Send Notifications to Salesforce Lead Owners Using Twilio

Use this recipe to send a notification message to a Salesforce lead's new owner when the owner is changed.

Note:

This recipe is available as Salesforce — Twilio | Send Notifications to Lead Owners in the Integration Store. Oracle provides this recipe as a sample only. The recipe is meant only for guidance, and is not warranted to be error-free. No support is provided for this recipe.

Overview

This recipe sends a notification message to the newly-assigned owner of a Salesforce lead using Twilio's short message service (SMS). It uses the standard Salesforce Adapter and the Twilio Adapter. To use the recipe, you must install the recipe package and configure the connections and other resources within the package.

When a lead's owner changes in Salesforce, the integration flow of the recipe is triggered. The integration receives the information about the lead along with the new owner's mobile number from Salesforce, creates a text message, and invokes Twilio to send the message to the mobile number.

System and Access Requirements

  • Oracle Integration, Version 21.1.2.0.0 (210129.2200.39447) or higher
  • Salesforce
  • Twilio
  • An account on Salesforce with the Administrator role
  • An account on Twilio