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.

      Note:

      If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI. See Toggle or switch between Lightning Experience and Salesforce Classic.

    2. On the Salesforce Setup page, click the Leads tab.

      Note:

      If you don't see the Leads tab on the page, click the Plus icon to the right of your current tabs, and then click Leads.
    3. On the Leads Home page, select All Open Leads in the View field and click Go!.
      All open leads on your Salesforce instance are displayed.
    4. Click on a lead record's name to open it.
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    5. On the lead's page, click Change in the Lead Owner field.
    6. On the resulting Change Lead Owner page, with User selected as the owner type, select an existing user using the lookup. Click Save.
      Ensure that the Salesforce user you select has a mobile number associated with it. This recipe requires the mobile phone number of the lead owner to send an SMS message. If you don't find the required user in the lookup, create a new user record (with a mobile phone number).
    You've now successfully triggered the recipe.
  3. Monitor the running of the integration flow in Oracle Integration. See Monitor Integrations.
  4. On the mobile phone of the user you just assigned to a Salesforce lead, check for the SMS message from the Twilio account.
    The message contains information about the Salesforce lead assignment.

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