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The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe creates a case in Salesforce for each Jira issue as per a schedule specified in Oracle Integration.It uses the standard Jira Adapter and the Salesforce Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Subsequently, you can activate and run the integration flow of the package manually or specify an execution schedule for it.When triggered, in the first run, the integration flow reads all the issue records from the Jira instance and, in turn, creates corresponding case records in your Salesforce instance.In subsequent runs, it creates cases for new Jira issues and also propagates updates made in earlier Jira issues to the corresponding Salesforce cases.Basic data associated with Jira issues, such as issue type, summary, priority, description, and status are synchronized between the two platforms.System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Atlassian Salesforce An account on Atlassian with the Administrator role An account on Salesforce with the Administrator role At least one Jira project on your Atlassian account.The project(s) can be in any of the Jira products, for example, Jira Work Management or Jira Software At least one issue in your Jira projectAppendix A Customer Relationship Management (CRM) Recipes A-31Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Atlassian and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and create cases in Salesforce for Jira issues.1.Create an API Token in Your Atlassian Account 2.Configure Salesforce Create an API Token in Your Atlassian Account To access Jira from Oracle Integration and retrieve issue records, you'll require an API token associated with your Atlassian account.To create an API token: 1.Log in to your Atlassian account using the following URL: https:// id.atlassian.com .2.On the Start page, click Account Settings .3.Click Security on the left navigation pane.
No support is provided for this recipe.Overview This recipe creates a case in Salesforce for each Jira issue as per a schedule specified in Oracle Integration.It uses the standard Jira Adapter and the Salesforce Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Subsequently, you can activate and run the integration flow of the package manually or specify an execution schedule for it.When triggered, in the first run, the integration flow reads all the issue records from the Jira instance and, in turn, creates corresponding case records in your Salesforce instance.In subsequent runs, it creates cases for new Jira issues and also propagates updates made in earlier Jira issues to the corresponding Salesforce cases.Basic data associated with Jira issues, such as issue type, summary, priority, description, and status are synchronized between the two platforms.System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Atlassian Salesforce An account on Atlassian with the Administrator role An account on Salesforce with the Administrator role At least one Jira project on your Atlassian account.The project(s) can be in any of the Jira products, for example, Jira Work Management or Jira Software At least one issue in your Jira projectAppendix A Customer Relationship Management (CRM) Recipes A-31Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Atlassian and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and create cases in Salesforce for Jira issues.1.Create an API Token in Your Atlassian Account 2.Configure Salesforce Create an API Token in Your Atlassian Account To access Jira from Oracle Integration and retrieve issue records, you'll require an API token associated with your Atlassian account.To create an API token: 1.Log in to your Atlassian account using the following URL: https:// id.atlassian.com .2.On the Start page, click Account Settings .3.Click Security on the left navigation pane.4.On the Security page, scroll to the API token section and click the Create and manage API tokens link.
Overview This recipe creates a case in Salesforce for each Jira issue as per a schedule specified in Oracle Integration.It uses the standard Jira Adapter and the Salesforce Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Subsequently, you can activate and run the integration flow of the package manually or specify an execution schedule for it.When triggered, in the first run, the integration flow reads all the issue records from the Jira instance and, in turn, creates corresponding case records in your Salesforce instance.In subsequent runs, it creates cases for new Jira issues and also propagates updates made in earlier Jira issues to the corresponding Salesforce cases.Basic data associated with Jira issues, such as issue type, summary, priority, description, and status are synchronized between the two platforms.System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Atlassian Salesforce An account on Atlassian with the Administrator role An account on Salesforce with the Administrator role At least one Jira project on your Atlassian account.The project(s) can be in any of the Jira products, for example, Jira Work Management or Jira Software At least one issue in your Jira projectAppendix A Customer Relationship Management (CRM) Recipes A-31Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Atlassian and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and create cases in Salesforce for Jira issues.1.Create an API Token in Your Atlassian Account 2.Configure Salesforce Create an API Token in Your Atlassian Account To access Jira from Oracle Integration and retrieve issue records, you'll require an API token associated with your Atlassian account.To create an API token: 1.Log in to your Atlassian account using the following URL: https:// id.atlassian.com .2.On the Start page, click Account Settings .3.Click Security on the left navigation pane.4.On the Security page, scroll to the API token section and click the Create and manage API tokens link.5.On the API Tokens page, click Create API token .
It uses the standard Jira Adapter and the Salesforce Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Subsequently, you can activate and run the integration flow of the package manually or specify an execution schedule for it.When triggered, in the first run, the integration flow reads all the issue records from the Jira instance and, in turn, creates corresponding case records in your Salesforce instance.In subsequent runs, it creates cases for new Jira issues and also propagates updates made in earlier Jira issues to the corresponding Salesforce cases.Basic data associated with Jira issues, such as issue type, summary, priority, description, and status are synchronized between the two platforms.System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Atlassian Salesforce An account on Atlassian with the Administrator role An account on Salesforce with the Administrator role At least one Jira project on your Atlassian account.The project(s) can be in any of the Jira products, for example, Jira Work Management or Jira Software At least one issue in your Jira projectAppendix A Customer Relationship Management (CRM) Recipes A-31Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Atlassian and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and create cases in Salesforce for Jira issues.1.Create an API Token in Your Atlassian Account 2.Configure Salesforce Create an API Token in Your Atlassian Account To access Jira from Oracle Integration and retrieve issue records, you'll require an API token associated with your Atlassian account.To create an API token: 1.Log in to your Atlassian account using the following URL: https:// id.atlassian.com .2.On the Start page, click Account Settings .3.Click Security on the left navigation pane.4.On the Security page, scroll to the API token section and click the Create and manage API tokens link.5.On the API Tokens page, click Create API token .6.In the resulting dialog, enter a label for the new token, and click Create .
To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Subsequently, you can activate and run the integration flow of the package manually or specify an execution schedule for it.When triggered, in the first run, the integration flow reads all the issue records from the Jira instance and, in turn, creates corresponding case records in your Salesforce instance.In subsequent runs, it creates cases for new Jira issues and also propagates updates made in earlier Jira issues to the corresponding Salesforce cases.Basic data associated with Jira issues, such as issue type, summary, priority, description, and status are synchronized between the two platforms.System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Atlassian Salesforce An account on Atlassian with the Administrator role An account on Salesforce with the Administrator role At least one Jira project on your Atlassian account.The project(s) can be in any of the Jira products, for example, Jira Work Management or Jira Software At least one issue in your Jira projectAppendix A Customer Relationship Management (CRM) Recipes A-31Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Atlassian and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and create cases in Salesforce for Jira issues.1.Create an API Token in Your Atlassian Account 2.Configure Salesforce Create an API Token in Your Atlassian Account To access Jira from Oracle Integration and retrieve issue records, you'll require an API token associated with your Atlassian account.To create an API token: 1.Log in to your Atlassian account using the following URL: https:// id.atlassian.com .2.On the Start page, click Account Settings .3.Click Security on the left navigation pane.4.On the Security page, scroll to the API token section and click the Create and manage API tokens link.5.On the API Tokens page, click Create API token .6.In the resulting dialog, enter a label for the new token, and click Create .A new API token is generated.
Subsequently, you can activate and run the integration flow of the package manually or specify an execution schedule for it.When triggered, in the first run, the integration flow reads all the issue records from the Jira instance and, in turn, creates corresponding case records in your Salesforce instance.In subsequent runs, it creates cases for new Jira issues and also propagates updates made in earlier Jira issues to the corresponding Salesforce cases.Basic data associated with Jira issues, such as issue type, summary, priority, description, and status are synchronized between the two platforms.System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Atlassian Salesforce An account on Atlassian with the Administrator role An account on Salesforce with the Administrator role At least one Jira project on your Atlassian account.The project(s) can be in any of the Jira products, for example, Jira Work Management or Jira Software At least one issue in your Jira projectAppendix A Customer Relationship Management (CRM) Recipes A-31Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Atlassian and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and create cases in Salesforce for Jira issues.1.Create an API Token in Your Atlassian Account 2.Configure Salesforce Create an API Token in Your Atlassian Account To access Jira from Oracle Integration and retrieve issue records, you'll require an API token associated with your Atlassian account.To create an API token: 1.Log in to your Atlassian account using the following URL: https:// id.atlassian.com .2.On the Start page, click Account Settings .3.Click Security on the left navigation pane.4.On the Security page, scroll to the API token section and click the Create and manage API tokens link.5.On the API Tokens page, click Create API token .6.In the resulting dialog, enter a label for the new token, and click Create .A new API token is generated.7.Copy the token's value.
When triggered, in the first run, the integration flow reads all the issue records from the Jira instance and, in turn, creates corresponding case records in your Salesforce instance.In subsequent runs, it creates cases for new Jira issues and also propagates updates made in earlier Jira issues to the corresponding Salesforce cases.Basic data associated with Jira issues, such as issue type, summary, priority, description, and status are synchronized between the two platforms.System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Atlassian Salesforce An account on Atlassian with the Administrator role An account on Salesforce with the Administrator role At least one Jira project on your Atlassian account.The project(s) can be in any of the Jira products, for example, Jira Work Management or Jira Software At least one issue in your Jira projectAppendix A Customer Relationship Management (CRM) Recipes A-31Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Atlassian and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and create cases in Salesforce for Jira issues.1.Create an API Token in Your Atlassian Account 2.Configure Salesforce Create an API Token in Your Atlassian Account To access Jira from Oracle Integration and retrieve issue records, you'll require an API token associated with your Atlassian account.To create an API token: 1.Log in to your Atlassian account using the following URL: https:// id.atlassian.com .2.On the Start page, click Account Settings .3.Click Security on the left navigation pane.4.On the Security page, scroll to the API token section and click the Create and manage API tokens link.5.On the API Tokens page, click Create API token .6.In the resulting dialog, enter a label for the new token, and click Create .A new API token is generated.7.Copy the token's value.Configure Salesforce To access Salesforce using Oracle Integration and create cases for Jira issues, you must perform certain configuration tasks on your Salesforce instance.
In subsequent runs, it creates cases for new Jira issues and also propagates updates made in earlier Jira issues to the corresponding Salesforce cases.Basic data associated with Jira issues, such as issue type, summary, priority, description, and status are synchronized between the two platforms.System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Atlassian Salesforce An account on Atlassian with the Administrator role An account on Salesforce with the Administrator role At least one Jira project on your Atlassian account.The project(s) can be in any of the Jira products, for example, Jira Work Management or Jira Software At least one issue in your Jira projectAppendix A Customer Relationship Management (CRM) Recipes A-31Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Atlassian and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and create cases in Salesforce for Jira issues.1.Create an API Token in Your Atlassian Account 2.Configure Salesforce Create an API Token in Your Atlassian Account To access Jira from Oracle Integration and retrieve issue records, you'll require an API token associated with your Atlassian account.To create an API token: 1.Log in to your Atlassian account using the following URL: https:// id.atlassian.com .2.On the Start page, click Account Settings .3.Click Security on the left navigation pane.4.On the Security page, scroll to the API token section and click the Create and manage API tokens link.5.On the API Tokens page, click Create API token .6.In the resulting dialog, enter a label for the new token, and click Create .A new API token is generated.7.Copy the token's value.Configure Salesforce To access Salesforce using Oracle Integration and create cases for Jira issues, you must perform certain configuration tasks on your Salesforce instance.You must create a user account on Salesforce for Oracle Integration.
Basic data associated with Jira issues, such as issue type, summary, priority, description, and status are synchronized between the two platforms.System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Atlassian Salesforce An account on Atlassian with the Administrator role An account on Salesforce with the Administrator role At least one Jira project on your Atlassian account.The project(s) can be in any of the Jira products, for example, Jira Work Management or Jira Software At least one issue in your Jira projectAppendix A Customer Relationship Management (CRM) Recipes A-31Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Atlassian and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and create cases in Salesforce for Jira issues.1.Create an API Token in Your Atlassian Account 2.Configure Salesforce Create an API Token in Your Atlassian Account To access Jira from Oracle Integration and retrieve issue records, you'll require an API token associated with your Atlassian account.To create an API token: 1.Log in to your Atlassian account using the following URL: https:// id.atlassian.com .2.On the Start page, click Account Settings .3.Click Security on the left navigation pane.4.On the Security page, scroll to the API token section and click the Create and manage API tokens link.5.On the API Tokens page, click Create API token .6.In the resulting dialog, enter a label for the new token, and click Create .A new API token is generated.7.Copy the token's value.Configure Salesforce To access Salesforce using Oracle Integration and create cases for Jira issues, you must perform certain configuration tasks on your Salesforce instance.You must create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.
System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Atlassian Salesforce An account on Atlassian with the Administrator role An account on Salesforce with the Administrator role At least one Jira project on your Atlassian account.The project(s) can be in any of the Jira products, for example, Jira Work Management or Jira Software At least one issue in your Jira projectAppendix A Customer Relationship Management (CRM) Recipes A-31Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Atlassian and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and create cases in Salesforce for Jira issues.1.Create an API Token in Your Atlassian Account 2.Configure Salesforce Create an API Token in Your Atlassian Account To access Jira from Oracle Integration and retrieve issue records, you'll require an API token associated with your Atlassian account.To create an API token: 1.Log in to your Atlassian account using the following URL: https:// id.atlassian.com .2.On the Start page, click Account Settings .3.Click Security on the left navigation pane.4.On the Security page, scroll to the API token section and click the Create and manage API tokens link.5.On the API Tokens page, click Create API token .6.In the resulting dialog, enter a label for the new token, and click Create .A new API token is generated.7.Copy the token's value.Configure Salesforce To access Salesforce using Oracle Integration and create cases for Jira issues, you must perform certain configuration tasks on your Salesforce instance.You must create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.In addition, you must identify your Salesforce instance type and your current Salesforce API version.
The project(s) can be in any of the Jira products, for example, Jira Work Management or Jira Software At least one issue in your Jira projectAppendix A Customer Relationship Management (CRM) Recipes A-31Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Atlassian and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and create cases in Salesforce for Jira issues.1.Create an API Token in Your Atlassian Account 2.Configure Salesforce Create an API Token in Your Atlassian Account To access Jira from Oracle Integration and retrieve issue records, you'll require an API token associated with your Atlassian account.To create an API token: 1.Log in to your Atlassian account using the following URL: https:// id.atlassian.com .2.On the Start page, click Account Settings .3.Click Security on the left navigation pane.4.On the Security page, scroll to the API token section and click the Create and manage API tokens link.5.On the API Tokens page, click Create API token .6.In the resulting dialog, enter a label for the new token, and click Create .A new API token is generated.7.Copy the token's value.Configure Salesforce To access Salesforce using Oracle Integration and create cases for Jira issues, you must perform certain configuration tasks on your Salesforce instance.You must create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.In addition, you must identify your Salesforce instance type and your current Salesforce API version.Finally, you must create a custom field for case records.
1.Create an API Token in Your Atlassian Account 2.Configure Salesforce Create an API Token in Your Atlassian Account To access Jira from Oracle Integration and retrieve issue records, you'll require an API token associated with your Atlassian account.To create an API token: 1.Log in to your Atlassian account using the following URL: https:// id.atlassian.com .2.On the Start page, click Account Settings .3.Click Security on the left navigation pane.4.On the Security page, scroll to the API token section and click the Create and manage API tokens link.5.On the API Tokens page, click Create API token .6.In the resulting dialog, enter a label for the new token, and click Create .A new API token is generated.7.Copy the token's value.Configure Salesforce To access Salesforce using Oracle Integration and create cases for Jira issues, you must perform certain configuration tasks on your Salesforce instance.You must create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.In addition, you must identify your Salesforce instance type and your current Salesforce API version.Finally, you must create a custom field for case records.Log in to your Salesforce instance as an Administrator and execute the following tasks.Appendix A Customer Relationship Management (CRM) Recipes A-32Note: The steps provided here apply to the Salesforce Classic UI.
To create an API token: 1.Log in to your Atlassian account using the following URL: https:// id.atlassian.com .2.On the Start page, click Account Settings .3.Click Security on the left navigation pane.4.On the Security page, scroll to the API token section and click the Create and manage API tokens link.5.On the API Tokens page, click Create API token .6.In the resulting dialog, enter a label for the new token, and click Create .A new API token is generated.7.Copy the token's value.Configure Salesforce To access Salesforce using Oracle Integration and create cases for Jira issues, you must perform certain configuration tasks on your Salesforce instance.You must create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.In addition, you must identify your Salesforce instance type and your current Salesforce API version.Finally, you must create a custom field for case records.Log in to your Salesforce instance as an Administrator and execute the following tasks.Appendix A Customer Relationship Management (CRM) Recipes A-32Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.
2.On the Start page, click Account Settings .3.Click Security on the left navigation pane.4.On the Security page, scroll to the API token section and click the Create and manage API tokens link.5.On the API Tokens page, click Create API token .6.In the resulting dialog, enter a label for the new token, and click Create .A new API token is generated.7.Copy the token's value.Configure Salesforce To access Salesforce using Oracle Integration and create cases for Jira issues, you must perform certain configuration tasks on your Salesforce instance.You must create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.In addition, you must identify your Salesforce instance type and your current Salesforce API version.Finally, you must create a custom field for case records.Log in to your Salesforce instance as an Administrator and execute the following tasks.Appendix A Customer Relationship Management (CRM) Recipes A-32Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .
3.Click Security on the left navigation pane.4.On the Security page, scroll to the API token section and click the Create and manage API tokens link.5.On the API Tokens page, click Create API token .6.In the resulting dialog, enter a label for the new token, and click Create .A new API token is generated.7.Copy the token's value.Configure Salesforce To access Salesforce using Oracle Integration and create cases for Jira issues, you must perform certain configuration tasks on your Salesforce instance.You must create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.In addition, you must identify your Salesforce instance type and your current Salesforce API version.Finally, you must create a custom field for case records.Log in to your Salesforce instance as an Administrator and execute the following tasks.Appendix A Customer Relationship Management (CRM) Recipes A-32Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.
4.On the Security page, scroll to the API token section and click the Create and manage API tokens link.5.On the API Tokens page, click Create API token .6.In the resulting dialog, enter a label for the new token, and click Create .A new API token is generated.7.Copy the token's value.Configure Salesforce To access Salesforce using Oracle Integration and create cases for Jira issues, you must perform certain configuration tasks on your Salesforce instance.You must create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.In addition, you must identify your Salesforce instance type and your current Salesforce API version.Finally, you must create a custom field for case records.Log in to your Salesforce instance as an Administrator and execute the following tasks.Appendix A Customer Relationship Management (CRM) Recipes A-32Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.
5.On the API Tokens page, click Create API token .6.In the resulting dialog, enter a label for the new token, and click Create .A new API token is generated.7.Copy the token's value.Configure Salesforce To access Salesforce using Oracle Integration and create cases for Jira issues, you must perform certain configuration tasks on your Salesforce instance.You must create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.In addition, you must identify your Salesforce instance type and your current Salesforce API version.Finally, you must create a custom field for case records.Log in to your Salesforce instance as an Administrator and execute the following tasks.Appendix A Customer Relationship Management (CRM) Recipes A-32Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.
6.In the resulting dialog, enter a label for the new token, and click Create .A new API token is generated.7.Copy the token's value.Configure Salesforce To access Salesforce using Oracle Integration and create cases for Jira issues, you must perform certain configuration tasks on your Salesforce instance.You must create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.In addition, you must identify your Salesforce instance type and your current Salesforce API version.Finally, you must create a custom field for case records.Log in to your Salesforce instance as an Administrator and execute the following tasks.Appendix A Customer Relationship Management (CRM) Recipes A-32Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .
A new API token is generated.7.Copy the token's value.Configure Salesforce To access Salesforce using Oracle Integration and create cases for Jira issues, you must perform certain configuration tasks on your Salesforce instance.You must create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.In addition, you must identify your Salesforce instance type and your current Salesforce API version.Finally, you must create a custom field for case records.Log in to your Salesforce instance as an Administrator and execute the following tasks.Appendix A Customer Relationship Management (CRM) Recipes A-32Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile .
7.Copy the token's value.Configure Salesforce To access Salesforce using Oracle Integration and create cases for Jira issues, you must perform certain configuration tasks on your Salesforce instance.You must create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.In addition, you must identify your Salesforce instance type and your current Salesforce API version.Finally, you must create a custom field for case records.Log in to your Salesforce instance as an Administrator and execute the following tasks.Appendix A Customer Relationship Management (CRM) Recipes A-32Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.
Configure Salesforce To access Salesforce using Oracle Integration and create cases for Jira issues, you must perform certain configuration tasks on your Salesforce instance.You must create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.In addition, you must identify your Salesforce instance type and your current Salesforce API version.Finally, you must create a custom field for case records.Log in to your Salesforce instance as an Administrator and execute the following tasks.Appendix A Customer Relationship Management (CRM) Recipes A-32Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .
You must create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.In addition, you must identify your Salesforce instance type and your current Salesforce API version.Finally, you must create a custom field for case records.Log in to your Salesforce instance as an Administrator and execute the following tasks.Appendix A Customer Relationship Management (CRM) Recipes A-32Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.
You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.In addition, you must identify your Salesforce instance type and your current Salesforce API version.Finally, you must create a custom field for case records.Log in to your Salesforce instance as an Administrator and execute the following tasks.Appendix A Customer Relationship Management (CRM) Recipes A-32Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.
In addition, you must identify your Salesforce instance type and your current Salesforce API version.Finally, you must create a custom field for case records.Log in to your Salesforce instance as an Administrator and execute the following tasks.Appendix A Customer Relationship Management (CRM) Recipes A-32Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.
Finally, you must create a custom field for case records.Log in to your Salesforce instance as an Administrator and execute the following tasks.Appendix A Customer Relationship Management (CRM) Recipes A-32Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.
Log in to your Salesforce instance as an Administrator and execute the following tasks.Appendix A Customer Relationship Management (CRM) Recipes A-32Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.
If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.
See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.
1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.
You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.
a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.
ii.Click Profiles .b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.
b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.
c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.iii.Scroll to the end of the page and click Save .
ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.
The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.
d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .
e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.Click New User in the resulting page.Appendix A Customer Relationship Management (CRM) Recipes A-33c.On the New User page: i.Enter a first name and last name for the user, for example, Integration User05 .
ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.Click New User in the resulting page.Appendix A Customer Relationship Management (CRM) Recipes A-33c.On the New User page: i.Enter a first name and last name for the user, for example, Integration User05 .ii.In the Email field, enter a valid email address.
In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.Click New User in the resulting page.Appendix A Customer Relationship Management (CRM) Recipes A-33c.On the New User page: i.Enter a first name and last name for the user, for example, Integration User05 .ii.In the Email field, enter a valid email address.The email address you enter is automatically populated in the Username field.
Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.Click New User in the resulting page.Appendix A Customer Relationship Management (CRM) Recipes A-33c.On the New User page: i.Enter a first name and last name for the user, for example, Integration User05 .ii.In the Email field, enter a valid email address.The email address you enter is automatically populated in the Username field.Note down this user name.
In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.Click New User in the resulting page.Appendix A Customer Relationship Management (CRM) Recipes A-33c.On the New User page: i.Enter a first name and last name for the user, for example, Integration User05 .ii.In the Email field, enter a valid email address.The email address you enter is automatically populated in the Username field.Note down this user name.iii.In the User License field, select Salesforce .
Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.Click New User in the resulting page.Appendix A Customer Relationship Management (CRM) Recipes A-33c.On the New User page: i.Enter a first name and last name for the user, for example, Integration User05 .ii.In the Email field, enter a valid email address.The email address you enter is automatically populated in the Username field.Note down this user name.iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .
In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.Click New User in the resulting page.Appendix A Customer Relationship Management (CRM) Recipes A-33c.On the New User page: i.Enter a first name and last name for the user, for example, Integration User05 .ii.In the Email field, enter a valid email address.The email address you enter is automatically populated in the Username field.Note down this user name.iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .
Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.Click New User in the resulting page.Appendix A Customer Relationship Management (CRM) Recipes A-33c.On the New User page: i.Enter a first name and last name for the user, for example, Integration User05 .ii.In the Email field, enter a valid email address.The email address you enter is automatically populated in the Username field.Note down this user name.iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent to the email address you provided for the account.
In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.Click New User in the resulting page.Appendix A Customer Relationship Management (CRM) Recipes A-33c.On the New User page: i.Enter a first name and last name for the user, for example, Integration User05 .ii.In the Email field, enter a valid email address.The email address you enter is automatically populated in the Username field.Note down this user name.iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent to the email address you provided for the account.d.Log in to the corresponding email account and click the Verify Account button in the email message from Salesforce.
Additionally, select the Create , Edit, and Delete check boxes.iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.Click New User in the resulting page.Appendix A Customer Relationship Management (CRM) Recipes A-33c.On the New User page: i.Enter a first name and last name for the user, for example, Integration User05 .ii.In the Email field, enter a valid email address.The email address you enter is automatically populated in the Username field.Note down this user name.iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent to the email address you provided for the account.d.Log in to the corresponding email account and click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.
iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.Click New User in the resulting page.Appendix A Customer Relationship Management (CRM) Recipes A-33c.On the New User page: i.Enter a first name and last name for the user, for example, Integration User05 .ii.In the Email field, enter a valid email address.The email address you enter is automatically populated in the Username field.Note down this user name.iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent to the email address you provided for the account.d.Log in to the corresponding email account and click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.e.Set a password and note down the same.
2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.Click New User in the resulting page.Appendix A Customer Relationship Management (CRM) Recipes A-33c.On the New User page: i.Enter a first name and last name for the user, for example, Integration User05 .ii.In the Email field, enter a valid email address.The email address you enter is automatically populated in the Username field.Note down this user name.iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent to the email address you provided for the account.d.Log in to the corresponding email account and click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.e.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.
Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.Click New User in the resulting page.Appendix A Customer Relationship Management (CRM) Recipes A-33c.On the New User page: i.Enter a first name and last name for the user, for example, Integration User05 .ii.In the Email field, enter a valid email address.The email address you enter is automatically populated in the Username field.Note down this user name.iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent to the email address you provided for the account.d.Log in to the corresponding email account and click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.e.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.
a.On the Profile Detail page of the API Enabled profile, click View Users .b.Click New User in the resulting page.Appendix A Customer Relationship Management (CRM) Recipes A-33c.On the New User page: i.Enter a first name and last name for the user, for example, Integration User05 .ii.In the Email field, enter a valid email address.The email address you enter is automatically populated in the Username field.Note down this user name.iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent to the email address you provided for the account.d.Log in to the corresponding email account and click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.e.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .
b.Click New User in the resulting page.Appendix A Customer Relationship Management (CRM) Recipes A-33c.On the New User page: i.Enter a first name and last name for the user, for example, Integration User05 .ii.In the Email field, enter a valid email address.The email address you enter is automatically populated in the Username field.Note down this user name.iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent to the email address you provided for the account.d.Log in to the corresponding email account and click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.e.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .f.Generate a security token for the new user account.
ii.In the Email field, enter a valid email address.The email address you enter is automatically populated in the Username field.Note down this user name.iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent to the email address you provided for the account.d.Log in to the corresponding email account and click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.e.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .f.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.
The email address you enter is automatically populated in the Username field.Note down this user name.iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent to the email address you provided for the account.d.Log in to the corresponding email account and click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.e.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .f.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.
Note down this user name.iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent to the email address you provided for the account.d.Log in to the corresponding email account and click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.e.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .f.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings in the menu.
iii.In the User License field, select Salesforce .iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent to the email address you provided for the account.d.Log in to the corresponding email account and click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.e.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .f.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings in the menu.iii.On the My Settings page, in the Quick Links section, click Edit my personal information .
iv.In the Profile field, select the profile you created previously, that is, API Enabled .v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent to the email address you provided for the account.d.Log in to the corresponding email account and click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.e.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .f.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings in the menu.iii.On the My Settings page, in the Quick Links section, click Edit my personal information .iv.On the resulting page, click Reset My Security Token in the left navigation pane.
v.Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save .The user account is now created, and a verification email is sent to the email address you provided for the account.d.Log in to the corresponding email account and click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.e.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .f.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings in the menu.iii.On the My Settings page, in the Quick Links section, click Edit my personal information .iv.On the resulting page, click Reset My Security Token in the left navigation pane.v.Click the Reset Security Token button.
The user account is now created, and a verification email is sent to the email address you provided for the account.d.Log in to the corresponding email account and click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.e.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .f.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings in the menu.iii.On the My Settings page, in the Quick Links section, click Edit my personal information .iv.On the resulting page, click Reset My Security Token in the left navigation pane.v.Click the Reset Security Token button.A new security token is sent to the email address associated with the account.
d.Log in to the corresponding email account and click the Verify Account button in the email message from Salesforce.You're redirected to the Salesforce instance to set a password for the new user account.e.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .f.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings in the menu.iii.On the My Settings page, in the Quick Links section, click Edit my personal information .iv.On the resulting page, click Reset My Security Token in the left navigation pane.v.Click the Reset Security Token button.A new security token is sent to the email address associated with the account.Note down the security token.
You're redirected to the Salesforce instance to set a password for the new user account.e.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .f.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings in the menu.iii.On the My Settings page, in the Quick Links section, click Edit my personal information .iv.On the resulting page, click Reset My Security Token in the left navigation pane.v.Click the Reset Security Token button.A new security token is sent to the email address associated with the account.Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.
e.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .f.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings in the menu.iii.On the My Settings page, in the Quick Links section, click Edit my personal information .iv.On the resulting page, click Reset My Security Token in the left navigation pane.v.Click the Reset Security Token button.A new security token is sent to the email address associated with the account.Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .
Subsequently, you're signed in to the Salesforce instance with the new account.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .f.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings in the menu.iii.On the My Settings page, in the Quick Links section, click Edit my personal information .iv.On the resulting page, click Reset My Security Token in the left navigation pane.v.Click the Reset Security Token button.A new security token is sent to the email address associated with the account.Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .3.Identify your current Salesforce API version.
Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .f.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings in the menu.iii.On the My Settings page, in the Quick Links section, click Edit my personal information .iv.On the resulting page, click Reset My Security Token in the left navigation pane.v.Click the Reset Security Token button.A new security token is sent to the email address associated with the account.Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.Appendix A Customer Relationship Management (CRM) Recipes A-34ii.Expand Develop , and then click API.
See Toggle or switch between Lightning Experience and Salesforce Classic .f.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings in the menu.iii.On the My Settings page, in the Quick Links section, click Edit my personal information .iv.On the resulting page, click Reset My Security Token in the left navigation pane.v.Click the Reset Security Token button.A new security token is sent to the email address associated with the account.Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.Appendix A Customer Relationship Management (CRM) Recipes A-34ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.
f.Generate a security token for the new user account.You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings in the menu.iii.On the My Settings page, in the Quick Links section, click Edit my personal information .iv.On the resulting page, click Reset My Security Token in the left navigation pane.v.Click the Reset Security Token button.A new security token is sent to the email address associated with the account.Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.Appendix A Customer Relationship Management (CRM) Recipes A-34ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.
You'll need this security token along with the password to access Salesforce using Oracle Integration.i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings in the menu.iii.On the My Settings page, in the Quick Links section, click Edit my personal information .iv.On the resulting page, click Reset My Security Token in the left navigation pane.v.Click the Reset Security Token button.A new security token is sent to the email address associated with the account.Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.Appendix A Customer Relationship Management (CRM) Recipes A-34ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.
i.Stay signed in as the new user, and click the user name at the top of the page to open a menu.ii.Click My Settings in the menu.iii.On the My Settings page, in the Quick Links section, click Edit my personal information .iv.On the resulting page, click Reset My Security Token in the left navigation pane.v.Click the Reset Security Token button.A new security token is sent to the email address associated with the account.Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.Appendix A Customer Relationship Management (CRM) Recipes A-34ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.
ii.Click My Settings in the menu.iii.On the My Settings page, in the Quick Links section, click Edit my personal information .iv.On the resulting page, click Reset My Security Token in the left navigation pane.v.Click the Reset Security Token button.A new security token is sent to the email address associated with the account.Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.Appendix A Customer Relationship Management (CRM) Recipes A-34ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .
iii.On the My Settings page, in the Quick Links section, click Edit my personal information .iv.On the resulting page, click Reset My Security Token in the left navigation pane.v.Click the Reset Security Token button.A new security token is sent to the email address associated with the account.Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.Appendix A Customer Relationship Management (CRM) Recipes A-34ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .
iv.On the resulting page, click Reset My Security Token in the left navigation pane.v.Click the Reset Security Token button.A new security token is sent to the email address associated with the account.Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.Appendix A Customer Relationship Management (CRM) Recipes A-34ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Create a custom field for case records.
v.Click the Reset Security Token button.A new security token is sent to the email address associated with the account.Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.Appendix A Customer Relationship Management (CRM) Recipes A-34ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Create a custom field for case records.This recipe uses unique IDs associated with issue records in Jira to synchronize Jira issues with cases in Salesforce.
A new security token is sent to the email address associated with the account.Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.Appendix A Customer Relationship Management (CRM) Recipes A-34ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Create a custom field for case records.This recipe uses unique IDs associated with issue records in Jira to synchronize Jira issues with cases in Salesforce.Create a custom field for Salesforce case records to hold the Jira IDs.
Note down the security token.vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.Appendix A Customer Relationship Management (CRM) Recipes A-34ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Create a custom field for case records.This recipe uses unique IDs associated with issue records in Jira to synchronize Jira issues with cases in Salesforce.Create a custom field for Salesforce case records to hold the Jira IDs.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.
vi.On the Salesforce instance, click the user name again and select Logout from the menu.Log back in as the Administrator .3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.Appendix A Customer Relationship Management (CRM) Recipes A-34ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Create a custom field for case records.This recipe uses unique IDs associated with issue records in Jira to synchronize Jira issues with cases in Salesforce.Create a custom field for Salesforce case records to hold the Jira IDs.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Customize , then Cases , and then click Fields .
Log back in as the Administrator .3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.Appendix A Customer Relationship Management (CRM) Recipes A-34ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Create a custom field for case records.This recipe uses unique IDs associated with issue records in Jira to synchronize Jira issues with cases in Salesforce.Create a custom field for Salesforce case records to hold the Jira IDs.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Customize , then Cases , and then click Fields .b.On the Case Fields page, scroll to the Case Custom Fields & Relationships section and click New.
3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.Appendix A Customer Relationship Management (CRM) Recipes A-34ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Create a custom field for case records.This recipe uses unique IDs associated with issue records in Jira to synchronize Jira issues with cases in Salesforce.Create a custom field for Salesforce case records to hold the Jira IDs.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Customize , then Cases , and then click Fields .b.On the Case Fields page, scroll to the Case Custom Fields & Relationships section and click New.c.On the New Custom Field page: i.Find and select the Text radio button, and click Next .
a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.Appendix A Customer Relationship Management (CRM) Recipes A-34ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Create a custom field for case records.This recipe uses unique IDs associated with issue records in Jira to synchronize Jira issues with cases in Salesforce.Create a custom field for Salesforce case records to hold the Jira IDs.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Customize , then Cases , and then click Fields .b.On the Case Fields page, scroll to the Case Custom Fields & Relationships section and click New.c.On the New Custom Field page: i.Find and select the Text radio button, and click Next .ii.Enter the following details for the new custom field: Enter Jira Issue ID as the field label.
b.On the API WSDL page, click the Generate Enterprise WSDL link.The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Create a custom field for case records.This recipe uses unique IDs associated with issue records in Jira to synchronize Jira issues with cases in Salesforce.Create a custom field for Salesforce case records to hold the Jira IDs.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Customize , then Cases , and then click Fields .b.On the Case Fields page, scroll to the Case Custom Fields & Relationships section and click New.c.On the New Custom Field page: i.Find and select the Text radio button, and click Next .ii.Enter the following details for the new custom field: Enter Jira Issue ID as the field label.Note that the field name is automatically populated based on the label you enter.
The WSDL is displayed in a new browser tab, and your current API version is present in the second line.For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Create a custom field for case records.This recipe uses unique IDs associated with issue records in Jira to synchronize Jira issues with cases in Salesforce.Create a custom field for Salesforce case records to hold the Jira IDs.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Customize , then Cases , and then click Fields .b.On the Case Fields page, scroll to the Case Custom Fields & Relationships section and click New.c.On the New Custom Field page: i.Find and select the Text radio button, and click Next .ii.Enter the following details for the new custom field: Enter Jira Issue ID as the field label.Note that the field name is automatically populated based on the label you enter.Enter 50 as the length.
For example: Salesforce.com Enterprise Web Services API Version 52.0 c.Note down the API version.4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Create a custom field for case records.This recipe uses unique IDs associated with issue records in Jira to synchronize Jira issues with cases in Salesforce.Create a custom field for Salesforce case records to hold the Jira IDs.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Customize , then Cases , and then click Fields .b.On the Case Fields page, scroll to the Case Custom Fields & Relationships section and click New.c.On the New Custom Field page: i.Find and select the Text radio button, and click Next .ii.Enter the following details for the new custom field: Enter Jira Issue ID as the field label.Note that the field name is automatically populated based on the label you enter.Enter 50 as the length.Optionally, enter a description for the new field.
4.Identify your Salesforce instance type.a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Create a custom field for case records.This recipe uses unique IDs associated with issue records in Jira to synchronize Jira issues with cases in Salesforce.Create a custom field for Salesforce case records to hold the Jira IDs.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Customize , then Cases , and then click Fields .b.On the Case Fields page, scroll to the Case Custom Fields & Relationships section and click New.c.On the New Custom Field page: i.Find and select the Text radio button, and click Next .ii.Enter the following details for the new custom field: Enter Jira Issue ID as the field label.Note that the field name is automatically populated based on the label you enter.Enter 50 as the length.Optionally, enter a description for the new field.Select the External ID check box.
a.If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production .b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Create a custom field for case records.This recipe uses unique IDs associated with issue records in Jira to synchronize Jira issues with cases in Salesforce.Create a custom field for Salesforce case records to hold the Jira IDs.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Customize , then Cases , and then click Fields .b.On the Case Fields page, scroll to the Case Custom Fields & Relationships section and click New.c.On the New Custom Field page: i.Find and select the Text radio button, and click Next .ii.Enter the following details for the new custom field: Enter Jira Issue ID as the field label.Note that the field name is automatically populated based on the label you enter.Enter 50 as the length.Optionally, enter a description for the new field.Select the External ID check box.Click Next .
b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.Create a custom field for case records.This recipe uses unique IDs associated with issue records in Jira to synchronize Jira issues with cases in Salesforce.Create a custom field for Salesforce case records to hold the Jira IDs.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Customize , then Cases , and then click Fields .b.On the Case Fields page, scroll to the Case Custom Fields & Relationships section and click New.c.On the New Custom Field page: i.Find and select the Text radio button, and click Next .ii.Enter the following details for the new custom field: Enter Jira Issue ID as the field label.Note that the field name is automatically populated based on the label you enter.Enter 50 as the length.Optionally, enter a description for the new field.Select the External ID check box.Click Next .iii.On the Establish field-level security page, select the Visible check box in the header row to grant edit access to the new field for all profiles.
5.Create a custom field for case records.This recipe uses unique IDs associated with issue records in Jira to synchronize Jira issues with cases in Salesforce.Create a custom field for Salesforce case records to hold the Jira IDs.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Customize , then Cases , and then click Fields .b.On the Case Fields page, scroll to the Case Custom Fields & Relationships section and click New.c.On the New Custom Field page: i.Find and select the Text radio button, and click Next .ii.Enter the following details for the new custom field: Enter Jira Issue ID as the field label.Note that the field name is automatically populated based on the label you enter.Enter 50 as the length.Optionally, enter a description for the new field.Select the External ID check box.Click Next .iii.On the Establish field-level security page, select the Visible check box in the header row to grant edit access to the new field for all profiles.Click Next .
This recipe uses unique IDs associated with issue records in Jira to synchronize Jira issues with cases in Salesforce.Create a custom field for Salesforce case records to hold the Jira IDs.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Customize , then Cases , and then click Fields .b.On the Case Fields page, scroll to the Case Custom Fields & Relationships section and click New.c.On the New Custom Field page: i.Find and select the Text radio button, and click Next .ii.Enter the following details for the new custom field: Enter Jira Issue ID as the field label.Note that the field name is automatically populated based on the label you enter.Enter 50 as the length.Optionally, enter a description for the new field.Select the External ID check box.Click Next .iii.On the Establish field-level security page, select the Visible check box in the header row to grant edit access to the new field for all profiles.Click Next .iv.Leave all the layout check boxes selected and click Save .
Create a custom field for Salesforce case records to hold the Jira IDs.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Customize , then Cases , and then click Fields .b.On the Case Fields page, scroll to the Case Custom Fields & Relationships section and click New.c.On the New Custom Field page: i.Find and select the Text radio button, and click Next .ii.Enter the following details for the new custom field: Enter Jira Issue ID as the field label.Note that the field name is automatically populated based on the label you enter.Enter 50 as the length.Optionally, enter a description for the new field.Select the External ID check box.Click Next .iii.On the Establish field-level security page, select the Visible check box in the header row to grant edit access to the new field for all profiles.Click Next .iv.Leave all the layout check boxes selected and click Save .On the Case Fields page, you can see the new field added under the Case Custom Fields & Relationships section.
a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Customize , then Cases , and then click Fields .b.On the Case Fields page, scroll to the Case Custom Fields & Relationships section and click New.c.On the New Custom Field page: i.Find and select the Text radio button, and click Next .ii.Enter the following details for the new custom field: Enter Jira Issue ID as the field label.Note that the field name is automatically populated based on the label you enter.Enter 50 as the length.Optionally, enter a description for the new field.Select the External ID check box.Click Next .iii.On the Establish field-level security page, select the Visible check box in the header row to grant edit access to the new field for all profiles.Click Next .iv.Leave all the layout check boxes selected and click Save .On the Case Fields page, you can see the new field added under the Case Custom Fields & Relationships section.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.
ii.Expand Customize , then Cases , and then click Fields .b.On the Case Fields page, scroll to the Case Custom Fields & Relationships section and click New.c.On the New Custom Field page: i.Find and select the Text radio button, and click Next .ii.Enter the following details for the new custom field: Enter Jira Issue ID as the field label.Note that the field name is automatically populated based on the label you enter.Enter 50 as the length.Optionally, enter a description for the new field.Select the External ID check box.Click Next .iii.On the Establish field-level security page, select the Visible check box in the header row to grant edit access to the new field for all profiles.Click Next .iv.Leave all the layout check boxes selected and click Save .On the Case Fields page, you can see the new field added under the Case Custom Fields & Relationships section.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.Appendix A Customer Relationship Management (CRM) Recipes A-352.Click Search All .
b.On the Case Fields page, scroll to the Case Custom Fields & Relationships section and click New.c.On the New Custom Field page: i.Find and select the Text radio button, and click Next .ii.Enter the following details for the new custom field: Enter Jira Issue ID as the field label.Note that the field name is automatically populated based on the label you enter.Enter 50 as the length.Optionally, enter a description for the new field.Select the External ID check box.Click Next .iii.On the Establish field-level security page, select the Visible check box in the header row to grant edit access to the new field for all profiles.Click Next .iv.Leave all the layout check boxes selected and click Save .On the Case Fields page, you can see the new field added under the Case Custom Fields & Relationships section.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.Appendix A Customer Relationship Management (CRM) Recipes A-352.Click Search All .3.Find the recipe package that you want to install.
c.On the New Custom Field page: i.Find and select the Text radio button, and click Next .ii.Enter the following details for the new custom field: Enter Jira Issue ID as the field label.Note that the field name is automatically populated based on the label you enter.Enter 50 as the length.Optionally, enter a description for the new field.Select the External ID check box.Click Next .iii.On the Establish field-level security page, select the Visible check box in the header row to grant edit access to the new field for all profiles.Click Next .iv.Leave all the layout check boxes selected and click Save .On the Case Fields page, you can see the new field added under the Case Custom Fields & Relationships section.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.Appendix A Customer Relationship Management (CRM) Recipes A-352.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.
ii.Enter the following details for the new custom field: Enter Jira Issue ID as the field label.Note that the field name is automatically populated based on the label you enter.Enter 50 as the length.Optionally, enter a description for the new field.Select the External ID check box.Click Next .iii.On the Establish field-level security page, select the Visible check box in the header row to grant edit access to the new field for all profiles.Click Next .iv.Leave all the layout check boxes selected and click Save .On the Case Fields page, you can see the new field added under the Case Custom Fields & Relationships section.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.Appendix A Customer Relationship Management (CRM) Recipes A-352.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.
Note that the field name is automatically populated based on the label you enter.Enter 50 as the length.Optionally, enter a description for the new field.Select the External ID check box.Click Next .iii.On the Establish field-level security page, select the Visible check box in the header row to grant edit access to the new field for all profiles.Click Next .iv.Leave all the layout check boxes selected and click Save .On the Case Fields page, you can see the new field added under the Case Custom Fields & Relationships section.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.Appendix A Customer Relationship Management (CRM) Recipes A-352.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.
Enter 50 as the length.Optionally, enter a description for the new field.Select the External ID check box.Click Next .iii.On the Establish field-level security page, select the Visible check box in the header row to grant edit access to the new field for all profiles.Click Next .iv.Leave all the layout check boxes selected and click Save .On the Case Fields page, you can see the new field added under the Case Custom Fields & Relationships section.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.Appendix A Customer Relationship Management (CRM) Recipes A-352.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.
Optionally, enter a description for the new field.Select the External ID check box.Click Next .iii.On the Establish field-level security page, select the Visible check box in the header row to grant edit access to the new field for all profiles.Click Next .iv.Leave all the layout check boxes selected and click Save .On the Case Fields page, you can see the new field added under the Case Custom Fields & Relationships section.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.Appendix A Customer Relationship Management (CRM) Recipes A-352.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle REST Jira Connection Configure the Oracle Salesforce Connection Configure the Oracle REST Jira Connection 1.On the Configuration Editor page, select Oracle REST Jira Connection .
Select the External ID check box.Click Next .iii.On the Establish field-level security page, select the Visible check box in the header row to grant edit access to the new field for all profiles.Click Next .iv.Leave all the layout check boxes selected and click Save .On the Case Fields page, you can see the new field added under the Case Custom Fields & Relationships section.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.Appendix A Customer Relationship Management (CRM) Recipes A-352.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle REST Jira Connection Configure the Oracle Salesforce Connection Configure the Oracle REST Jira Connection 1.On the Configuration Editor page, select Oracle REST Jira Connection .2.Click Edit .
Click Next .iii.On the Establish field-level security page, select the Visible check box in the header row to grant edit access to the new field for all profiles.Click Next .iv.Leave all the layout check boxes selected and click Save .On the Case Fields page, you can see the new field added under the Case Custom Fields & Relationships section.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.Appendix A Customer Relationship Management (CRM) Recipes A-352.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle REST Jira Connection Configure the Oracle Salesforce Connection Configure the Oracle REST Jira Connection 1.On the Configuration Editor page, select Oracle REST Jira Connection .2.Click Edit .The connection configuration page appears.
iii.On the Establish field-level security page, select the Visible check box in the header row to grant edit access to the new field for all profiles.Click Next .iv.Leave all the layout check boxes selected and click Save .On the Case Fields page, you can see the new field added under the Case Custom Fields & Relationships section.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.Appendix A Customer Relationship Management (CRM) Recipes A-352.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle REST Jira Connection Configure the Oracle Salesforce Connection Configure the Oracle REST Jira Connection 1.On the Configuration Editor page, select Oracle REST Jira Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.
Click Next .iv.Leave all the layout check boxes selected and click Save .On the Case Fields page, you can see the new field added under the Case Custom Fields & Relationships section.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.Appendix A Customer Relationship Management (CRM) Recipes A-352.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle REST Jira Connection Configure the Oracle Salesforce Connection Configure the Oracle REST Jira Connection 1.On the Configuration Editor page, select Oracle REST Jira Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Connection Type Leave REST API Base URL selected.
iv.Leave all the layout check boxes selected and click Save .On the Case Fields page, you can see the new field added under the Case Custom Fields & Relationships section.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.Appendix A Customer Relationship Management (CRM) Recipes A-352.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle REST Jira Connection Configure the Oracle Salesforce Connection Configure the Oracle REST Jira Connection 1.On the Configuration Editor page, select Oracle REST Jira Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Connection Type Leave REST API Base URL selected.Connection URL Enter your Atlassian instance URL, for example, https://myinstance.atlassian.net/ .

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