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c.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.Appendix A Customer Relationship Management (CRM) Recipes A-86Note: 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.
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.Appendix A Customer Relationship Management (CRM) Recipes A-86Note: 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.
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.Appendix A Customer Relationship Management (CRM) Recipes A-86Note: 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.
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.Appendix A Customer Relationship Management (CRM) Recipes A-86Note: 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 .
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.Appendix A Customer Relationship Management (CRM) Recipes A-86Note: 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.
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.Appendix A Customer Relationship Management (CRM) Recipes A-86Note: 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.
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.Appendix A Customer Relationship Management (CRM) Recipes A-86Note: 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.
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.Appendix A Customer Relationship Management (CRM) Recipes A-86Note: 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.
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.Appendix A Customer Relationship Management (CRM) Recipes A-86Note: 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.
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.Appendix A Customer Relationship Management (CRM) Recipes A-86Note: 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 .
e.Set a password and note down the same.Subsequently, you're signed in to the Salesforce instance with the new account.Appendix A Customer Relationship Management (CRM) Recipes A-86Note: 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.
Subsequently, you're signed in to the Salesforce instance with the new account.Appendix A Customer Relationship Management (CRM) Recipes A-86Note: 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.
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.ii.Expand Develop , and then click API.
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.ii.Expand Develop , and then click API.b.On the API WSDL page, click the Generate Enterprise WSDL link.
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.ii.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.
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.ii.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.
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.ii.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.
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.ii.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 .
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.ii.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 .
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.ii.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.On your Salesforce instance, create an outbound message to trigger the integration flow of this recipe.
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.ii.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.On your Salesforce instance, create an outbound message to trigger the integration flow of this recipe.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.
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.ii.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.On your Salesforce instance, create an outbound message to trigger the integration flow of this recipe.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Outbound Messages .
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.ii.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.On your Salesforce instance, create an outbound message to trigger the integration flow of this recipe.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Outbound Messages .If you're shown the Understanding Workflow page, click Continue .Appendix A Customer Relationship Management (CRM) Recipes A-87b.Click New Outbound Message in the resulting page.
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.ii.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.On your Salesforce instance, create an outbound message to trigger the integration flow of this recipe.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Outbound Messages .If you're shown the Understanding Workflow page, click Continue .Appendix A Customer Relationship Management (CRM) Recipes A-87b.Click New Outbound Message in the resulting page.c.On the New Outbound Message page: i.Select Opportunity in the Object field, and click Next .
3.Identify your current Salesforce API version.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.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.On your Salesforce instance, create an outbound message to trigger the integration flow of this recipe.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Outbound Messages .If you're shown the Understanding Workflow page, click Continue .Appendix A Customer Relationship Management (CRM) Recipes A-87b.Click New Outbound Message in the resulting page.c.On the New Outbound Message page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new outbound message: Enter OpportunityDocusign as the name of the message.
a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.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.On your Salesforce instance, create an outbound message to trigger the integration flow of this recipe.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Outbound Messages .If you're shown the Understanding Workflow page, click Continue .Appendix A Customer Relationship Management (CRM) Recipes A-87b.Click New Outbound Message in the resulting page.c.On the New Outbound Message page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new outbound message: Enter OpportunityDocusign as the name of the message.Note that the Unique Name field is automatically populated based on the name you enter.
ii.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.On your Salesforce instance, create an outbound message to trigger the integration flow of this recipe.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Outbound Messages .If you're shown the Understanding Workflow page, click Continue .Appendix A Customer Relationship Management (CRM) Recipes A-87b.Click New Outbound Message in the resulting page.c.On the New Outbound Message page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new outbound message: Enter OpportunityDocusign as the name of the message.Note that the Unique Name field is automatically populated based on the name you enter.Optionally, enter a description for the message.
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.On your Salesforce instance, create an outbound message to trigger the integration flow of this recipe.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Outbound Messages .If you're shown the Understanding Workflow page, click Continue .Appendix A Customer Relationship Management (CRM) Recipes A-87b.Click New Outbound Message in the resulting page.c.On the New Outbound Message page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new outbound message: Enter OpportunityDocusign as the name of the message.Note that the Unique Name field is automatically populated based on the name you enter.Optionally, enter a description for the message.In the Endpoint URL field, enter the following URL: https://<OIC_FQDN:OIC_SSL_PORT>/ic/ws/integration/v1/flows/ salesforce/ORCL-R-SFDC_DOCUSIGN_OPPO_DOCSIG/1.0/ .
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.On your Salesforce instance, create an outbound message to trigger the integration flow of this recipe.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Outbound Messages .If you're shown the Understanding Workflow page, click Continue .Appendix A Customer Relationship Management (CRM) Recipes A-87b.Click New Outbound Message in the resulting page.c.On the New Outbound Message page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new outbound message: Enter OpportunityDocusign as the name of the message.Note that the Unique Name field is automatically populated based on the name you enter.Optionally, enter a description for the message.In the Endpoint URL field, enter the following URL: https://<OIC_FQDN:OIC_SSL_PORT>/ic/ws/integration/v1/flows/ salesforce/ORCL-R-SFDC_DOCUSIGN_OPPO_DOCSIG/1.0/ .Where OIC_FQDN and OIC_SSL_PORT are the fully-qualified domain name and port of your Oracle Integration instance, for example, oicinstance.example.com:443 .
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.On your Salesforce instance, create an outbound message to trigger the integration flow of this recipe.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Outbound Messages .If you're shown the Understanding Workflow page, click Continue .Appendix A Customer Relationship Management (CRM) Recipes A-87b.Click New Outbound Message in the resulting page.c.On the New Outbound Message page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new outbound message: Enter OpportunityDocusign as the name of the message.Note that the Unique Name field is automatically populated based on the name you enter.Optionally, enter a description for the message.In the Endpoint URL field, enter the following URL: https://<OIC_FQDN:OIC_SSL_PORT>/ic/ws/integration/v1/flows/ salesforce/ORCL-R-SFDC_DOCUSIGN_OPPO_DOCSIG/1.0/ .Where OIC_FQDN and OIC_SSL_PORT are the fully-qualified domain name and port of your Oracle Integration instance, for example, oicinstance.example.com:443 .In the User to send as field, select the user account using which you want to send the message.
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.On your Salesforce instance, create an outbound message to trigger the integration flow of this recipe.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Outbound Messages .If you're shown the Understanding Workflow page, click Continue .Appendix A Customer Relationship Management (CRM) Recipes A-87b.Click New Outbound Message in the resulting page.c.On the New Outbound Message page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new outbound message: Enter OpportunityDocusign as the name of the message.Note that the Unique Name field is automatically populated based on the name you enter.Optionally, enter a description for the message.In the Endpoint URL field, enter the following URL: https://<OIC_FQDN:OIC_SSL_PORT>/ic/ws/integration/v1/flows/ salesforce/ORCL-R-SFDC_DOCUSIGN_OPPO_DOCSIG/1.0/ .Where OIC_FQDN and OIC_SSL_PORT are the fully-qualified domain name and port of your Oracle Integration instance, for example, oicinstance.example.com:443 .In the User to send as field, select the user account using which you want to send the message.Under Opportunity fields to send , verify that Id is added to the Selected Fields 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.On your Salesforce instance, create an outbound message to trigger the integration flow of this recipe.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Outbound Messages .If you're shown the Understanding Workflow page, click Continue .Appendix A Customer Relationship Management (CRM) Recipes A-87b.Click New Outbound Message in the resulting page.c.On the New Outbound Message page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new outbound message: Enter OpportunityDocusign as the name of the message.Note that the Unique Name field is automatically populated based on the name you enter.Optionally, enter a description for the message.In the Endpoint URL field, enter the following URL: https://<OIC_FQDN:OIC_SSL_PORT>/ic/ws/integration/v1/flows/ salesforce/ORCL-R-SFDC_DOCUSIGN_OPPO_DOCSIG/1.0/ .Where OIC_FQDN and OIC_SSL_PORT are the fully-qualified domain name and port of your Oracle Integration instance, for example, oicinstance.example.com:443 .In the User to send as field, select the user account using which you want to send the message.Under Opportunity fields to send , verify that Id is added to the Selected Fields box.Click Save .
b.If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox .5.On your Salesforce instance, create an outbound message to trigger the integration flow of this recipe.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Outbound Messages .If you're shown the Understanding Workflow page, click Continue .Appendix A Customer Relationship Management (CRM) Recipes A-87b.Click New Outbound Message in the resulting page.c.On the New Outbound Message page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new outbound message: Enter OpportunityDocusign as the name of the message.Note that the Unique Name field is automatically populated based on the name you enter.Optionally, enter a description for the message.In the Endpoint URL field, enter the following URL: https://<OIC_FQDN:OIC_SSL_PORT>/ic/ws/integration/v1/flows/ salesforce/ORCL-R-SFDC_DOCUSIGN_OPPO_DOCSIG/1.0/ .Where OIC_FQDN and OIC_SSL_PORT are the fully-qualified domain name and port of your Oracle Integration instance, for example, oicinstance.example.com:443 .In the User to send as field, select the user account using which you want to send the message.Under Opportunity fields to send , verify that Id is added to the Selected Fields box.Click Save .The new outbound message is created and displayed on your browser.
5.On your Salesforce instance, create an outbound message to trigger the integration flow of this recipe.a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Outbound Messages .If you're shown the Understanding Workflow page, click Continue .Appendix A Customer Relationship Management (CRM) Recipes A-87b.Click New Outbound Message in the resulting page.c.On the New Outbound Message page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new outbound message: Enter OpportunityDocusign as the name of the message.Note that the Unique Name field is automatically populated based on the name you enter.Optionally, enter a description for the message.In the Endpoint URL field, enter the following URL: https://<OIC_FQDN:OIC_SSL_PORT>/ic/ws/integration/v1/flows/ salesforce/ORCL-R-SFDC_DOCUSIGN_OPPO_DOCSIG/1.0/ .Where OIC_FQDN and OIC_SSL_PORT are the fully-qualified domain name and port of your Oracle Integration instance, for example, oicinstance.example.com:443 .In the User to send as field, select the user account using which you want to send the message.Under Opportunity fields to send , verify that Id is added to the Selected Fields box.Click Save .The new outbound message is created and displayed on your browser.6.Now, create a workflow rule to send the outbound message (created previously) when a Salesforce opportunity is moved to the status Closed Won .
a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Outbound Messages .If you're shown the Understanding Workflow page, click Continue .Appendix A Customer Relationship Management (CRM) Recipes A-87b.Click New Outbound Message in the resulting page.c.On the New Outbound Message page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new outbound message: Enter OpportunityDocusign as the name of the message.Note that the Unique Name field is automatically populated based on the name you enter.Optionally, enter a description for the message.In the Endpoint URL field, enter the following URL: https://<OIC_FQDN:OIC_SSL_PORT>/ic/ws/integration/v1/flows/ salesforce/ORCL-R-SFDC_DOCUSIGN_OPPO_DOCSIG/1.0/ .Where OIC_FQDN and OIC_SSL_PORT are the fully-qualified domain name and port of your Oracle Integration instance, for example, oicinstance.example.com:443 .In the User to send as field, select the user account using which you want to send the message.Under Opportunity fields to send , verify that Id is added to the Selected Fields box.Click Save .The new outbound message is created and displayed on your browser.6.Now, create a workflow rule to send the outbound message (created previously) when a Salesforce opportunity is moved to the status Closed Won .a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.
ii.Expand Create , then Workflow & Approvals , and then click Outbound Messages .If you're shown the Understanding Workflow page, click Continue .Appendix A Customer Relationship Management (CRM) Recipes A-87b.Click New Outbound Message in the resulting page.c.On the New Outbound Message page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new outbound message: Enter OpportunityDocusign as the name of the message.Note that the Unique Name field is automatically populated based on the name you enter.Optionally, enter a description for the message.In the Endpoint URL field, enter the following URL: https://<OIC_FQDN:OIC_SSL_PORT>/ic/ws/integration/v1/flows/ salesforce/ORCL-R-SFDC_DOCUSIGN_OPPO_DOCSIG/1.0/ .Where OIC_FQDN and OIC_SSL_PORT are the fully-qualified domain name and port of your Oracle Integration instance, for example, oicinstance.example.com:443 .In the User to send as field, select the user account using which you want to send the message.Under Opportunity fields to send , verify that Id is added to the Selected Fields box.Click Save .The new outbound message is created and displayed on your browser.6.Now, create a workflow rule to send the outbound message (created previously) when a Salesforce opportunity is moved to the status Closed Won .a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Workflow Rules .
If you're shown the Understanding Workflow page, click Continue .Appendix A Customer Relationship Management (CRM) Recipes A-87b.Click New Outbound Message in the resulting page.c.On the New Outbound Message page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new outbound message: Enter OpportunityDocusign as the name of the message.Note that the Unique Name field is automatically populated based on the name you enter.Optionally, enter a description for the message.In the Endpoint URL field, enter the following URL: https://<OIC_FQDN:OIC_SSL_PORT>/ic/ws/integration/v1/flows/ salesforce/ORCL-R-SFDC_DOCUSIGN_OPPO_DOCSIG/1.0/ .Where OIC_FQDN and OIC_SSL_PORT are the fully-qualified domain name and port of your Oracle Integration instance, for example, oicinstance.example.com:443 .In the User to send as field, select the user account using which you want to send the message.Under Opportunity fields to send , verify that Id is added to the Selected Fields box.Click Save .The new outbound message is created and displayed on your browser.6.Now, create a workflow rule to send the outbound message (created previously) when a Salesforce opportunity is moved to the status Closed Won .a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Workflow Rules .If you're shown the Understanding Workflow page, click Continue .
c.On the New Outbound Message page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new outbound message: Enter OpportunityDocusign as the name of the message.Note that the Unique Name field is automatically populated based on the name you enter.Optionally, enter a description for the message.In the Endpoint URL field, enter the following URL: https://<OIC_FQDN:OIC_SSL_PORT>/ic/ws/integration/v1/flows/ salesforce/ORCL-R-SFDC_DOCUSIGN_OPPO_DOCSIG/1.0/ .Where OIC_FQDN and OIC_SSL_PORT are the fully-qualified domain name and port of your Oracle Integration instance, for example, oicinstance.example.com:443 .In the User to send as field, select the user account using which you want to send the message.Under Opportunity fields to send , verify that Id is added to the Selected Fields box.Click Save .The new outbound message is created and displayed on your browser.6.Now, create a workflow rule to send the outbound message (created previously) when a Salesforce opportunity is moved to the status Closed Won .a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Workflow Rules .If you're shown the Understanding Workflow page, click Continue .b.Click New Rule in the resulting page.
ii.Enter the following details for the new outbound message: Enter OpportunityDocusign as the name of the message.Note that the Unique Name field is automatically populated based on the name you enter.Optionally, enter a description for the message.In the Endpoint URL field, enter the following URL: https://<OIC_FQDN:OIC_SSL_PORT>/ic/ws/integration/v1/flows/ salesforce/ORCL-R-SFDC_DOCUSIGN_OPPO_DOCSIG/1.0/ .Where OIC_FQDN and OIC_SSL_PORT are the fully-qualified domain name and port of your Oracle Integration instance, for example, oicinstance.example.com:443 .In the User to send as field, select the user account using which you want to send the message.Under Opportunity fields to send , verify that Id is added to the Selected Fields box.Click Save .The new outbound message is created and displayed on your browser.6.Now, create a workflow rule to send the outbound message (created previously) when a Salesforce opportunity is moved to the status Closed Won .a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Workflow Rules .If you're shown the Understanding Workflow page, click Continue .b.Click New Rule in the resulting page.c.On the New Workflow Rule page: i.Select Opportunity in the Object field, and click Next .
Note that the Unique Name field is automatically populated based on the name you enter.Optionally, enter a description for the message.In the Endpoint URL field, enter the following URL: https://<OIC_FQDN:OIC_SSL_PORT>/ic/ws/integration/v1/flows/ salesforce/ORCL-R-SFDC_DOCUSIGN_OPPO_DOCSIG/1.0/ .Where OIC_FQDN and OIC_SSL_PORT are the fully-qualified domain name and port of your Oracle Integration instance, for example, oicinstance.example.com:443 .In the User to send as field, select the user account using which you want to send the message.Under Opportunity fields to send , verify that Id is added to the Selected Fields box.Click Save .The new outbound message is created and displayed on your browser.6.Now, create a workflow rule to send the outbound message (created previously) when a Salesforce opportunity is moved to the status Closed Won .a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Workflow Rules .If you're shown the Understanding Workflow page, click Continue .b.Click New Rule in the resulting page.c.On the New Workflow Rule page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new workflow rule: Enter OpportunityDocusign as the rule's name.
Optionally, enter a description for the message.In the Endpoint URL field, enter the following URL: https://<OIC_FQDN:OIC_SSL_PORT>/ic/ws/integration/v1/flows/ salesforce/ORCL-R-SFDC_DOCUSIGN_OPPO_DOCSIG/1.0/ .Where OIC_FQDN and OIC_SSL_PORT are the fully-qualified domain name and port of your Oracle Integration instance, for example, oicinstance.example.com:443 .In the User to send as field, select the user account using which you want to send the message.Under Opportunity fields to send , verify that Id is added to the Selected Fields box.Click Save .The new outbound message is created and displayed on your browser.6.Now, create a workflow rule to send the outbound message (created previously) when a Salesforce opportunity is moved to the status Closed Won .a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Workflow Rules .If you're shown the Understanding Workflow page, click Continue .b.Click New Rule in the resulting page.c.On the New Workflow Rule page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new workflow rule: Enter OpportunityDocusign as the rule's name.Optionally, enter a description for the rule.
In the Endpoint URL field, enter the following URL: https://<OIC_FQDN:OIC_SSL_PORT>/ic/ws/integration/v1/flows/ salesforce/ORCL-R-SFDC_DOCUSIGN_OPPO_DOCSIG/1.0/ .Where OIC_FQDN and OIC_SSL_PORT are the fully-qualified domain name and port of your Oracle Integration instance, for example, oicinstance.example.com:443 .In the User to send as field, select the user account using which you want to send the message.Under Opportunity fields to send , verify that Id is added to the Selected Fields box.Click Save .The new outbound message is created and displayed on your browser.6.Now, create a workflow rule to send the outbound message (created previously) when a Salesforce opportunity is moved to the status Closed Won .a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Workflow Rules .If you're shown the Understanding Workflow page, click Continue .b.Click New Rule in the resulting page.c.On the New Workflow Rule page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new workflow rule: Enter OpportunityDocusign as the rule's name.Optionally, enter a description for the rule.In the Evaluation Criteria section, verify that the created, and any time it's edited to subsequently meet criteria radio button is selected.
Where OIC_FQDN and OIC_SSL_PORT are the fully-qualified domain name and port of your Oracle Integration instance, for example, oicinstance.example.com:443 .In the User to send as field, select the user account using which you want to send the message.Under Opportunity fields to send , verify that Id is added to the Selected Fields box.Click Save .The new outbound message is created and displayed on your browser.6.Now, create a workflow rule to send the outbound message (created previously) when a Salesforce opportunity is moved to the status Closed Won .a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Workflow Rules .If you're shown the Understanding Workflow page, click Continue .b.Click New Rule in the resulting page.c.On the New Workflow Rule page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new workflow rule: Enter OpportunityDocusign as the rule's name.Optionally, enter a description for the rule.In the Evaluation Criteria section, verify that the created, and any time it's edited to subsequently meet criteria radio button is selected.In the Rule Criteria section, select formula evaluates to true in the first drop-down field, and add the following expression into the expression field: IsWon = True .
In the User to send as field, select the user account using which you want to send the message.Under Opportunity fields to send , verify that Id is added to the Selected Fields box.Click Save .The new outbound message is created and displayed on your browser.6.Now, create a workflow rule to send the outbound message (created previously) when a Salesforce opportunity is moved to the status Closed Won .a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Workflow Rules .If you're shown the Understanding Workflow page, click Continue .b.Click New Rule in the resulting page.c.On the New Workflow Rule page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new workflow rule: Enter OpportunityDocusign as the rule's name.Optionally, enter a description for the rule.In the Evaluation Criteria section, verify that the created, and any time it's edited to subsequently meet criteria radio button is selected.In the Rule Criteria section, select formula evaluates to true in the first drop-down field, and add the following expression into the expression field: IsWon = True .Click Save & Next .
Under Opportunity fields to send , verify that Id is added to the Selected Fields box.Click Save .The new outbound message is created and displayed on your browser.6.Now, create a workflow rule to send the outbound message (created previously) when a Salesforce opportunity is moved to the status Closed Won .a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Workflow Rules .If you're shown the Understanding Workflow page, click Continue .b.Click New Rule in the resulting page.c.On the New Workflow Rule page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new workflow rule: Enter OpportunityDocusign as the rule's name.Optionally, enter a description for the rule.In the Evaluation Criteria section, verify that the created, and any time it's edited to subsequently meet criteria radio button is selected.In the Rule Criteria section, select formula evaluates to true in the first drop-down field, and add the following expression into the expression field: IsWon = True .Click Save & Next .iii.On the next page, click the Add Workflow Action button and choose Select Existing Action .Appendix A Customer Relationship Management (CRM) Recipes A-88iv.On the Select Existing Actions page: Select Outbound Message in the Search field.
Click Save .The new outbound message is created and displayed on your browser.6.Now, create a workflow rule to send the outbound message (created previously) when a Salesforce opportunity is moved to the status Closed Won .a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Workflow Rules .If you're shown the Understanding Workflow page, click Continue .b.Click New Rule in the resulting page.c.On the New Workflow Rule page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new workflow rule: Enter OpportunityDocusign as the rule's name.Optionally, enter a description for the rule.In the Evaluation Criteria section, verify that the created, and any time it's edited to subsequently meet criteria radio button is selected.In the Rule Criteria section, select formula evaluates to true in the first drop-down field, and add the following expression into the expression field: IsWon = True .Click Save & Next .iii.On the next page, click the Add Workflow Action button and choose Select Existing Action .Appendix A Customer Relationship Management (CRM) Recipes A-88iv.On the Select Existing Actions page: Select Outbound Message in the Search field.In the Available Actions box, select the outbound message you created previously, for example, Outbound Message: OpportunityDocusign .
The new outbound message is created and displayed on your browser.6.Now, create a workflow rule to send the outbound message (created previously) when a Salesforce opportunity is moved to the status Closed Won .a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Workflow Rules .If you're shown the Understanding Workflow page, click Continue .b.Click New Rule in the resulting page.c.On the New Workflow Rule page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new workflow rule: Enter OpportunityDocusign as the rule's name.Optionally, enter a description for the rule.In the Evaluation Criteria section, verify that the created, and any time it's edited to subsequently meet criteria radio button is selected.In the Rule Criteria section, select formula evaluates to true in the first drop-down field, and add the following expression into the expression field: IsWon = True .Click Save & Next .iii.On the next page, click the Add Workflow Action button and choose Select Existing Action .Appendix A Customer Relationship Management (CRM) Recipes A-88iv.On the Select Existing Actions page: Select Outbound Message in the Search field.In the Available Actions box, select the outbound message you created previously, for example, Outbound Message: OpportunityDocusign .Click Add to move your selection to the Selected Actions box.
6.Now, create a workflow rule to send the outbound message (created previously) when a Salesforce opportunity is moved to the status Closed Won .a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Workflow Rules .If you're shown the Understanding Workflow page, click Continue .b.Click New Rule in the resulting page.c.On the New Workflow Rule page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new workflow rule: Enter OpportunityDocusign as the rule's name.Optionally, enter a description for the rule.In the Evaluation Criteria section, verify that the created, and any time it's edited to subsequently meet criteria radio button is selected.In the Rule Criteria section, select formula evaluates to true in the first drop-down field, and add the following expression into the expression field: IsWon = True .Click Save & Next .iii.On the next page, click the Add Workflow Action button and choose Select Existing Action .Appendix A Customer Relationship Management (CRM) Recipes A-88iv.On the Select Existing Actions page: Select Outbound Message in the Search field.In the Available Actions box, select the outbound message you created previously, for example, Outbound Message: OpportunityDocusign .Click Add to move your selection to the Selected Actions box.Click Save .
a.On the Salesforce Setup page: i.Scroll to the Build section in the left navigation pane.ii.Expand Create , then Workflow & Approvals , and then click Workflow Rules .If you're shown the Understanding Workflow page, click Continue .b.Click New Rule in the resulting page.c.On the New Workflow Rule page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new workflow rule: Enter OpportunityDocusign as the rule's name.Optionally, enter a description for the rule.In the Evaluation Criteria section, verify that the created, and any time it's edited to subsequently meet criteria radio button is selected.In the Rule Criteria section, select formula evaluates to true in the first drop-down field, and add the following expression into the expression field: IsWon = True .Click Save & Next .iii.On the next page, click the Add Workflow Action button and choose Select Existing Action .Appendix A Customer Relationship Management (CRM) Recipes A-88iv.On the Select Existing Actions page: Select Outbound Message in the Search field.In the Available Actions box, select the outbound message you created previously, for example, Outbound Message: OpportunityDocusign .Click Add to move your selection to the Selected Actions box.Click Save .v.Click Done .
ii.Expand Create , then Workflow & Approvals , and then click Workflow Rules .If you're shown the Understanding Workflow page, click Continue .b.Click New Rule in the resulting page.c.On the New Workflow Rule page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new workflow rule: Enter OpportunityDocusign as the rule's name.Optionally, enter a description for the rule.In the Evaluation Criteria section, verify that the created, and any time it's edited to subsequently meet criteria radio button is selected.In the Rule Criteria section, select formula evaluates to true in the first drop-down field, and add the following expression into the expression field: IsWon = True .Click Save & Next .iii.On the next page, click the Add Workflow Action button and choose Select Existing Action .Appendix A Customer Relationship Management (CRM) Recipes A-88iv.On the Select Existing Actions page: Select Outbound Message in the Search field.In the Available Actions box, select the outbound message you created previously, for example, Outbound Message: OpportunityDocusign .Click Add to move your selection to the Selected Actions box.Click Save .v.Click Done .The new workflow rule is created and displayed on your browser.
If you're shown the Understanding Workflow page, click Continue .b.Click New Rule in the resulting page.c.On the New Workflow Rule page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new workflow rule: Enter OpportunityDocusign as the rule's name.Optionally, enter a description for the rule.In the Evaluation Criteria section, verify that the created, and any time it's edited to subsequently meet criteria radio button is selected.In the Rule Criteria section, select formula evaluates to true in the first drop-down field, and add the following expression into the expression field: IsWon = True .Click Save & Next .iii.On the next page, click the Add Workflow Action button and choose Select Existing Action .Appendix A Customer Relationship Management (CRM) Recipes A-88iv.On the Select Existing Actions page: Select Outbound Message in the Search field.In the Available Actions box, select the outbound message you created previously, for example, Outbound Message: OpportunityDocusign .Click Add to move your selection to the Selected Actions box.Click Save .v.Click Done .The new workflow rule is created and displayed on your browser.d.Click Activate to activate the rule.
b.Click New Rule in the resulting page.c.On the New Workflow Rule page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new workflow rule: Enter OpportunityDocusign as the rule's name.Optionally, enter a description for the rule.In the Evaluation Criteria section, verify that the created, and any time it's edited to subsequently meet criteria radio button is selected.In the Rule Criteria section, select formula evaluates to true in the first drop-down field, and add the following expression into the expression field: IsWon = True .Click Save & Next .iii.On the next page, click the Add Workflow Action button and choose Select Existing Action .Appendix A Customer Relationship Management (CRM) Recipes A-88iv.On the Select Existing Actions page: Select Outbound Message in the Search field.In the Available Actions box, select the outbound message you created previously, for example, Outbound Message: OpportunityDocusign .Click Add to move your selection to the Selected Actions box.Click Save .v.Click Done .The new workflow rule is created and displayed on your browser.d.Click Activate to activate the rule.7.Enable uploading attachments to records as Salesforce Files.
c.On the New Workflow Rule page: i.Select Opportunity in the Object field, and click Next .ii.Enter the following details for the new workflow rule: Enter OpportunityDocusign as the rule's name.Optionally, enter a description for the rule.In the Evaluation Criteria section, verify that the created, and any time it's edited to subsequently meet criteria radio button is selected.In the Rule Criteria section, select formula evaluates to true in the first drop-down field, and add the following expression into the expression field: IsWon = True .Click Save & Next .iii.On the next page, click the Add Workflow Action button and choose Select Existing Action .Appendix A Customer Relationship Management (CRM) Recipes A-88iv.On the Select Existing Actions page: Select Outbound Message in the Search field.In the Available Actions box, select the outbound message you created previously, for example, Outbound Message: OpportunityDocusign .Click Add to move your selection to the Selected Actions box.Click Save .v.Click Done .The new workflow rule is created and displayed on your browser.d.Click Activate to activate the rule.7.Enable uploading attachments to records as Salesforce Files.See Files are uploaded as Salesforce Files and not as Attachments .
ii.Enter the following details for the new workflow rule: Enter OpportunityDocusign as the rule's name.Optionally, enter a description for the rule.In the Evaluation Criteria section, verify that the created, and any time it's edited to subsequently meet criteria radio button is selected.In the Rule Criteria section, select formula evaluates to true in the first drop-down field, and add the following expression into the expression field: IsWon = True .Click Save & Next .iii.On the next page, click the Add Workflow Action button and choose Select Existing Action .Appendix A Customer Relationship Management (CRM) Recipes A-88iv.On the Select Existing Actions page: Select Outbound Message in the Search field.In the Available Actions box, select the outbound message you created previously, for example, Outbound Message: OpportunityDocusign .Click Add to move your selection to the Selected Actions box.Click Save .v.Click Done .The new workflow rule is created and displayed on your browser.d.Click Activate to activate the rule.7.Enable uploading attachments to records as Salesforce Files.See Files are uploaded as Salesforce Files and not as Attachments .Note: You must enable this feature only if you upload documents in the Classic UI through the Notes & Attachments section.
Optionally, enter a description for the rule.In the Evaluation Criteria section, verify that the created, and any time it's edited to subsequently meet criteria radio button is selected.In the Rule Criteria section, select formula evaluates to true in the first drop-down field, and add the following expression into the expression field: IsWon = True .Click Save & Next .iii.On the next page, click the Add Workflow Action button and choose Select Existing Action .Appendix A Customer Relationship Management (CRM) Recipes A-88iv.On the Select Existing Actions page: Select Outbound Message in the Search field.In the Available Actions box, select the outbound message you created previously, for example, Outbound Message: OpportunityDocusign .Click Add to move your selection to the Selected Actions box.Click Save .v.Click Done .The new workflow rule is created and displayed on your browser.d.Click Activate to activate the rule.7.Enable uploading attachments to records as Salesforce Files.See Files are uploaded as Salesforce Files and not as Attachments .Note: You must enable this feature only if you upload documents in the Classic UI through the Notes & Attachments section.In the Lightning UI, the documents you upload in the Notes & Attachments section of records are added as Salesforce Files by default.
In the Evaluation Criteria section, verify that the created, and any time it's edited to subsequently meet criteria radio button is selected.In the Rule Criteria section, select formula evaluates to true in the first drop-down field, and add the following expression into the expression field: IsWon = True .Click Save & Next .iii.On the next page, click the Add Workflow Action button and choose Select Existing Action .Appendix A Customer Relationship Management (CRM) Recipes A-88iv.On the Select Existing Actions page: Select Outbound Message in the Search field.In the Available Actions box, select the outbound message you created previously, for example, Outbound Message: OpportunityDocusign .Click Add to move your selection to the Selected Actions box.Click Save .v.Click Done .The new workflow rule is created and displayed on your browser.d.Click Activate to activate the rule.7.Enable uploading attachments to records as Salesforce Files.See Files are uploaded as Salesforce Files and not as Attachments .Note: You must enable this feature only if you upload documents in the Classic UI through the Notes & Attachments section.In the Lightning UI, the documents you upload in the Notes & Attachments section of records are added as Salesforce Files by default.Configure DocuSign To connect to DocuSign from Oracle Integration and send documents to it, you must create an OAuth application on your DocuSign instance and obtain access keys for the application.
In the Rule Criteria section, select formula evaluates to true in the first drop-down field, and add the following expression into the expression field: IsWon = True .Click Save & Next .iii.On the next page, click the Add Workflow Action button and choose Select Existing Action .Appendix A Customer Relationship Management (CRM) Recipes A-88iv.On the Select Existing Actions page: Select Outbound Message in the Search field.In the Available Actions box, select the outbound message you created previously, for example, Outbound Message: OpportunityDocusign .Click Add to move your selection to the Selected Actions box.Click Save .v.Click Done .The new workflow rule is created and displayed on your browser.d.Click Activate to activate the rule.7.Enable uploading attachments to records as Salesforce Files.See Files are uploaded as Salesforce Files and not as Attachments .Note: You must enable this feature only if you upload documents in the Classic UI through the Notes & Attachments section.In the Lightning UI, the documents you upload in the Notes & Attachments section of records are added as Salesforce Files by default.Configure DocuSign To connect to DocuSign from Oracle Integration and send documents to it, you must create an OAuth application on your DocuSign instance and obtain access keys for the application.1.Log in to your DocuSign Developer account at https://appdemo.docusign.com/home .
Click Save & Next .iii.On the next page, click the Add Workflow Action button and choose Select Existing Action .Appendix A Customer Relationship Management (CRM) Recipes A-88iv.On the Select Existing Actions page: Select Outbound Message in the Search field.In the Available Actions box, select the outbound message you created previously, for example, Outbound Message: OpportunityDocusign .Click Add to move your selection to the Selected Actions box.Click Save .v.Click Done .The new workflow rule is created and displayed on your browser.d.Click Activate to activate the rule.7.Enable uploading attachments to records as Salesforce Files.See Files are uploaded as Salesforce Files and not as Attachments .Note: You must enable this feature only if you upload documents in the Classic UI through the Notes & Attachments section.In the Lightning UI, the documents you upload in the Notes & Attachments section of records are added as Salesforce Files by default.Configure DocuSign To connect to DocuSign from Oracle Integration and send documents to it, you must create an OAuth application on your DocuSign instance and obtain access keys for the application.1.Log in to your DocuSign Developer account at https://appdemo.docusign.com/home .2.Click the Settings tab on the title bar.
iii.On the next page, click the Add Workflow Action button and choose Select Existing Action .Appendix A Customer Relationship Management (CRM) Recipes A-88iv.On the Select Existing Actions page: Select Outbound Message in the Search field.In the Available Actions box, select the outbound message you created previously, for example, Outbound Message: OpportunityDocusign .Click Add to move your selection to the Selected Actions box.Click Save .v.Click Done .The new workflow rule is created and displayed on your browser.d.Click Activate to activate the rule.7.Enable uploading attachments to records as Salesforce Files.See Files are uploaded as Salesforce Files and not as Attachments .Note: You must enable this feature only if you upload documents in the Classic UI through the Notes & Attachments section.In the Lightning UI, the documents you upload in the Notes & Attachments section of records are added as Salesforce Files by default.Configure DocuSign To connect to DocuSign from Oracle Integration and send documents to it, you must create an OAuth application on your DocuSign instance and obtain access keys for the application.1.Log in to your DocuSign Developer account at https://appdemo.docusign.com/home .2.Click the Settings tab on the title bar.3.On the resulting page, scroll to the INTEGRATIONS section in the left navigation menu, and click Apps and Keys .
In the Available Actions box, select the outbound message you created previously, for example, Outbound Message: OpportunityDocusign .Click Add to move your selection to the Selected Actions box.Click Save .v.Click Done .The new workflow rule is created and displayed on your browser.d.Click Activate to activate the rule.7.Enable uploading attachments to records as Salesforce Files.See Files are uploaded as Salesforce Files and not as Attachments .Note: You must enable this feature only if you upload documents in the Classic UI through the Notes & Attachments section.In the Lightning UI, the documents you upload in the Notes & Attachments section of records are added as Salesforce Files by default.Configure DocuSign To connect to DocuSign from Oracle Integration and send documents to it, you must create an OAuth application on your DocuSign instance and obtain access keys for the application.1.Log in to your DocuSign Developer account at https://appdemo.docusign.com/home .2.Click the Settings tab on the title bar.3.On the resulting page, scroll to the INTEGRATIONS section in the left navigation menu, and click Apps and Keys .4.On the Apps and Keys page, click ADD APP AND INTEGRATION KEY .
Click Add to move your selection to the Selected Actions box.Click Save .v.Click Done .The new workflow rule is created and displayed on your browser.d.Click Activate to activate the rule.7.Enable uploading attachments to records as Salesforce Files.See Files are uploaded as Salesforce Files and not as Attachments .Note: You must enable this feature only if you upload documents in the Classic UI through the Notes & Attachments section.In the Lightning UI, the documents you upload in the Notes & Attachments section of records are added as Salesforce Files by default.Configure DocuSign To connect to DocuSign from Oracle Integration and send documents to it, you must create an OAuth application on your DocuSign instance and obtain access keys for the application.1.Log in to your DocuSign Developer account at https://appdemo.docusign.com/home .2.Click the Settings tab on the title bar.3.On the resulting page, scroll to the INTEGRATIONS section in the left navigation menu, and click Apps and Keys .4.On the Apps and Keys page, click ADD APP AND INTEGRATION KEY .5.In the Add Integration Key dialog, enter a name for the app and click CREATE APP .
Click Save .v.Click Done .The new workflow rule is created and displayed on your browser.d.Click Activate to activate the rule.7.Enable uploading attachments to records as Salesforce Files.See Files are uploaded as Salesforce Files and not as Attachments .Note: You must enable this feature only if you upload documents in the Classic UI through the Notes & Attachments section.In the Lightning UI, the documents you upload in the Notes & Attachments section of records are added as Salesforce Files by default.Configure DocuSign To connect to DocuSign from Oracle Integration and send documents to it, you must create an OAuth application on your DocuSign instance and obtain access keys for the application.1.Log in to your DocuSign Developer account at https://appdemo.docusign.com/home .2.Click the Settings tab on the title bar.3.On the resulting page, scroll to the INTEGRATIONS section in the left navigation menu, and click Apps and Keys .4.On the Apps and Keys page, click ADD APP AND INTEGRATION KEY .5.In the Add Integration Key dialog, enter a name for the app and click CREATE APP .6.On the app's page: a.Under the General Info section, copy the Integration Key displayed using the Copy to clipboard icon.
v.Click Done .The new workflow rule is created and displayed on your browser.d.Click Activate to activate the rule.7.Enable uploading attachments to records as Salesforce Files.See Files are uploaded as Salesforce Files and not as Attachments .Note: You must enable this feature only if you upload documents in the Classic UI through the Notes & Attachments section.In the Lightning UI, the documents you upload in the Notes & Attachments section of records are added as Salesforce Files by default.Configure DocuSign To connect to DocuSign from Oracle Integration and send documents to it, you must create an OAuth application on your DocuSign instance and obtain access keys for the application.1.Log in to your DocuSign Developer account at https://appdemo.docusign.com/home .2.Click the Settings tab on the title bar.3.On the resulting page, scroll to the INTEGRATIONS section in the left navigation menu, and click Apps and Keys .4.On the Apps and Keys page, click ADD APP AND INTEGRATION KEY .5.In the Add Integration Key dialog, enter a name for the app and click CREATE APP .6.On the app's page: a.Under the General Info section, copy the Integration Key displayed using the Copy to clipboard icon.b.In the Authentication section: i.Under User Application , select Authorization Code Grant .
The new workflow rule is created and displayed on your browser.d.Click Activate to activate the rule.7.Enable uploading attachments to records as Salesforce Files.See Files are uploaded as Salesforce Files and not as Attachments .Note: You must enable this feature only if you upload documents in the Classic UI through the Notes & Attachments section.In the Lightning UI, the documents you upload in the Notes & Attachments section of records are added as Salesforce Files by default.Configure DocuSign To connect to DocuSign from Oracle Integration and send documents to it, you must create an OAuth application on your DocuSign instance and obtain access keys for the application.1.Log in to your DocuSign Developer account at https://appdemo.docusign.com/home .2.Click the Settings tab on the title bar.3.On the resulting page, scroll to the INTEGRATIONS section in the left navigation menu, and click Apps and Keys .4.On the Apps and Keys page, click ADD APP AND INTEGRATION KEY .5.In the Add Integration Key dialog, enter a name for the app and click CREATE APP .6.On the app's page: a.Under the General Info section, copy the Integration Key displayed using the Copy to clipboard icon.b.In the Authentication section: i.Under User Application , select Authorization Code Grant .ii.Under Secret Keys , click ADD SECRET KEY .
d.Click Activate to activate the rule.7.Enable uploading attachments to records as Salesforce Files.See Files are uploaded as Salesforce Files and not as Attachments .Note: You must enable this feature only if you upload documents in the Classic UI through the Notes & Attachments section.In the Lightning UI, the documents you upload in the Notes & Attachments section of records are added as Salesforce Files by default.Configure DocuSign To connect to DocuSign from Oracle Integration and send documents to it, you must create an OAuth application on your DocuSign instance and obtain access keys for the application.1.Log in to your DocuSign Developer account at https://appdemo.docusign.com/home .2.Click the Settings tab on the title bar.3.On the resulting page, scroll to the INTEGRATIONS section in the left navigation menu, and click Apps and Keys .4.On the Apps and Keys page, click ADD APP AND INTEGRATION KEY .5.In the Add Integration Key dialog, enter a name for the app and click CREATE APP .6.On the app's page: a.Under the General Info section, copy the Integration Key displayed using the Copy to clipboard icon.b.In the Authentication section: i.Under User Application , select Authorization Code Grant .ii.Under Secret Keys , click ADD SECRET KEY .After the secret key is added, copy its value using the Copy to clipboard icon.
7.Enable uploading attachments to records as Salesforce Files.See Files are uploaded as Salesforce Files and not as Attachments .Note: You must enable this feature only if you upload documents in the Classic UI through the Notes & Attachments section.In the Lightning UI, the documents you upload in the Notes & Attachments section of records are added as Salesforce Files by default.Configure DocuSign To connect to DocuSign from Oracle Integration and send documents to it, you must create an OAuth application on your DocuSign instance and obtain access keys for the application.1.Log in to your DocuSign Developer account at https://appdemo.docusign.com/home .2.Click the Settings tab on the title bar.3.On the resulting page, scroll to the INTEGRATIONS section in the left navigation menu, and click Apps and Keys .4.On the Apps and Keys page, click ADD APP AND INTEGRATION KEY .5.In the Add Integration Key dialog, enter a name for the app and click CREATE APP .6.On the app's page: a.Under the General Info section, copy the Integration Key displayed using the Copy to clipboard icon.b.In the Authentication section: i.Under User Application , select Authorization Code Grant .ii.Under Secret Keys , click ADD SECRET KEY .After the secret key is added, copy its value using the Copy to clipboard icon.c.In the Additional settings section, under Redirect URIs , click ADD URI and enter the following redirect URI.
See Files are uploaded as Salesforce Files and not as Attachments .Note: You must enable this feature only if you upload documents in the Classic UI through the Notes & Attachments section.In the Lightning UI, the documents you upload in the Notes & Attachments section of records are added as Salesforce Files by default.Configure DocuSign To connect to DocuSign from Oracle Integration and send documents to it, you must create an OAuth application on your DocuSign instance and obtain access keys for the application.1.Log in to your DocuSign Developer account at https://appdemo.docusign.com/home .2.Click the Settings tab on the title bar.3.On the resulting page, scroll to the INTEGRATIONS section in the left navigation menu, and click Apps and Keys .4.On the Apps and Keys page, click ADD APP AND INTEGRATION KEY .5.In the Add Integration Key dialog, enter a name for the app and click CREATE APP .6.On the app's page: a.Under the General Info section, copy the Integration Key displayed using the Copy to clipboard icon.b.In the Authentication section: i.Under User Application , select Authorization Code Grant .ii.Under Secret Keys , click ADD SECRET KEY .After the secret key is added, copy its value using the Copy to clipboard icon.c.In the Additional settings section, under Redirect URIs , click ADD URI and enter the following redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with values specific to your Oracle Integration instance.Appendix A Customer Relationship Management (CRM) Recipes A-89d.Click Save .
Note: You must enable this feature only if you upload documents in the Classic UI through the Notes & Attachments section.In the Lightning UI, the documents you upload in the Notes & Attachments section of records are added as Salesforce Files by default.Configure DocuSign To connect to DocuSign from Oracle Integration and send documents to it, you must create an OAuth application on your DocuSign instance and obtain access keys for the application.1.Log in to your DocuSign Developer account at https://appdemo.docusign.com/home .2.Click the Settings tab on the title bar.3.On the resulting page, scroll to the INTEGRATIONS section in the left navigation menu, and click Apps and Keys .4.On the Apps and Keys page, click ADD APP AND INTEGRATION KEY .5.In the Add Integration Key dialog, enter a name for the app and click CREATE APP .6.On the app's page: a.Under the General Info section, copy the Integration Key displayed using the Copy to clipboard icon.b.In the Authentication section: i.Under User Application , select Authorization Code Grant .ii.Under Secret Keys , click ADD SECRET KEY .After the secret key is added, copy its value using the Copy to clipboard icon.c.In the Additional settings section, under Redirect URIs , click ADD URI and enter the following redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with values specific to your Oracle Integration instance.Appendix A Customer Relationship Management (CRM) Recipes A-89d.Click Save .You're redirected back to the Apps and Keys page.
In the Lightning UI, the documents you upload in the Notes & Attachments section of records are added as Salesforce Files by default.Configure DocuSign To connect to DocuSign from Oracle Integration and send documents to it, you must create an OAuth application on your DocuSign instance and obtain access keys for the application.1.Log in to your DocuSign Developer account at https://appdemo.docusign.com/home .2.Click the Settings tab on the title bar.3.On the resulting page, scroll to the INTEGRATIONS section in the left navigation menu, and click Apps and Keys .4.On the Apps and Keys page, click ADD APP AND INTEGRATION KEY .5.In the Add Integration Key dialog, enter a name for the app and click CREATE APP .6.On the app's page: a.Under the General Info section, copy the Integration Key displayed using the Copy to clipboard icon.b.In the Authentication section: i.Under User Application , select Authorization Code Grant .ii.Under Secret Keys , click ADD SECRET KEY .After the secret key is added, copy its value using the Copy to clipboard icon.c.In the Additional settings section, under Redirect URIs , click ADD URI and enter the following redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with values specific to your Oracle Integration instance.Appendix A Customer Relationship Management (CRM) Recipes A-89d.Click Save .You're redirected back to the Apps and Keys page.The newly created app is displayed under the Apps and Integration Keys section.
Configure DocuSign To connect to DocuSign from Oracle Integration and send documents to it, you must create an OAuth application on your DocuSign instance and obtain access keys for the application.1.Log in to your DocuSign Developer account at https://appdemo.docusign.com/home .2.Click the Settings tab on the title bar.3.On the resulting page, scroll to the INTEGRATIONS section in the left navigation menu, and click Apps and Keys .4.On the Apps and Keys page, click ADD APP AND INTEGRATION KEY .5.In the Add Integration Key dialog, enter a name for the app and click CREATE APP .6.On the app's page: a.Under the General Info section, copy the Integration Key displayed using the Copy to clipboard icon.b.In the Authentication section: i.Under User Application , select Authorization Code Grant .ii.Under Secret Keys , click ADD SECRET KEY .After the secret key is added, copy its value using the Copy to clipboard icon.c.In the Additional settings section, under Redirect URIs , click ADD URI and enter the following redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with values specific to your Oracle Integration instance.Appendix A Customer Relationship Management (CRM) Recipes A-89d.Click Save .You're redirected back to the Apps and Keys page.The newly created app is displayed under the Apps and Integration Keys section.7.Optionally, on the Apps and Keys page, get the API account ID of your DocuSign account.
1.Log in to your DocuSign Developer account at https://appdemo.docusign.com/home .2.Click the Settings tab on the title bar.3.On the resulting page, scroll to the INTEGRATIONS section in the left navigation menu, and click Apps and Keys .4.On the Apps and Keys page, click ADD APP AND INTEGRATION KEY .5.In the Add Integration Key dialog, enter a name for the app and click CREATE APP .6.On the app's page: a.Under the General Info section, copy the Integration Key displayed using the Copy to clipboard icon.b.In the Authentication section: i.Under User Application , select Authorization Code Grant .ii.Under Secret Keys , click ADD SECRET KEY .After the secret key is added, copy its value using the Copy to clipboard icon.c.In the Additional settings section, under Redirect URIs , click ADD URI and enter the following redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with values specific to your Oracle Integration instance.Appendix A Customer Relationship Management (CRM) Recipes A-89d.Click Save .You're redirected back to the Apps and Keys page.The newly created app is displayed under the Apps and Integration Keys section.7.Optionally, on the Apps and Keys page, get the API account ID of your DocuSign account.You'll require this ID if you want to log in to multiple accounts for a given user.
2.Click the Settings tab on the title bar.3.On the resulting page, scroll to the INTEGRATIONS section in the left navigation menu, and click Apps and Keys .4.On the Apps and Keys page, click ADD APP AND INTEGRATION KEY .5.In the Add Integration Key dialog, enter a name for the app and click CREATE APP .6.On the app's page: a.Under the General Info section, copy the Integration Key displayed using the Copy to clipboard icon.b.In the Authentication section: i.Under User Application , select Authorization Code Grant .ii.Under Secret Keys , click ADD SECRET KEY .After the secret key is added, copy its value using the Copy to clipboard icon.c.In the Additional settings section, under Redirect URIs , click ADD URI and enter the following redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with values specific to your Oracle Integration instance.Appendix A Customer Relationship Management (CRM) Recipes A-89d.Click Save .You're redirected back to the Apps and Keys page.The newly created app is displayed under the Apps and Integration Keys section.7.Optionally, on the Apps and Keys page, get the API account ID of your DocuSign account.You'll require this ID if you want to log in to multiple accounts for a given user.Under the My Account Information section, copy the API Account ID displayed using the corresponding Copy to clipboard icon.
3.On the resulting page, scroll to the INTEGRATIONS section in the left navigation menu, and click Apps and Keys .4.On the Apps and Keys page, click ADD APP AND INTEGRATION KEY .5.In the Add Integration Key dialog, enter a name for the app and click CREATE APP .6.On the app's page: a.Under the General Info section, copy the Integration Key displayed using the Copy to clipboard icon.b.In the Authentication section: i.Under User Application , select Authorization Code Grant .ii.Under Secret Keys , click ADD SECRET KEY .After the secret key is added, copy its value using the Copy to clipboard icon.c.In the Additional settings section, under Redirect URIs , click ADD URI and enter the following redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with values specific to your Oracle Integration instance.Appendix A Customer Relationship Management (CRM) Recipes A-89d.Click Save .You're redirected back to the Apps and Keys page.The newly created app is displayed under the Apps and Integration Keys section.7.Optionally, on the Apps and Keys page, get the API account ID of your DocuSign account.You'll require this ID if you want to log in to multiple accounts for a given user.Under the My Account Information section, copy the API Account ID displayed using the corresponding Copy to clipboard icon.8.Get the DocuSign account ID.
4.On the Apps and Keys page, click ADD APP AND INTEGRATION KEY .5.In the Add Integration Key dialog, enter a name for the app and click CREATE APP .6.On the app's page: a.Under the General Info section, copy the Integration Key displayed using the Copy to clipboard icon.b.In the Authentication section: i.Under User Application , select Authorization Code Grant .ii.Under Secret Keys , click ADD SECRET KEY .After the secret key is added, copy its value using the Copy to clipboard icon.c.In the Additional settings section, under Redirect URIs , click ADD URI and enter the following redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with values specific to your Oracle Integration instance.Appendix A Customer Relationship Management (CRM) Recipes A-89d.Click Save .You're redirected back to the Apps and Keys page.The newly created app is displayed under the Apps and Integration Keys section.7.Optionally, on the Apps and Keys page, get the API account ID of your DocuSign account.You'll require this ID if you want to log in to multiple accounts for a given user.Under the My Account Information section, copy the API Account ID displayed using the corresponding Copy to clipboard icon.8.Get the DocuSign account ID.a.Click the profile image in the upper-right corner of the page.
5.In the Add Integration Key dialog, enter a name for the app and click CREATE APP .6.On the app's page: a.Under the General Info section, copy the Integration Key displayed using the Copy to clipboard icon.b.In the Authentication section: i.Under User Application , select Authorization Code Grant .ii.Under Secret Keys , click ADD SECRET KEY .After the secret key is added, copy its value using the Copy to clipboard icon.c.In the Additional settings section, under Redirect URIs , click ADD URI and enter the following redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with values specific to your Oracle Integration instance.Appendix A Customer Relationship Management (CRM) Recipes A-89d.Click Save .You're redirected back to the Apps and Keys page.The newly created app is displayed under the Apps and Integration Keys section.7.Optionally, on the Apps and Keys page, get the API account ID of your DocuSign account.You'll require this ID if you want to log in to multiple accounts for a given user.Under the My Account Information section, copy the API Account ID displayed using the corresponding Copy to clipboard icon.8.Get the DocuSign account ID.a.Click the profile image in the upper-right corner of the page.b.In the menu that displays, note the account ID under your name.
6.On the app's page: a.Under the General Info section, copy the Integration Key displayed using the Copy to clipboard icon.b.In the Authentication section: i.Under User Application , select Authorization Code Grant .ii.Under Secret Keys , click ADD SECRET KEY .After the secret key is added, copy its value using the Copy to clipboard icon.c.In the Additional settings section, under Redirect URIs , click ADD URI and enter the following redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with values specific to your Oracle Integration instance.Appendix A Customer Relationship Management (CRM) Recipes A-89d.Click Save .You're redirected back to the Apps and Keys page.The newly created app is displayed under the Apps and Integration Keys section.7.Optionally, on the Apps and Keys page, get the API account ID of your DocuSign account.You'll require this ID if you want to log in to multiple accounts for a given user.Under the My Account Information section, copy the API Account ID displayed using the corresponding Copy to clipboard icon.8.Get the DocuSign account ID.a.Click the profile image in the upper-right corner of the page.b.In the menu that displays, note the account ID under your name.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.
b.In the Authentication section: i.Under User Application , select Authorization Code Grant .ii.Under Secret Keys , click ADD SECRET KEY .After the secret key is added, copy its value using the Copy to clipboard icon.c.In the Additional settings section, under Redirect URIs , click ADD URI and enter the following redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with values specific to your Oracle Integration instance.Appendix A Customer Relationship Management (CRM) Recipes A-89d.Click Save .You're redirected back to the Apps and Keys page.The newly created app is displayed under the Apps and Integration Keys section.7.Optionally, on the Apps and Keys page, get the API account ID of your DocuSign account.You'll require this ID if you want to log in to multiple accounts for a given user.Under the My Account Information section, copy the API Account ID displayed using the corresponding Copy to clipboard icon.8.Get the DocuSign account ID.a.Click the profile image in the upper-right corner of the page.b.In the menu that displays, note the account ID under your name.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.
ii.Under Secret Keys , click ADD SECRET KEY .After the secret key is added, copy its value using the Copy to clipboard icon.c.In the Additional settings section, under Redirect URIs , click ADD URI and enter the following redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with values specific to your Oracle Integration instance.Appendix A Customer Relationship Management (CRM) Recipes A-89d.Click Save .You're redirected back to the Apps and Keys page.The newly created app is displayed under the Apps and Integration Keys section.7.Optionally, on the Apps and Keys page, get the API account ID of your DocuSign account.You'll require this ID if you want to log in to multiple accounts for a given user.Under the My Account Information section, copy the API Account ID displayed using the corresponding Copy to clipboard icon.8.Get the DocuSign account ID.a.Click the profile image in the upper-right corner of the page.b.In the menu that displays, note the account ID under your name.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.2.Click Search All .
After the secret key is added, copy its value using the Copy to clipboard icon.c.In the Additional settings section, under Redirect URIs , click ADD URI and enter the following redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with values specific to your Oracle Integration instance.Appendix A Customer Relationship Management (CRM) Recipes A-89d.Click Save .You're redirected back to the Apps and Keys page.The newly created app is displayed under the Apps and Integration Keys section.7.Optionally, on the Apps and Keys page, get the API account ID of your DocuSign account.You'll require this ID if you want to log in to multiple accounts for a given user.Under the My Account Information section, copy the API Account ID displayed using the corresponding Copy to clipboard icon.8.Get the DocuSign account ID.a.Click the profile image in the upper-right corner of the page.b.In the menu that displays, note the account ID under your name.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.2.Click Search All .3.Find the recipe package that you want to install.
c.In the Additional settings section, under Redirect URIs , click ADD URI and enter the following redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with values specific to your Oracle Integration instance.Appendix A Customer Relationship Management (CRM) Recipes A-89d.Click Save .You're redirected back to the Apps and Keys page.The newly created app is displayed under the Apps and Integration Keys section.7.Optionally, on the Apps and Keys page, get the API account ID of your DocuSign account.You'll require this ID if you want to log in to multiple accounts for a given user.Under the My Account Information section, copy the API Account ID displayed using the corresponding Copy to clipboard icon.8.Get the DocuSign account ID.a.Click the profile image in the upper-right corner of the page.b.In the menu that displays, note the account ID under your name.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.2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.
https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with values specific to your Oracle Integration instance.Appendix A Customer Relationship Management (CRM) Recipes A-89d.Click Save .You're redirected back to the Apps and Keys page.The newly created app is displayed under the Apps and Integration Keys section.7.Optionally, on the Apps and Keys page, get the API account ID of your DocuSign account.You'll require this ID if you want to log in to multiple accounts for a given user.Under the My Account Information section, copy the API Account ID displayed using the corresponding Copy to clipboard icon.8.Get the DocuSign account ID.a.Click the profile image in the upper-right corner of the page.b.In the menu that displays, note the account ID under your name.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.2.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.
You're redirected back to the Apps and Keys page.The newly created app is displayed under the Apps and Integration Keys section.7.Optionally, on the Apps and Keys page, get the API account ID of your DocuSign account.You'll require this ID if you want to log in to multiple accounts for a given user.Under the My Account Information section, copy the API Account ID displayed using the corresponding Copy to clipboard icon.8.Get the DocuSign account ID.a.Click the profile image in the upper-right corner of the page.b.In the menu that displays, note the account ID under your name.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.2.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.
The newly created app is displayed under the Apps and Integration Keys section.7.Optionally, on the Apps and Keys page, get the API account ID of your DocuSign account.You'll require this ID if you want to log in to multiple accounts for a given user.Under the My Account Information section, copy the API Account ID displayed using the corresponding Copy to clipboard icon.8.Get the DocuSign account ID.a.Click the profile image in the upper-right corner of the page.b.In the menu that displays, note the account ID under your name.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.2.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.
7.Optionally, on the Apps and Keys page, get the API account ID of your DocuSign account.You'll require this ID if you want to log in to multiple accounts for a given user.Under the My Account Information section, copy the API Account ID displayed using the corresponding Copy to clipboard icon.8.Get the DocuSign account ID.a.Click the profile image in the upper-right corner of the page.b.In the menu that displays, note the account ID under your name.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.2.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 Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .
You'll require this ID if you want to log in to multiple accounts for a given user.Under the My Account Information section, copy the API Account ID displayed using the corresponding Copy to clipboard icon.8.Get the DocuSign account ID.a.Click the profile image in the upper-right corner of the page.b.In the menu that displays, note the account ID under your name.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.2.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 Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .
Under the My Account Information section, copy the API Account ID displayed using the corresponding Copy to clipboard icon.8.Get the DocuSign account ID.a.Click the profile image in the upper-right corner of the page.b.In the menu that displays, note the account ID under your name.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.2.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 Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.
8.Get the DocuSign account ID.a.Click the profile image in the upper-right corner of the page.b.In the menu that displays, note the account ID under your name.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.2.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 Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.
a.Click the profile image in the upper-right corner of the page.b.In the menu that displays, note the account ID under your name.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.2.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 Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.
b.In the menu that displays, note the account ID under your name.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.2.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 Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.
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.2.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 Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .
1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.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 Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-90Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.
2.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 Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-90Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.
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 Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-90Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .
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 Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-90Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Password Enter the password of the account created for Oracle Integration on Salesforce.
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 Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-90Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.
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 Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-90Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.5.Click Save .
Configure the following resources before you activate and run the recipe.Configure the Oracle Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-90Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.5.Click Save .If prompted, click Save for a second time.
Configure the Oracle Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-90Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.
2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-90Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.In the resulting dialog, click Test again.
The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-90Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.In the resulting dialog, click Test again.A confirmation message is displayed if your test is successful.

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