Activate and Run the Recipe

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

  1. Activate the recipe. See Activate a Recipe or Accelerator.
  2. Run the recipe. To run the recipe, you must create and set the status of a quote in Salesforce as In-Review.
    1. Create a quote in Salesforce. See Create and Manage Quotes. Ensure that you upload relevant documents in the Notes and Attachments section of the quote.
    2. Mark the status of the quote as In-Review.
      You’ve now triggered the recipe.
  3. Monitor the running of the integration flow in Oracle Integration. See Monitor Integrations.
  4. Verify if an email notification is received by the individual agreement participants to sign the documents imported from Salesforce. Once the documents are signed by the participants, they are updated in the respective quote.

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