Bob is a top salesperson at Vision Incorporated. Whenever Bob closes a deal, he expects it
to be picked up instantly by the Order Processing team.
This ensures faster processing of his customer order, and happy customers.
Bob also expects the customer account to be created automatically when creating a new
order for a new customer.
To make this a reality, Vision Incorporated needs to automate their sales process so that
when Bob closes a deal in their CRM system - Oracle Sales Cloud, an order will be created
automatically in their ERP application - JD Edwards EnterpriseOne.
What if Bob closes a deal with a new customer and this new customer record doesn’t exist in JD Edwards?
In this case, he needs to first check whether the closed opportunity is from an existing customer.
If not, a new customer record needs to be created in JD Edwards, based on the information
Bob entered in the Sales Cloud.
After that, order creation can proceed.
Vision Incorporated has chosen Oracle Integration Cloud Service, or ICS, as their Integration platform.
In ICS, with the Orchestration pattern, you can build this integration rapidly and without any coding.
Let me show you how.
The connections to Oracle Sales Cloud and JD Edwards EnterpriseOne have been configured.
James, the integration designer of Vision Incorporated, starts creating an Integration
using the Orchestration pattern.
There are other patterns available, such as Data Mapping, Publish to ICS, and more.
James sees an empty canvas with a start node where he can drag the trigger to define the
starting point.
The TRIGGERS section shows the available connections James has configured.
Because the integration needs to be triggered when the opportunity is closed in Sales Cloud,
James adds the Oracle Sales Cloud connection to the starting node.
He enters a name, selects the Opportunity Business object,
and sets the operation.
The next step is to check whether the customer exists in JD Edwards.
James invokes the JDE connection.
He selects the getCustomer operation to retrieve customer information,
and configures the necessary data mapping.
With this information James moves on to verify whether the customer exists.
The orchestration editor provides a list of actions he can perform.
Here, James adds the “Switch” action to define routing.
He can use the Zoom in and Zoom out icon to easily resize the integration.
By default, ICS provides two branches, but you can add more, based on your needs.
Here, two branches are enough.
James configures the default branch: If the entityID is null, which means the customer
doesn’t exist, then invoke the JD Edwards connection to
create the customer.
James configures the JDE adapter, selects the processCustomer operation, and then configures
the necessary data mapping.
If the customer exists, James can directly use the entityID and he doesn’t need to
modify the “otherwise” branch.
Now, James can create the order in JD Edwards.
The JDE connection is invoked again.
This time, James chooses the processSalesOrder operation to create a sales order in the JDE application.
After completing the data mappings, James moves on to configure the tracking identifiers
to ensure end to end visibility at run-time.
The integration is now complete!
James hasn’t written a single line of BPEL code, or XSLT.
All the necessary integration artifacts were generated behind the scenes.
He can use the “Zoom to fit” icon to check the entire integration,
and select multiple elements and move them together using the “multiple select” icon.
James activates the flow in one click.
Messages can now flow seamlessly between Oracle Sales Cloud and JD Edwards, which means that
when Bob closes an opportunity, order-processing will start instantly.
Now, when Bob calls James to ask about an order, James can easily use this monitoring
console to identify issues or check status of flows in real time, and get back to Bob immediately.
Sales teams at Vision Incorporated are happier, and so are their customers.
For more information, check out the Integration Cloud Service page and click the Try It icon
to get your free trial today!
Thank you for watching!