profile definition that represents the structure sent or received by the connector.
Return Application Error Responses - This setting controls whether an application error prevents an operation from completing:
- If you clear the setting, the process stops and reports the error on the Process Reporting page.
- If you select the setting, processing continues and passes the error response to the next component processed as the connection output.
Child Object List Size (Query only)
The maximum number of records to return in a secondary object. If this is left blank, it uses the Oracle default of 10.
Archiving tab
See the topic Connector operation’s Archiving tab for more information.
Tracking tab
See the topic Connector operation’s Tracking tab for more information.
Caching tab
See the topic Connector operation’s Caching tab for more information.
