Activate and Run the Recipe

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

  1. Activate the recipe. See Activate a Recipe or Accelerator.
  2. Run the recipe.
    1. Log in to your Salesforce instance.
    2. On the Salesforce Setup page, click the Opportunities tab.

      Note:

      If you don't see the Opportunities tab on the page, click the Plus icon to the right of your current tabs, and then click Opportunities.
    3. On the Opportunities Home page, select All Opportunities in the View field and click Go!.
      All the opportunities on your Salesforce instance are displayed.
    4. Find a sample opportunity record that hasn't been closed, and click its name to open it.
    5. On the opportunity's page:
      1. Scroll to the Notes & Attachments section, click Upload Files, and upload a sample PDF document.
      2. In the Opportunity Detail section at the top, click Edit, then select Closed Won in the Stage field, and click Save.

      You've now successfully triggered the recipe.

  3. Monitor the running of the integration flow in Oracle Integration. See Monitor Integrations.
  4. Log in to your DocuSign Developer instance at https://appdemo.docusign.com/home and check for the new draft envelope.
    1. On the DocuSign instance, click the Manage tab on the title bar.
    2. On the resulting page, in the ENVELOPES section in the left navigation menu, click Drafts to view the envelope with the Salesforce opportunity's document.

Related Documentation