Salesforce and Oracle Intelligent Advisor #2

Following on from this earlier post about Salesforce and Oracle Intelligent Advisor using the Koltevate Sofia integration, now that you have seen how simple it is to install the integration (with no integration server to learn and no complicated mapping to do), here is the second part of the video series. In this video we look at a number of key points that are interesting when you are considering how to approach this integration if you plan to do it yourself.

  1. The user of Oracle Policy Modeling should be able to continue working exactly as they do now for other integrations such as Oracle B2C Service / Service Cloud / RightNow or Oracle Siebel or Oracle Engagement Cloud. There should be no difference in how this is done.
  2. Mapping to multiple objects should be completely obvious, with no extra steps or coding in the backend required – all the objects should be visible from the word “Go”.
  3. The application should be Value List aware, and automatically provide and handle the Value Lists to Oracle Intelligent Advisor for use in the Interview.
  4. Attachments should be available without any extra code or handling for any object that supports them in the target application in Salesforce.

So we decided to put these areas to the test and see what happened. You can consider this a demonstration of how to create your first interview with Salesforce mapped data. You can see how the Koltevate Sofia mapping process is completely transparent, and mapping Salesforce data into Oracle Intelligent Advisor is no different to mapping any other data from other applications, so the users of Oracle Policy Modeling do not need to be retrained.

We also try the attachment feature and show how the attachments appear automatically in Salesforce using the standard File Upload control, whether it be for a parent or a child entity. And to make sure we have a realistic scenario we load Account and Contact and update Contact and create Contact Notes.

Oracle Intelligent Advisor and Salesforce - Interview example

Our next example following this one will be an Oracle Intelligent Advisor and Salesforce scenario using ExecuteQuery, JavaScript and CSS additions, as well as some of the advanced customization features. In the meantime here is the video walkthrough of how to work with your first interview in Salesforce.


Author: Richard Napier

After 8 years in case management and ERP software roles, Richard Napier joined Siebel Systems in 1999 and took up the role of managing the nascent Siebel University in Southern Europe. He subsequently was Director of Business Development and Education for InFact Group (now part of Business & Decisions) for 8 years. He now runs Intelligent Advisor IT Consulting OÜ. Owner of, he also is Co-Founder of the Siebel Hub.

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