In the third and final blog post of this three-part Solution Highlight series featuring a proven leader in defense-grade, high assurance cyber security solutions, the topic is Salesforce and Oracle Cloud integration. If you missed the two previous blog posts in the series, I encourage you to read the Solution Highlight – Oracle Revenue Management / SSP – Part 1, authored by my colleague Jeff Davis. He shared our client’s journey to automate its complex and manual revenue allocation processes. To round out the series, read Solution Highlight – Oracle Fusion Global SCM and Manufacturing – Part 2.
About Our Client: a trailblazer in the cyber security space, our client needed the ability to integrate Salesforce and Oracle Fusion to process Sales Orders and manage sellable items.
Challenge
- Item management without security
- Handling of additional product types and complicated attribution
- Sales Order Management for various business requirements
- Updating Salesforce with fulfillment information for better customer service
Solution
Improved Item Management integration by adding logic to Salesforce and expanding Product Management footprint
As a digital consultancy, we have the ability to work across multiple business units internally as one team to deliver a suitable solution for our client. In this solution, Perficient has engaged teams from three separate business units: Oracle, Salesforce and Cloud and API Consulting.
Oracle Fusion Product Management provides robust item management capabilities for item management. In this engagement, we introduced a new family or items and improved attribution updates through the integration. Key highlights include:
- Item Classes for Security: Item Classes improve Product Management security. By creating new item classes and custom roles, we implemented a secure item management capability for the client
- Item Classes for attribution: With the use of Extentisible Flexfield, we have added product family attribution to the item master
- Item Templates: We have improved the Item Management by including new Item Templates that requires separate attribution for revenue management and also for manufacturing and order fulfillment
- Additional Logic in Boomi Interface: Our technical team worked with our client and functional architects to create logic, and our Salesforce team assisted at the Salesforce end for item creation and synchronization, so that the items in Product Management drives proper Revenue Management functionality
Enhanced Order Management Fulfillment and Integration to Salesforce
Our client had implemented a simple Sales Order integration and out of the box Order Orchestration to process the sales orders. With revenue in play, Order Fulfillment requirements have become for complicated to be supported with the current solution. Key highlights of our solution include:
- Improved Order Orchestration: Oracle Order Orchestration (DOO) is the key workflow engine processing the Sales Order Fulfillment process. Our Oracle team has worked internally to created multiple DOOs to handle different scenarios
- Improved Integration Logic: With the help of our Boomi development team and Salesforce consultants, we were able to improve the logic in creating the sales orders and writing back and forth between Salesforce and Oracle to update the Order Creation and Order Fulfilment activities
Benefits
- Secure Product Management – Ensuring only authorized users to update product information
- Flexible Order Fulfillment – Enablement of various order fulfillment scenarios as well as feeding Revenue Management
- Effective and Accurate Item Management – Using Item Templates, Item Classes makes item management more accurate and more efficient.
- Flexible Order Fulfillment – the solution can handle various fulfillment scenarios to support multiple business requirement
Oracle Fusion Order Management and Product Management can work together to fulfill customer Sales Orders that turns into profits for corporations, hence critical component of every business.
This solution is particularly effective for companies looking to user multiple technology stacks and still using Oracle Fusion applications as their backbone ERP and SCM platforms.
Let me know if you’d like a deeper dive into any of these features!
