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1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Appendix A Customer Relationship Management (CRM) Recipes A-108Configure the Oracle Salesforce Connection Configure the Oracle SurveyMonkey Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.
2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Appendix A Customer Relationship Management (CRM) Recipes A-108Configure the Oracle Salesforce Connection Configure the Oracle SurveyMonkey Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.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.
3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Appendix A Customer Relationship Management (CRM) Recipes A-108Configure the Oracle Salesforce Connection Configure the Oracle SurveyMonkey Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.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 .
4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Appendix A Customer Relationship Management (CRM) Recipes A-108Configure the Oracle Salesforce Connection Configure the Oracle SurveyMonkey Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.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.
5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Appendix A Customer Relationship Management (CRM) Recipes A-108Configure the Oracle Salesforce Connection Configure the Oracle SurveyMonkey Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.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.
The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Appendix A Customer Relationship Management (CRM) Recipes A-108Configure the Oracle Salesforce Connection Configure the Oracle SurveyMonkey Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.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 .
Configure the following resources before you activate and run the recipe.Appendix A Customer Relationship Management (CRM) Recipes A-108Configure the Oracle Salesforce Connection Configure the Oracle SurveyMonkey Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.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.
2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.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.
The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.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.
3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.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.
Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.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.
API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.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.
To obtain the API version, see Configure Salesforce .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 SurveyMonkey Connection 1.On the Configuration Editor page, select Oracle SurveyMonkey Connection .
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 SurveyMonkey Connection 1.On the Configuration Editor page, select Oracle SurveyMonkey Connection .2.Click Edit .
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 SurveyMonkey Connection 1.On the Configuration Editor page, select Oracle SurveyMonkey Connection .2.Click Edit .The connection configuration page appears.
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 SurveyMonkey Connection 1.On the Configuration Editor page, select Oracle SurveyMonkey Connection .2.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-109Field Information to Enter Client ID Enter the client ID of the OAuth application created in SurveyMonkey.
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 SurveyMonkey Connection 1.On the Configuration Editor page, select Oracle SurveyMonkey Connection .2.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-109Field Information to Enter Client ID Enter the client ID of the OAuth application created in SurveyMonkey.See Configure SurveyMonkey .
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 SurveyMonkey Connection 1.On the Configuration Editor page, select Oracle SurveyMonkey Connection .2.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-109Field Information to Enter Client ID Enter the client ID of the OAuth application created in SurveyMonkey.See Configure SurveyMonkey .Client Secret Enter the client secret of the OAuth application created in SurveyMonkey.
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 SurveyMonkey Connection 1.On the Configuration Editor page, select Oracle SurveyMonkey Connection .2.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-109Field Information to Enter Client ID Enter the client ID of the OAuth application created in SurveyMonkey.See Configure SurveyMonkey .Client Secret Enter the client secret of the OAuth application created in SurveyMonkey.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 SurveyMonkey Connection 1.On the Configuration Editor page, select Oracle SurveyMonkey Connection .2.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-109Field Information to Enter Client ID Enter the client ID of the OAuth application created in SurveyMonkey.See Configure SurveyMonkey .Client Secret Enter the client secret of the OAuth application created in SurveyMonkey.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 SurveyMonkey Connection 1.On the Configuration Editor page, select Oracle SurveyMonkey Connection .2.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-109Field Information to Enter Client ID Enter the client ID of the OAuth application created in SurveyMonkey.See Configure SurveyMonkey .Client Secret Enter the client secret of the OAuth application created in SurveyMonkey.4.Click Save .If prompted, click Save for a second time.5.Click Provide Consent .
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 SurveyMonkey Connection 1.On the Configuration Editor page, select Oracle SurveyMonkey Connection .2.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-109Field Information to Enter Client ID Enter the client ID of the OAuth application created in SurveyMonkey.See Configure SurveyMonkey .Client Secret Enter the client secret of the OAuth application created in SurveyMonkey.4.Click Save .If prompted, click Save for a second time.5.Click Provide Consent .6.In the resulting Sign in dialog, enter your Oracle Integration user name and password, and click Sign in .
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 SurveyMonkey Connection 1.On the Configuration Editor page, select Oracle SurveyMonkey Connection .2.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-109Field Information to Enter Client ID Enter the client ID of the OAuth application created in SurveyMonkey.See Configure SurveyMonkey .Client Secret Enter the client secret of the OAuth application created in SurveyMonkey.4.Click Save .If prompted, click Save for a second time.5.Click Provide Consent .6.In the resulting Sign in dialog, enter your Oracle Integration user name and password, and click Sign in .You'll now be redirected to the SurveyMonkey login 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 SurveyMonkey Connection 1.On the Configuration Editor page, select Oracle SurveyMonkey Connection .2.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-109Field Information to Enter Client ID Enter the client ID of the OAuth application created in SurveyMonkey.See Configure SurveyMonkey .Client Secret Enter the client secret of the OAuth application created in SurveyMonkey.4.Click Save .If prompted, click Save for a second time.5.Click Provide Consent .6.In the resulting Sign in dialog, enter your Oracle Integration user name and password, and click Sign in .You'll now be redirected to the SurveyMonkey login page.7.Enter your SurveyMonkey account credentials and click Log In .
7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle SurveyMonkey Connection 1.On the Configuration Editor page, select Oracle SurveyMonkey Connection .2.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-109Field Information to Enter Client ID Enter the client ID of the OAuth application created in SurveyMonkey.See Configure SurveyMonkey .Client Secret Enter the client secret of the OAuth application created in SurveyMonkey.4.Click Save .If prompted, click Save for a second time.5.Click Provide Consent .6.In the resulting Sign in dialog, enter your Oracle Integration user name and password, and click Sign in .You'll now be redirected to the SurveyMonkey login page.7.Enter your SurveyMonkey account credentials and click Log In .You are now displayed a page that prompts you to authorize the connection to the SurveyMonkey application created previously.
Click Save again if prompted.Configure the Oracle SurveyMonkey Connection 1.On the Configuration Editor page, select Oracle SurveyMonkey Connection .2.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-109Field Information to Enter Client ID Enter the client ID of the OAuth application created in SurveyMonkey.See Configure SurveyMonkey .Client Secret Enter the client secret of the OAuth application created in SurveyMonkey.4.Click Save .If prompted, click Save for a second time.5.Click Provide Consent .6.In the resulting Sign in dialog, enter your Oracle Integration user name and password, and click Sign in .You'll now be redirected to the SurveyMonkey login page.7.Enter your SurveyMonkey account credentials and click Log In .You are now displayed a page that prompts you to authorize the connection to the SurveyMonkey application created previously.8.On the SurveyMonkey web page, click Authorize .
Configure the Oracle SurveyMonkey Connection 1.On the Configuration Editor page, select Oracle SurveyMonkey Connection .2.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-109Field Information to Enter Client ID Enter the client ID of the OAuth application created in SurveyMonkey.See Configure SurveyMonkey .Client Secret Enter the client secret of the OAuth application created in SurveyMonkey.4.Click Save .If prompted, click Save for a second time.5.Click Provide Consent .6.In the resulting Sign in dialog, enter your Oracle Integration user name and password, and click Sign in .You'll now be redirected to the SurveyMonkey login page.7.Enter your SurveyMonkey account credentials and click Log In .You are now displayed a page that prompts you to authorize the connection to the SurveyMonkey application created previously.8.On the SurveyMonkey web page, click Authorize .You're informed that access to SurveyMonkey is allowed.
2.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-109Field Information to Enter Client ID Enter the client ID of the OAuth application created in SurveyMonkey.See Configure SurveyMonkey .Client Secret Enter the client secret of the OAuth application created in SurveyMonkey.4.Click Save .If prompted, click Save for a second time.5.Click Provide Consent .6.In the resulting Sign in dialog, enter your Oracle Integration user name and password, and click Sign in .You'll now be redirected to the SurveyMonkey login page.7.Enter your SurveyMonkey account credentials and click Log In .You are now displayed a page that prompts you to authorize the connection to the SurveyMonkey application created previously.8.On the SurveyMonkey web page, click Authorize .You're informed that access to SurveyMonkey is allowed.You can now switch back to the SurveyMonkey Connection window of Oracle Integration to test your connection.
The connection configuration page appears.3.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-109Field Information to Enter Client ID Enter the client ID of the OAuth application created in SurveyMonkey.See Configure SurveyMonkey .Client Secret Enter the client secret of the OAuth application created in SurveyMonkey.4.Click Save .If prompted, click Save for a second time.5.Click Provide Consent .6.In the resulting Sign in dialog, enter your Oracle Integration user name and password, and click Sign in .You'll now be redirected to the SurveyMonkey login page.7.Enter your SurveyMonkey account credentials and click Log In .You are now displayed a page that prompts you to authorize the connection to the SurveyMonkey application created previously.8.On the SurveyMonkey web page, click Authorize .You're informed that access to SurveyMonkey is allowed.You can now switch back to the SurveyMonkey Connection window of Oracle Integration to test your connection.9.In the Oracle SurveyMonkey Connection window, click Test to ensure that your connection is successfully configured.
3.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-109Field Information to Enter Client ID Enter the client ID of the OAuth application created in SurveyMonkey.See Configure SurveyMonkey .Client Secret Enter the client secret of the OAuth application created in SurveyMonkey.4.Click Save .If prompted, click Save for a second time.5.Click Provide Consent .6.In the resulting Sign in dialog, enter your Oracle Integration user name and password, and click Sign in .You'll now be redirected to the SurveyMonkey login page.7.Enter your SurveyMonkey account credentials and click Log In .You are now displayed a page that prompts you to authorize the connection to the SurveyMonkey application created previously.8.On the SurveyMonkey web page, click Authorize .You're informed that access to SurveyMonkey is allowed.You can now switch back to the SurveyMonkey Connection window of Oracle Integration to test your connection.9.In the Oracle SurveyMonkey Connection window, click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.
See Configure SurveyMonkey .Client Secret Enter the client secret of the OAuth application created in SurveyMonkey.4.Click Save .If prompted, click Save for a second time.5.Click Provide Consent .6.In the resulting Sign in dialog, enter your Oracle Integration user name and password, and click Sign in .You'll now be redirected to the SurveyMonkey login page.7.Enter your SurveyMonkey account credentials and click Log In .You are now displayed a page that prompts you to authorize the connection to the SurveyMonkey application created previously.8.On the SurveyMonkey web page, click Authorize .You're informed that access to SurveyMonkey is allowed.You can now switch back to the SurveyMonkey Connection window of Oracle Integration to test your connection.9.In the Oracle SurveyMonkey Connection window, click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.10.Click Back to return to the Configuration Editor page.
Client Secret Enter the client secret of the OAuth application created in SurveyMonkey.4.Click Save .If prompted, click Save for a second time.5.Click Provide Consent .6.In the resulting Sign in dialog, enter your Oracle Integration user name and password, and click Sign in .You'll now be redirected to the SurveyMonkey login page.7.Enter your SurveyMonkey account credentials and click Log In .You are now displayed a page that prompts you to authorize the connection to the SurveyMonkey application created previously.8.On the SurveyMonkey web page, click Authorize .You're informed that access to SurveyMonkey is allowed.You can now switch back to the SurveyMonkey Connection window of Oracle Integration to test your connection.9.In the Oracle SurveyMonkey Connection window, click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.10.Click Back to return to the Configuration Editor page.Click Save if prompted.
4.Click Save .If prompted, click Save for a second time.5.Click Provide Consent .6.In the resulting Sign in dialog, enter your Oracle Integration user name and password, and click Sign in .You'll now be redirected to the SurveyMonkey login page.7.Enter your SurveyMonkey account credentials and click Log In .You are now displayed a page that prompts you to authorize the connection to the SurveyMonkey application created previously.8.On the SurveyMonkey web page, click Authorize .You're informed that access to SurveyMonkey is allowed.You can now switch back to the SurveyMonkey Connection window of Oracle Integration to test your connection.9.In the Oracle SurveyMonkey Connection window, click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.10.Click Back to return to the Configuration Editor page.Click Save if prompted.Update Integration Properties Update the integration properties with appropriate values.
If prompted, click Save for a second time.5.Click Provide Consent .6.In the resulting Sign in dialog, enter your Oracle Integration user name and password, and click Sign in .You'll now be redirected to the SurveyMonkey login page.7.Enter your SurveyMonkey account credentials and click Log In .You are now displayed a page that prompts you to authorize the connection to the SurveyMonkey application created previously.8.On the SurveyMonkey web page, click Authorize .You're informed that access to SurveyMonkey is allowed.You can now switch back to the SurveyMonkey Connection window of Oracle Integration to test your connection.9.In the Oracle SurveyMonkey Connection window, click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.10.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: SurveyName : This integration property holds the name of the survey that you have created in SurveyMonkey.
5.Click Provide Consent .6.In the resulting Sign in dialog, enter your Oracle Integration user name and password, and click Sign in .You'll now be redirected to the SurveyMonkey login page.7.Enter your SurveyMonkey account credentials and click Log In .You are now displayed a page that prompts you to authorize the connection to the SurveyMonkey application created previously.8.On the SurveyMonkey web page, click Authorize .You're informed that access to SurveyMonkey is allowed.You can now switch back to the SurveyMonkey Connection window of Oracle Integration to test your connection.9.In the Oracle SurveyMonkey Connection window, click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.10.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: SurveyName : This integration property holds the name of the survey that you have created in SurveyMonkey.To obtain this name, see Create a Survey .
6.In the resulting Sign in dialog, enter your Oracle Integration user name and password, and click Sign in .You'll now be redirected to the SurveyMonkey login page.7.Enter your SurveyMonkey account credentials and click Log In .You are now displayed a page that prompts you to authorize the connection to the SurveyMonkey application created previously.8.On the SurveyMonkey web page, click Authorize .You're informed that access to SurveyMonkey is allowed.You can now switch back to the SurveyMonkey Connection window of Oracle Integration to test your connection.9.In the Oracle SurveyMonkey Connection window, click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.10.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: SurveyName : This integration property holds the name of the survey that you have created in SurveyMonkey.To obtain this name, see Create a Survey .CollectorName : This integration property holds the name of the web link collector that you have created in SurveyMonkey.
You'll now be redirected to the SurveyMonkey login page.7.Enter your SurveyMonkey account credentials and click Log In .You are now displayed a page that prompts you to authorize the connection to the SurveyMonkey application created previously.8.On the SurveyMonkey web page, click Authorize .You're informed that access to SurveyMonkey is allowed.You can now switch back to the SurveyMonkey Connection window of Oracle Integration to test your connection.9.In the Oracle SurveyMonkey Connection window, click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.10.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: SurveyName : This integration property holds the name of the survey that you have created in SurveyMonkey.To obtain this name, see Create a Survey .CollectorName : This integration property holds the name of the web link collector that you have created in SurveyMonkey.To obtain this name, see Create a Survey .
7.Enter your SurveyMonkey account credentials and click Log In .You are now displayed a page that prompts you to authorize the connection to the SurveyMonkey application created previously.8.On the SurveyMonkey web page, click Authorize .You're informed that access to SurveyMonkey is allowed.You can now switch back to the SurveyMonkey Connection window of Oracle Integration to test your connection.9.In the Oracle SurveyMonkey Connection window, click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.10.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: SurveyName : This integration property holds the name of the survey that you have created in SurveyMonkey.To obtain this name, see Create a Survey .CollectorName : This integration property holds the name of the web link collector that you have created in SurveyMonkey.To obtain this name, see Create a Survey .EmailNotification : This integration property holds the email address to which run- time exception emails are sent.
You are now displayed a page that prompts you to authorize the connection to the SurveyMonkey application created previously.8.On the SurveyMonkey web page, click Authorize .You're informed that access to SurveyMonkey is allowed.You can now switch back to the SurveyMonkey Connection window of Oracle Integration to test your connection.9.In the Oracle SurveyMonkey Connection window, click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.10.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: SurveyName : This integration property holds the name of the survey that you have created in SurveyMonkey.To obtain this name, see Create a Survey .CollectorName : This integration property holds the name of the web link collector that you have created in SurveyMonkey.To obtain this name, see Create a Survey .EmailNotification : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.
8.On the SurveyMonkey web page, click Authorize .You're informed that access to SurveyMonkey is allowed.You can now switch back to the SurveyMonkey Connection window of Oracle Integration to test your connection.9.In the Oracle SurveyMonkey Connection window, click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.10.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: SurveyName : This integration property holds the name of the survey that you have created in SurveyMonkey.To obtain this name, see Create a Survey .CollectorName : This integration property holds the name of the web link collector that you have created in SurveyMonkey.To obtain this name, see Create a Survey .EmailNotification : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.For the procedure to update these integration properties, see Steps 7 to 9 in Override Design-Time Properties in an Integration.
You're informed that access to SurveyMonkey is allowed.You can now switch back to the SurveyMonkey Connection window of Oracle Integration to test your connection.9.In the Oracle SurveyMonkey Connection window, click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.10.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: SurveyName : This integration property holds the name of the survey that you have created in SurveyMonkey.To obtain this name, see Create a Survey .CollectorName : This integration property holds the name of the web link collector that you have created in SurveyMonkey.To obtain this name, see Create a Survey .EmailNotification : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.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.
You can now switch back to the SurveyMonkey Connection window of Oracle Integration to test your connection.9.In the Oracle SurveyMonkey Connection window, click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.10.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: SurveyName : This integration property holds the name of the survey that you have created in SurveyMonkey.To obtain this name, see Create a Survey .CollectorName : This integration property holds the name of the web link collector that you have created in SurveyMonkey.To obtain this name, see Create a Survey .EmailNotification : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.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.
9.In the Oracle SurveyMonkey Connection window, click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.10.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: SurveyName : This integration property holds the name of the survey that you have created in SurveyMonkey.To obtain this name, see Create a Survey .CollectorName : This integration property holds the name of the web link collector that you have created in SurveyMonkey.To obtain this name, see Create a Survey .EmailNotification : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.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.Appendix A Customer Relationship Management (CRM) Recipes A-110A confirmation message is displayed informing that the integration has been submitted for activation.
A confirmation message is displayed if your test is successful.10.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: SurveyName : This integration property holds the name of the survey that you have created in SurveyMonkey.To obtain this name, see Create a Survey .CollectorName : This integration property holds the name of the web link collector that you have created in SurveyMonkey.To obtain this name, see Create a Survey .EmailNotification : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.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.Appendix A Customer Relationship Management (CRM) Recipes A-110A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.
10.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: SurveyName : This integration property holds the name of the survey that you have created in SurveyMonkey.To obtain this name, see Create a Survey .CollectorName : This integration property holds the name of the web link collector that you have created in SurveyMonkey.To obtain this name, see Create a Survey .EmailNotification : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.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.Appendix A Customer Relationship Management (CRM) Recipes A-110A 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.
Click Save if prompted.Update Integration Properties Update the integration properties with appropriate values.The recipe's integration flow contains the following properties: SurveyName : This integration property holds the name of the survey that you have created in SurveyMonkey.To obtain this name, see Create a Survey .CollectorName : This integration property holds the name of the web link collector that you have created in SurveyMonkey.To obtain this name, see Create a Survey .EmailNotification : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.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.Appendix A Customer Relationship Management (CRM) Recipes A-110A 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.
Update Integration Properties Update the integration properties with appropriate values.The recipe's integration flow contains the following properties: SurveyName : This integration property holds the name of the survey that you have created in SurveyMonkey.To obtain this name, see Create a Survey .CollectorName : This integration property holds the name of the web link collector that you have created in SurveyMonkey.To obtain this name, see Create a Survey .EmailNotification : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.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.Appendix A Customer Relationship Management (CRM) Recipes A-110A 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.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.
The recipe's integration flow contains the following properties: SurveyName : This integration property holds the name of the survey that you have created in SurveyMonkey.To obtain this name, see Create a Survey .CollectorName : This integration property holds the name of the web link collector that you have created in SurveyMonkey.To obtain this name, see Create a Survey .EmailNotification : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.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.Appendix A Customer Relationship Management (CRM) Recipes A-110A 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.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .
To obtain this name, see Create a Survey .CollectorName : This integration property holds the name of the web link collector that you have created in SurveyMonkey.To obtain this name, see Create a Survey .EmailNotification : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.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.Appendix A Customer Relationship Management (CRM) Recipes A-110A 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.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Cases tab.
CollectorName : This integration property holds the name of the web link collector that you have created in SurveyMonkey.To obtain this name, see Create a Survey .EmailNotification : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.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.Appendix A Customer Relationship Management (CRM) Recipes A-110A 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.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Cases tab.Note: If you don't see the Cases tab on the page, click the Plus icon to the right of your current tabs, and then click Cases .
To obtain this name, see Create a Survey .EmailNotification : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.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.Appendix A Customer Relationship Management (CRM) Recipes A-110A 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.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Cases tab.Note: If you don't see the Cases tab on the page, click the Plus icon to the right of your current tabs, and then click Cases .c.On the Cases Home page, click New to create a new case.
EmailNotification : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.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.Appendix A Customer Relationship Management (CRM) Recipes A-110A 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.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Cases tab.Note: If you don't see the Cases tab on the page, click the Plus icon to the right of your current tabs, and then click Cases .c.On the Cases Home page, click New to create a new case.The New Case page is displayed where you can enter details of the case.
Enter an email address of your choice.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.Appendix A Customer Relationship Management (CRM) Recipes A-110A 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.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Cases tab.Note: If you don't see the Cases tab on the page, click the Plus icon to the right of your current tabs, and then click Cases .c.On the Cases Home page, click New to create a new case.The New Case page is displayed where you can enter details of the case.d.On the New Case page: i.In the Case Information section, select an existing contact using the lookup in the Contact Name field.
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.Appendix A Customer Relationship Management (CRM) Recipes A-110A 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.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Cases tab.Note: If you don't see the Cases tab on the page, click the Plus icon to the right of your current tabs, and then click Cases .c.On the Cases Home page, click New to create a new case.The New Case page is displayed where you can enter details of the case.d.On the New Case page: i.In the Case Information section, select an existing contact using the lookup in the Contact Name field.Ensure that the contact you select has an email address associated with it.
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.Appendix A Customer Relationship Management (CRM) Recipes A-110A 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.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Cases tab.Note: If you don't see the Cases tab on the page, click the Plus icon to the right of your current tabs, and then click Cases .c.On the Cases Home page, click New to create a new case.The New Case page is displayed where you can enter details of the case.d.On the New Case page: i.In the Case Information section, select an existing contact using the lookup in the Contact Name field.Ensure that the contact you select has an email address associated with it.This recipe requires the email address of the case contact to send the survey link.
1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.Appendix A Customer Relationship Management (CRM) Recipes A-110A 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.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Cases tab.Note: If you don't see the Cases tab on the page, click the Plus icon to the right of your current tabs, and then click Cases .c.On the Cases Home page, click New to create a new case.The New Case page is displayed where you can enter details of the case.d.On the New Case page: i.In the Case Information section, select an existing contact using the lookup in the Contact Name field.Ensure that the contact you select has an email address associated with it.This recipe requires the email address of the case contact to send the survey link.Note: If you don't find the required contact in the lookup, create a new contact record (with an email address) using the Contacts tab.
In the Activate Package dialog, click Activate again.Appendix A Customer Relationship Management (CRM) Recipes A-110A 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.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Cases tab.Note: If you don't see the Cases tab on the page, click the Plus icon to the right of your current tabs, and then click Cases .c.On the Cases Home page, click New to create a new case.The New Case page is displayed where you can enter details of the case.d.On the New Case page: i.In the Case Information section, select an existing contact using the lookup in the Contact Name field.Ensure that the contact you select has an email address associated with it.This recipe requires the email address of the case contact to send the survey link.Note: If you don't find the required contact in the lookup, create a new contact record (with an email address) using the Contacts tab.ii.Leave New selected in the Status field.
Refresh the page to view the updated status of the integration.2.Run the recipe.a.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Cases tab.Note: If you don't see the Cases tab on the page, click the Plus icon to the right of your current tabs, and then click Cases .c.On the Cases Home page, click New to create a new case.The New Case page is displayed where you can enter details of the case.d.On the New Case page: i.In the Case Information section, select an existing contact using the lookup in the Contact Name field.Ensure that the contact you select has an email address associated with it.This recipe requires the email address of the case contact to send the survey link.Note: If you don't find the required contact in the lookup, create a new contact record (with an email address) using the Contacts tab.ii.Leave New selected in the Status field.iii.Select the required value in the Case Origin drop-down list.
2.Run the recipe.a.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Cases tab.Note: If you don't see the Cases tab on the page, click the Plus icon to the right of your current tabs, and then click Cases .c.On the Cases Home page, click New to create a new case.The New Case page is displayed where you can enter details of the case.d.On the New Case page: i.In the Case Information section, select an existing contact using the lookup in the Contact Name field.Ensure that the contact you select has an email address associated with it.This recipe requires the email address of the case contact to send the survey link.Note: If you don't find the required contact in the lookup, create a new contact record (with an email address) using the Contacts tab.ii.Leave New selected in the Status field.iii.Select the required value in the Case Origin drop-down list.iv.Select the required value in the Case Currency drop-down list.
a.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Cases tab.Note: If you don't see the Cases tab on the page, click the Plus icon to the right of your current tabs, and then click Cases .c.On the Cases Home page, click New to create a new case.The New Case page is displayed where you can enter details of the case.d.On the New Case page: i.In the Case Information section, select an existing contact using the lookup in the Contact Name field.Ensure that the contact you select has an email address associated with it.This recipe requires the email address of the case contact to send the survey link.Note: If you don't find the required contact in the lookup, create a new contact record (with an email address) using the Contacts tab.ii.Leave New selected in the Status field.iii.Select the required value in the Case Origin drop-down list.iv.Select the required value in the Case Currency drop-down list.v.Click Save .
Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Cases tab.Note: If you don't see the Cases tab on the page, click the Plus icon to the right of your current tabs, and then click Cases .c.On the Cases Home page, click New to create a new case.The New Case page is displayed where you can enter details of the case.d.On the New Case page: i.In the Case Information section, select an existing contact using the lookup in the Contact Name field.Ensure that the contact you select has an email address associated with it.This recipe requires the email address of the case contact to send the survey link.Note: If you don't find the required contact in the lookup, create a new contact record (with an email address) using the Contacts tab.ii.Leave New selected in the Status field.iii.Select the required value in the Case Origin drop-down list.iv.Select the required value in the Case Currency drop-down list.v.Click Save .The new case is created and displayed on your browser.
See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Cases tab.Note: If you don't see the Cases tab on the page, click the Plus icon to the right of your current tabs, and then click Cases .c.On the Cases Home page, click New to create a new case.The New Case page is displayed where you can enter details of the case.d.On the New Case page: i.In the Case Information section, select an existing contact using the lookup in the Contact Name field.Ensure that the contact you select has an email address associated with it.This recipe requires the email address of the case contact to send the survey link.Note: If you don't find the required contact in the lookup, create a new contact record (with an email address) using the Contacts tab.ii.Leave New selected in the Status field.iii.Select the required value in the Case Origin drop-down list.iv.Select the required value in the Case Currency drop-down list.v.Click Save .The new case is created and displayed on your browser.e.On the summary page of the case, click the Details tab and then click Close Case .
b.On the Salesforce Setup page, click the Cases tab.Note: If you don't see the Cases tab on the page, click the Plus icon to the right of your current tabs, and then click Cases .c.On the Cases Home page, click New to create a new case.The New Case page is displayed where you can enter details of the case.d.On the New Case page: i.In the Case Information section, select an existing contact using the lookup in the Contact Name field.Ensure that the contact you select has an email address associated with it.This recipe requires the email address of the case contact to send the survey link.Note: If you don't find the required contact in the lookup, create a new contact record (with an email address) using the Contacts tab.ii.Leave New selected in the Status field.iii.Select the required value in the Case Origin drop-down list.iv.Select the required value in the Case Currency drop-down list.v.Click Save .The new case is created and displayed on your browser.e.On the summary page of the case, click the Details tab and then click Close Case .f.On the resulting page, select Closed in the Status field, select a suitable value in the Case Reason field, and click Save .
Note: If you don't see the Cases tab on the page, click the Plus icon to the right of your current tabs, and then click Cases .c.On the Cases Home page, click New to create a new case.The New Case page is displayed where you can enter details of the case.d.On the New Case page: i.In the Case Information section, select an existing contact using the lookup in the Contact Name field.Ensure that the contact you select has an email address associated with it.This recipe requires the email address of the case contact to send the survey link.Note: If you don't find the required contact in the lookup, create a new contact record (with an email address) using the Contacts tab.ii.Leave New selected in the Status field.iii.Select the required value in the Case Origin drop-down list.iv.Select the required value in the Case Currency drop-down list.v.Click Save .The new case is created and displayed on your browser.e.On the summary page of the case, click the Details tab and then click Close Case .f.On the resulting page, select Closed in the Status field, select a suitable value in the Case Reason field, and click Save .You've now successfully triggered the recipe.
c.On the Cases Home page, click New to create a new case.The New Case page is displayed where you can enter details of the case.d.On the New Case page: i.In the Case Information section, select an existing contact using the lookup in the Contact Name field.Ensure that the contact you select has an email address associated with it.This recipe requires the email address of the case contact to send the survey link.Note: If you don't find the required contact in the lookup, create a new contact record (with an email address) using the Contacts tab.ii.Leave New selected in the Status field.iii.Select the required value in the Case Origin drop-down list.iv.Select the required value in the Case Currency drop-down list.v.Click Save .The new case is created and displayed on your browser.e.On the summary page of the case, click the Details tab and then click Close Case .f.On the resulting page, select Closed in the Status field, select a suitable value in the Case Reason field, and click Save .You've now successfully triggered the recipe.3.Monitor the execution of the integration flow in Oracle Integration.
The New Case page is displayed where you can enter details of the case.d.On the New Case page: i.In the Case Information section, select an existing contact using the lookup in the Contact Name field.Ensure that the contact you select has an email address associated with it.This recipe requires the email address of the case contact to send the survey link.Note: If you don't find the required contact in the lookup, create a new contact record (with an email address) using the Contacts tab.ii.Leave New selected in the Status field.iii.Select the required value in the Case Origin drop-down list.iv.Select the required value in the Case Currency drop-down list.v.Click Save .The new case is created and displayed on your browser.e.On the summary page of the case, click the Details tab and then click Close Case .f.On the resulting page, select Closed in the Status field, select a suitable value in the Case Reason field, and click Save .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.
d.On the New Case page: i.In the Case Information section, select an existing contact using the lookup in the Contact Name field.Ensure that the contact you select has an email address associated with it.This recipe requires the email address of the case contact to send the survey link.Note: If you don't find the required contact in the lookup, create a new contact record (with an email address) using the Contacts tab.ii.Leave New selected in the Status field.iii.Select the required value in the Case Origin drop-down list.iv.Select the required value in the Case Currency drop-down list.v.Click Save .The new case is created and displayed on your browser.e.On the summary page of the case, click the Details tab and then click Close Case .f.On the resulting page, select Closed in the Status field, select a suitable value in the Case Reason field, and click Save .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 .Appendix A Customer Relationship Management (CRM) Recipes A-111c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.
Ensure that the contact you select has an email address associated with it.This recipe requires the email address of the case contact to send the survey link.Note: If you don't find the required contact in the lookup, create a new contact record (with an email address) using the Contacts tab.ii.Leave New selected in the Status field.iii.Select the required value in the Case Origin drop-down list.iv.Select the required value in the Case Currency drop-down list.v.Click Save .The new case is created and displayed on your browser.e.On the summary page of the case, click the Details tab and then click Close Case .f.On the resulting page, select Closed in the Status field, select a suitable value in the Case Reason field, and click Save .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 .Appendix A Customer Relationship Management (CRM) Recipes A-111c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches the link to the specified survey from SurveyMonkey and sends it to the contact email address of the Salesforce case you just closed.
This recipe requires the email address of the case contact to send the survey link.Note: If you don't find the required contact in the lookup, create a new contact record (with an email address) using the Contacts tab.ii.Leave New selected in the Status field.iii.Select the required value in the Case Origin drop-down list.iv.Select the required value in the Case Currency drop-down list.v.Click Save .The new case is created and displayed on your browser.e.On the summary page of the case, click the Details tab and then click Close Case .f.On the resulting page, select Closed in the Status field, select a suitable value in the Case Reason field, and click Save .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 .Appendix A Customer Relationship Management (CRM) Recipes A-111c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches the link to the specified survey from SurveyMonkey and sends it to the contact email address of the Salesforce case you just closed.4.Log in to the email account specified in the Salesforce case you closed, and check for the email message from Oracle Integration.
Note: If you don't find the required contact in the lookup, create a new contact record (with an email address) using the Contacts tab.ii.Leave New selected in the Status field.iii.Select the required value in the Case Origin drop-down list.iv.Select the required value in the Case Currency drop-down list.v.Click Save .The new case is created and displayed on your browser.e.On the summary page of the case, click the Details tab and then click Close Case .f.On the resulting page, select Closed in the Status field, select a suitable value in the Case Reason field, and click Save .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 .Appendix A Customer Relationship Management (CRM) Recipes A-111c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches the link to the specified survey from SurveyMonkey and sends it to the contact email address of the Salesforce case you just closed.4.Log in to the email account specified in the Salesforce case you closed, and check for the email message from Oracle Integration.The email contains the URL of the SurveyMonkey survey.
ii.Leave New selected in the Status field.iii.Select the required value in the Case Origin drop-down list.iv.Select the required value in the Case Currency drop-down list.v.Click Save .The new case is created and displayed on your browser.e.On the summary page of the case, click the Details tab and then click Close Case .f.On the resulting page, select Closed in the Status field, select a suitable value in the Case Reason field, and click Save .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 .Appendix A Customer Relationship Management (CRM) Recipes A-111c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches the link to the specified survey from SurveyMonkey and sends it to the contact email address of the Salesforce case you just closed.4.Log in to the email account specified in the Salesforce case you closed, and check for the email message from Oracle Integration.The email contains the URL of the SurveyMonkey survey.Related Documentation Using the SurveyMonkey Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Sync Customer Data Between Oracle Loyalty Cloud and Oracle Responsys Use this recipe to promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.
iii.Select the required value in the Case Origin drop-down list.iv.Select the required value in the Case Currency drop-down list.v.Click Save .The new case is created and displayed on your browser.e.On the summary page of the case, click the Details tab and then click Close Case .f.On the resulting page, select Closed in the Status field, select a suitable value in the Case Reason field, and click Save .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 .Appendix A Customer Relationship Management (CRM) Recipes A-111c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches the link to the specified survey from SurveyMonkey and sends it to the contact email address of the Salesforce case you just closed.4.Log in to the email account specified in the Salesforce case you closed, and check for the email message from Oracle Integration.The email contains the URL of the SurveyMonkey survey.Related Documentation Using the SurveyMonkey Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Sync Customer Data Between Oracle Loyalty Cloud and Oracle Responsys Use this recipe to promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.You can target, influence, and reward your customers by using this integrated loyalty and marketing solution.
iv.Select the required value in the Case Currency drop-down list.v.Click Save .The new case is created and displayed on your browser.e.On the summary page of the case, click the Details tab and then click Close Case .f.On the resulting page, select Closed in the Status field, select a suitable value in the Case Reason field, and click Save .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 .Appendix A Customer Relationship Management (CRM) Recipes A-111c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches the link to the specified survey from SurveyMonkey and sends it to the contact email address of the Salesforce case you just closed.4.Log in to the email account specified in the Salesforce case you closed, and check for the email message from Oracle Integration.The email contains the URL of the SurveyMonkey survey.Related Documentation Using the SurveyMonkey Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Sync Customer Data Between Oracle Loyalty Cloud and Oracle Responsys Use this recipe to promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.You can target, influence, and reward your customers by using this integrated loyalty and marketing solution.Note: This recipe is available as Oracle Loyalty Cloud Oracle Responsys \| Manage Membership in the Integration Store.
v.Click Save .The new case is created and displayed on your browser.e.On the summary page of the case, click the Details tab and then click Close Case .f.On the resulting page, select Closed in the Status field, select a suitable value in the Case Reason field, and click Save .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 .Appendix A Customer Relationship Management (CRM) Recipes A-111c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches the link to the specified survey from SurveyMonkey and sends it to the contact email address of the Salesforce case you just closed.4.Log in to the email account specified in the Salesforce case you closed, and check for the email message from Oracle Integration.The email contains the URL of the SurveyMonkey survey.Related Documentation Using the SurveyMonkey Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Sync Customer Data Between Oracle Loyalty Cloud and Oracle Responsys Use this recipe to promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.You can target, influence, and reward your customers by using this integrated loyalty and marketing solution.Note: This recipe is available as Oracle Loyalty Cloud Oracle Responsys \| Manage Membership in the Integration Store.Oracle provides this recipe as a sample only.
The new case is created and displayed on your browser.e.On the summary page of the case, click the Details tab and then click Close Case .f.On the resulting page, select Closed in the Status field, select a suitable value in the Case Reason field, and click Save .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 .Appendix A Customer Relationship Management (CRM) Recipes A-111c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches the link to the specified survey from SurveyMonkey and sends it to the contact email address of the Salesforce case you just closed.4.Log in to the email account specified in the Salesforce case you closed, and check for the email message from Oracle Integration.The email contains the URL of the SurveyMonkey survey.Related Documentation Using the SurveyMonkey Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Sync Customer Data Between Oracle Loyalty Cloud and Oracle Responsys Use this recipe to promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.You can target, influence, and reward your customers by using this integrated loyalty and marketing solution.Note: This recipe is available as Oracle Loyalty Cloud Oracle Responsys \| Manage Membership 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.
e.On the summary page of the case, click the Details tab and then click Close Case .f.On the resulting page, select Closed in the Status field, select a suitable value in the Case Reason field, and click Save .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 .Appendix A Customer Relationship Management (CRM) Recipes A-111c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches the link to the specified survey from SurveyMonkey and sends it to the contact email address of the Salesforce case you just closed.4.Log in to the email account specified in the Salesforce case you closed, and check for the email message from Oracle Integration.The email contains the URL of the SurveyMonkey survey.Related Documentation Using the SurveyMonkey Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Sync Customer Data Between Oracle Loyalty Cloud and Oracle Responsys Use this recipe to promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.You can target, influence, and reward your customers by using this integrated loyalty and marketing solution.Note: This recipe is available as Oracle Loyalty Cloud Oracle Responsys \| Manage Membership 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.
f.On the resulting page, select Closed in the Status field, select a suitable value in the Case Reason field, and click Save .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 .Appendix A Customer Relationship Management (CRM) Recipes A-111c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches the link to the specified survey from SurveyMonkey and sends it to the contact email address of the Salesforce case you just closed.4.Log in to the email account specified in the Salesforce case you closed, and check for the email message from Oracle Integration.The email contains the URL of the SurveyMonkey survey.Related Documentation Using the SurveyMonkey Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Sync Customer Data Between Oracle Loyalty Cloud and Oracle Responsys Use this recipe to promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.You can target, influence, and reward your customers by using this integrated loyalty and marketing solution.Note: This recipe is available as Oracle Loyalty Cloud Oracle Responsys \| Manage Membership 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 Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.
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 .Appendix A Customer Relationship Management (CRM) Recipes A-111c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches the link to the specified survey from SurveyMonkey and sends it to the contact email address of the Salesforce case you just closed.4.Log in to the email account specified in the Salesforce case you closed, and check for the email message from Oracle Integration.The email contains the URL of the SurveyMonkey survey.Related Documentation Using the SurveyMonkey Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Sync Customer Data Between Oracle Loyalty Cloud and Oracle Responsys Use this recipe to promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.You can target, influence, and reward your customers by using this integrated loyalty and marketing solution.Note: This recipe is available as Oracle Loyalty Cloud Oracle Responsys \| Manage Membership 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 Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.
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 .Appendix A Customer Relationship Management (CRM) Recipes A-111c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches the link to the specified survey from SurveyMonkey and sends it to the contact email address of the Salesforce case you just closed.4.Log in to the email account specified in the Salesforce case you closed, and check for the email message from Oracle Integration.The email contains the URL of the SurveyMonkey survey.Related Documentation Using the SurveyMonkey Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Sync Customer Data Between Oracle Loyalty Cloud and Oracle Responsys Use this recipe to promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.You can target, influence, and reward your customers by using this integrated loyalty and marketing solution.Note: This recipe is available as Oracle Loyalty Cloud Oracle Responsys \| Manage Membership 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 Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.
a.On the Configuration Editor page of the recipe, select the integration flow.b.Click Run , then click Track Instances .Appendix A Customer Relationship Management (CRM) Recipes A-111c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches the link to the specified survey from SurveyMonkey and sends it to the contact email address of the Salesforce case you just closed.4.Log in to the email account specified in the Salesforce case you closed, and check for the email message from Oracle Integration.The email contains the URL of the SurveyMonkey survey.Related Documentation Using the SurveyMonkey Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Sync Customer Data Between Oracle Loyalty Cloud and Oracle Responsys Use this recipe to promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.You can target, influence, and reward your customers by using this integrated loyalty and marketing solution.Note: This recipe is available as Oracle Loyalty Cloud Oracle Responsys \| Manage Membership 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 Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.
b.Click Run , then click Track Instances .Appendix A Customer Relationship Management (CRM) Recipes A-111c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now fetches the link to the specified survey from SurveyMonkey and sends it to the contact email address of the Salesforce case you just closed.4.Log in to the email account specified in the Salesforce case you closed, and check for the email message from Oracle Integration.The email contains the URL of the SurveyMonkey survey.Related Documentation Using the SurveyMonkey Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Sync Customer Data Between Oracle Loyalty Cloud and Oracle Responsys Use this recipe to promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.You can target, influence, and reward your customers by using this integrated loyalty and marketing solution.Note: This recipe is available as Oracle Loyalty Cloud Oracle Responsys \| Manage Membership 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 Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.
The recipe now fetches the link to the specified survey from SurveyMonkey and sends it to the contact email address of the Salesforce case you just closed.4.Log in to the email account specified in the Salesforce case you closed, and check for the email message from Oracle Integration.The email contains the URL of the SurveyMonkey survey.Related Documentation Using the SurveyMonkey Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Sync Customer Data Between Oracle Loyalty Cloud and Oracle Responsys Use this recipe to promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.You can target, influence, and reward your customers by using this integrated loyalty and marketing solution.Note: This recipe is available as Oracle Loyalty Cloud Oracle Responsys \| Manage Membership 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 Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.
4.Log in to the email account specified in the Salesforce case you closed, and check for the email message from Oracle Integration.The email contains the URL of the SurveyMonkey survey.Related Documentation Using the SurveyMonkey Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Sync Customer Data Between Oracle Loyalty Cloud and Oracle Responsys Use this recipe to promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.You can target, influence, and reward your customers by using this integrated loyalty and marketing solution.Note: This recipe is available as Oracle Loyalty Cloud Oracle Responsys \| Manage Membership 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 Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.
The email contains the URL of the SurveyMonkey survey.Related Documentation Using the SurveyMonkey Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Sync Customer Data Between Oracle Loyalty Cloud and Oracle Responsys Use this recipe to promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.You can target, influence, and reward your customers by using this integrated loyalty and marketing solution.Note: This recipe is available as Oracle Loyalty Cloud Oracle Responsys \| Manage Membership 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 Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.
Related Documentation Using the SurveyMonkey Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Sync Customer Data Between Oracle Loyalty Cloud and Oracle Responsys Use this recipe to promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.You can target, influence, and reward your customers by using this integrated loyalty and marketing solution.Note: This recipe is available as Oracle Loyalty Cloud Oracle Responsys \| Manage Membership 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 Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.
You can target, influence, and reward your customers by using this integrated loyalty and marketing solution.Note: This recipe is available as Oracle Loyalty Cloud Oracle Responsys \| Manage Membership 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 Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .
Note: This recipe is available as Oracle Loyalty Cloud Oracle Responsys \| Manage Membership 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 Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.
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 Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data in the Integration Store.
The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data in the Integration Store.Oracle provides this recipe as a sample only.
No support is provided for this recipe.Overview Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data 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.
Overview Oracle Loyalty Cloud enables you to manage the complete loyalty program life cycle.Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data 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.
Oracle Responsys provides your B2C marketing teams with a centralized canvas to build consumer profiles and tailor interactions for consumers across email, mobile, display, and social channels.With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data 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 performs bidirectional synchronization of data between transactions in Oracle CPQ and quotes in Salesforce.
With this recipe, you can promote member engagement and sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data 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 performs bidirectional synchronization of data between transactions in Oracle CPQ and quotes in Salesforce.The recipe contains two integration flows - one for synchronizing Salesforce quotes with corresponding Oracle CPQ transactions, and another for synchronizing Oracle CPQ transactions with corresponding Salesforce quotes.
For example, you can sync the following member attributes: First name Last name Address Email address Mobile phone number You can change the attributes used in this recipe by editing the integration mapping within Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-112With this integration, you can use customer data in Oracle Loyalty Cloud for targeting and personalization in Oracle Responsys Marketing Platform Cloud Service (Oracle Responsys) in the following scenarios: Sync customer profile data from Oracle Loyalty Cloud into Oracle Responsys.This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data 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 performs bidirectional synchronization of data between transactions in Oracle CPQ and quotes in Salesforce.The recipe contains two integration flows - one for synchronizing Salesforce quotes with corresponding Oracle CPQ transactions, and another for synchronizing Oracle CPQ transactions with corresponding Salesforce quotes.The integrations use the standard Oracle CPQ Adapter and the Salesforce Adapter.Appendix A Customer Relationship Management (CRM) Recipes A-113To use the recipe, you must install the recipe package and configure the connections and other resources within the package.
This synchronization would apply for any customer becoming a new loyalty member or for any changes to the profile of an existing loyalty member.Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data 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 performs bidirectional synchronization of data between transactions in Oracle CPQ and quotes in Salesforce.The recipe contains two integration flows - one for synchronizing Salesforce quotes with corresponding Oracle CPQ transactions, and another for synchronizing Oracle CPQ transactions with corresponding Salesforce quotes.The integrations use the standard Oracle CPQ Adapter and the Salesforce Adapter.Appendix A Customer Relationship Management (CRM) Recipes A-113To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Subsequently, you can activate the integrations.
Real-time triggering of Oracle Responsys marketing orchestration programs for specific events in Oracle Loyalty Cloud, such as joining a loyalty program, cashing out points, or moving to a new tier.The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data 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 performs bidirectional synchronization of data between transactions in Oracle CPQ and quotes in Salesforce.The recipe contains two integration flows - one for synchronizing Salesforce quotes with corresponding Oracle CPQ transactions, and another for synchronizing Oracle CPQ transactions with corresponding Salesforce quotes.The integrations use the standard Oracle CPQ Adapter and the Salesforce Adapter.Appendix A Customer Relationship Management (CRM) Recipes A-113To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Subsequently, you can activate the integrations.When a transaction is created, updated (for example, a new line item is added), or canceled in Oracle CPQ, the Oracle CPQ Salesforce Transaction2Quote Sync integration is triggered and it creates, updates, or sets to denied status the corresponding Salesforce quote.
The auto-trigger requires pre-creating orchestration programs in Oracle Responsys that correspond to Oracle Loyalty Cloud events.Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data 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 performs bidirectional synchronization of data between transactions in Oracle CPQ and quotes in Salesforce.The recipe contains two integration flows - one for synchronizing Salesforce quotes with corresponding Oracle CPQ transactions, and another for synchronizing Oracle CPQ transactions with corresponding Salesforce quotes.The integrations use the standard Oracle CPQ Adapter and the Salesforce Adapter.Appendix A Customer Relationship Management (CRM) Recipes A-113To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Subsequently, you can activate the integrations.When a transaction is created, updated (for example, a new line item is added), or canceled in Oracle CPQ, the Oracle CPQ Salesforce Transaction2Quote Sync integration is triggered and it creates, updates, or sets to denied status the corresponding Salesforce quote.Similarly, when a quote is created, updated (for example, the value of a quote line item is changed), or set to denied status in Salesforce, the Oracle Salesforce CPQ Quote2Transaction Sync integration is triggered and it creates, updates, or cancels the corresponding transaction in Oracle CPQ.
Life cycle marketing for campaigns like birthdays, newsletters, and special promotions for members with specific characteristics.In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data 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 performs bidirectional synchronization of data between transactions in Oracle CPQ and quotes in Salesforce.The recipe contains two integration flows - one for synchronizing Salesforce quotes with corresponding Oracle CPQ transactions, and another for synchronizing Oracle CPQ transactions with corresponding Salesforce quotes.The integrations use the standard Oracle CPQ Adapter and the Salesforce Adapter.Appendix A Customer Relationship Management (CRM) Recipes A-113To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Subsequently, you can activate the integrations.When a transaction is created, updated (for example, a new line item is added), or canceled in Oracle CPQ, the Oracle CPQ Salesforce Transaction2Quote Sync integration is triggered and it creates, updates, or sets to denied status the corresponding Salesforce quote.Similarly, when a quote is created, updated (for example, the value of a quote line item is changed), or set to denied status in Salesforce, the Oracle Salesforce CPQ Quote2Transaction Sync integration is triggered and it creates, updates, or cancels the corresponding transaction in Oracle CPQ.System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Oracle CPQ, Version 4.15.0 64-bit Salesforce An account on Oracle CPQ with the Superuser role An account on Salesforce 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 Oracle CPQ and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and synchronize data in both systems.
In Oracle Responsys, you define the specific campaign, targeting criteria, and personalization rules, as well as the recurring schedule to run the campaign.System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data 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 performs bidirectional synchronization of data between transactions in Oracle CPQ and quotes in Salesforce.The recipe contains two integration flows - one for synchronizing Salesforce quotes with corresponding Oracle CPQ transactions, and another for synchronizing Oracle CPQ transactions with corresponding Salesforce quotes.The integrations use the standard Oracle CPQ Adapter and the Salesforce Adapter.Appendix A Customer Relationship Management (CRM) Recipes A-113To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Subsequently, you can activate the integrations.When a transaction is created, updated (for example, a new line item is added), or canceled in Oracle CPQ, the Oracle CPQ Salesforce Transaction2Quote Sync integration is triggered and it creates, updates, or sets to denied status the corresponding Salesforce quote.Similarly, when a quote is created, updated (for example, the value of a quote line item is changed), or set to denied status in Salesforce, the Oracle Salesforce CPQ Quote2Transaction Sync integration is triggered and it creates, updates, or cancels the corresponding transaction in Oracle CPQ.System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Oracle CPQ, Version 4.15.0 64-bit Salesforce An account on Oracle CPQ with the Superuser role An account on Salesforce 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 Oracle CPQ and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and synchronize data in both systems.1.Configure Oracle CPQ 2.Configure Salesforce Configure Oracle CPQ To access an Oracle CPQ instance using Oracle Integration and ensure that data is synchronized, you must perform certain configuration tasks on your Oracle CPQ instance.
System and Access Requirements Oracle Loyalty Cloud Oracle Responsys Marketing Platform Cloud Service Oracle Integration Install, Configure, and Run the Recipe For more information and steps to install, configure, and run recipes, see Get Started with Integration Accelerators and Recipes .Related Documentation Oracle Loyalty Cloud Integrating Loyalty with Oracle Responsys Marketing Platform Cloud Service Sync Data Between Oracle CPQ Transactions and Salesforce Quotes Use this recipe to synchronize data between Oracle Configure, Price, and Quote (Oracle CPQ) transactions and Salesforce quotes.Note: This recipe is available as Oracle CPQ Salesforce \| Synchronize Data 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 performs bidirectional synchronization of data between transactions in Oracle CPQ and quotes in Salesforce.The recipe contains two integration flows - one for synchronizing Salesforce quotes with corresponding Oracle CPQ transactions, and another for synchronizing Oracle CPQ transactions with corresponding Salesforce quotes.The integrations use the standard Oracle CPQ Adapter and the Salesforce Adapter.Appendix A Customer Relationship Management (CRM) Recipes A-113To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Subsequently, you can activate the integrations.When a transaction is created, updated (for example, a new line item is added), or canceled in Oracle CPQ, the Oracle CPQ Salesforce Transaction2Quote Sync integration is triggered and it creates, updates, or sets to denied status the corresponding Salesforce quote.Similarly, when a quote is created, updated (for example, the value of a quote line item is changed), or set to denied status in Salesforce, the Oracle Salesforce CPQ Quote2Transaction Sync integration is triggered and it creates, updates, or cancels the corresponding transaction in Oracle CPQ.System and Access Requirements Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher Oracle CPQ, Version 4.15.0 64-bit Salesforce An account on Oracle CPQ with the Superuser role An account on Salesforce 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 Oracle CPQ and Salesforce instances in order to successfully connect to these external systems using Oracle Integration and synchronize data in both systems.1.Configure Oracle CPQ 2.Configure Salesforce Configure Oracle CPQ To access an Oracle CPQ instance using Oracle Integration and ensure that data is synchronized, you must perform certain configuration tasks on your Oracle CPQ instance.Log in to your Oracle CPQ instance as an Administrator and complete the following tasks.

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