Before You Install the Recipe

You must perform the following configuration tasks on your Salesforce and DocuSign instances in order to successfully connect to these external systems using Oracle Integration and transfer documents from Salesforce to DocuSign.

Configure Salesforce

To access Salesforce using Oracle Integration and retrieve documents attached to opportunities, you must perform certain configuration tasks on your Salesforce instance.

Create a user account on Salesforce for Oracle Integration. You'll use the credentials of this user account while configuring the Salesforce connection in Oracle Integration.

Also, identify your Salesforce instance type and your current Salesforce API version. In addition, create an outbound message to trigger the recipe in Oracle Integration, and create a workflow rule to send the outbound message when a Salesforce opportunity is moved to the status Closed Won. Finally, enable uploading attachments to records as Salesforce Files.

Note:

The steps provided here apply to the Salesforce Classic UI. If you're using the Lightning Experience UI on your Salesforce instance, switch to the Classic UI. See Toggle or switch between Lightning Experience and Salesforce Classic.

Create an API-enabled custom role. You'll assign this role to the user account you'll subsequently create for Oracle Integration.
1. On the Salesforce Setup page:
  1. Expand Manage Users under the Administer section in the left navigation pane.
  2. Click Profiles.
2. On the Profiles page, click New Profile.
3. On the resulting page:
  1. Select Standard User in the Existing Profile field.
  2. Enter a name for the new profile, for example, API Enabled, and click Save.
  The new profile is now saved, and the Profile Detail page of the new profile is displayed.
4. Click Edit on the Profile Detail page.
5. On the Profile Edit page:
  1. Scroll to the Administrative Permissions section and ensure that the API Enabled check box is selected.
  2. Scroll to the Standard Object Permissions section and perform the following actions.
    - In the Accounts row, leave the Read, Create, Edit, and Delete boxes checked. Additionally, select the ViewAll check box.
    - In the Contacts row, leave the Read, Create, Edit, and Delete boxes checked. Additionally, select the ViewAll check box.
    - In the Price Books row, leave the Read box checked. Additionally, select the Create, Edit, and Delete check boxes.
    - In the Products row, leave the Read box checked. Additionally, select the Create, Edit, and Delete check boxes.
  3. Scroll to the end of the page and click Save.
Create a user account for Oracle Integration and assign the custom role created previously to this account.

Note:
If you have already created a user account for Oracle Integration, you can assign the API-enabled custom role to the existing account.
1. On the Profile Detail page of the API Enabled profile, click View Users.
2. Click New User in the resulting page.
3. On the New User page:
  1. Enter a first name and last name for the user, for example, Integration User05.
  2. In the Email field, enter a valid email address.
    The email address you enter is automatically populated in the Username field. Note down this user name.
  3. In the User License field, select Salesforce.
  4. In the Profile field, select the profile you created previously, that is, API Enabled.
  5. Scroll to the end of the page, ensure that the Generate new password and notify user immediately check box is selected, and click Save.
    The user account is now created, and a verification email is sent to the email address you provided for the account.
4. Log in to the corresponding email account and click the Verify Account button in the email message from Salesforce.
  You're redirected to the Salesforce instance to set a password for the new user account.
5. Set a password and note down the same.
  Subsequently, you're signed in to the Salesforce instance with the new account.
  
  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.
6. Generate a security token for the new user account. You'll need this security token along with the password to access Salesforce using Oracle Integration.
  1. Stay signed in as the new user, and click the user name at the top of the page to open a menu.
  2. Click My Settings in the menu.
  3. On the My Settings page, in the Quick Links section, click Edit my personal information.
  4. On the resulting page, click Reset My Security Token in the left navigation pane.
  5. Click the Reset Security Token button.
    A new security token is sent to the email address associated with the account. Note down the security token.
  6. On the Salesforce instance, click the user name again and select Logout from the menu. Log back in as the Administrator.
Identify your current Salesforce API version.
1. On the Salesforce Setup page:
  1. Scroll to the Build section in the left navigation pane.
  2. Expand Develop, and then click API.
2. On the API WSDL page, click the Generate Enterprise WSDL link.
  The WSDL is displayed in a new browser tab, and your current API version is present in the second line. For example:
```
Salesforce.com Enterprise Web Services API Version 52.0
```
3. Note down the API version.
Identify your Salesforce instance type.
1. If you use the URL https://login.salesforce.com to log in to your Salesforce account, your instance type is Production.
2. If you use the URL https://test.salesforce.com to log in to your Salesforce account, your instance type is Sandbox.
On your Salesforce instance, create an outbound message to trigger the integration flow of this recipe.
1. On the Salesforce Setup page:
  1. Scroll to the Build section in the left navigation pane.
  2. Expand Create, then Workflow & Approvals, and then click Outbound Messages.
  If you're shown the Understanding Workflow page, click Continue.
2. Click New Outbound Message in the resulting page.
3. On the New Outbound Message page:
  1. Select Opportunity in the Object field, and click Next.
  2. Enter the following details for the new outbound message:
    - Enter OpportunityDocusign as the name of the message. Note that the Unique Name field is automatically populated based on the name you enter.
    - Optionally, enter a description for the message.
    - In the Endpoint URL field, enter the following URL:
      https://<OIC_FQDN:OIC_SSL_PORT>/ic/ws/integration/v1/flows/salesforce/ORCL-R-SFDC_DOCUSIGN_OPPO_DOCSIG/1.0/.
      
      Where OIC_FQDN and OIC_SSL_PORT are the fully-qualified domain name and port of your Oracle Integration instance, for example, oicinstance.example.com:443.
    - In the User to send as field, select the user account using which you want to send the message.
    - Under Opportunity fields to send, verify that Id is added to the Selected Fields box.
    - Click Save.
The new outbound message is created and displayed on your browser.
Now, create a workflow rule to send the outbound message (created previously) when a Salesforce opportunity is moved to the status Closed Won.
1. On the Salesforce Setup page:
  1. Scroll to the Build section in the left navigation pane.
  2. Expand Create, then Workflow & Approvals, and then click Workflow Rules.
  If you're shown the Understanding Workflow page, click Continue.
2. Click New Rule in the resulting page.
3. On the New Workflow Rule page:
  1. Select Opportunity in the Object field, and click Next.
  2. Enter the following details for the new workflow rule:
    - Enter OpportunityDocusign as the rule's name.
    - Optionally, enter a description for the rule.
    - In the Evaluation Criteria section, verify that the created, and any time it's edited to subsequently meet criteria radio button is selected.
    - In the Rule Criteria section, select formula evaluates to true in the first drop-down field, and add the following expression into the expression field: IsWon = True.
    - Click Save & Next.
  3. On the next page, click the Add Workflow Action button and choose Select Existing Action.
  4. On the Select Existing Actions page:
    - Select Outbound Message in the Search field.
    - In the Available Actions box, select the outbound message you created previously, for example, Outbound Message: OpportunityDocusign.
    - Click Add to move your selection to the Selected Actions box.
    - Click Save.
  5. Click Done.
  The new workflow rule is created and displayed on your browser.
4. Click Activate to activate the rule.
Enable uploading attachments to records as Salesforce Files. See Files are uploaded as Salesforce Files and not as Attachments.

Note:
You must enable this feature only if you upload documents in the Classic UI through the Notes & Attachments section. In the Lightning UI, the documents you upload in the Notes & Attachments section of records are added as Salesforce Files by default.

Configure DocuSign

To connect to DocuSign from Oracle Integration and send documents to it, you must create an OAuth application on your DocuSign instance and obtain access keys for the application.

Log in to your DocuSign Developer account at https://appdemo.docusign.com/home.
Click the Settings tab on the title bar.
On the resulting page, scroll to the INTEGRATIONS section in the left navigation menu, and click Apps and Keys.
On the Apps and Keys page, click ADD APP AND INTEGRATION KEY.
In the Add Integration Key dialog, enter a name for the app and click CREATE APP.
On the app's page:
1. Under the General Info section, copy the Integration Key displayed using the Copy to clipboard icon.
2. In the Authentication section:
  1. Under User Application, select Authorization Code Grant.
  2. Under Secret Keys, click ADD SECRET KEY. After the secret key is added, copy its value using the Copy to clipboard icon.
3. In the Additional settings section, under Redirect URIs, click ADD URI and enter the following redirect URI.
```
https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback
```
  Replace OIC_HOST and OIC_SSL_PORT with values specific to your Oracle Integration instance.
4. Click Save.
You're redirected back to the Apps and Keys page. The newly created app is displayed under the Apps and Integration Keys section.
Optionally, on the Apps and Keys page, get the API account ID of your DocuSign account. You'll require this ID if you want to log in to multiple accounts for a given user.
Under the My Account Information section, copy the API Account ID displayed using the corresponding Copy to clipboard icon.
Get the DocuSign account ID.
1. Click the profile image in the upper-right corner of the page.
2. In the menu that displays, note the account ID under your name.