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 to create or update Shopify customers for new or updated 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. Create a new account.
      1. On the Accounts Home page, click New.
      2. On the New Account page, enter the account details, such as name, description, and so on, and ensure that the ShopifyCustomer_id field is blank. Click Save.
    4. Or, update an account.
      1. On the Accounts Home page, select All Accounts in the View field, and click Go!. All the accounts in your Salesforce instance are displayed.
      2. Click an account record to open it.
      3. On the account’s page, in the Account Detail section, click Edit. Further, scroll to the Notes & Attachments section, click New Note, enter a title and body message for the note, and click Save.
      You’ve now successfully triggered the recipe, which creates or updates a corresponding customer record in Shopify.
  3. Run the recipe to create or update accounts in Salesforce for Shopify customer records.
    1. Log in to the Shopify instance.
    2. On the left navigation pane, click Customers.
    3. Create a new customer record.
      1. In the Customers window, click Add Customer.
      2. Enter the following details.
        • First Name, Last Name, Email, Phone, and Address.
        • Select the Collect Tax check box if the customer is not tax exempted.
        • Add additional notes if necessary.
    4. Or, update an existing customer record.
      1. In the Customers window, select a customer record from the list of available records, and click Edit.
      2. Update the any detail of the customer record, and click Save.

      You have now successfully triggered the recipe, which creates or updates a corresponding account record in Salesforce.

  4. Monitor the running of the integration flow in Oracle Integration. See Monitor Integrations.
  5. Log in to your Shopify instance and check for the new or updated customer records.
    1. On the home page, select your Shopify store, for example, orcl-shop-connector-dev-store.
    2. On the store page, click Customers on the left navigation pane. The list of the customers is displayed, which contains the corresponding records for the accounts created or updated in Salesforce.
    3. To view a customer record’s details, click its name.
  6. Log in to your Salesforce instance and check for the new or updated account records.
    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, which contains the corresponding records for the customers created or updated in Shopify.
    3. To view an account record, click its name.

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