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b.In the Authentication section: i.Under User Application , select Authorization Code Grant .ii.Under Secret Keys , click ADD SECRET KEY .After the secret key is added, copy its value using the Copy to clipboard icon.c.In the Additional settings section, under Redirect URIs , click ADD URI and enter the following redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with values specific to your Oracle Integration instance.Appendix A Customer Relationship Management (CRM) Recipes A-89d.Click Save .You're redirected back to the Apps and Keys page.The newly created app is displayed under the Apps and Integration Keys section.7.Optionally, on the Apps and Keys page, get the API account ID of your DocuSign account.You'll require this ID if you want to log in to multiple accounts for a given user.Under the My Account Information section, copy the API Account ID displayed using the corresponding Copy to clipboard icon.8.Get the DocuSign account ID.a.Click the profile image in the upper-right corner of the page.b.In the menu that displays, note the account ID under your name.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.
ii.Under Secret Keys , click ADD SECRET KEY .After the secret key is added, copy its value using the Copy to clipboard icon.c.In the Additional settings section, under Redirect URIs , click ADD URI and enter the following redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with values specific to your Oracle Integration instance.Appendix A Customer Relationship Management (CRM) Recipes A-89d.Click Save .You're redirected back to the Apps and Keys page.The newly created app is displayed under the Apps and Integration Keys section.7.Optionally, on the Apps and Keys page, get the API account ID of your DocuSign account.You'll require this ID if you want to log in to multiple accounts for a given user.Under the My Account Information section, copy the API Account ID displayed using the corresponding Copy to clipboard icon.8.Get the DocuSign account ID.a.Click the profile image in the upper-right corner of the page.b.In the menu that displays, note the account ID under your name.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .
After the secret key is added, copy its value using the Copy to clipboard icon.c.In the Additional settings section, under Redirect URIs , click ADD URI and enter the following redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with values specific to your Oracle Integration instance.Appendix A Customer Relationship Management (CRM) Recipes A-89d.Click Save .You're redirected back to the Apps and Keys page.The newly created app is displayed under the Apps and Integration Keys section.7.Optionally, on the Apps and Keys page, get the API account ID of your DocuSign account.You'll require this ID if you want to log in to multiple accounts for a given user.Under the My Account Information section, copy the API Account ID displayed using the corresponding Copy to clipboard icon.8.Get the DocuSign account ID.a.Click the profile image in the upper-right corner of the page.b.In the menu that displays, note the account ID under your name.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.
c.In the Additional settings section, under Redirect URIs , click ADD URI and enter the following redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with values specific to your Oracle Integration instance.Appendix A Customer Relationship Management (CRM) Recipes A-89d.Click Save .You're redirected back to the Apps and Keys page.The newly created app is displayed under the Apps and Integration Keys section.7.Optionally, on the Apps and Keys page, get the API account ID of your DocuSign account.You'll require this ID if you want to log in to multiple accounts for a given user.Under the My Account Information section, copy the API Account ID displayed using the corresponding Copy to clipboard icon.8.Get the DocuSign account ID.a.Click the profile image in the upper-right corner of the page.b.In the menu that displays, note the account ID under your name.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.
https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with values specific to your Oracle Integration instance.Appendix A Customer Relationship Management (CRM) Recipes A-89d.Click Save .You're redirected back to the Apps and Keys page.The newly created app is displayed under the Apps and Integration Keys section.7.Optionally, on the Apps and Keys page, get the API account ID of your DocuSign account.You'll require this ID if you want to log in to multiple accounts for a given user.Under the My Account Information section, copy the API Account ID displayed using the corresponding Copy to clipboard icon.8.Get the DocuSign account ID.a.Click the profile image in the upper-right corner of the page.b.In the menu that displays, note the account ID under your name.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.
You're redirected back to the Apps and Keys page.The newly created app is displayed under the Apps and Integration Keys section.7.Optionally, on the Apps and Keys page, get the API account ID of your DocuSign account.You'll require this ID if you want to log in to multiple accounts for a given user.Under the My Account Information section, copy the API Account ID displayed using the corresponding Copy to clipboard icon.8.Get the DocuSign account ID.a.Click the profile image in the upper-right corner of the page.b.In the menu that displays, note the account ID under your name.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.
The newly created app is displayed under the Apps and Integration Keys section.7.Optionally, on the Apps and Keys page, get the API account ID of your DocuSign account.You'll require this ID if you want to log in to multiple accounts for a given user.Under the My Account Information section, copy the API Account ID displayed using the corresponding Copy to clipboard icon.8.Get the DocuSign account ID.a.Click the profile image in the upper-right corner of the page.b.In the menu that displays, note the account ID under your name.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.
7.Optionally, on the Apps and Keys page, get the API account ID of your DocuSign account.You'll require this ID if you want to log in to multiple accounts for a given user.Under the My Account Information section, copy the API Account ID displayed using the corresponding Copy to clipboard icon.8.Get the DocuSign account ID.a.Click the profile image in the upper-right corner of the page.b.In the menu that displays, note the account ID under your name.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .
You'll require this ID if you want to log in to multiple accounts for a given user.Under the My Account Information section, copy the API Account ID displayed using the corresponding Copy to clipboard icon.8.Get the DocuSign account ID.a.Click the profile image in the upper-right corner of the page.b.In the menu that displays, note the account ID under your name.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .
Under the My Account Information section, copy the API Account ID displayed using the corresponding Copy to clipboard icon.8.Get the DocuSign account ID.a.Click the profile image in the upper-right corner of the page.b.In the menu that displays, note the account ID under your name.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.
8.Get the DocuSign account ID.a.Click the profile image in the upper-right corner of the page.b.In the menu that displays, note the account ID under your name.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.
a.Click the profile image in the upper-right corner of the page.b.In the menu that displays, note the account ID under your name.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.
b.In the menu that displays, note the account ID under your name.Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.
Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .
1.On the Oracle Integration home page, scroll to the Accelerators & Recipes section.2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-90Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.
2.Click Search All .3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-90Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.
3.Find the recipe package that you want to install.4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-90Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .
4.Select the package, and then click the Install icon.5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-90Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Password Enter the password of the account created for Oracle Integration on Salesforce.
5.After the package is installed, click the Configure icon on the recipe card to configure the resources deployed by the package.The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-90Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.
The Configuration Editor page opens, displaying all the resources of the recipe package.Configure the following resources before you activate and run the recipe.Configure the Oracle Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-90Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.5.Click Save .
Configure the following resources before you activate and run the recipe.Configure the Oracle Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-90Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.5.Click Save .If prompted, click Save for a second time.
Configure the Oracle Salesforce Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle Salesforce Connection 1.On the Configuration Editor page, select Oracle Salesforce Connection .2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-90Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.
2.Click Edit .The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-90Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.In the resulting dialog, click Test again.
The connection configuration page appears.3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-90Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.In the resulting dialog, click Test again.A confirmation message is displayed if your test is successful.
3.In the Connection Properties section, enter the following details.Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-90Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.In the resulting dialog, click Test again.A confirmation message is displayed if your test is successful.7.Click Back to return to the Configuration Editor page.
Field Information to Enter Select Salesforce.com Instance TypeSelect Production or Sandbox based on your Salesforce instance type.API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-90Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.In the resulting dialog, click Test again.A confirmation message is displayed if your test is successful.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.
API Version Enter your current Salesforce API version.To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-90Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.In the resulting dialog, click Test again.A confirmation message is displayed if your test is successful.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle DocuSign Connection 1.On the Configuration Editor page, select Oracle DocuSign Connection .
To obtain the API version, see Configure Salesforce .4.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-90Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.In the resulting dialog, click Test again.A confirmation message is displayed if your test is successful.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle DocuSign Connection 1.On the Configuration Editor page, select Oracle DocuSign Connection .2.Click Edit .
4.In the Security section, enter the following details.Appendix A Customer Relationship Management (CRM) Recipes A-90Field Information to Enter Security Policy Leave Salesforce Username Password Policy selected.Username Enter the user name of the account created for Oracle Integration on Salesforce.See Configure Salesforce .Password Enter the password of the account created for Oracle Integration on Salesforce.Note: To the password, you must also append the security token generated for the same account.5.Click Save .If prompted, click Save for a second time.6.Click Test to ensure that your connection is successfully configured.In the resulting dialog, click Test again.A confirmation message is displayed if your test is successful.7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle DocuSign Connection 1.On the Configuration Editor page, select Oracle DocuSign 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 DocuSign Connection 1.On the Configuration Editor page, select Oracle DocuSign Connection .2.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.
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 DocuSign Connection 1.On the Configuration Editor page, select Oracle DocuSign Connection .2.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Field Information to Enter Client ID Enter the integration key of the OAuth application created in DocuSign.
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 DocuSign Connection 1.On the Configuration Editor page, select Oracle DocuSign Connection .2.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Field Information to Enter Client ID Enter the integration key of the OAuth application created in DocuSign.See Configure DocuSign .
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 DocuSign Connection 1.On the Configuration Editor page, select Oracle DocuSign Connection .2.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Field Information to Enter Client ID Enter the integration key of the OAuth application created in DocuSign.See Configure DocuSign .Client Secret Enter the client secret of the OAuth application created in DocuSign.
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 DocuSign Connection 1.On the Configuration Editor page, select Oracle DocuSign Connection .2.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Field Information to Enter Client ID Enter the integration key of the OAuth application created in DocuSign.See Configure DocuSign .Client Secret Enter the client secret of the OAuth application created in DocuSign.Scope Enter signature extended .
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 DocuSign Connection 1.On the Configuration Editor page, select Oracle DocuSign Connection .2.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Field Information to Enter Client ID Enter the integration key of the OAuth application created in DocuSign.See Configure DocuSign .Client Secret Enter the client secret of the OAuth application created in DocuSign.Scope Enter signature extended .Instance Type Select Sandbox .
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 DocuSign Connection 1.On the Configuration Editor page, select Oracle DocuSign Connection .2.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Field Information to Enter Client ID Enter the integration key of the OAuth application created in DocuSign.See Configure DocuSign .Client Secret Enter the client secret of the OAuth application created in DocuSign.Scope Enter signature extended .Instance Type Select Sandbox .Account ID Enter the API account ID of your DocuSign account.
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 DocuSign Connection 1.On the Configuration Editor page, select Oracle DocuSign Connection .2.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Field Information to Enter Client ID Enter the integration key of the OAuth application created in DocuSign.See Configure DocuSign .Client Secret Enter the client secret of the OAuth application created in DocuSign.Scope Enter signature extended .Instance Type Select Sandbox .Account ID Enter the API account ID of your DocuSign account.See Configure DocuSign .
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 DocuSign Connection 1.On the Configuration Editor page, select Oracle DocuSign Connection .2.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Field Information to Enter Client ID Enter the integration key of the OAuth application created in DocuSign.See Configure DocuSign .Client Secret Enter the client secret of the OAuth application created in DocuSign.Scope Enter signature extended .Instance Type Select Sandbox .Account ID Enter the API account ID of your DocuSign account.See Configure DocuSign .4.Click Save .
7.Click Back to return to the Configuration Editor page.Click Save again if prompted.Configure the Oracle DocuSign Connection 1.On the Configuration Editor page, select Oracle DocuSign Connection .2.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Field Information to Enter Client ID Enter the integration key of the OAuth application created in DocuSign.See Configure DocuSign .Client Secret Enter the client secret of the OAuth application created in DocuSign.Scope Enter signature extended .Instance Type Select Sandbox .Account ID Enter the API account ID of your DocuSign account.See Configure DocuSign .4.Click Save .If prompted, click Save for a second time.
Click Save again if prompted.Configure the Oracle DocuSign Connection 1.On the Configuration Editor page, select Oracle DocuSign Connection .2.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Field Information to Enter Client ID Enter the integration key of the OAuth application created in DocuSign.See Configure DocuSign .Client Secret Enter the client secret of the OAuth application created in DocuSign.Scope Enter signature extended .Instance Type Select Sandbox .Account ID Enter the API account ID of your DocuSign account.See Configure DocuSign .4.Click Save .If prompted, click Save for a second time.5.Click Provide Consent .
Configure the Oracle DocuSign Connection 1.On the Configuration Editor page, select Oracle DocuSign Connection .2.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Field Information to Enter Client ID Enter the integration key of the OAuth application created in DocuSign.See Configure DocuSign .Client Secret Enter the client secret of the OAuth application created in DocuSign.Scope Enter signature extended .Instance Type Select Sandbox .Account ID Enter the API account ID of your DocuSign account.See Configure DocuSign .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 .
2.Click Edit .The connection configuration page appears.3.In the Security section, enter the following details.Field Information to Enter Client ID Enter the integration key of the OAuth application created in DocuSign.See Configure DocuSign .Client Secret Enter the client secret of the OAuth application created in DocuSign.Scope Enter signature extended .Instance Type Select Sandbox .Account ID Enter the API account ID of your DocuSign account.See Configure DocuSign .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 DocuSign login page.
The connection configuration page appears.3.In the Security section, enter the following details.Field Information to Enter Client ID Enter the integration key of the OAuth application created in DocuSign.See Configure DocuSign .Client Secret Enter the client secret of the OAuth application created in DocuSign.Scope Enter signature extended .Instance Type Select Sandbox .Account ID Enter the API account ID of your DocuSign account.See Configure DocuSign .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 DocuSign login page.7.Enter your DocuSign account credentials and click Continue to log in.
3.In the Security section, enter the following details.Field Information to Enter Client ID Enter the integration key of the OAuth application created in DocuSign.See Configure DocuSign .Client Secret Enter the client secret of the OAuth application created in DocuSign.Scope Enter signature extended .Instance Type Select Sandbox .Account ID Enter the API account ID of your DocuSign account.See Configure DocuSign .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 DocuSign login page.7.Enter your DocuSign account credentials and click Continue to log in.You are now displayed a page that prompts you to authorize the connection to the DocuSign application created previously.
Field Information to Enter Client ID Enter the integration key of the OAuth application created in DocuSign.See Configure DocuSign .Client Secret Enter the client secret of the OAuth application created in DocuSign.Scope Enter signature extended .Instance Type Select Sandbox .Account ID Enter the API account ID of your DocuSign account.See Configure DocuSign .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 DocuSign login page.7.Enter your DocuSign account credentials and click Continue to log in.You are now displayed a page that prompts you to authorize the connection to the DocuSign application created previously.8.On the DocuSign web page, click ACCEPT .Appendix A Customer Relationship Management (CRM) Recipes A-91You're informed that access to DocuSign is allowed.
See Configure DocuSign .Client Secret Enter the client secret of the OAuth application created in DocuSign.Scope Enter signature extended .Instance Type Select Sandbox .Account ID Enter the API account ID of your DocuSign account.See Configure DocuSign .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 DocuSign login page.7.Enter your DocuSign account credentials and click Continue to log in.You are now displayed a page that prompts you to authorize the connection to the DocuSign application created previously.8.On the DocuSign web page, click ACCEPT .Appendix A Customer Relationship Management (CRM) Recipes A-91You're informed that access to DocuSign is allowed.You can now switch back to the DocuSign Connection window of Oracle Integration to test your connection.
Client Secret Enter the client secret of the OAuth application created in DocuSign.Scope Enter signature extended .Instance Type Select Sandbox .Account ID Enter the API account ID of your DocuSign account.See Configure DocuSign .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 DocuSign login page.7.Enter your DocuSign account credentials and click Continue to log in.You are now displayed a page that prompts you to authorize the connection to the DocuSign application created previously.8.On the DocuSign web page, click ACCEPT .Appendix A Customer Relationship Management (CRM) Recipes A-91You're informed that access to DocuSign is allowed.You can now switch back to the DocuSign Connection window of Oracle Integration to test your connection.9.In the Oracle DocuSign Connection window, click Test to ensure that your connection is successfully configured.
Scope Enter signature extended .Instance Type Select Sandbox .Account ID Enter the API account ID of your DocuSign account.See Configure DocuSign .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 DocuSign login page.7.Enter your DocuSign account credentials and click Continue to log in.You are now displayed a page that prompts you to authorize the connection to the DocuSign application created previously.8.On the DocuSign web page, click ACCEPT .Appendix A Customer Relationship Management (CRM) Recipes A-91You're informed that access to DocuSign is allowed.You can now switch back to the DocuSign Connection window of Oracle Integration to test your connection.9.In the Oracle DocuSign Connection window, click Test to ensure that your connection is successfully configured.A confirmation message is displayed if your test is successful.
Instance Type Select Sandbox .Account ID Enter the API account ID of your DocuSign account.See Configure DocuSign .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 DocuSign login page.7.Enter your DocuSign account credentials and click Continue to log in.You are now displayed a page that prompts you to authorize the connection to the DocuSign application created previously.8.On the DocuSign web page, click ACCEPT .Appendix A Customer Relationship Management (CRM) Recipes A-91You're informed that access to DocuSign is allowed.You can now switch back to the DocuSign Connection window of Oracle Integration to test your connection.9.In the Oracle DocuSign 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.
Account ID Enter the API account ID of your DocuSign account.See Configure DocuSign .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 DocuSign login page.7.Enter your DocuSign account credentials and click Continue to log in.You are now displayed a page that prompts you to authorize the connection to the DocuSign application created previously.8.On the DocuSign web page, click ACCEPT .Appendix A Customer Relationship Management (CRM) Recipes A-91You're informed that access to DocuSign is allowed.You can now switch back to the DocuSign Connection window of Oracle Integration to test your connection.9.In the Oracle DocuSign 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.
See Configure DocuSign .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 DocuSign login page.7.Enter your DocuSign account credentials and click Continue to log in.You are now displayed a page that prompts you to authorize the connection to the DocuSign application created previously.8.On the DocuSign web page, click ACCEPT .Appendix A Customer Relationship Management (CRM) Recipes A-91You're informed that access to DocuSign is allowed.You can now switch back to the DocuSign Connection window of Oracle Integration to test your connection.9.In the Oracle DocuSign 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.
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 DocuSign login page.7.Enter your DocuSign account credentials and click Continue to log in.You are now displayed a page that prompts you to authorize the connection to the DocuSign application created previously.8.On the DocuSign web page, click ACCEPT .Appendix A Customer Relationship Management (CRM) Recipes A-91You're informed that access to DocuSign is allowed.You can now switch back to the DocuSign Connection window of Oracle Integration to test your connection.9.In the Oracle DocuSign 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: DocusignAccountID : This integration property holds the unique number associated with a DocuSign account.
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 DocuSign login page.7.Enter your DocuSign account credentials and click Continue to log in.You are now displayed a page that prompts you to authorize the connection to the DocuSign application created previously.8.On the DocuSign web page, click ACCEPT .Appendix A Customer Relationship Management (CRM) Recipes A-91You're informed that access to DocuSign is allowed.You can now switch back to the DocuSign Connection window of Oracle Integration to test your connection.9.In the Oracle DocuSign 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: DocusignAccountID : This integration property holds the unique number associated with a DocuSign account.Enter the ID of your account.
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 DocuSign login page.7.Enter your DocuSign account credentials and click Continue to log in.You are now displayed a page that prompts you to authorize the connection to the DocuSign application created previously.8.On the DocuSign web page, click ACCEPT .Appendix A Customer Relationship Management (CRM) Recipes A-91You're informed that access to DocuSign is allowed.You can now switch back to the DocuSign Connection window of Oracle Integration to test your connection.9.In the Oracle DocuSign 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: DocusignAccountID : This integration property holds the unique number associated with a DocuSign account.Enter the ID of your account.To obtain this ID, see Step 8 in Configure DocuSign .
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 DocuSign login page.7.Enter your DocuSign account credentials and click Continue to log in.You are now displayed a page that prompts you to authorize the connection to the DocuSign application created previously.8.On the DocuSign web page, click ACCEPT .Appendix A Customer Relationship Management (CRM) Recipes A-91You're informed that access to DocuSign is allowed.You can now switch back to the DocuSign Connection window of Oracle Integration to test your connection.9.In the Oracle DocuSign 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: DocusignAccountID : This integration property holds the unique number associated with a DocuSign account.Enter the ID of your account.To obtain this ID, see Step 8 in Configure DocuSign .NotificationMail : This integration property holds the email address to which run- time exception emails are sent.
You'll now be redirected to the DocuSign login page.7.Enter your DocuSign account credentials and click Continue to log in.You are now displayed a page that prompts you to authorize the connection to the DocuSign application created previously.8.On the DocuSign web page, click ACCEPT .Appendix A Customer Relationship Management (CRM) Recipes A-91You're informed that access to DocuSign is allowed.You can now switch back to the DocuSign Connection window of Oracle Integration to test your connection.9.In the Oracle DocuSign 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: DocusignAccountID : This integration property holds the unique number associated with a DocuSign account.Enter the ID of your account.To obtain this ID, see Step 8 in Configure DocuSign .NotificationMail : This integration property holds the email address to which run- time exception emails are sent.Enter an email address of your choice.
7.Enter your DocuSign account credentials and click Continue to log in.You are now displayed a page that prompts you to authorize the connection to the DocuSign application created previously.8.On the DocuSign web page, click ACCEPT .Appendix A Customer Relationship Management (CRM) Recipes A-91You're informed that access to DocuSign is allowed.You can now switch back to the DocuSign Connection window of Oracle Integration to test your connection.9.In the Oracle DocuSign 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: DocusignAccountID : This integration property holds the unique number associated with a DocuSign account.Enter the ID of your account.To obtain this ID, see Step 8 in Configure DocuSign .NotificationMail : 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 are now displayed a page that prompts you to authorize the connection to the DocuSign application created previously.8.On the DocuSign web page, click ACCEPT .Appendix A Customer Relationship Management (CRM) Recipes A-91You're informed that access to DocuSign is allowed.You can now switch back to the DocuSign Connection window of Oracle Integration to test your connection.9.In the Oracle DocuSign 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: DocusignAccountID : This integration property holds the unique number associated with a DocuSign account.Enter the ID of your account.To obtain this ID, see Step 8 in Configure DocuSign .NotificationMail : 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.
8.On the DocuSign web page, click ACCEPT .Appendix A Customer Relationship Management (CRM) Recipes A-91You're informed that access to DocuSign is allowed.You can now switch back to the DocuSign Connection window of Oracle Integration to test your connection.9.In the Oracle DocuSign 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: DocusignAccountID : This integration property holds the unique number associated with a DocuSign account.Enter the ID of your account.To obtain this ID, see Step 8 in Configure DocuSign .NotificationMail : 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.
You can now switch back to the DocuSign Connection window of Oracle Integration to test your connection.9.In the Oracle DocuSign 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: DocusignAccountID : This integration property holds the unique number associated with a DocuSign account.Enter the ID of your account.To obtain this ID, see Step 8 in Configure DocuSign .NotificationMail : 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.
9.In the Oracle DocuSign 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: DocusignAccountID : This integration property holds the unique number associated with a DocuSign account.Enter the ID of your account.To obtain this ID, see Step 8 in Configure DocuSign .NotificationMail : 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.A 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: DocusignAccountID : This integration property holds the unique number associated with a DocuSign account.Enter the ID of your account.To obtain this ID, see Step 8 in Configure DocuSign .NotificationMail : 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.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.
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: DocusignAccountID : This integration property holds the unique number associated with a DocuSign account.Enter the ID of your account.To obtain this ID, see Step 8 in Configure DocuSign .NotificationMail : 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.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Run the recipe.
Click Save if prompted.Update Integration Properties Update the integration properties with appropriate values.The recipe's integration flow contains the following properties: DocusignAccountID : This integration property holds the unique number associated with a DocuSign account.Enter the ID of your account.To obtain this ID, see Step 8 in Configure DocuSign .NotificationMail : 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.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Run the recipe.a.Log in to your Salesforce instance.
Update Integration Properties Update the integration properties with appropriate values.The recipe's integration flow contains the following properties: DocusignAccountID : This integration property holds the unique number associated with a DocuSign account.Enter the ID of your account.To obtain this ID, see Step 8 in Configure DocuSign .NotificationMail : 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.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Run the recipe.a.Log in to your Salesforce instance.Note: If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI.
The recipe's integration flow contains the following properties: DocusignAccountID : This integration property holds the unique number associated with a DocuSign account.Enter the ID of your account.To obtain this ID, see Step 8 in Configure DocuSign .NotificationMail : 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.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Run the recipe.a.Log in to your Salesforce instance.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 .
Enter the ID of your account.To obtain this ID, see Step 8 in Configure DocuSign .NotificationMail : 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.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Run the recipe.a.Log in to your Salesforce instance.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 Opportunities tab.
To obtain this ID, see Step 8 in Configure DocuSign .NotificationMail : 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.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Run the recipe.a.Log in to your Salesforce instance.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 Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .
NotificationMail : 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.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Run the recipe.a.Log in to your Salesforce instance.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 Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .c.On the Opportunities Home page, select All Opportunities in the View field and click Go!.Appendix A Customer Relationship Management (CRM) Recipes A-92All the opportunities on your Salesforce instance are displayed.
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.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Run the recipe.a.Log in to your Salesforce instance.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 Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .c.On the Opportunities Home page, select All Opportunities in the View field and click Go!.Appendix A Customer Relationship Management (CRM) Recipes A-92All the opportunities on your Salesforce instance are displayed.d.Find a sample opportunity record that hasn't been closed, and click its name to open it.
For the procedure to update these integration properties, see Steps 7 to 9 in Override Design-Time Properties in an Integration.Activate and Run the Recipe After you've configured the connections and the integration, activate the recipe package and run it.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Run the recipe.a.Log in to your Salesforce instance.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 Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .c.On the Opportunities Home page, select All Opportunities in the View field and click Go!.Appendix A Customer Relationship Management (CRM) Recipes A-92All the opportunities on your Salesforce instance are displayed.d.Find a sample opportunity record that hasn't been closed, and click its name to open it.e.On the opportunity's page: i.Scroll to the Notes & Attachments section, click Upload Files , and upload a sample PDF document.
Activate and Run the Recipe After you've configured the connections and the integration, activate the recipe package and run it.1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Run the recipe.a.Log in to your Salesforce instance.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 Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .c.On the Opportunities Home page, select All Opportunities in the View field and click Go!.Appendix A Customer Relationship Management (CRM) Recipes A-92All the opportunities on your Salesforce instance are displayed.d.Find a sample opportunity record that hasn't been closed, and click its name to open it.e.On the opportunity's page: i.Scroll to the Notes & Attachments section, click Upload Files , and upload a sample PDF document.ii.In the Opportunity Detail section at the top, click Edit, then select Closed Won in the Stage field, and click Save .
1.On the Configuration Editor page, click Activate in the title bar.In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Run the recipe.a.Log in to your Salesforce instance.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 Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .c.On the Opportunities Home page, select All Opportunities in the View field and click Go!.Appendix A Customer Relationship Management (CRM) Recipes A-92All the opportunities on your Salesforce instance are displayed.d.Find a sample opportunity record that hasn't been closed, and click its name to open it.e.On the opportunity's page: i.Scroll to the Notes & Attachments section, click Upload Files , and upload a sample PDF document.ii.In the Opportunity Detail section at the top, click Edit, then select Closed Won in the Stage field, and click Save .You've now successfully triggered the recipe.
In the Activate Package dialog, click Activate again.A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Run the recipe.a.Log in to your Salesforce instance.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 Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .c.On the Opportunities Home page, select All Opportunities in the View field and click Go!.Appendix A Customer Relationship Management (CRM) Recipes A-92All the opportunities on your Salesforce instance are displayed.d.Find a sample opportunity record that hasn't been closed, and click its name to open it.e.On the opportunity's page: i.Scroll to the Notes & Attachments section, click Upload Files , and upload a sample PDF document.ii.In the Opportunity Detail section at the top, click Edit, then select Closed Won in the Stage field, and click Save .You've now successfully triggered the recipe.3.Monitor the execution of the integration flow in Oracle Integration.
A confirmation message is displayed informing that the integration has been submitted for activation.Refresh the page to view the updated status of the integration.2.Run the recipe.a.Log in to your Salesforce instance.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 Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .c.On the Opportunities Home page, select All Opportunities in the View field and click Go!.Appendix A Customer Relationship Management (CRM) Recipes A-92All the opportunities on your Salesforce instance are displayed.d.Find a sample opportunity record that hasn't been closed, and click its name to open it.e.On the opportunity's page: i.Scroll to the Notes & Attachments section, click Upload Files , and upload a sample PDF document.ii.In the Opportunity Detail section at the top, click Edit, then select Closed Won in the Stage 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.
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 Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .c.On the Opportunities Home page, select All Opportunities in the View field and click Go!.Appendix A Customer Relationship Management (CRM) Recipes A-92All the opportunities on your Salesforce instance are displayed.d.Find a sample opportunity record that hasn't been closed, and click its name to open it.e.On the opportunity's page: i.Scroll to the Notes & Attachments section, click Upload Files , and upload a sample PDF document.ii.In the Opportunity Detail section at the top, click Edit, then select Closed Won in the Stage 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 .
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 Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .c.On the Opportunities Home page, select All Opportunities in the View field and click Go!.Appendix A Customer Relationship Management (CRM) Recipes A-92All the opportunities on your Salesforce instance are displayed.d.Find a sample opportunity record that hasn't been closed, and click its name to open it.e.On the opportunity's page: i.Scroll to the Notes & Attachments section, click Upload Files , and upload a sample PDF document.ii.In the Opportunity Detail section at the top, click Edit, then select Closed Won in the Stage 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 .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.
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 Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .c.On the Opportunities Home page, select All Opportunities in the View field and click Go!.Appendix A Customer Relationship Management (CRM) Recipes A-92All the opportunities on your Salesforce instance are displayed.d.Find a sample opportunity record that hasn't been closed, and click its name to open it.e.On the opportunity's page: i.Scroll to the Notes & Attachments section, click Upload Files , and upload a sample PDF document.ii.In the Opportunity Detail section at the top, click Edit, then select Closed Won in the Stage 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 .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now creates a draft envelope in DocuSign with the document attachment of the Salesforce opportunity you just closed.
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 Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .c.On the Opportunities Home page, select All Opportunities in the View field and click Go!.Appendix A Customer Relationship Management (CRM) Recipes A-92All the opportunities on your Salesforce instance are displayed.d.Find a sample opportunity record that hasn't been closed, and click its name to open it.e.On the opportunity's page: i.Scroll to the Notes & Attachments section, click Upload Files , and upload a sample PDF document.ii.In the Opportunity Detail section at the top, click Edit, then select Closed Won in the Stage 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 .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now creates a draft envelope in DocuSign with the document attachment of the Salesforce opportunity you just closed.4.Log in to your DocuSign Developer instance at https://appdemo.docusign.com/home and check for the new draft envelope.
See Toggle or switch between Lightning Experience and Salesforce Classic .b.On the Salesforce Setup page, click the Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .c.On the Opportunities Home page, select All Opportunities in the View field and click Go!.Appendix A Customer Relationship Management (CRM) Recipes A-92All the opportunities on your Salesforce instance are displayed.d.Find a sample opportunity record that hasn't been closed, and click its name to open it.e.On the opportunity's page: i.Scroll to the Notes & Attachments section, click Upload Files , and upload a sample PDF document.ii.In the Opportunity Detail section at the top, click Edit, then select Closed Won in the Stage 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 .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now creates a draft envelope in DocuSign with the document attachment of the Salesforce opportunity you just closed.4.Log in to your DocuSign Developer instance at https://appdemo.docusign.com/home and check for the new draft envelope.a.On the DocuSign instance, click the Manage tab on the title bar.
b.On the Salesforce Setup page, click the Opportunities tab.Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .c.On the Opportunities Home page, select All Opportunities in the View field and click Go!.Appendix A Customer Relationship Management (CRM) Recipes A-92All the opportunities on your Salesforce instance are displayed.d.Find a sample opportunity record that hasn't been closed, and click its name to open it.e.On the opportunity's page: i.Scroll to the Notes & Attachments section, click Upload Files , and upload a sample PDF document.ii.In the Opportunity Detail section at the top, click Edit, then select Closed Won in the Stage 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 .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now creates a draft envelope in DocuSign with the document attachment of the Salesforce opportunity you just closed.4.Log in to your DocuSign Developer instance at https://appdemo.docusign.com/home and check for the new draft envelope.a.On the DocuSign instance, click the Manage tab on the title bar.b.On the resulting page, in the ENVELOPES section in the left navigation menu, click Drafts to view the envelope with the Salesforce opportunity's document.
Note: If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities .c.On the Opportunities Home page, select All Opportunities in the View field and click Go!.Appendix A Customer Relationship Management (CRM) Recipes A-92All the opportunities on your Salesforce instance are displayed.d.Find a sample opportunity record that hasn't been closed, and click its name to open it.e.On the opportunity's page: i.Scroll to the Notes & Attachments section, click Upload Files , and upload a sample PDF document.ii.In the Opportunity Detail section at the top, click Edit, then select Closed Won in the Stage 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 .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now creates a draft envelope in DocuSign with the document attachment of the Salesforce opportunity you just closed.4.Log in to your DocuSign Developer instance at https://appdemo.docusign.com/home and check for the new draft envelope.a.On the DocuSign instance, click the Manage tab on the title bar.b.On the resulting page, in the ENVELOPES section in the left navigation menu, click Drafts to view the envelope with the Salesforce opportunity's document.Related Documentation Using the DocuSign Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Send Notifications to Salesforce Lead Owners Using Twilio Use this recipe to send a notification message to a Salesforce lead's new owner when the owner is changed.
c.On the Opportunities Home page, select All Opportunities in the View field and click Go!.Appendix A Customer Relationship Management (CRM) Recipes A-92All the opportunities on your Salesforce instance are displayed.d.Find a sample opportunity record that hasn't been closed, and click its name to open it.e.On the opportunity's page: i.Scroll to the Notes & Attachments section, click Upload Files , and upload a sample PDF document.ii.In the Opportunity Detail section at the top, click Edit, then select Closed Won in the Stage 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 .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now creates a draft envelope in DocuSign with the document attachment of the Salesforce opportunity you just closed.4.Log in to your DocuSign Developer instance at https://appdemo.docusign.com/home and check for the new draft envelope.a.On the DocuSign instance, click the Manage tab on the title bar.b.On the resulting page, in the ENVELOPES section in the left navigation menu, click Drafts to view the envelope with the Salesforce opportunity's document.Related Documentation Using the DocuSign Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Send Notifications to Salesforce Lead Owners Using Twilio Use this recipe to send a notification message to a Salesforce lead's new owner when the owner is changed.Note: This recipe is available as Salesforce Twilio \| Send Notifications to Lead Owners in the Integration Store.
d.Find a sample opportunity record that hasn't been closed, and click its name to open it.e.On the opportunity's page: i.Scroll to the Notes & Attachments section, click Upload Files , and upload a sample PDF document.ii.In the Opportunity Detail section at the top, click Edit, then select Closed Won in the Stage 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 .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now creates a draft envelope in DocuSign with the document attachment of the Salesforce opportunity you just closed.4.Log in to your DocuSign Developer instance at https://appdemo.docusign.com/home and check for the new draft envelope.a.On the DocuSign instance, click the Manage tab on the title bar.b.On the resulting page, in the ENVELOPES section in the left navigation menu, click Drafts to view the envelope with the Salesforce opportunity's document.Related Documentation Using the DocuSign Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Send Notifications to Salesforce Lead Owners Using Twilio Use this recipe to send a notification message to a Salesforce lead's new owner when the owner is changed.Note: This recipe is available as Salesforce Twilio \| Send Notifications to Lead Owners in the Integration Store.Oracle provides this recipe as a sample only.
e.On the opportunity's page: i.Scroll to the Notes & Attachments section, click Upload Files , and upload a sample PDF document.ii.In the Opportunity Detail section at the top, click Edit, then select Closed Won in the Stage 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 .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now creates a draft envelope in DocuSign with the document attachment of the Salesforce opportunity you just closed.4.Log in to your DocuSign Developer instance at https://appdemo.docusign.com/home and check for the new draft envelope.a.On the DocuSign instance, click the Manage tab on the title bar.b.On the resulting page, in the ENVELOPES section in the left navigation menu, click Drafts to view the envelope with the Salesforce opportunity's document.Related Documentation Using the DocuSign Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Send Notifications to Salesforce Lead Owners Using Twilio Use this recipe to send a notification message to a Salesforce lead's new owner when the owner is changed.Note: This recipe is available as Salesforce Twilio \| Send Notifications to Lead Owners 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.
ii.In the Opportunity Detail section at the top, click Edit, then select Closed Won in the Stage 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 .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now creates a draft envelope in DocuSign with the document attachment of the Salesforce opportunity you just closed.4.Log in to your DocuSign Developer instance at https://appdemo.docusign.com/home and check for the new draft envelope.a.On the DocuSign instance, click the Manage tab on the title bar.b.On the resulting page, in the ENVELOPES section in the left navigation menu, click Drafts to view the envelope with the Salesforce opportunity's document.Related Documentation Using the DocuSign Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Send Notifications to Salesforce Lead Owners Using Twilio Use this recipe to send a notification message to a Salesforce lead's new owner when the owner is changed.Note: This recipe is available as Salesforce Twilio \| Send Notifications to Lead Owners 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.
You've now successfully triggered the recipe.3.Monitor the execution of the integration flow in Oracle Integration.a.On the Configuration Editor page of the recipe, select the integration flow.b.Click Run , then click Track Instances .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now creates a draft envelope in DocuSign with the document attachment of the Salesforce opportunity you just closed.4.Log in to your DocuSign Developer instance at https://appdemo.docusign.com/home and check for the new draft envelope.a.On the DocuSign instance, click the Manage tab on the title bar.b.On the resulting page, in the ENVELOPES section in the left navigation menu, click Drafts to view the envelope with the Salesforce opportunity's document.Related Documentation Using the DocuSign Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Send Notifications to Salesforce Lead Owners Using Twilio Use this recipe to send a notification message to a Salesforce lead's new owner when the owner is changed.Note: This recipe is available as Salesforce Twilio \| Send Notifications to Lead Owners in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe sends a notification message to the newly-assigned owner of a Salesforce lead using Twilio's short message service (SMS).
3.Monitor the execution of the integration flow in Oracle Integration.a.On the Configuration Editor page of the recipe, select the integration flow.b.Click Run , then click Track Instances .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now creates a draft envelope in DocuSign with the document attachment of the Salesforce opportunity you just closed.4.Log in to your DocuSign Developer instance at https://appdemo.docusign.com/home and check for the new draft envelope.a.On the DocuSign instance, click the Manage tab on the title bar.b.On the resulting page, in the ENVELOPES section in the left navigation menu, click Drafts to view the envelope with the Salesforce opportunity's document.Related Documentation Using the DocuSign Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Send Notifications to Salesforce Lead Owners Using Twilio Use this recipe to send a notification message to a Salesforce lead's new owner when the owner is changed.Note: This recipe is available as Salesforce Twilio \| Send Notifications to Lead Owners in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe sends a notification message to the newly-assigned owner of a Salesforce lead using Twilio's short message service (SMS).It uses the standard Salesforce Adapter and the Twilio Adapter.
a.On the Configuration Editor page of the recipe, select the integration flow.b.Click Run , then click Track Instances .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now creates a draft envelope in DocuSign with the document attachment of the Salesforce opportunity you just closed.4.Log in to your DocuSign Developer instance at https://appdemo.docusign.com/home and check for the new draft envelope.a.On the DocuSign instance, click the Manage tab on the title bar.b.On the resulting page, in the ENVELOPES section in the left navigation menu, click Drafts to view the envelope with the Salesforce opportunity's document.Related Documentation Using the DocuSign Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Send Notifications to Salesforce Lead Owners Using Twilio Use this recipe to send a notification message to a Salesforce lead's new owner when the owner is changed.Note: This recipe is available as Salesforce Twilio \| Send Notifications to Lead Owners in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe sends a notification message to the newly-assigned owner of a Salesforce lead using Twilio's short message service (SMS).It uses the standard Salesforce Adapter and the Twilio Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Appendix A Customer Relationship Management (CRM) Recipes A-93When a lead's owner changes in Salesforce, the integration flow of the recipe is triggered.
b.Click Run , then click Track Instances .c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now creates a draft envelope in DocuSign with the document attachment of the Salesforce opportunity you just closed.4.Log in to your DocuSign Developer instance at https://appdemo.docusign.com/home and check for the new draft envelope.a.On the DocuSign instance, click the Manage tab on the title bar.b.On the resulting page, in the ENVELOPES section in the left navigation menu, click Drafts to view the envelope with the Salesforce opportunity's document.Related Documentation Using the DocuSign Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Send Notifications to Salesforce Lead Owners Using Twilio Use this recipe to send a notification message to a Salesforce lead's new owner when the owner is changed.Note: This recipe is available as Salesforce Twilio \| Send Notifications to Lead Owners in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe sends a notification message to the newly-assigned owner of a Salesforce lead using Twilio's short message service (SMS).It uses the standard Salesforce Adapter and the Twilio Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Appendix A Customer Relationship Management (CRM) Recipes A-93When a lead's owner changes in Salesforce, the integration flow of the recipe is triggered.The integration receives the information about the lead along with the new owner's mobile number from Salesforce, creates a text message, and invokes Twilio to send the message to the mobile number.
c.On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.The recipe now creates a draft envelope in DocuSign with the document attachment of the Salesforce opportunity you just closed.4.Log in to your DocuSign Developer instance at https://appdemo.docusign.com/home and check for the new draft envelope.a.On the DocuSign instance, click the Manage tab on the title bar.b.On the resulting page, in the ENVELOPES section in the left navigation menu, click Drafts to view the envelope with the Salesforce opportunity's document.Related Documentation Using the DocuSign Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Send Notifications to Salesforce Lead Owners Using Twilio Use this recipe to send a notification message to a Salesforce lead's new owner when the owner is changed.Note: This recipe is available as Salesforce Twilio \| Send Notifications to Lead Owners in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe sends a notification message to the newly-assigned owner of a Salesforce lead using Twilio's short message service (SMS).It uses the standard Salesforce Adapter and the Twilio Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Appendix A Customer Relationship Management (CRM) Recipes A-93When a lead's owner changes in Salesforce, the integration flow of the recipe is triggered.The integration receives the information about the lead along with the new owner's mobile number from Salesforce, creates a text message, and invokes Twilio to send the message to the mobile number.System and Access Requirements Oracle Integration, Version 21.1.2.0.0 (210129.2200.39447) or higher Salesforce Twilio An account on Salesforce with the Administrator role An account on Twilio Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Salesforce and Twilio instances in order to successfully connect to these external systems using Oracle Integration and send messages to Salesforce users.
The recipe now creates a draft envelope in DocuSign with the document attachment of the Salesforce opportunity you just closed.4.Log in to your DocuSign Developer instance at https://appdemo.docusign.com/home and check for the new draft envelope.a.On the DocuSign instance, click the Manage tab on the title bar.b.On the resulting page, in the ENVELOPES section in the left navigation menu, click Drafts to view the envelope with the Salesforce opportunity's document.Related Documentation Using the DocuSign Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Send Notifications to Salesforce Lead Owners Using Twilio Use this recipe to send a notification message to a Salesforce lead's new owner when the owner is changed.Note: This recipe is available as Salesforce Twilio \| Send Notifications to Lead Owners in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe sends a notification message to the newly-assigned owner of a Salesforce lead using Twilio's short message service (SMS).It uses the standard Salesforce Adapter and the Twilio Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Appendix A Customer Relationship Management (CRM) Recipes A-93When a lead's owner changes in Salesforce, the integration flow of the recipe is triggered.The integration receives the information about the lead along with the new owner's mobile number from Salesforce, creates a text message, and invokes Twilio to send the message to the mobile number.System and Access Requirements Oracle Integration, Version 21.1.2.0.0 (210129.2200.39447) or higher Salesforce Twilio An account on Salesforce with the Administrator role An account on Twilio Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Salesforce and Twilio instances in order to successfully connect to these external systems using Oracle Integration and send messages to Salesforce users.1.Configure Salesforce 2.Configure Twilio Configure Salesforce To access Salesforce using Oracle Integration and retrieve information about Salesforce leads, you must perform certain configuration tasks on your Salesforce instance.
4.Log in to your DocuSign Developer instance at https://appdemo.docusign.com/home and check for the new draft envelope.a.On the DocuSign instance, click the Manage tab on the title bar.b.On the resulting page, in the ENVELOPES section in the left navigation menu, click Drafts to view the envelope with the Salesforce opportunity's document.Related Documentation Using the DocuSign Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Send Notifications to Salesforce Lead Owners Using Twilio Use this recipe to send a notification message to a Salesforce lead's new owner when the owner is changed.Note: This recipe is available as Salesforce Twilio \| Send Notifications to Lead Owners in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe sends a notification message to the newly-assigned owner of a Salesforce lead using Twilio's short message service (SMS).It uses the standard Salesforce Adapter and the Twilio Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Appendix A Customer Relationship Management (CRM) Recipes A-93When a lead's owner changes in Salesforce, the integration flow of the recipe is triggered.The integration receives the information about the lead along with the new owner's mobile number from Salesforce, creates a text message, and invokes Twilio to send the message to the mobile number.System and Access Requirements Oracle Integration, Version 21.1.2.0.0 (210129.2200.39447) or higher Salesforce Twilio An account on Salesforce with the Administrator role An account on Twilio Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Salesforce and Twilio instances in order to successfully connect to these external systems using Oracle Integration and send messages to Salesforce users.1.Configure Salesforce 2.Configure Twilio Configure Salesforce To access Salesforce using Oracle Integration and retrieve information about Salesforce leads, you must perform certain configuration tasks on your Salesforce instance.Create a user account on Salesforce for Oracle Integration.
a.On the DocuSign instance, click the Manage tab on the title bar.b.On the resulting page, in the ENVELOPES section in the left navigation menu, click Drafts to view the envelope with the Salesforce opportunity's document.Related Documentation Using the DocuSign Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Send Notifications to Salesforce Lead Owners Using Twilio Use this recipe to send a notification message to a Salesforce lead's new owner when the owner is changed.Note: This recipe is available as Salesforce Twilio \| Send Notifications to Lead Owners in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe sends a notification message to the newly-assigned owner of a Salesforce lead using Twilio's short message service (SMS).It uses the standard Salesforce Adapter and the Twilio Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Appendix A Customer Relationship Management (CRM) Recipes A-93When a lead's owner changes in Salesforce, the integration flow of the recipe is triggered.The integration receives the information about the lead along with the new owner's mobile number from Salesforce, creates a text message, and invokes Twilio to send the message to the mobile number.System and Access Requirements Oracle Integration, Version 21.1.2.0.0 (210129.2200.39447) or higher Salesforce Twilio An account on Salesforce with the Administrator role An account on Twilio Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Salesforce and Twilio instances in order to successfully connect to these external systems using Oracle Integration and send messages to Salesforce users.1.Configure Salesforce 2.Configure Twilio Configure Salesforce To access Salesforce using Oracle Integration and retrieve information about Salesforce leads, you must perform certain configuration tasks on your Salesforce instance.Create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.
b.On the resulting page, in the ENVELOPES section in the left navigation menu, click Drafts to view the envelope with the Salesforce opportunity's document.Related Documentation Using the DocuSign Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Send Notifications to Salesforce Lead Owners Using Twilio Use this recipe to send a notification message to a Salesforce lead's new owner when the owner is changed.Note: This recipe is available as Salesforce Twilio \| Send Notifications to Lead Owners in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe sends a notification message to the newly-assigned owner of a Salesforce lead using Twilio's short message service (SMS).It uses the standard Salesforce Adapter and the Twilio Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Appendix A Customer Relationship Management (CRM) Recipes A-93When a lead's owner changes in Salesforce, the integration flow of the recipe is triggered.The integration receives the information about the lead along with the new owner's mobile number from Salesforce, creates a text message, and invokes Twilio to send the message to the mobile number.System and Access Requirements Oracle Integration, Version 21.1.2.0.0 (210129.2200.39447) or higher Salesforce Twilio An account on Salesforce with the Administrator role An account on Twilio Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Salesforce and Twilio instances in order to successfully connect to these external systems using Oracle Integration and send messages to Salesforce users.1.Configure Salesforce 2.Configure Twilio Configure Salesforce To access Salesforce using Oracle Integration and retrieve information about Salesforce leads, you must perform certain configuration tasks on your Salesforce instance.Create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Also, identify your Salesforce instance type and your current Salesforce API version.
Related Documentation Using the DocuSign Adapter with Oracle Integration Using the Salesforce Adapter with Oracle Integration Send Notifications to Salesforce Lead Owners Using Twilio Use this recipe to send a notification message to a Salesforce lead's new owner when the owner is changed.Note: This recipe is available as Salesforce Twilio \| Send Notifications to Lead Owners in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe sends a notification message to the newly-assigned owner of a Salesforce lead using Twilio's short message service (SMS).It uses the standard Salesforce Adapter and the Twilio Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Appendix A Customer Relationship Management (CRM) Recipes A-93When a lead's owner changes in Salesforce, the integration flow of the recipe is triggered.The integration receives the information about the lead along with the new owner's mobile number from Salesforce, creates a text message, and invokes Twilio to send the message to the mobile number.System and Access Requirements Oracle Integration, Version 21.1.2.0.0 (210129.2200.39447) or higher Salesforce Twilio An account on Salesforce with the Administrator role An account on Twilio Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Salesforce and Twilio instances in order to successfully connect to these external systems using Oracle Integration and send messages to Salesforce users.1.Configure Salesforce 2.Configure Twilio Configure Salesforce To access Salesforce using Oracle Integration and retrieve information about Salesforce leads, you must perform certain configuration tasks on your Salesforce instance.Create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Also, identify your Salesforce instance type and your current Salesforce API version.In addition, create an outbound message to trigger the recipe in Oracle Integration, and create a workflow rule to send the outbound message when the owner of a Salesforce lead is changed.
Note: This recipe is available as Salesforce Twilio \| Send Notifications to Lead Owners in the Integration Store.Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe sends a notification message to the newly-assigned owner of a Salesforce lead using Twilio's short message service (SMS).It uses the standard Salesforce Adapter and the Twilio Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Appendix A Customer Relationship Management (CRM) Recipes A-93When a lead's owner changes in Salesforce, the integration flow of the recipe is triggered.The integration receives the information about the lead along with the new owner's mobile number from Salesforce, creates a text message, and invokes Twilio to send the message to the mobile number.System and Access Requirements Oracle Integration, Version 21.1.2.0.0 (210129.2200.39447) or higher Salesforce Twilio An account on Salesforce with the Administrator role An account on Twilio Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Salesforce and Twilio instances in order to successfully connect to these external systems using Oracle Integration and send messages to Salesforce users.1.Configure Salesforce 2.Configure Twilio Configure Salesforce To access Salesforce using Oracle Integration and retrieve information about Salesforce leads, you must perform certain configuration tasks on your Salesforce instance.Create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Also, identify your Salesforce instance type and your current Salesforce API version.In addition, create an outbound message to trigger the recipe in Oracle Integration, and create a workflow rule to send the outbound message when the owner of a Salesforce lead is changed.Log in to your Salesforce instance as an Administrator and execute the following tasks.
Oracle provides this recipe as a sample only.The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe sends a notification message to the newly-assigned owner of a Salesforce lead using Twilio's short message service (SMS).It uses the standard Salesforce Adapter and the Twilio Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Appendix A Customer Relationship Management (CRM) Recipes A-93When a lead's owner changes in Salesforce, the integration flow of the recipe is triggered.The integration receives the information about the lead along with the new owner's mobile number from Salesforce, creates a text message, and invokes Twilio to send the message to the mobile number.System and Access Requirements Oracle Integration, Version 21.1.2.0.0 (210129.2200.39447) or higher Salesforce Twilio An account on Salesforce with the Administrator role An account on Twilio Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Salesforce and Twilio instances in order to successfully connect to these external systems using Oracle Integration and send messages to Salesforce users.1.Configure Salesforce 2.Configure Twilio Configure Salesforce To access Salesforce using Oracle Integration and retrieve information about Salesforce leads, you must perform certain configuration tasks on your Salesforce instance.Create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Also, identify your Salesforce instance type and your current Salesforce API version.In addition, create an outbound message to trigger the recipe in Oracle Integration, and create a workflow rule to send the outbound message when the owner of a Salesforce lead is changed.Log in to your Salesforce instance as an Administrator and execute the following tasks.Note: The steps provided here apply to the Salesforce Classic UI.
The recipe is meant only for guidance, and is not warranted to be error-free.No support is provided for this recipe.Overview This recipe sends a notification message to the newly-assigned owner of a Salesforce lead using Twilio's short message service (SMS).It uses the standard Salesforce Adapter and the Twilio Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Appendix A Customer Relationship Management (CRM) Recipes A-93When a lead's owner changes in Salesforce, the integration flow of the recipe is triggered.The integration receives the information about the lead along with the new owner's mobile number from Salesforce, creates a text message, and invokes Twilio to send the message to the mobile number.System and Access Requirements Oracle Integration, Version 21.1.2.0.0 (210129.2200.39447) or higher Salesforce Twilio An account on Salesforce with the Administrator role An account on Twilio Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Salesforce and Twilio instances in order to successfully connect to these external systems using Oracle Integration and send messages to Salesforce users.1.Configure Salesforce 2.Configure Twilio Configure Salesforce To access Salesforce using Oracle Integration and retrieve information about Salesforce leads, you must perform certain configuration tasks on your Salesforce instance.Create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Also, identify your Salesforce instance type and your current Salesforce API version.In addition, create an outbound message to trigger the recipe in Oracle Integration, and create a workflow rule to send the outbound message when the owner of a Salesforce lead is changed.Log in to your Salesforce instance as an Administrator and execute the following tasks.Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.
No support is provided for this recipe.Overview This recipe sends a notification message to the newly-assigned owner of a Salesforce lead using Twilio's short message service (SMS).It uses the standard Salesforce Adapter and the Twilio Adapter.To use the recipe, you must install the recipe package and configure the connections and other resources within the package.Appendix A Customer Relationship Management (CRM) Recipes A-93When a lead's owner changes in Salesforce, the integration flow of the recipe is triggered.The integration receives the information about the lead along with the new owner's mobile number from Salesforce, creates a text message, and invokes Twilio to send the message to the mobile number.System and Access Requirements Oracle Integration, Version 21.1.2.0.0 (210129.2200.39447) or higher Salesforce Twilio An account on Salesforce with the Administrator role An account on Twilio Topics: Before You Install the Recipe Install and Configure the Recipe Activate and Run the Recipe Before You Install the Recipe You must perform the following configuration tasks on your Salesforce and Twilio instances in order to successfully connect to these external systems using Oracle Integration and send messages to Salesforce users.1.Configure Salesforce 2.Configure Twilio Configure Salesforce To access Salesforce using Oracle Integration and retrieve information about Salesforce leads, you must perform certain configuration tasks on your Salesforce instance.Create a user account on Salesforce for Oracle Integration.You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.Also, identify your Salesforce instance type and your current Salesforce API version.In addition, create an outbound message to trigger the recipe in Oracle Integration, and create a workflow rule to send the outbound message when the owner of a Salesforce lead is changed.Log in to your Salesforce instance as an Administrator and execute the following tasks.Note: The steps provided here apply to the Salesforce Classic UI.If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI.See Toggle or switch between Lightning Experience and Salesforce Classic .Appendix A Customer Relationship Management (CRM) Recipes A-941.Create an API-enabled custom role.

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