Enhancing Oracle Sales Cloud with Custom Objects and Redwood UI: A Step-by-Step Guide to Integrating Bidders and Opportunities

Enhancing Oracle Sales Cloud involves not only custom object integration but also UI enhancements to improve user experience. This updated guide outlines a step-by-step flow for integrating a custom “Bidders” object with an out-of-the-box “Opportunity” object in Oracle Sales Cloud, and enriching the UI with a Redwood UI subpanel using Oracle Visual Builder. We’ll provide sample code snippets to illustrate the process.

Prerequisites

• Administrator access to Oracle Sales Cloud.
• Oracle Visual Builder access with necessary permissions.
• Familiarity with Oracle Sales Cloud Sandbox and Redwood UI.
• Basic knowledge of JavaScript.

Step 1: Validate the “Bidders” Object Configuration

Ensure your “Bidders” object is correctly configured:

1. Log into Oracle Sales Cloud Sandbox.
2. Navigate to the “Bidders” object and confirm fields like BidderName and BidValue are correctly set up.

Step 2: Understand the “Opportunity” Object

Get acquainted with the structure of the “Opportunity” object to ensure seamless integration:

1. Review the “Opportunity” object fields and relationships.
2. Plan how to link “Opportunities” to “Bidders”, potentially using a new field or relationship type.

Step 3: Link “Opportunity” to “Bidders”

Create a link between the two objects:

1. In Oracle Sales Cloud, add a new field to the “Opportunity” object, such as RelatedBidders, to establish a connection to “Bidders”.
2. Use the customization tools to create a relationship (for simplicity, let’s assume a simple lookup relationship).

-- Sample SQL for adding a relationship (Note: Actual implementation will vary based on the Oracle Sales Cloud setup and may not involve direct SQL execution)
ALTER TABLE OPPORTUNITY ADD COLUMN RelatedBidders VARCHAR(255);

Step 4: Develop a Custom UI with Redwood UI in Oracle Visual Builder

Enhance the user interface to display the linked bidders within opportunity details:

1. Open Oracle Visual Builder and select your project.
2. Create a New Page for displaying “Opportunity” details, using Redwood UI components.

Sample Code for Adding a Bidders Subpanel

// JavaScript code snippet to fetch and display bidders related to an opportunity
let opportunityId = getCurrentOpportunityId(); // Assume this function retrieves the ID of the current opportunity
fetchBiddersForOpportunity(opportunityId).then(bidders => {
    displayBidders(bidders); // Function to display bidders in the subpanel
});

function fetchBiddersForOpportunity(opportunityId) {
    // Sample fetch request to get bidders related to the opportunity
    return fetch(`/api/bidders?opportunityId=${opportunityId}`)
        .then(response => response.json())
        .catch(error => console.error('Error fetching bidders:', error));
}

function displayBidders(bidders) {
    // Assuming a simple list to display bidders
    let biddersList = document.getElementById('biddersList');
    biddersList.innerHTML = ''; // Clear existing list
    bidders.forEach(bidder => {
        let listItem = document.createElement('li');
        listItem.textContent = `Bidder Name: ${bidder.name}, Bid Value: ${bidder.value}`;
        biddersList.appendChild(listItem);
    });
}

3. Bind Data to UI Components: Ensure that the data from the “Opportunity” and “Bidders” objects are correctly bound to the UI components.

Step 5: Test and Deploy

Preview your application in Oracle Visual Builder, test the functionality, and deploy:

1. Preview your application to ensure the bidders subpanel displays correctly.
2. Deploy the application to make your changes live in Oracle Sales Cloud.

Conclusion

By following these steps and utilizing the sample code provided, you can effectively integrate custom objects with standard Oracle Sales Cloud objects and enhance the user interface with Redwood UI components in Oracle Visual Builder. This process not only customizes Oracle Sales Cloud to better fit your business needs but also improves the overall user experience with a modern and intuitive interface.