Create an Oracle Service Cloud source connection in the UI
This tutorial provides steps for creating an Oracle Service Cloud source connection using the ÃÛ¶¹ÊÓƵ Experience Platform user interface.
Getting started
This tutorial requires a working understanding of the following components of Experience Platform:
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Experience Data Model (XDM) System: The standardized framework by which Experience Platform organizes customer experience data.
- Basics of schema composition: Learn about the basic building blocks of XDM schemas, including key principles and best practices in schema composition.
- Schema Editor tutorial: Learn how to create custom schemas using the Schema Editor UI.
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Real-Time Customer Profile: Provides a unified, real-time consumer profile based on aggregated data from multiple sources.
If you already have a valid Oracle Service Cloud source connection, you may skip the remainder of this document and proceed to the tutorial on configuring a dataflow
Gather required credentials
In order to access your Oracle Service Cloud account on Platform, you must provide the following values:
For more information on authenticating your Oracle Service Cloud account, refer to the .
Connect your Oracle Service Cloud account
In the Platform UI, select Sources from the left navigation to access the Sources workspace. The Catalog screen displays a variety of sources that can be used to create an account.
You can select the appropriate category from the catalog on the left-hand side of your screen. Alternatively, you can find the specific source you wish to work with using the search bar.
Under the Customer success category, select Oracle Service Cloud and then select Add data.
The Connect to Oracle Service Cloud page appears. On this page, you can either use new credentials or existing credentials.
Existing account
To connect an existing account, select the Oracle Service Cloud account you want to connect with, then select Next to proceed.
New account
If you are using new credentials, select New account. On the input form that appears, provide a name, an optional description, and your Oracle Service Cloud credentials. When finished, select Connect to source and then allow some time for the new connection to establish.
Next steps
By following this tutorial, you have established a connection to your Oracle Service Cloud account. You can now continue on to the next tutorial and configure a dataflow to bring customer success data into Platform.