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 REST Connection

  1. In the Connections section, click the connection name.
  2. In the Properties section, enter the following details:
    Field Information to Enter
    Salesforce Domain URL Enter the Salesforce domain URL. See Configure Salesforce.
    API Version Enter your current Salesforce API version.
  3. In the Security section, enter the following details:
    Field Information to Enter
    Security Policy Select OAuth 2.0 Client Credentials.
    Client Id Enter the Client Id generated for Oracle Integration on Salesforce. See Configure Salesforce.
    Client Secret Enter the Client secret generated for Oracle Integration on Salesforce.
  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 DocuSign Connection

  1. In the Connections section, click the connection name.
  2. In the Security section, enter the following details:
    Field Information to Enter
    Security Policy Leave the default security policy selected.
    Client ID (Integrator Key) Enter the DocuSign integrator key. See Configure DocuSign.
    Client Secret Enter the client secret.
    Scope Enter the scope details.
  3. In the Optional security section, enter the following details:
    Field Information to Enter
    Instance Type Enter the Sandbox details.
    Account ID Enter the account ID details. See Configure DocuSign.
  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 Coupa Connection

  1. In the Connections section, click the connection name.
  2. In the Properties section, enter the host URL in the HostUrl field. For example: https://instance_domain.coupacloud.com.
  3. In the Security section, enter the following details:
    Field Information to Enter
    Security Policy Leave the default security policy selected.
    Client Id Enter the client Id. See Configure Coupa.
    Client Secret Enter the client secret.
    Scope Enter the scope details.
  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.

Update Integration Properties

Update the integration properties in the integration flows of the recipe with appropriate values.

  1. In the Integrations section, click Actions Actions icon on the integration flow, then select Update property values.
  2. In the Update property values panel for the SFDC REST DOCUSIGN Approval integration flow, update the integration properties with appropriate values.
    1. EmailTo: This integration property holds the email ID to which error notifications are sent.
    2. retryCount: This integration property holds the number of retries when a trigger fails. The default value is 3.
    3. name: This integration property holds the name of the account holder.
    4. recipientId: This integration property holds the recipient Id information.
    5. User_Id: This integration property holds the user Id details.
    6. DocuSign_email: This integration property holds the DocuSign email Id details.
    7. retryWait: This integration property holds the delay interval in seconds between retry attempts.
  3. In the Update property values panel for the SFDC REST COUPA CreateContractToProcurement integration flow, update the integration properties with appropriate values.
    1. EmailTo: This integration property holds the email ID to which the error notification are to be received.
    2. retryCount: This integration property holds the number of retries when a trigger fails. The default value is 3.
    3. retryWait: This integration property holds the delay interval in seconds between retry attempts.
  4. Click Submit.

    A message confirms that the integration properties have been updated successfully.

Configure the Lookup Table

Edit the lookup table and enter appropriate values for the parameters.

  1. In the Lookups section, click the lookup name.
  2. Enter the lookup table and enter parameter values corresponding to DocuSign.
    Parameter Description Example Value
    Salesforce Details of the Salesforce email ID. john.doe@xyz.com
    Docusign The unique document ID. 12345-abcde-6789-fghi
    Name The account holders name. John Doe
    Docusign_AccountID The unique account identifier details abcd-1234-efghi-56789
  3. Click Save. If prompted, click Save again.
  4. To return to the project workspace, click Go back Back icon.