1. Sync Accounts in Salesforce with Zendesk Organizations
  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 Organization2Acc 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 account records.
    1. Log in to your Salesforce instance.
    2. On the Salesforce Setup page (in the Classic UI), click the Accounts tab.
    3. On the Accounts Home page, click New.
    4. On the New Account page, enter the account details, such as name, description, and so on, and ensure that the Zendesk_Org_Id field is blank. Click Save.

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

  3. Run the recipe to create accounts in Salesforce for Zendesk organization records.
    1. In the Integrations section of the project workspace, click Actions Actions icon on the integration flow (Oracle Zendesk Salesforce Organization2Acc 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 organization 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 organizations created.
    1. On the Zendesk home page, click Organizations in the left navigation pane.
    2. Search for the required organization records on the Organizations page.
  6. Log in to your Salesforce instance and check for the new accounts created.
    1. On the Salesforce Setup page (in the Classic UI), click the Accounts tab.
    2. On the Accounts Home page, select All Accounts in the View field. Click Go! if necessary.

      The list of accounts is displayed.

    3. To view an account record, click its name.

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