Activate and Run the Recipe

After you've configured the connections and the integration, activate the recipe package and run it.

  1. On the Configuration Editor page, click Activate in the title bar. In the Activate Package dialog, click Activate again.
    A confirmation message is displayed informing that the integration has been submitted for activation. Refresh the page to view the updated status of the integration.
  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 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 execution of the integration flow in Oracle Integration.
    1. On the Configuration Editor page of the recipe, select the integration flow.
    2. Click Run Run icon, then click Track Instances.
    3. On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.
      The recipe now creates a draft envelope in DocuSign with the document attachment of the Salesforce opportunity you just closed.
  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.