10 PaaS patterns to extend Sales Cloud

Sales Cloud's Extensibility framework is a robust tool that lets you customize a Sales process to your business need. If the desired customization/extension can be achieved using Extensibility framework, it is advised to go that route. However, there may be cases where declarative customization proves suboptimal in sufficiently addressing the business case. In such an instance, it is beneficial to explore options on PaaS.

Extensibility framework for Sales Cloud

 In this post, lets look at ten patterns that could be used to extend your sales process using PaaS.

1. Java cloud portal over Sales Cloud objects/data

Sales Cloud(OSC) provides access to all its standard and custom object data through secure web services. Java cloud provides a platform to host custom JAVA/J2EE/ADF applications. Using Sales Cloud services, a java spoke application could be built allowing users to interact with OSC data through a custom interface. OSC could also be used as mere data store for the custom interface through creation of headless custom objects.

Three high level steps in building a JCS app: 

a. Identify services you like to build your portal upon. Fusion OER.

b. Build webservice proxies within your custom app

c. Use proxy objects/data controls to render data on custom portal

Find details in this link - Integrating JCS with Sales Cloud

2. Database Service for enriching Sales Cloud data

Java cloud subscription comprises of a limited storage DB cloud subscription. If there is a need for data enrichment on the spoke application, DB cloud service is probably the best option to consider.

a. Retrieve Sales Cloud data into DB cloud with the help of a J2EE app hosted on JCS.

b. Enrich data using PLSQL procedures

c. Expose content with a custom App hosted on JCS

3. REST APIs on DB Cloud

Once a certain data set is retrieved into DB cloud, one could write SQLs and PLSQL procedures on the retrieved data.This gives additional flexibility to massage the data according to your need. 

Important aspect to note is DB cloud provides browser based wizards to expose those PLSQL procedures and SQL queries as REST services. Refer Link.

When data and functions are exposed as light weight REST services,  custom Mobile and Browser based apps could be built over those.

4. Embed JCS content into Sales Cloud

Users prefer to complete all their activities through a single user interface. Sales cloud allows embedding of external content into its pages and tabs.  Embed Content.

Be it contextual information for an opportunity, or a new business flow - application can be hosted on JCS and displayed as a region within Sales Cloud.

5. JCS as a bridge to Mobile app

Mobile apps are supposed to be based off light weight data services. There are numerous cases where dataset has to be stripped down before pushing data to a mobile device. JCS is great place to host your data strip logic. JCS could also be used to handle security for the mobile device, and manage multi-way communication with OSC and other systems.

6. Support Mobility of Choice

While Sales Cloud Mobile and Mobilytics apps provide plethora of options to view and edit Sales Cloud data, there will be cases that need custom mobile apps. Oracle's PaaS services along with ADF Mobile provide great set of capabilities to build mobile apps for various device types.

ADF Mobile lets you develop the app once and deploy it to a iOS or Android device of any form factor. But if the ask is for pixel perfect UI or superior touch experience, native app development is the way to go - supported by Java Cloud and Mobile Cloud service. In addition to acting as data bridge, Mobile cloud service offers push notifications, service discovery, data sync, distribution, device management, monitoring and many more essential capabilities.

7. Connect to 3rd Party or On-premise systems

One of the key concerns in moving to cloud is losing ability to build custom integrations with On-Premise or 3rd party systems. Using Java cloud, one could build service based custom integrations with any On-premise system or 3rd party service.

8. Deliver Business Intelligence to Custom Apps

Sales Cloud subscription comes with BI tools that let you generate custom reports and analytics on its data.

However, there can be an instance where one would like to collate Sales Cloud data with 3rd party or On-premise data to produce custom analytics.

Oracle BI PaaS service is excellent choice to grab data from multiple sources and generate reports and analytics of choice.

9. Extend Social to custom processes

Sales Cloud has Oracle Social Network (OSN) inbuilt into it. OSN provides a number of external facing REST apis that let you invoke social actions on Sales Cloud objects. So, the same kind of social capabilities that you find on Sales Cloud can be extended to custom apps on JCS.

10. Consolidate and Collaborate with Doc Cloud

Document PaaS Service allows users to collaborate, view and work on documents from any mobile device. Doc Cloud service is optimal for customers looking to consolidate their content from various sources including Sales Cloud into a single content storage and governance system. It lets you securely share documents with external users, provides sync capabilities across various devices and also supports integration with custom apps hosted on JCS.


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