Integrating Documents Cloud Public Links to Sales Cloud – Sales Collateral use case

Introduction

Oracle Documents Cloud and Oracle Sales Cloud working together is a perfect match to increase productivity. Better if integrates in a single UI.


This post will show you how to integrate Oracle Documents Cloud with Oracle Sales Cloud using a simple “Sales Collateral” use case, which consist in showing a new menu item that shows documents from a embedded Documents Cloud Public Link.


This sample focus in using Public Links from Documents Cloud and the Desktop UI from Sales Cloud, to cover the Sales Cloud R9.

Sales Collateral

Main Article

To complete this sample will be needed:

  • Oracle Documents Cloud account
  • ADF customization asset
  • Oracle Sales Cloud account with Application Composer and Topology Manager access

Due the integration limitations with Sales Cloud R9, including outbound REST calls support, the choice was to use Documents Cloud Public Links without security.
This sample covers the Oracle Sales Cloud R9. Also works with Oracles Sales Cloud R10, but with R10 is possible do a integration without ADF customization and using only the Page Composer. Also is possible to create a new Simplified UI (Fuse) button. This subject is covered in another Blog Post.

Step-by-Step of the integration

For this integration, a new Sales Object will be created and the ADF customization will replace, which will consume a Topology previously created. All this need to be done in a Sandbox before publish to all users.

Creating a Sandbox

Before start, its mandatory the creation of a sandbox where will reside the customization, which can be published later.

In the top right, open the menu below the user name and click “Manage Sandboxes”:

Manage Customizations Menu

* If you cannot see this menu, your user do not have customization right, logout and login with a user with customization rights.

Manage Sandboxes list empty

Create a new Sandbox with any desired name:

CreateSandbox

Sandbox Created

Sandbox created. Make sure to “Set as Active” your Sandbox.

Creating a Topology Object

The topology object will store the Public Link address.

Go to “Setup and Maintenance” to create the Topology.

Setup and Maintenance

In the “Setup and Maintenance” screen, select “Manage Third Party Applications” and then create, to create a new Topology.

Manage Third Party applications

Enter the Application Name, something like “SalesCollateral_PublicLink” or something else more simple like “Sales Collateral”. Note that this name will be used by the customization.

Enter the Full URL, which contains the public link.

Then, enter the Partner Name: Documents Cloud

Topology Created

Your Topology object should looks like this:

Topology Apps List

Creating Sales Collateral Object

Now will create the Sales Collateral Object, which will be the placeholder for the customization.

Go back to the navigator and enter in the Application Composer:

Sales Collateral Object

* If you cannot see the Customization or Application Composer in the menu, the user probably do not have customization rights.

 

In the Application Composer, select the “Sales” as the application and then the new New Button icon right in the “Custom Objects”:

Application Composer

 

Enter the name “Sales Collateral” in the Display name and accept the default values:

App Composer

 

Select the icon (Sales Cloud R9 do not have one icon specific to Documents Cloud. Sales Cloud R10 come with a specific “similar” icon):

App Composer

 

In the Sales Collateral object, go to pages:

App Composer

 

Go to “Desktop Pages” and click in the “Create Work Area”:

App Composer

 

In the “Menu Category”, select “Sales” and enter the “Menu Item Display Label”:

App Composer

 

Uncheck the “Enable” for Regional Search and then Next Button and Next Button again:

App Composer

 

Uncheck the options and Next Button:

App Composer

 

Save and close:

App Composer

 

Go back to the Navigator, you should see a “Sales Collateral” new option under Sales:

Menu

 

Inside the “Sales Collateral” page, select “Customize Sales Collateral Pages” under the Administration menu:

Customize

 

Then chose “Site” to Edit:

Customize Sales Collateral

 

Click in “Manage Customizations”:

Customize Sales Collateral

 

Click in the “Upload” option, in the “All Layers” column for the “Page:”.

Upload Customization

 

Upload the file provided:

Upload Customization File

 

You can also create the customization file by creating a xml document with the following content:

<?xml version='1.0' encoding='UTF-8'?>
<mds:customization version="11.1.1.67.89" xmlns:mds="http://xmlns.oracle.com/mds" motype_local_name="root" motype_nsuri="http://java.sun.com/JSP/Page">
   <mds:insert parent="(xmlns(jsp=http://java.sun.com/JSP/Page))/jsp:root" position="last">
      <af:panelStretchLayout xmlns:af="http://xmlns.oracle.com/adf/faces/rich" id="ExtGen_psl11" inlineStyle="width:99.9%;" startWidth="0px" endWidth="0px" topHeight="0px" bottomHeight="0px" styleClass="AFStretchWidth" xmlns:f="http://java.sun.com/jsf/core" xmlns:c="http://java.sun.com/jsp/jstl/core" xmlns:fnd="http://xmlns.oracle.com/apps/fnd/applcore">
         <f:facet xmlns:f="http://java.sun.com/jsf/core" name="bottom"/>
         <f:facet xmlns:f="http://java.sun.com/jsf/core" name="center">
           <af:inlineFrame xmlns:af="http://xmlns.oracle.com/adf/faces/rich" id="DoCS_SalesLibrary" source="#{EndPointProvider.externalEndpointByModuleShortName['SalesCollateral_PublicLink']}/lyt=grid" inlineStyle="" styleClass="inlinestlye" sizing="none" shortDesc="Documents Cloud"/>
         </f:facet>
         <f:facet xmlns:f="http://java.sun.com/jsf/core" name="start"/>
         <f:facet xmlns:f="http://java.sun.com/jsf/core" name="end"/>
         <f:facet xmlns:f="http://java.sun.com/jsf/core" name="top"/>
      </af:panelStretchLayout>
   </mds:insert>
</mds:customization>

 

Note the EL in the xml (Line 7), contains the name of the Topology Object previously created:

#{EndPointProvider.externalEndpointByModuleShortName['SalesCollateral_PublicLink']}/lyt=grid

Also note the “/lyt=grid” at the end, this will force the layout be grid.

 

Close the customization screen by hitting “Close” in the Top Right of the page.

 

At this point, you will be able to see the integration:

Sales Collateral working

 

* Remember that the Sales Cloud R10 has a different look and feel.

Conclusion

This article covers a simple integration between Oracle Documents Cloud and Oracle Sales Cloud, by using public links. Can also be replicated to different use cases other than the Sales Collateral and different modules such as HCM.

 

Soon will be posted a similar integration using Sales Cloud R10, which will be referenced here.

 

Reference

Oracle Documents Cloud Service info: http://cloud.oracle.com/documents

Oracle Sales Cloud info: http://cloud.oracle.com/sales-cloud

Embedding DoCS web user interface info: http://docs.oracle.com/cloud/latest/documentcs_welcome/WCCCD/GUID-3AB30A35-F0E4-4967-92C8-159FC5AA3844.htm#WCCCD4015

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