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 Cases tab.

      Note:

      If you don't see the Cases tab on the page, click the Plus icon to the right of your current tabs, and then click Cases.
    3. On the Cases Home page, click New to create a new case.
      The New Case page is displayed where you can enter details of the case.
    4. On the New Case page:
      1. In the Case Information section, select an existing contact using the lookup in the Contact Name field.

        Ensure that the contact you select has an email address associated with it. This recipe requires the email address of the case contact to send the survey link.

        Note:

        If you don't find the required contact in the lookup, create a new contact record (with an email address) using the Contacts tab.
      2. Leave New selected in the Status field.
      3. Select the required value in the Case Origin drop-down list.
      4. Select the required value in the Case Currency drop-down list.
      5. Click Save.

        The new case is created and displayed on your browser.

    5. On the summary page of the case, click the Details tab and then click Close Case.
    6. On the resulting page, select Closed in the Status field, select a suitable value in the Case Reason 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 fetches the link to the specified survey from SurveyMonkey and sends it to the contact email address of the Salesforce case you just closed.
  4. Log in to the email account specified in the Salesforce case you closed, and check for the email message from Oracle Integration.
    The email contains the URL of the SurveyMonkey survey.