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4.In the Security section, enter the following details.Field 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.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle Twilio Connection 1.On the Configuration Editor page, select Oracle Twilio Connection .Appendix A Customer Relationship Management (CRM) Recipes A-992.Click Edit .The connection configuration page appears.
Field 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.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle Twilio Connection 1.On the Configuration Editor page, select Oracle Twilio Connection .Appendix A Customer Relationship Management (CRM) Recipes A-992.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.
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.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle Twilio Connection 1.On the Configuration Editor page, select Oracle Twilio Connection .Appendix A Customer Relationship Management (CRM) Recipes A-992.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Field Information to Enter AccountSID Enter the Account SID of the Twilio account.
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.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle Twilio Connection 1.On the Configuration Editor page, select Oracle Twilio Connection .Appendix A Customer Relationship Management (CRM) Recipes A-992.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Field Information to Enter AccountSID Enter the Account SID of the Twilio account.See Configure Twilio .
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.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle Twilio Connection 1.On the Configuration Editor page, select Oracle Twilio Connection .Appendix A Customer Relationship Management (CRM) Recipes A-992.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Field Information to Enter AccountSID Enter the Account SID of the Twilio account.See Configure Twilio .AuthToken Enter the Auth Token of the Twilio account.
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.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle Twilio Connection 1.On the Configuration Editor page, select Oracle Twilio Connection .Appendix A Customer Relationship Management (CRM) Recipes A-992.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Field Information to Enter AccountSID Enter the Account SID of the Twilio account.See Configure Twilio .AuthToken Enter the Auth Token of the Twilio account.4.Click Save .
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.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle Twilio Connection 1.On the Configuration Editor page, select Oracle Twilio Connection .Appendix A Customer Relationship Management (CRM) Recipes A-992.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Field Information to Enter AccountSID Enter the Account SID of the Twilio account.See Configure Twilio .AuthToken Enter the Auth Token of the Twilio account.4.Click Save .If prompted, click Save for a second time.
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.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle Twilio Connection 1.On the Configuration Editor page, select Oracle Twilio Connection .Appendix A Customer Relationship Management (CRM) Recipes A-992.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Field Information to Enter AccountSID Enter the Account SID of the Twilio account.See Configure Twilio .AuthToken Enter the Auth Token of the Twilio account.4.Click Save .If prompted, click Save for a second time.5.Click Test to ensure that your connection is successfully configured.
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.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle Twilio Connection 1.On the Configuration Editor page, select Oracle Twilio Connection .Appendix A Customer Relationship Management (CRM) Recipes A-992.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Field Information to Enter AccountSID Enter the Account SID of the Twilio account.See Configure Twilio .AuthToken Enter the Auth Token of the Twilio account.4.Click Save .If prompted, click Save for a second time.5.Click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.
In the resulting dialog, click Test again.A confirmation message is displayed if your test is successful.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle Twilio Connection 1.On the Configuration Editor page, select Oracle Twilio Connection .Appendix A Customer Relationship Management (CRM) Recipes A-992.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Field Information to Enter AccountSID Enter the Account SID of the Twilio account.See Configure Twilio .AuthToken Enter the Auth Token of the Twilio account.4.Click Save .If prompted, click Save for a second time.5.Click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.6.Click Back to return to the Configuration Editor page.
A confirmation message is displayed if your test is successful.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle Twilio Connection 1.On the Configuration Editor page, select Oracle Twilio Connection .Appendix A Customer Relationship Management (CRM) Recipes A-992.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Field Information to Enter AccountSID Enter the Account SID of the Twilio account.See Configure Twilio .AuthToken Enter the Auth Token of the Twilio account.4.Click Save .If prompted, click Save for a second time.5.Click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.6.Click Back to return to the Configuration Editor page.Click Save if prompted.
7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle Twilio Connection 1.On the Configuration Editor page, select Oracle Twilio Connection .Appendix A Customer Relationship Management (CRM) Recipes A-992.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Field Information to Enter AccountSID Enter the Account SID of the Twilio account.See Configure Twilio .AuthToken Enter the Auth Token of the Twilio account.4.Click Save .If prompted, click Save for a second time.5.Click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.6.Click Back to return to the Configuration Editor page.Click Save if prompted.Update Integration Properties Update the integration properties with appropriate values.
Click Save again if prompted.Configure the Oracle Twilio Connection 1.On the Configuration Editor page, select Oracle Twilio Connection .Appendix A Customer Relationship Management (CRM) Recipes A-992.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Field Information to Enter AccountSID Enter the Account SID of the Twilio account.See Configure Twilio .AuthToken Enter the Auth Token of the Twilio account.4.Click Save .If prompted, click Save for a second time.5.Click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.6.Click Back to return to the Configuration Editor page.Click Save if prompted.Update Integration Properties Update the integration properties with appropriate values.The recipe's integration flow contains the following properties: NotificationMail : This integration property holds the email address to which run- time exception emails are sent.
Configure the Oracle Twilio Connection 1.On the Configuration Editor page, select Oracle Twilio Connection .Appendix A Customer Relationship Management (CRM) Recipes A-992.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Field Information to Enter AccountSID Enter the Account SID of the Twilio account.See Configure Twilio .AuthToken Enter the Auth Token of the Twilio account.4.Click Save .If prompted, click Save for a second time.5.Click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.6.Click Back to return to the Configuration Editor page.Click Save if prompted.Update Integration Properties Update the integration properties with appropriate values.The recipe's integration flow contains the following properties: NotificationMail : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.
The connection configuration page appears.3.In the Security section, enter the following details.Field Information to Enter AccountSID Enter the Account SID of the Twilio account.See Configure Twilio .AuthToken Enter the Auth Token of the Twilio account.4.Click Save .If prompted, click Save for a second time.5.Click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.6.Click Back to return to the Configuration Editor page.Click Save if prompted.Update Integration Properties Update the integration properties with appropriate values.The recipe's integration flow contains the following properties: NotificationMail : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.FromNumber : This integration property holds the Twilio phone number that is used to send a message.
3.In the Security section, enter the following details.Field Information to Enter AccountSID Enter the Account SID of the Twilio account.See Configure Twilio .AuthToken Enter the Auth Token of the Twilio account.4.Click Save .If prompted, click Save for a second time.5.Click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.6.Click Back to return to the Configuration Editor page.Click Save if prompted.Update Integration Properties Update the integration properties with appropriate values.The recipe's integration flow contains the following properties: NotificationMail : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.FromNumber : This integration property holds the Twilio phone number that is used to send a message.To obtain this number, see Configure Twilio .
Field Information to Enter AccountSID Enter the Account SID of the Twilio account.See Configure Twilio .AuthToken Enter the Auth Token of the Twilio account.4.Click Save .If prompted, click Save for a second time.5.Click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.6.Click Back to return to the Configuration Editor page.Click Save if prompted.Update Integration Properties Update the integration properties with appropriate values.The recipe's integration flow contains the following properties: NotificationMail : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.FromNumber : This integration property holds the Twilio phone number that is used to send a message.To obtain this number, see Configure Twilio .Ensure that you enter the mobile phone number and associated country code within double quotes.
See Configure Twilio .AuthToken Enter the Auth Token of the Twilio account.4.Click Save .If prompted, click Save for a second time.5.Click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.6.Click Back to return to the Configuration Editor page.Click Save if prompted.Update Integration Properties Update the integration properties with appropriate values.The recipe's integration flow contains the following properties: NotificationMail : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.FromNumber : This integration property holds the Twilio phone number that is used to send a message.To obtain this number, see Configure Twilio .Ensure that you enter the mobile phone number and associated country code within double quotes.For example, "+19234567891" .
AuthToken Enter the Auth Token of the Twilio account.4.Click Save .If prompted, click Save for a second time.5.Click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.6.Click Back to return to the Configuration Editor page.Click Save if prompted.Update Integration Properties Update the integration properties with appropriate values.The recipe's integration flow contains the following properties: NotificationMail : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.FromNumber : This integration property holds the Twilio phone number that is used to send a message.To obtain this number, see Configure Twilio .Ensure that you enter the mobile phone number and associated country code within double quotes.For example, "+19234567891" .If there is a mismatch between the number entered here and the number associated with your Twilio account, Oracle Integration sends a run-time exception email.
4.Click Save .If prompted, click Save for a second time.5.Click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.6.Click Back to return to the Configuration Editor page.Click Save if prompted.Update Integration Properties Update the integration properties with appropriate values.The recipe's integration flow contains the following properties: NotificationMail : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.FromNumber : This integration property holds the Twilio phone number that is used to send a message.To obtain this number, see Configure Twilio .Ensure that you enter the mobile phone number and associated country code within double quotes.For example, "+19234567891" .If there is a mismatch between the number entered here and the number associated with your Twilio account, Oracle Integration sends a run-time exception email.For the procedure to update these integration properties, see Steps 7 to 9 in Override Design-Time Properties in an Integration.
If prompted, click Save for a second time.5.Click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.6.Click Back to return to the Configuration Editor page.Click Save if prompted.Update Integration Properties Update the integration properties with appropriate values.The recipe's integration flow contains the following properties: NotificationMail : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.FromNumber : This integration property holds the Twilio phone number that is used to send a message.To obtain this number, see Configure Twilio .Ensure that you enter the mobile phone number and associated country code within double quotes.For example, "+19234567891" .If there is a mismatch between the number entered here and the number associated with your Twilio account, Oracle Integration sends a run-time exception email.For the procedure to update these integration properties, see Steps 7 to 9 in Override Design-Time Properties in an Integration.Activate and Run the Recipe After you've configured the connections and the integration, activate the recipe package and run it.
5.Click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.6.Click Back to return to the Configuration Editor page.Click Save if prompted.Update Integration Properties Update the integration properties with appropriate values.The recipe's integration flow contains the following properties: NotificationMail : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.FromNumber : This integration property holds the Twilio phone number that is used to send a message.To obtain this number, see Configure Twilio .Ensure that you enter the mobile phone number and associated country code within double quotes.For example, "+19234567891" .If there is a mismatch between the number entered here and the number associated with your Twilio account, Oracle Integration sends a run-time exception email.For the procedure to update these integration properties, see Steps 7 to 9 in Override Design-Time Properties in an Integration.Activate and Run the Recipe After you've configured the connections and the integration, activate the recipe package and run it.1.On the Configuration Editor page, click Activate in the title bar.
A confirmation message is displayed if your test is successful.6.Click Back to return to the Configuration Editor page.Click Save if prompted.Update Integration Properties Update the integration properties with appropriate values.The recipe's integration flow contains the following properties: NotificationMail : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.FromNumber : This integration property holds the Twilio phone number that is used to send a message.To obtain this number, see Configure Twilio .Ensure that you enter the mobile phone number and associated country code within double quotes.For example, "+19234567891" .If there is a mismatch between the number entered here and the number associated with your Twilio account, Oracle Integration sends a run-time exception email.For the procedure to update these integration properties, see Steps 7 to 9 in Override Design-Time Properties in an Integration.Activate and Run the Recipe After you've configured the connections and the integration, activate the recipe package and run it.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.
6.Click Back to return to the Configuration Editor page.Click Save if prompted.Update Integration Properties Update the integration properties with appropriate values.The recipe's integration flow contains the following properties: NotificationMail : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.FromNumber : This integration property holds the Twilio phone number that is used to send a message.To obtain this number, see Configure Twilio .Ensure that you enter the mobile phone number and associated country code within double quotes.For example, "+19234567891" .If there is a mismatch between the number entered here and the number associated with your Twilio account, Oracle Integration sends a run-time exception email.For the procedure to update these integration properties, see Steps 7 to 9 in Override Design-Time Properties in an Integration.Activate and Run the Recipe After you've configured the connections and the integration, activate the recipe package and run it.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.
Click Save if prompted.Update Integration Properties Update the integration properties with appropriate values.The recipe's integration flow contains the following properties: NotificationMail : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.FromNumber : This integration property holds the Twilio phone number that is used to send a message.To obtain this number, see Configure Twilio .Ensure that you enter the mobile phone number and associated country code within double quotes.For example, "+19234567891" .If there is a mismatch between the number entered here and the number associated with your Twilio account, Oracle Integration sends a run-time exception email.For the procedure to update these integration properties, see Steps 7 to 9 in Override Design-Time Properties in an Integration.Activate and Run the Recipe After you've configured the connections and the integration, activate the recipe package and run it.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.
Update Integration Properties Update the integration properties with appropriate values.The recipe's integration flow contains the following properties: NotificationMail : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.FromNumber : This integration property holds the Twilio phone number that is used to send a message.To obtain this number, see Configure Twilio .Ensure that you enter the mobile phone number and associated country code within double quotes.For example, "+19234567891" .If there is a mismatch between the number entered here and the number associated with your Twilio account, Oracle Integration sends a run-time exception email.For the procedure to update these integration properties, see Steps 7 to 9 in Override Design-Time Properties in an Integration.Activate and Run the Recipe After you've configured the connections and the integration, activate the recipe package and run it.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Run the recipe.
The recipe's integration flow contains the following properties: NotificationMail : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.FromNumber : This integration property holds the Twilio phone number that is used to send a message.To obtain this number, see Configure Twilio .Ensure that you enter the mobile phone number and associated country code within double quotes.For example, "+19234567891" .If there is a mismatch between the number entered here and the number associated with your Twilio account, Oracle Integration sends a run-time exception email.For the procedure to update these integration properties, see Steps 7 to 9 in Override Design-Time Properties in an Integration.Activate and Run the Recipe After you've configured the connections and the integration, activate the recipe package and run it.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Run the recipe.a.Log in to your Salesforce instance.Appendix A Customer Relationship Management (CRM) Recipes A-100Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.
Enter an email address of your choice.FromNumber : This integration property holds the Twilio phone number that is used to send a message.To obtain this number, see Configure Twilio .Ensure that you enter the mobile phone number and associated country code within double quotes.For example, "+19234567891" .If there is a mismatch between the number entered here and the number associated with your Twilio account, Oracle Integration sends a run-time exception email.For the procedure to update these integration properties, see Steps 7 to 9 in Override Design-Time Properties in an Integration.Activate and Run the Recipe After you've configured the connections and the integration, activate the recipe package and run it.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Run the recipe.a.Log in to your Salesforce instance.Appendix A Customer Relationship Management (CRM) Recipes A-100Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .
FromNumber : This integration property holds the Twilio phone number that is used to send a message.To obtain this number, see Configure Twilio .Ensure that you enter the mobile phone number and associated country code within double quotes.For example, "+19234567891" .If there is a mismatch between the number entered here and the number associated with your Twilio account, Oracle Integration sends a run-time exception email.For the procedure to update these integration properties, see Steps 7 to 9 in Override Design-Time Properties in an Integration.Activate and Run the Recipe After you've configured the connections and the integration, activate the recipe package and run it.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Run the recipe.a.Log in to your Salesforce instance.Appendix A Customer Relationship Management (CRM) Recipes A-100Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Leads tab.
To obtain this number, see Configure Twilio .Ensure that you enter the mobile phone number and associated country code within double quotes.For example, "+19234567891" .If there is a mismatch between the number entered here and the number associated with your Twilio account, Oracle Integration sends a run-time exception email.For the procedure to update these integration properties, see Steps 7 to 9 in Override Design-Time Properties in an Integration.Activate and Run the Recipe After you've configured the connections and the integration, activate the recipe package and run it.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Run the recipe.a.Log in to your Salesforce instance.Appendix A Customer Relationship Management (CRM) Recipes A-100Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Leads tab.Note: If you don't see the Leads tab on the page, click the Plus icon to the right of your current tabs, and then click Leads .
Ensure that you enter the mobile phone number and associated country code within double quotes.For example, "+19234567891" .If there is a mismatch between the number entered here and the number associated with your Twilio account, Oracle Integration sends a run-time exception email.For the procedure to update these integration properties, see Steps 7 to 9 in Override Design-Time Properties in an Integration.Activate and Run the Recipe After you've configured the connections and the integration, activate the recipe package and run it.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Run the recipe.a.Log in to your Salesforce instance.Appendix A Customer Relationship Management (CRM) Recipes A-100Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Leads tab.Note: If you don't see the Leads tab on the page, click the Plus icon to the right of your current tabs, and then click Leads .c.On the Leads Home page, select All Open Leads in the View field and click Go!.
For example, "+19234567891" .If there is a mismatch between the number entered here and the number associated with your Twilio account, Oracle Integration sends a run-time exception email.For the procedure to update these integration properties, see Steps 7 to 9 in Override Design-Time Properties in an Integration.Activate and Run the Recipe After you've configured the connections and the integration, activate the recipe package and run it.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Run the recipe.a.Log in to your Salesforce instance.Appendix A Customer Relationship Management (CRM) Recipes A-100Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Leads tab.Note: If you don't see the Leads tab on the page, click the Plus icon to the right of your current tabs, and then click Leads .c.On the Leads Home page, select All Open Leads in the View field and click Go!.All open leads on your Salesforce instance are displayed.
If there is a mismatch between the number entered here and the number associated with your Twilio account, Oracle Integration sends a run-time exception email.For the procedure to update these integration properties, see Steps 7 to 9 in Override Design-Time Properties in an Integration.Activate and Run the Recipe After you've configured the connections and the integration, activate the recipe package and run it.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Run the recipe.a.Log in to your Salesforce instance.Appendix A Customer Relationship Management (CRM) Recipes A-100Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Leads tab.Note: If you don't see the Leads tab on the page, click the Plus icon to the right of your current tabs, and then click Leads .c.On the Leads Home page, select All Open Leads in the View field and click Go!.All open leads on your Salesforce instance are displayed.d.Click on a lead record's name to open it.
For the procedure to update these integration properties, see Steps 7 to 9 in Override Design-Time Properties in an Integration.Activate and Run the Recipe After you've configured the connections and the integration, activate the recipe package and run it.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Run the recipe.a.Log in to your Salesforce instance.Appendix A Customer Relationship Management (CRM) Recipes A-100Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Leads tab.Note: If you don't see the Leads tab on the page, click the Plus icon to the right of your current tabs, and then click Leads .c.On the Leads Home page, select All Open Leads in the View field and click Go!.All open leads on your Salesforce instance are displayed.d.Click on a lead record's name to open it.e.On the lead's page, click Change in the Lead Owner field.
Activate and Run the Recipe After you've configured the connections and the integration, activate the recipe package and run it.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Run the recipe.a.Log in to your Salesforce instance.Appendix A Customer Relationship Management (CRM) Recipes A-100Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Leads tab.Note: If you don't see the Leads tab on the page, click the Plus icon to the right of your current tabs, and then click Leads .c.On the Leads Home page, select All Open Leads in the View field and click Go!.All open leads on your Salesforce instance are displayed.d.Click on a lead record's name to open it.e.On the lead's page, click Change in the Lead Owner field.f.On the resulting Change Lead Owner page, with User selected as the owner type, select an existing user using the lookup.
1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Run the recipe.a.Log in to your Salesforce instance.Appendix A Customer Relationship Management (CRM) Recipes A-100Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Leads tab.Note: If you don't see the Leads tab on the page, click the Plus icon to the right of your current tabs, and then click Leads .c.On the Leads Home page, select All Open Leads in the View field and click Go!.All open leads on your Salesforce instance are displayed.d.Click on a lead record's name to open it.e.On the lead's page, click Change in the Lead Owner field.f.On the resulting Change Lead Owner page, with User selected as the owner type, select an existing user using the lookup.Click Save .
In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Run the recipe.a.Log in to your Salesforce instance.Appendix A Customer Relationship Management (CRM) Recipes A-100Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Leads tab.Note: If you don't see the Leads tab on the page, click the Plus icon to the right of your current tabs, and then click Leads .c.On the Leads Home page, select All Open Leads in the View field and click Go!.All open leads on your Salesforce instance are displayed.d.Click on a lead record's name to open it.e.On the lead's page, click Change in the Lead Owner field.f.On the resulting Change Lead Owner page, with User selected as the owner type, select an existing user using the lookup.Click Save .Ensure that the Salesforce user you select has a mobile number associated with it.
A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Run the recipe.a.Log in to your Salesforce instance.Appendix A Customer Relationship Management (CRM) Recipes A-100Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Leads tab.Note: If you don't see the Leads tab on the page, click the Plus icon to the right of your current tabs, and then click Leads .c.On the Leads Home page, select All Open Leads in the View field and click Go!.All open leads on your Salesforce instance are displayed.d.Click on a lead record's name to open it.e.On the lead's page, click Change in the Lead Owner field.f.On the resulting Change Lead Owner page, with User selected as the owner type, select an existing user using the lookup.Click Save .Ensure that the Salesforce user you select has a mobile number associated with it.This recipe requires the mobile phone number of the lead owner to send an SMS message.
Refresh the page to view the updated status of the integration.2.Run the recipe.a.Log in to your Salesforce instance.Appendix A Customer Relationship Management (CRM) Recipes A-100Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Leads tab.Note: If you don't see the Leads tab on the page, click the Plus icon to the right of your current tabs, and then click Leads .c.On the Leads Home page, select All Open Leads in the View field and click Go!.All open leads on your Salesforce instance are displayed.d.Click on a lead record's name to open it.e.On the lead's page, click Change in the Lead Owner field.f.On the resulting Change Lead Owner page, with User selected as the owner type, select an existing user using the lookup.Click Save .Ensure that the Salesforce user you select has a mobile number associated with it.This recipe requires the mobile phone number of the lead owner to send an SMS message.If you don't find the required user in the lookup, create a new user record (with a mobile phone number).
2.Run the recipe.a.Log in to your Salesforce instance.Appendix A Customer Relationship Management (CRM) Recipes A-100Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Leads tab.Note: If you don't see the Leads tab on the page, click the Plus icon to the right of your current tabs, and then click Leads .c.On the Leads Home page, select All Open Leads in the View field and click Go!.All open leads on your Salesforce instance are displayed.d.Click on a lead record's name to open it.e.On the lead's page, click Change in the Lead Owner field.f.On the resulting Change Lead Owner page, with User selected as the owner type, select an existing user using the lookup.Click Save .Ensure that the Salesforce user you select has a mobile number associated with it.This recipe requires the mobile phone number of the lead owner to send an SMS message.If you don't find the required user in the lookup, create a new user record (with a mobile phone number).You've now successfully triggered the recipe.
a.Log in to your Salesforce instance.Appendix A Customer Relationship Management (CRM) Recipes A-100Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Leads tab.Note: If you don't see the Leads tab on the page, click the Plus icon to the right of your current tabs, and then click Leads .c.On the Leads Home page, select All Open Leads in the View field and click Go!.All open leads on your Salesforce instance are displayed.d.Click on a lead record's name to open it.e.On the lead's page, click Change in the Lead Owner field.f.On the resulting Change Lead Owner page, with User selected as the owner type, select an existing user using the lookup.Click Save .Ensure that the Salesforce user you select has a mobile number associated with it.This recipe requires the mobile phone number of the lead owner to send an SMS message.If you don't find the required user in the lookup, create a new user record (with a mobile phone number).You've now successfully triggered the recipe.3.Monitor the execution of the integration flow in Oracle Integration.
See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Leads tab.Note: If you don't see the Leads tab on the page, click the Plus icon to the right of your current tabs, and then click Leads .c.On the Leads Home page, select All Open Leads in the View field and click Go!.All open leads on your Salesforce instance are displayed.d.Click on a lead record's name to open it.e.On the lead's page, click Change in the Lead Owner field.f.On the resulting Change Lead Owner page, with User selected as the owner type, select an existing user using the lookup.Click Save .Ensure that the Salesforce user you select has a mobile number associated with it.This recipe requires the mobile phone number of the lead owner to send an SMS message.If you don't find the required user in the lookup, create a new user record (with a mobile phone number).You've now successfully triggered the recipe.3.Monitor the execution of the integration flow in Oracle Integration.a.On the Configuration Editor page of the recipe, select the integration flow.
b.On the Salesforce Setup page, click the Leads tab.Note: If you don't see the Leads tab on the page, click the Plus icon to the right of your current tabs, and then click Leads .c.On the Leads Home page, select All Open Leads in the View field and click Go!.All open leads on your Salesforce instance are displayed.d.Click on a lead record's name to open it.e.On the lead's page, click Change in the Lead Owner field.f.On the resulting Change Lead Owner page, with User selected as the owner type, select an existing user using the lookup.Click Save .Ensure that the Salesforce user you select has a mobile number associated with it.This recipe requires the mobile phone number of the lead owner to send an SMS message.If you don't find the required user in the lookup, create a new user record (with a mobile phone number).You've now successfully triggered the recipe.3.Monitor the execution of the integration flow in Oracle Integration.a.On the Configuration Editor page of the recipe, select the integration flow.b.Click Run , then click Track Instances .
Note: If you don't see the Leads tab on the page, click the Plus icon to the right of your current tabs, and then click Leads .c.On the Leads Home page, select All Open Leads in the View field and click Go!.All open leads on your Salesforce instance are displayed.d.Click on a lead record's name to open it.e.On the lead's page, click Change in the Lead Owner field.f.On the resulting Change Lead Owner page, with User selected as the owner type, select an existing user using the lookup.Click Save .Ensure that the Salesforce user you select has a mobile number associated with it.This recipe requires the mobile phone number of the lead owner to send an SMS message.If you don't find the required user in the lookup, create a new user record (with a mobile phone number).You've now successfully triggered the recipe.3.Monitor the execution of the integration flow in Oracle Integration.a.On the Configuration Editor page of the recipe, select the integration flow.b.Click Run , then click Track Instances .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.
c.On the Leads Home page, select All Open Leads in the View field and click Go!.All open leads on your Salesforce instance are displayed.d.Click on a lead record's name to open it.e.On the lead's page, click Change in the Lead Owner field.f.On the resulting Change Lead Owner page, with User selected as the owner type, select an existing user using the lookup.Click Save .Ensure that the Salesforce user you select has a mobile number associated with it.This recipe requires the mobile phone number of the lead owner to send an SMS message.If you don't find the required user in the lookup, create a new user record (with a mobile phone number).You've now successfully triggered the recipe.3.Monitor the execution of the integration flow in Oracle Integration.a.On the Configuration Editor page of the recipe, select the integration flow.b.Click Run , then click Track Instances .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches information about the lead record you just edited along with the new owner's mobile number from Salesforce and invokes Twilio to send a message to the mobile number.
All open leads on your Salesforce instance are displayed.d.Click on a lead record's name to open it.e.On the lead's page, click Change in the Lead Owner field.f.On the resulting Change Lead Owner page, with User selected as the owner type, select an existing user using the lookup.Click Save .Ensure that the Salesforce user you select has a mobile number associated with it.This recipe requires the mobile phone number of the lead owner to send an SMS message.If you don't find the required user in the lookup, create a new user record (with a mobile phone number).You've now successfully triggered the recipe.3.Monitor the execution of the integration flow in Oracle Integration.a.On the Configuration Editor page of the recipe, select the integration flow.b.Click Run , then click Track Instances .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches information about the lead record you just edited along with the new owner's mobile number from Salesforce and invokes Twilio to send a message to the mobile number.4.On the mobile phone of the user you just assigned to a Salesforce lead, check for the SMS message from the Twilio account.
d.Click on a lead record's name to open it.e.On the lead's page, click Change in the Lead Owner field.f.On the resulting Change Lead Owner page, with User selected as the owner type, select an existing user using the lookup.Click Save .Ensure that the Salesforce user you select has a mobile number associated with it.This recipe requires the mobile phone number of the lead owner to send an SMS message.If you don't find the required user in the lookup, create a new user record (with a mobile phone number).You've now successfully triggered the recipe.3.Monitor the execution of the integration flow in Oracle Integration.a.On the Configuration Editor page of the recipe, select the integration flow.b.Click Run , then click Track Instances .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches information about the lead record you just edited along with the new owner's mobile number from Salesforce and invokes Twilio to send a message to the mobile number.4.On the mobile phone of the user you just assigned to a Salesforce lead, check for the SMS message from the Twilio account.The message contains information about the Salesforce lead assignment.
e.On the lead's page, click Change in the Lead Owner field.f.On the resulting Change Lead Owner page, with User selected as the owner type, select an existing user using the lookup.Click Save .Ensure that the Salesforce user you select has a mobile number associated with it.This recipe requires the mobile phone number of the lead owner to send an SMS message.If you don't find the required user in the lookup, create a new user record (with a mobile phone number).You've now successfully triggered the recipe.3.Monitor the execution of the integration flow in Oracle Integration.a.On the Configuration Editor page of the recipe, select the integration flow.b.Click Run , then click Track Instances .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches information about the lead record you just edited along with the new owner's mobile number from Salesforce and invokes Twilio to send a message to the mobile number.4.On the mobile phone of the user you just assigned to a Salesforce lead, check for the SMS message from the Twilio account.The message contains information about the Salesforce lead assignment.Related Documentation Using the Twilio Adapter with Oracle Integration Using the Salesforce Adapter with Oracle IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-101Send SurveyMonkey Surveys to Salesforce Contacts by Email Use this recipe to email a SurveyMonkey survey to a Salesforce case's contact when the case is closed.
f.On the resulting Change Lead Owner page, with User selected as the owner type, select an existing user using the lookup.Click Save .Ensure that the Salesforce user you select has a mobile number associated with it.This recipe requires the mobile phone number of the lead owner to send an SMS message.If you don't find the required user in the lookup, create a new user record (with a mobile phone number).You've now successfully triggered the recipe.3.Monitor the execution of the integration flow in Oracle Integration.a.On the Configuration Editor page of the recipe, select the integration flow.b.Click Run , then click Track Instances .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches information about the lead record you just edited along with the new owner's mobile number from Salesforce and invokes Twilio to send a message to the mobile number.4.On the mobile phone of the user you just assigned to a Salesforce lead, check for the SMS message from the Twilio account.The message contains information about the Salesforce lead assignment.Related Documentation Using the Twilio Adapter with Oracle Integration Using the Salesforce Adapter with Oracle IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-101Send SurveyMonkey Surveys to Salesforce Contacts by Email Use this recipe to email a SurveyMonkey survey to a Salesforce case's contact when the case is closed.Note: This recipe is available as Salesforce SurveyMonkey \| Send Surveys to Case Contacts in the Integration Store.
Click Save .Ensure that the Salesforce user you select has a mobile number associated with it.This recipe requires the mobile phone number of the lead owner to send an SMS message.If you don't find the required user in the lookup, create a new user record (with a mobile phone number).You've now successfully triggered the recipe.3.Monitor the execution of the integration flow in Oracle Integration.a.On the Configuration Editor page of the recipe, select the integration flow.b.Click Run , then click Track Instances .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches information about the lead record you just edited along with the new owner's mobile number from Salesforce and invokes Twilio to send a message to the mobile number.4.On the mobile phone of the user you just assigned to a Salesforce lead, check for the SMS message from the Twilio account.The message contains information about the Salesforce lead assignment.Related Documentation Using the Twilio Adapter with Oracle Integration Using the Salesforce Adapter with Oracle IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-101Send SurveyMonkey Surveys to Salesforce Contacts by Email Use this recipe to email a SurveyMonkey survey to a Salesforce case's contact when the case is closed.Note: This recipe is available as Salesforce SurveyMonkey \| Send Surveys to Case Contacts in the Integration Store.Oracle provides this recipe as a sample only.
Ensure that the Salesforce user you select has a mobile number associated with it.This recipe requires the mobile phone number of the lead owner to send an SMS message.If you don't find the required user in the lookup, create a new user record (with a mobile phone number).You've now successfully triggered the recipe.3.Monitor the execution of the integration flow in Oracle Integration.a.On the Configuration Editor page of the recipe, select the integration flow.b.Click Run , then click Track Instances .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches information about the lead record you just edited along with the new owner's mobile number from Salesforce and invokes Twilio to send a message to the mobile number.4.On the mobile phone of the user you just assigned to a Salesforce lead, check for the SMS message from the Twilio account.The message contains information about the Salesforce lead assignment.Related Documentation Using the Twilio Adapter with Oracle Integration Using the Salesforce Adapter with Oracle IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-101Send SurveyMonkey Surveys to Salesforce Contacts by Email Use this recipe to email a SurveyMonkey survey to a Salesforce case's contact when the case is closed.Note: This recipe is available as Salesforce SurveyMonkey \| Send Surveys to Case Contacts in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.
This recipe requires the mobile phone number of the lead owner to send an SMS message.If you don't find the required user in the lookup, create a new user record (with a mobile phone number).You've now successfully triggered the recipe.3.Monitor the execution of the integration flow in Oracle Integration.a.On the Configuration Editor page of the recipe, select the integration flow.b.Click Run , then click Track Instances .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches information about the lead record you just edited along with the new owner's mobile number from Salesforce and invokes Twilio to send a message to the mobile number.4.On the mobile phone of the user you just assigned to a Salesforce lead, check for the SMS message from the Twilio account.The message contains information about the Salesforce lead assignment.Related Documentation Using the Twilio Adapter with Oracle Integration Using the Salesforce Adapter with Oracle IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-101Send SurveyMonkey Surveys to Salesforce Contacts by Email Use this recipe to email a SurveyMonkey survey to a Salesforce case's contact when the case is closed.Note: This recipe is available as Salesforce SurveyMonkey \| Send Surveys to Case Contacts in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.
If you don't find the required user in the lookup, create a new user record (with a mobile phone number).You've now successfully triggered the recipe.3.Monitor the execution of the integration flow in Oracle Integration.a.On the Configuration Editor page of the recipe, select the integration flow.b.Click Run , then click Track Instances .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches information about the lead record you just edited along with the new owner's mobile number from Salesforce and invokes Twilio to send a message to the mobile number.4.On the mobile phone of the user you just assigned to a Salesforce lead, check for the SMS message from the Twilio account.The message contains information about the Salesforce lead assignment.Related Documentation Using the Twilio Adapter with Oracle Integration Using the Salesforce Adapter with Oracle IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-101Send SurveyMonkey Surveys to Salesforce Contacts by Email Use this recipe to email a SurveyMonkey survey to a Salesforce case's contact when the case is closed.Note: This recipe is available as Salesforce SurveyMonkey \| Send Surveys to Case Contacts in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe sends a link to a survey created with SurveyMonkey to the contact's email address specified in a Salesforce case when the case is closed.
You've now successfully triggered the recipe.3.Monitor the execution of the integration flow in Oracle Integration.a.On the Configuration Editor page of the recipe, select the integration flow.b.Click Run , then click Track Instances .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches information about the lead record you just edited along with the new owner's mobile number from Salesforce and invokes Twilio to send a message to the mobile number.4.On the mobile phone of the user you just assigned to a Salesforce lead, check for the SMS message from the Twilio account.The message contains information about the Salesforce lead assignment.Related Documentation Using the Twilio Adapter with Oracle Integration Using the Salesforce Adapter with Oracle IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-101Send SurveyMonkey Surveys to Salesforce Contacts by Email Use this recipe to email a SurveyMonkey survey to a Salesforce case's contact when the case is closed.Note: This recipe is available as Salesforce SurveyMonkey \| Send Surveys to Case Contacts in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe sends a link to a survey created with SurveyMonkey to the contact's email address specified in a Salesforce case when the case is closed.It uses the standard Salesforce Adapter and the SurveyMonkey Adapter.
3.Monitor the execution of the integration flow in Oracle Integration.a.On the Configuration Editor page of the recipe, select the integration flow.b.Click Run , then click Track Instances .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches information about the lead record you just edited along with the new owner's mobile number from Salesforce and invokes Twilio to send a message to the mobile number.4.On the mobile phone of the user you just assigned to a Salesforce lead, check for the SMS message from the Twilio account.The message contains information about the Salesforce lead assignment.Related Documentation Using the Twilio Adapter with Oracle Integration Using the Salesforce Adapter with Oracle IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-101Send SurveyMonkey Surveys to Salesforce Contacts by Email Use this recipe to email a SurveyMonkey survey to a Salesforce case's contact when the case is closed.Note: This recipe is available as Salesforce SurveyMonkey \| Send Surveys to Case Contacts in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe sends a link to a survey created with SurveyMonkey to the contact's email address specified in a Salesforce case when the case is closed.It uses the standard Salesforce Adapter and the SurveyMonkey Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.
a.On the Configuration Editor page of the recipe, select the integration flow.b.Click Run , then click Track Instances .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches information about the lead record you just edited along with the new owner's mobile number from Salesforce and invokes Twilio to send a message to the mobile number.4.On the mobile phone of the user you just assigned to a Salesforce lead, check for the SMS message from the Twilio account.The message contains information about the Salesforce lead assignment.Related Documentation Using the Twilio Adapter with Oracle Integration Using the Salesforce Adapter with Oracle IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-101Send SurveyMonkey Surveys to Salesforce Contacts by Email Use this recipe to email a SurveyMonkey survey to a Salesforce case's contact when the case is closed.Note: This recipe is available as Salesforce SurveyMonkey \| Send Surveys to Case Contacts in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe sends a link to a survey created with SurveyMonkey to the contact's email address specified in a Salesforce case when the case is closed.It uses the standard Salesforce Adapter and the SurveyMonkey Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.When a case is closed in Salesforce, the integration flow of the recipe is triggered.
b.Click Run , then click Track Instances .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches information about the lead record you just edited along with the new owner's mobile number from Salesforce and invokes Twilio to send a message to the mobile number.4.On the mobile phone of the user you just assigned to a Salesforce lead, check for the SMS message from the Twilio account.The message contains information about the Salesforce lead assignment.Related Documentation Using the Twilio Adapter with Oracle Integration Using the Salesforce Adapter with Oracle IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-101Send SurveyMonkey Surveys to Salesforce Contacts by Email Use this recipe to email a SurveyMonkey survey to a Salesforce case's contact when the case is closed.Note: This recipe is available as Salesforce SurveyMonkey \| Send Surveys to Case Contacts in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe sends a link to a survey created with SurveyMonkey to the contact's email address specified in a Salesforce case when the case is closed.It uses the standard Salesforce Adapter and the SurveyMonkey Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.When a case is closed in Salesforce, the integration flow of the recipe is triggered.It receives the contact email address specified in the case from Salesforce, fetches a survey link from SurveyMonkey, and sends the link to the email address.
c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches information about the lead record you just edited along with the new owner's mobile number from Salesforce and invokes Twilio to send a message to the mobile number.4.On the mobile phone of the user you just assigned to a Salesforce lead, check for the SMS message from the Twilio account.The message contains information about the Salesforce lead assignment.Related Documentation Using the Twilio Adapter with Oracle Integration Using the Salesforce Adapter with Oracle IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-101Send SurveyMonkey Surveys to Salesforce Contacts by Email Use this recipe to email a SurveyMonkey survey to a Salesforce case's contact when the case is closed.Note: This recipe is available as Salesforce SurveyMonkey \| Send Surveys to Case Contacts in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe sends a link to a survey created with SurveyMonkey to the contact's email address specified in a Salesforce case when the case is closed.It uses the standard Salesforce Adapter and the SurveyMonkey Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.When a case is closed in Salesforce, the integration flow of the recipe is triggered.It receives the contact email address specified in the case from Salesforce, fetches a survey link from SurveyMonkey, and sends the link to the email address.System and Access Requirements Oracle Integration, Version 21.1.2.0.0 (210129.2200.39462) or higher Salesforce SurveyMonkey An account on Salesforce with the Administrator role An account on SurveyMonkey with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Salesforce and SurveyMonkey instances in order to successfully connect to these external systems using Oracle Integration and email the surveys to Salesforce contacts.
The recipe now fetches information about the lead record you just edited along with the new owner's mobile number from Salesforce and invokes Twilio to send a message to the mobile number.4.On the mobile phone of the user you just assigned to a Salesforce lead, check for the SMS message from the Twilio account.The message contains information about the Salesforce lead assignment.Related Documentation Using the Twilio Adapter with Oracle Integration Using the Salesforce Adapter with Oracle IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-101Send SurveyMonkey Surveys to Salesforce Contacts by Email Use this recipe to email a SurveyMonkey survey to a Salesforce case's contact when the case is closed.Note: This recipe is available as Salesforce SurveyMonkey \| Send Surveys to Case Contacts in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe sends a link to a survey created with SurveyMonkey to the contact's email address specified in a Salesforce case when the case is closed.It uses the standard Salesforce Adapter and the SurveyMonkey Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.When a case is closed in Salesforce, the integration flow of the recipe is triggered.It receives the contact email address specified in the case from Salesforce, fetches a survey link from SurveyMonkey, and sends the link to the email address.System and Access Requirements Oracle Integration, Version 21.1.2.0.0 (210129.2200.39462) or higher Salesforce SurveyMonkey An account on Salesforce with the Administrator role An account on SurveyMonkey with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Salesforce and SurveyMonkey instances in order to successfully connect to these external systems using Oracle Integration and email the surveys to Salesforce contacts.1.Configure Salesforce 2.Configure SurveyMonkeyAppendix A Customer Relationship Management (CRM) Recipes A-102Configure Salesforce To access Salesforce using Oracle Integration and retrieve contact email addresses from Salesforce cases, you must perform certain configuration tasks on your Salesforce instance.
4.On the mobile phone of the user you just assigned to a Salesforce lead, check for the SMS message from the Twilio account.The message contains information about the Salesforce lead assignment.Related Documentation Using the Twilio Adapter with Oracle Integration Using the Salesforce Adapter with Oracle IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-101Send SurveyMonkey Surveys to Salesforce Contacts by Email Use this recipe to email a SurveyMonkey survey to a Salesforce case's contact when the case is closed.Note: This recipe is available as Salesforce SurveyMonkey \| Send Surveys to Case Contacts in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe sends a link to a survey created with SurveyMonkey to the contact's email address specified in a Salesforce case when the case is closed.It uses the standard Salesforce Adapter and the SurveyMonkey Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.When a case is closed in Salesforce, the integration flow of the recipe is triggered.It receives the contact email address specified in the case from Salesforce, fetches a survey link from SurveyMonkey, and sends the link to the email address.System and Access Requirements Oracle Integration, Version 21.1.2.0.0 (210129.2200.39462) or higher Salesforce SurveyMonkey An account on Salesforce with the Administrator role An account on SurveyMonkey with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Salesforce and SurveyMonkey instances in order to successfully connect to these external systems using Oracle Integration and email the surveys to Salesforce contacts.1.Configure Salesforce 2.Configure SurveyMonkeyAppendix A Customer Relationship Management (CRM) Recipes A-102Configure Salesforce To access Salesforce using Oracle Integration and retrieve contact email addresses from Salesforce cases, you must perform certain configuration tasks on your Salesforce instance.Create a user account on Salesforce for Oracle Integration.
The message contains information about the Salesforce lead assignment.Related Documentation Using the Twilio Adapter with Oracle Integration Using the Salesforce Adapter with Oracle IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-101Send SurveyMonkey Surveys to Salesforce Contacts by Email Use this recipe to email a SurveyMonkey survey to a Salesforce case's contact when the case is closed.Note: This recipe is available as Salesforce SurveyMonkey \| Send Surveys to Case Contacts in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe sends a link to a survey created with SurveyMonkey to the contact's email address specified in a Salesforce case when the case is closed.It uses the standard Salesforce Adapter and the SurveyMonkey Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.When a case is closed in Salesforce, the integration flow of the recipe is triggered.It receives the contact email address specified in the case from Salesforce, fetches a survey link from SurveyMonkey, and sends the link to the email address.System and Access Requirements Oracle Integration, Version 21.1.2.0.0 (210129.2200.39462) or higher Salesforce SurveyMonkey An account on Salesforce with the Administrator role An account on SurveyMonkey with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Salesforce and SurveyMonkey instances in order to successfully connect to these external systems using Oracle Integration and email the surveys to Salesforce contacts.1.Configure Salesforce 2.Configure SurveyMonkeyAppendix A Customer Relationship Management (CRM) Recipes A-102Configure Salesforce To access Salesforce using Oracle Integration and retrieve contact email addresses from Salesforce cases, you must perform certain configuration tasks on your Salesforce instance.Create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.
Related Documentation Using the Twilio Adapter with Oracle Integration Using the Salesforce Adapter with Oracle IntegrationAppendix A Customer Relationship Management (CRM) Recipes A-101Send SurveyMonkey Surveys to Salesforce Contacts by Email Use this recipe to email a SurveyMonkey survey to a Salesforce case's contact when the case is closed.Note: This recipe is available as Salesforce SurveyMonkey \| Send Surveys to Case Contacts in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe sends a link to a survey created with SurveyMonkey to the contact's email address specified in a Salesforce case when the case is closed.It uses the standard Salesforce Adapter and the SurveyMonkey Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.When a case is closed in Salesforce, the integration flow of the recipe is triggered.It receives the contact email address specified in the case from Salesforce, fetches a survey link from SurveyMonkey, and sends the link to the email address.System and Access Requirements Oracle Integration, Version 21.1.2.0.0 (210129.2200.39462) or higher Salesforce SurveyMonkey An account on Salesforce with the Administrator role An account on SurveyMonkey with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Salesforce and SurveyMonkey instances in order to successfully connect to these external systems using Oracle Integration and email the surveys to Salesforce contacts.1.Configure Salesforce 2.Configure SurveyMonkeyAppendix A Customer Relationship Management (CRM) Recipes A-102Configure Salesforce To access Salesforce using Oracle Integration and retrieve contact email addresses from Salesforce cases, you must perform certain configuration tasks on your Salesforce instance.Create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Also, identify your Salesforce instance type and your current Salesforce API version.
Note: This recipe is available as Salesforce SurveyMonkey \| Send Surveys to Case Contacts in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe sends a link to a survey created with SurveyMonkey to the contact's email address specified in a Salesforce case when the case is closed.It uses the standard Salesforce Adapter and the SurveyMonkey Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.When a case is closed in Salesforce, the integration flow of the recipe is triggered.It receives the contact email address specified in the case from Salesforce, fetches a survey link from SurveyMonkey, and sends the link to the email address.System and Access Requirements Oracle Integration, Version 21.1.2.0.0 (210129.2200.39462) or higher Salesforce SurveyMonkey An account on Salesforce with the Administrator role An account on SurveyMonkey with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Salesforce and SurveyMonkey instances in order to successfully connect to these external systems using Oracle Integration and email the surveys to Salesforce contacts.1.Configure Salesforce 2.Configure SurveyMonkeyAppendix A Customer Relationship Management (CRM) Recipes A-102Configure Salesforce To access Salesforce using Oracle Integration and retrieve contact email addresses from Salesforce cases, you must perform certain configuration tasks on your Salesforce instance.Create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Also, identify your Salesforce instance type and your current Salesforce API version.In addition, create an outbound message to trigger the recipe in Oracle Integration, and create a workflow rule to send the outbound message when a Salesforce case is closed.
Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe sends a link to a survey created with SurveyMonkey to the contact's email address specified in a Salesforce case when the case is closed.It uses the standard Salesforce Adapter and the SurveyMonkey Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.When a case is closed in Salesforce, the integration flow of the recipe is triggered.It receives the contact email address specified in the case from Salesforce, fetches a survey link from SurveyMonkey, and sends the link to the email address.System and Access Requirements Oracle Integration, Version 21.1.2.0.0 (210129.2200.39462) or higher Salesforce SurveyMonkey An account on Salesforce with the Administrator role An account on SurveyMonkey with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Salesforce and SurveyMonkey instances in order to successfully connect to these external systems using Oracle Integration and email the surveys to Salesforce contacts.1.Configure Salesforce 2.Configure SurveyMonkeyAppendix A Customer Relationship Management (CRM) Recipes A-102Configure Salesforce To access Salesforce using Oracle Integration and retrieve contact email addresses from Salesforce cases, you must perform certain configuration tasks on your Salesforce instance.Create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Also, identify your Salesforce instance type and your current Salesforce API version.In addition, create an outbound message to trigger the recipe in Oracle Integration, and create a workflow rule to send the outbound message when a Salesforce case is closed.Log in to your Salesforce instance as an Administrator and execute the following tasks.
The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe sends a link to a survey created with SurveyMonkey to the contact's email address specified in a Salesforce case when the case is closed.It uses the standard Salesforce Adapter and the SurveyMonkey Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.When a case is closed in Salesforce, the integration flow of the recipe is triggered.It receives the contact email address specified in the case from Salesforce, fetches a survey link from SurveyMonkey, and sends the link to the email address.System and Access Requirements Oracle Integration, Version 21.1.2.0.0 (210129.2200.39462) or higher Salesforce SurveyMonkey An account on Salesforce with the Administrator role An account on SurveyMonkey with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Salesforce and SurveyMonkey instances in order to successfully connect to these external systems using Oracle Integration and email the surveys to Salesforce contacts.1.Configure Salesforce 2.Configure SurveyMonkeyAppendix A Customer Relationship Management (CRM) Recipes A-102Configure Salesforce To access Salesforce using Oracle Integration and retrieve contact email addresses from Salesforce cases, you must perform certain configuration tasks on your Salesforce instance.Create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Also, identify your Salesforce instance type and your current Salesforce API version.In addition, create an outbound message to trigger the recipe in Oracle Integration, and create a workflow rule to send the outbound message when a Salesforce case is closed.Log in to your Salesforce instance as an Administrator and execute the following tasks.Note: The steps provided here apply to the Salesforce Classic UI.
No support is provided for this recipe.Overview This recipe sends a link to a survey created with SurveyMonkey to the contact's email address specified in a Salesforce case when the case is closed.It uses the standard Salesforce Adapter and the SurveyMonkey Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.When a case is closed in Salesforce, the integration flow of the recipe is triggered.It receives the contact email address specified in the case from Salesforce, fetches a survey link from SurveyMonkey, and sends the link to the email address.System and Access Requirements Oracle Integration, Version 21.1.2.0.0 (210129.2200.39462) or higher Salesforce SurveyMonkey An account on Salesforce with the Administrator role An account on SurveyMonkey with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Salesforce and SurveyMonkey instances in order to successfully connect to these external systems using Oracle Integration and email the surveys to Salesforce contacts.1.Configure Salesforce 2.Configure SurveyMonkeyAppendix A Customer Relationship Management (CRM) Recipes A-102Configure Salesforce To access Salesforce using Oracle Integration and retrieve contact email addresses from Salesforce cases, you must perform certain configuration tasks on your Salesforce instance.Create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Also, identify your Salesforce instance type and your current Salesforce API version.In addition, create an outbound message to trigger the recipe in Oracle Integration, and create a workflow rule to send the outbound message when a Salesforce case is closed.Log in to your Salesforce instance as an Administrator and execute the following tasks.Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.
Overview This recipe sends a link to a survey created with SurveyMonkey to the contact's email address specified in a Salesforce case when the case is closed.It uses the standard Salesforce Adapter and the SurveyMonkey Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.When a case is closed in Salesforce, the integration flow of the recipe is triggered.It receives the contact email address specified in the case from Salesforce, fetches a survey link from SurveyMonkey, and sends the link to the email address.System and Access Requirements Oracle Integration, Version 21.1.2.0.0 (210129.2200.39462) or higher Salesforce SurveyMonkey An account on Salesforce with the Administrator role An account on SurveyMonkey with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Salesforce and SurveyMonkey instances in order to successfully connect to these external systems using Oracle Integration and email the surveys to Salesforce contacts.1.Configure Salesforce 2.Configure SurveyMonkeyAppendix A Customer Relationship Management (CRM) Recipes A-102Configure Salesforce To access Salesforce using Oracle Integration and retrieve contact email addresses from Salesforce cases, you must perform certain configuration tasks on your Salesforce instance.Create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Also, identify your Salesforce instance type and your current Salesforce API version.In addition, create an outbound message to trigger the recipe in Oracle Integration, and create a workflow rule to send the outbound message when a Salesforce case is closed.Log in to your Salesforce instance as an Administrator and execute the following tasks.Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .
It uses the standard Salesforce Adapter and the SurveyMonkey Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.When a case is closed in Salesforce, the integration flow of the recipe is triggered.It receives the contact email address specified in the case from Salesforce, fetches a survey link from SurveyMonkey, and sends the link to the email address.System and Access Requirements Oracle Integration, Version 21.1.2.0.0 (210129.2200.39462) or higher Salesforce SurveyMonkey An account on Salesforce with the Administrator role An account on SurveyMonkey with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Salesforce and SurveyMonkey instances in order to successfully connect to these external systems using Oracle Integration and email the surveys to Salesforce contacts.1.Configure Salesforce 2.Configure SurveyMonkeyAppendix A Customer Relationship Management (CRM) Recipes A-102Configure Salesforce To access Salesforce using Oracle Integration and retrieve contact email addresses from Salesforce cases, you must perform certain configuration tasks on your Salesforce instance.Create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Also, identify your Salesforce instance type and your current Salesforce API version.In addition, create an outbound message to trigger the recipe in Oracle Integration, and create a workflow rule to send the outbound message when a Salesforce case is closed.Log in to your Salesforce instance as an Administrator and execute the following tasks.Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.
To use the recipe, you must install the recipe package and configure the connections and other resources within the package.When a case is closed in Salesforce, the integration flow of the recipe is triggered.It receives the contact email address specified in the case from Salesforce, fetches a survey link from SurveyMonkey, and sends the link to the email address.System and Access Requirements Oracle Integration, Version 21.1.2.0.0 (210129.2200.39462) or higher Salesforce SurveyMonkey An account on Salesforce with the Administrator role An account on SurveyMonkey with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Salesforce and SurveyMonkey instances in order to successfully connect to these external systems using Oracle Integration and email the surveys to Salesforce contacts.1.Configure Salesforce 2.Configure SurveyMonkeyAppendix A Customer Relationship Management (CRM) Recipes A-102Configure Salesforce To access Salesforce using Oracle Integration and retrieve contact email addresses from Salesforce cases, you must perform certain configuration tasks on your Salesforce instance.Create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Also, identify your Salesforce instance type and your current Salesforce API version.In addition, create an outbound message to trigger the recipe in Oracle Integration, and create a workflow rule to send the outbound message when a Salesforce case is closed.Log in to your Salesforce instance as an Administrator and execute the following tasks.Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.
When a case is closed in Salesforce, the integration flow of the recipe is triggered.It receives the contact email address specified in the case from Salesforce, fetches a survey link from SurveyMonkey, and sends the link to the email address.System and Access Requirements Oracle Integration, Version 21.1.2.0.0 (210129.2200.39462) or higher Salesforce SurveyMonkey An account on Salesforce with the Administrator role An account on SurveyMonkey with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Salesforce and SurveyMonkey instances in order to successfully connect to these external systems using Oracle Integration and email the surveys to Salesforce contacts.1.Configure Salesforce 2.Configure SurveyMonkeyAppendix A Customer Relationship Management (CRM) Recipes A-102Configure Salesforce To access Salesforce using Oracle Integration and retrieve contact email addresses from Salesforce cases, you must perform certain configuration tasks on your Salesforce instance.Create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Also, identify your Salesforce instance type and your current Salesforce API version.In addition, create an outbound message to trigger the recipe in Oracle Integration, and create a workflow rule to send the outbound message when a Salesforce case is closed.Log in to your Salesforce instance as an Administrator and execute the following tasks.Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.
It receives the contact email address specified in the case from Salesforce, fetches a survey link from SurveyMonkey, and sends the link to the email address.System and Access Requirements Oracle Integration, Version 21.1.2.0.0 (210129.2200.39462) or higher Salesforce SurveyMonkey An account on Salesforce with the Administrator role An account on SurveyMonkey with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Salesforce and SurveyMonkey instances in order to successfully connect to these external systems using Oracle Integration and email the surveys to Salesforce contacts.1.Configure Salesforce 2.Configure SurveyMonkeyAppendix A Customer Relationship Management (CRM) Recipes A-102Configure Salesforce To access Salesforce using Oracle Integration and retrieve contact email addresses from Salesforce cases, you must perform certain configuration tasks on your Salesforce instance.Create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Also, identify your Salesforce instance type and your current Salesforce API version.In addition, create an outbound message to trigger the recipe in Oracle Integration, and create a workflow rule to send the outbound message when a Salesforce case is closed.Log in to your Salesforce instance as an Administrator and execute the following tasks.Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .
System and Access Requirements Oracle Integration, Version 21.1.2.0.0 (210129.2200.39462) or higher Salesforce SurveyMonkey An account on Salesforce with the Administrator role An account on SurveyMonkey with the Administrator role Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Salesforce and SurveyMonkey instances in order to successfully connect to these external systems using Oracle Integration and email the surveys to Salesforce contacts.1.Configure Salesforce 2.Configure SurveyMonkeyAppendix A Customer Relationship Management (CRM) Recipes A-102Configure Salesforce To access Salesforce using Oracle Integration and retrieve contact email addresses from Salesforce cases, you must perform certain configuration tasks on your Salesforce instance.Create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Also, identify your Salesforce instance type and your current Salesforce API version.In addition, create an outbound message to trigger the recipe in Oracle Integration, and create a workflow rule to send the outbound message when a Salesforce case is closed.Log in to your Salesforce instance as an Administrator and execute the following tasks.Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile .
1.Configure Salesforce 2.Configure SurveyMonkeyAppendix A Customer Relationship Management (CRM) Recipes A-102Configure Salesforce To access Salesforce using Oracle Integration and retrieve contact email addresses from Salesforce cases, you must perform certain configuration tasks on your Salesforce instance.Create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Also, identify your Salesforce instance type and your current Salesforce API version.In addition, create an outbound message to trigger the recipe in Oracle Integration, and create a workflow rule to send the outbound message when a Salesforce case is closed.Log in to your Salesforce instance as an Administrator and execute the following tasks.Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.
Create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Also, identify your Salesforce instance type and your current Salesforce API version.In addition, create an outbound message to trigger the recipe in Oracle Integration, and create a workflow rule to send the outbound message when a Salesforce case is closed.Log in to your Salesforce instance as an Administrator and execute the following tasks.Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .
You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Also, identify your Salesforce instance type and your current Salesforce API version.In addition, create an outbound message to trigger the recipe in Oracle Integration, and create a workflow rule to send the outbound message when a Salesforce case is closed.Log in to your Salesforce instance as an Administrator and execute the following tasks.Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.
Also, identify your Salesforce instance type and your current Salesforce API version.In addition, create an outbound message to trigger the recipe in Oracle Integration, and create a workflow rule to send the outbound message when a Salesforce case is closed.Log in to your Salesforce instance as an Administrator and execute the following tasks.Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.
In addition, create an outbound message to trigger the recipe in Oracle Integration, and create a workflow rule to send the outbound message when a Salesforce case is closed.Log in to your Salesforce instance as an Administrator and execute the following tasks.Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.
Log in to your Salesforce instance as an Administrator and execute the following tasks.Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.
Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.
If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.
See Toggle or switch between Lightning Experience and Salesforce Classic .1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.
1.Create an API-enabled custom role.You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.
You'll assign this role to the user account you'll subsequently create for Oracle Integration.a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.
a.On the Salesforce Setup page: i.Expand Manage Users under the Administer section in the left navigation pane.ii.Click Profiles .b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.
ii.Click Profiles .b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.
b.On the Profiles page, click New Profile .c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.Appendix A Customer Relationship Management (CRM) Recipes A-103iii.Scroll to the end of the page and click Save .
c.On the resulting page: i.Select Standard User in the Existing Profile field.ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.Appendix A Customer Relationship Management (CRM) Recipes A-103iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.
ii.Enter a name for the new profile, for example, API Enabled , and click Save .The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.Appendix A Customer Relationship Management (CRM) Recipes A-103iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.
The new profile is now saved, and the Profile Detail page of the new profile is displayed.d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.Appendix A Customer Relationship Management (CRM) Recipes A-103iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .
d.Click Edit on the Profile Detail page.e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.Appendix A Customer Relationship Management (CRM) Recipes A-103iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.Click New User in the resulting page.
e.On the Profile Edit page: i.Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.Appendix A Customer Relationship Management (CRM) Recipes A-103iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.Click New User in the resulting page.c.On the New User page: i.Enter a first name and last name for the user, for example, Integration User05 .
ii.Scroll to the Standard Object Permissions section and perform the following actions.In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.Appendix A Customer Relationship Management (CRM) Recipes A-103iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.Click New User in the resulting page.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.
In the Accounts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.Appendix A Customer Relationship Management (CRM) Recipes A-103iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.Click New User in the resulting page.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.
Additionally, select the ViewAll check box.In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.Appendix A Customer Relationship Management (CRM) Recipes A-103iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.Click New User in the resulting page.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.
In the Contacts row, leave the Read , Create , Edit, and Delete boxes checked.Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.Appendix A Customer Relationship Management (CRM) Recipes A-103iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.Click New User in the resulting page.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 .
Additionally, select the ViewAll check box.In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.Appendix A Customer Relationship Management (CRM) Recipes A-103iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.Click New User in the resulting page.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 .
In the Price Books row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.Appendix A Customer Relationship Management (CRM) Recipes A-103iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.Click New User in the resulting page.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 .
Additionally, select the Create , Edit, and Delete check boxes.In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.Appendix A Customer Relationship Management (CRM) Recipes A-103iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.Click New User in the resulting page.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.
In the Products row, leave the Read box checked.Additionally, select the Create , Edit, and Delete check boxes.Appendix A Customer Relationship Management (CRM) Recipes A-103iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.Click New User in the resulting page.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.
Additionally, select the Create , Edit, and Delete check boxes.Appendix A Customer Relationship Management (CRM) Recipes A-103iii.Scroll to the end of the page and click Save .2.Create a user account for Oracle Integration and assign the custom role created previously to this account.Note: If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.a.On the Profile Detail page of the API Enabled profile, click View Users .b.Click New User in the resulting page.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.

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