Install and Configure the Recipe

On your Oracle Integration instance, install the recipe to deploy and configure the integration and associated resources.

Install the recipe on your Oracle Integration instance. See Install a Recipe or Accelerator.

After you've installed the recipe, configure the following resources:

Configure the Salesforce Connection

  1. In the Connections section, click the connection name.
  2. In the Properties section, enter the following details:
    Field Information to Enter
    Select Salesforce.com Instance Type Select Production or Sandbox based on your Salesforce instance type.
    API Version Enter your current Salesforce API version. To obtain the API version, see Configure Salesforce.
  3. In the Security section, enter the following details:
    Field Information to Enter
    Security Policy Leave Salesforce Username Password Policy selected.
    Username Enter the username of the account created for Oracle Integration on Salesforce. See Configure Salesforce.
    Password

    Enter the password of the account created for Oracle Integration on Salesforce.

    Note: To the password, you must also append the security token generated for the same account.

  4. Click Save. If prompted, click Save again.
  5. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.

    A message confirms if your test is successful.

  6. To return to the project workspace, click Go back Back icon.

Configure the Zendesk Connection

  1. In the Connections section, click the connection name.
  2. In the Properties section, enter the Zendesk host name.
  3. In the Security section, enter the following details:
    Field Information to Enter
    Client Id Enter the client ID of the OAuth application created in Zendesk. See Configure Zendesk.
    Client Secret Enter the client secret of the OAuth application created in Zendesk.
    Scope Enter write.
  4. Click Save. If prompted, click Save again.
  5. Click Provide Consent.
  6. In the resulting Sign in dialog, enter your Oracle Integration user name and password, and click Sign in.
    You’ll now be redirected to the Zendesk login page.
  7. Enter your Zendesk account credentials and click Sign in.
  8. After you see an access allowed message, switch back to the Zendesk Connection window of Oracle Integration to test your connection.
  9. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.

    A message confirms if your test is successful.

  10. To return to the project workspace, click Go back Back icon.

Configure the Lookup Table

The lookup table of the recipe contains a mapping of Salesforce priority codes to Zendesk priority codes. Additionally, it contains a field where you can enter an email ID on which you’d like to receive error messages. Edit the lookup table to update any of these values.

  1. In the Lookups section, click the lookup name.
  2. In the Salesforce or Zendesk columns, edit or add priority values of the respective systems.
  3. In the EmailTo row, enter an email ID of your choice.
  4. Click Save. If prompted, click Save again.
  5. To return to the project workspace, click Go back Back icon.