Oracle Fusion CRM
DLH.io documentation for Oracle Customer Relationship Management (CRM)
Oracle Fusion Cloud Human Capital Management (CRM) connects every human resource process—and every person—across your enterprise. DLH.io is your best option to synchronize your Oracle Fusion CRM data to other target destination systems like Snowflake, Databricks, and the Oracle Data Warehouse for reporting, analytics, AI use cases, and more.
Setup Instructions
Follow the setup steps guide for configuring your Oracle Fusion CRM connection to enable data to flow into your destination via DLH:
Supported Features
Here are key features supported for this connector.
| Sync Feature | Supported | Details |
|---|---|---|
| Custom Data and Development | ✓ | Ability to enhance connector upon request |
| Historical Re-Load/Load | ✓ | |
| Incremental/Delta Load | ✓ | Gets most recent records and changes |
| Column Selection | ✓ | |
| Column Hashing | ✓ | |
| Re-Sync Table/Entity | ✓ | Select at the table level to reload data history (on next Sync Bridge run) |
| Custom Queries | Utilizing SQL Data Query Connector | |
| Custom Data | ||
| Captures Deleted Rows | ✓ | On all supported tables |
| API Sync Bridge Initiation | ✓ | |
| Priority Scheduling | ✓ | |
| Private VPC/Link | ☂ | |
| DLH Data Model Available | - |
If you have any questions about these supported features please reach out to our Customer Support team.
Details on Sync Processing
For this connector, we believe the sync processing is straightforward. We've provided a number of details, steps, and other guidance here and in the setup steps guide. Be sure to also check the change log and notes page from time to time for any changes.
Default Datastore/Table Resources via BICC
The default resources below represent the most commonly required tables for this Fusion BICC connector. Although more are available once you have connect to your fusion application, these are the ones DLH automatically selects for synchronization for your target destination data warehouse to help you simplify the initial process.
| Table | Module | Why Selected |
|---|---|---|
| Opportunity | Sales | Core opportunity records — pipeline, stage, amount, close date |
| OpportunityResource | Sales | Sales team members assigned to each opportunity |
| OpportunityContact | Sales | Contacts associated with opportunities |
| OpportunityLead | Sales | Lead-to-opportunity conversion tracking |
| OpportunityCompetitor | Sales | Competitor tracking per opportunity |
| Revenue | Sales | Revenue lines — product, quantity, amount per opportunity |
| RevenuePartner | Sales | Partner attribution on revenue lines |
| RevenueTerritory | Sales | Territory assignment on revenue |
| LeadPVO | Marketing/Sales | Lead header records — source, status, owner |
| LeadResourcePVO | Marketing/Sales | Sales resources assigned to leads |
| LeadContactPVO | Marketing/Sales | Contacts associated with leads |
| LeadItemAssocPVO | Marketing/Sales | Products associated with leads |
| LeadRollupPVO | Marketing/Sales | Lead rollup summary metrics |
| LeadAssessmentPVO | Marketing/Sales | Lead scoring and assessment |
| ForecastHeaderPVO | Sales Forecasting | Forecast header — period, owner, quota |
| ForecastItemDetailPVO | Sales Forecasting | Forecast line detail per opportunity |
| ForecastAdjustmentPVO | Sales Forecasting | Manual forecast adjustments |
| ForecastPeriodAdjustmentPVO | Sales Forecasting | Period-level forecast adjustments |
| ForecastItemAdjustmentPVO | Sales Forecasting | Item-level forecast adjustments |
| SalesAccount | Account Management | Sales account records — customer accounts for sales |
| SalesAccountResource | Account Management | Sales team assigned to accounts |
| SalesAccountLocation | Account Management | Account location/address data |
| SalesAccountTerritory | Account Management | Territory assignments for accounts |
| SalesAccountCustomer | Account Management | Customer party linked to sales accounts |
| Territory | Territory Management | Territory definitions and hierarchy |
| TerritoryResource | Territory Management | Resources assigned to territories |
| CampaignPVO | Marketing | Marketing campaign definitions |
| MarketingActivityPVO | Marketing | Activities executed under campaigns |
| ResponsePVO | Marketing | Prospect responses to campaigns |
| ResponseItemPVO | Marketing | Item-level response detail |
| SourceCodePVO | Marketing | Campaign source codes |
| Activity | Activities | Tasks, appointments, calls — all interaction types |
| ActivityAssignee | Activities | Assignees on activities |
| ActivityContact | Activities | Contacts associated with activities |
| ChildActivityPVO | Activities | Child activities linked to parent activities |
| ServiceRequestAnalyticsPVO | Service | Service request analytics — volume, resolution time |
| SrMessagePVO | Service | Messages/notes on service requests |
| SrResourceMembersPVO | Service | Resources assigned to service requests |
| ResourcePVO | Resources | Sales/service resource master |
| SalesRep | Resources | Sales representative definitions |
| SalesResourceHierarchy | Resources | Reporting hierarchy for sales resources |
| CustomerAccount | Customer | Customer account master data |
| CustomerContact | Customer | Contacts linked to customer accounts |
| Customer | Customer | Customer party master |
| CustomerFactPVO | Customer | Customer metrics and KPI facts |
| PartyOrganization | Party | Organisation party records |
| PartyPerson | Party | Individual person party records |
| Location | Party | Address and location data |
| PartySite | Party | Party site — link between party and location |
| PartySiteUse | Party | Site usage type (billing, shipping etc.) |
| OpportunityRollup | Sales | Opportunity rollup summary metrics (see note below) |
Schema Information
We talk data for breakfast, lunch, and dinner. So, if you have any questions please send us a note on our Support Portal.
Issue Handling
If any issues occur with the authorization simply return to the sources page in DLH.io, edit the source details and click the Save & Test or Authorize Your Account or Re-Authorize Account button to confirm connectivity. If any issues persist please contact our support team via the DLH.io Support Portal.