1. Sync Contacts in Salesforce with Zendesk User 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.

    Note:

    Update the following property of the scheduled integration flow (Oracle Zendesk Salesforce User2Contact Sync). You can update the integration property for this flow only after activating it.
    • EmailTo: 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 the integration property, see Steps 7 to 9 in Override Design-Time Properties in an Integration in Using Integrations in Oracle Integration 3.

  2. Run the recipe to create Zendesk organizations for new Salesforce contact records.
    1. Log in to your Salesforce instance.
    2. On the Salesforce Setup page (in the Classic UI), click the Contacts tab.
    3. On the Contacts Home page, click New.
    4. On the New Contact page, enter the contact details, such as name, email, phone, address, and so on. Click Save.

    You’ve now successfully triggered the recipe, which creates a corresponding user record in Zendesk.

  3. Run the recipe to create contacts in Salesforce for Zendesk user records.
    1. In the Integrations section of the project workspace, click Actions Actions icon on the integration flow (Oracle Zendesk Salesforce User2Contact Sync), then select Run.

      The Configure and run page is displayed, where you can specify a value for the LastRunTime parameter. This parameter stores the date and time of the most recent successful run of the integration flow. The parameter’s value is automatically updated after each successful run, and only the Zendesk organization records created after the date-time stamp stored as the parameter’s Current Value are processed by the integration in each run. If you want to change the date-time stamp for a specific scenario, enter the date and time of your choice in the New Value field in the format, yyyy-MM-dd HH:mm. To fetch all the user records from the beginning, set the value as zero.

    2. On the Configure and run page, click Run.

      You've now successfully submitted the integration for execution.

      Note:

      You can also schedule this integration to run at a date, time, and frequency of your choosing. See Define the Integration Schedule.
  4. Monitor the running of the integration flow in Oracle Integration.
    1. In the project workspace, click Observe. You'll see the integration flow being triggered and running successfully.
    2. To manage errors in your project, see Manage Errors in a Project.
  5. Log in to your Zendesk instance and check for the new users created.
    1. On the Zendesk home page, click Customers in the left navigation pane.
    2. Search for the required organization records on the Customers page.
  6. Log in to your Salesforce instance and check for the new contacts created.
    1. On the Salesforce Setup page (in the Classic UI), click the Contacts tab.
    2. On the Contacts Home page, select All Contacts in the View field. Click Go! if necessary.

      The list of contacts is displayed.

    3. To view a contact record, click its name.

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