2 Before You Install the Recipe

You must perform the following configuration tasks on your Oracle ERP Cloud and Twilio instances in order to successfully connect to these external systems using Oracle Integration and send messages to Oracle ERP Cloud users.

Configure Oracle ERP Cloud

To access Oracle ERP Cloud using Oracle Integration and retrieve information about Oracle ERP Cloud leads, you must perform certain configuration tasks on your Oracle ERP Cloud instance.

You'll require a separate user account on Oracle ERP Cloud to access it from Oracle Integration. Log in to your Oracle ERP Cloud instance as an Administrator and perform the following tasks:

1. Create a user account for Oracle Integration. Make a note of the user name and password you set for the account. You'll use the credentials of this user account to connect to Oracle ERP Cloud from Oracle Integration.
2. Assign the following roles to the user account. For more information, see Assign Required Roles to an Integration User.
   • Integration Specialist
   • Oracle ERP Cloud-specific data access to the integration user

Additionally, configure the following prerequisite tasks on your Oracle ERP Cloud instance.

1. Navigate to Application Composer.
2. Expand Standard Objects and then expand Sales Lead.
3. Click Server Scripts.
4. Under the Triggers tab, select Action and then select Add for Field Triggers.
5. In the Trigger field, select Before Update in Database.
6. In the Trigger Name field, enter Lead Assign.
7. In the Trigger Definition section, enter the following script in the expression text box:

   if (isAttributeChanged('OwnerId')) {
    return true;}
     else{
   return false}
   

8. Click Validate.

   You'll get a confirmation message that the script is parsed successfully.

9. Click OK.

Configure Twilio

To connect to Twilio from Oracle Integration and send messages through it, you must obtain the credentials associated with your Twilio account.

1. Log in to the Twilio console at https://console.twilio.com/.
2. Obtain the credentials associated with your Twilio account.
   1. Click Account in the title bar, and select General settings.
   2. Under API Credentials, note the values in the ACCOUNT SID and AUTH TOKEN fields. You'll need these values to configure the Twilio connection in Oracle Integration. Click Show to reveal the AUTH TOKEN number.