Oracle-to-Salesforce Integration (Lightning Connect) – A Step by Step Guide

Hitesh Patel

05 Mar 2025

Below are the seven steps to integrate Salesforce with Oracle using Lightning Connect

Step 1. Sign up for a DataDirect Cloud trial

Open following link :- https://www.progress.com/products/datadirect-cloud
Click on Try Now
Insert your personnel information and click on “Start Your Free Trial”
Do Activate your account and Log In

Step 2. Download & Install On-Premise Connector

Click on “Connect Data” button under Data Direct Cloud section
Now Click on “Downloads” option from side bar and Select your driver based on your operating system.

Step 3. Create a Data Source

Step 4. Configure & Test Connection

C:\Program Files\Progress\DataDirect\Cloud_OnPremise_Connector_20\OPDH\config

Step 5. Configure Schema

After the successful connection click on “Odata” tab for configuration of schema.
Now click on “Configure Schema” button.
Here you will find the dropdown which contains schema of oracle EBS database.
You can select multiple oracle database tables from this schema and connect it to salesforce.
Select your Schema. ex. XXSCHEMA.
Select Oracle database table & save it. ex. XXTABLENAME.

Step 6. Configure & Validate External Data Source in SFDC

From the Salesforce.com developer account, click on Setup > Develop > External Data Sources
Click on “New External Data Source”.
Configure the data source using the url as follows replacing “Oracle_with_EBS” with your DataDirect Cloud data source name

URL: https://service.datadirectcloud.com/api/odata/Oracle_with_EBS

For DataDirect Cloud, authenticate using Basic Authentication. Under the Authentication section, change “Identity Type” to: “Per User” or “Named Principal”; and “Authentication Protocol” to: “Password Authentication”. Then enter your DataDirect Cloud credentials.
Click on “Save”
After successful configuration of data source you have to validate it using “Validate and Sync” button.

Step 7. Sync External Data Source in SFDC

After successful validation of data source you have to sync selected oracle database table which are treat as external objects in SFDC using click on “Sync” button.
These objects will have API Name appended with __x to indicate an external object; and the fields will be appended with __c similar to other custom fields.

Here you can see your Oracle data in Salesforce

Create new Custom Object Tab for newly created external object.
Give field-level-security to visible to system administrator profile for all the fields of external object.

► Limitation :- All the data which we are fetching at Salesforce side are in “Read-Only” mode.

Feel free to email me on “hiteshpatel.aspl@gmail.com” if you have any questions on this.