1. Sync Oracle NetSuite Customers with Oracle CX Sales and B2B Service Accounts
  2. Activate and Run the Recipe

4 Activate and Run the Recipe

After you've configured the connections and other resources, you can activate and run the recipe.

  1. In the project workspace, click Activate. In the Activate project panel, with the default project deployment selected, choose an appropriate tracing option, then click Activate.

    A message confirms that the integrations have been activated. Refresh the page to view the updated status of the integrations.

  2. Run the recipe.
    1. Log in to your Oracle NetSuite instance and create a new customer or update a customer.
      This triggers the Oracle NetSuite CX Sales Customer Upsert integration flow which subsequently creates or updates a corresponding account in Oracle CX Sales and B2B Service.
    2. Log in to your Oracle CX Sales and B2B Service instance and create a new account.
      This triggers the Oracle CX Sales NetSuite Customer Create integration flow which creates a corresponding customer in Oracle NetSuite.
    3. Now, update an account in your Oracle CX Sales and B2B Service instance.
      This triggers the Oracle CX Sales NetSuite Customer Update integration flow which updates a corresponding customer in Oracle NetSuite.
  3. Monitor the running of the integration flows in Oracle Integration.
    1. In the project workspace, click Observe. You'll see the integration flows being triggered and running successfully.
    2. To manage errors in your project, see Manage Errors in a Project.
  4. Verify if a corresponding account has been created or updated in your Oracle CX Sales and B2B Service instance for the new/updated NetSuite customer.
  5. Similarly, verify if a corresponding customer has been created or updated in your Oracle NetSuite instance for the new/updated Oracle CX Sales and B2B Service account.

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