Before You Install the Recipe
You must perform the following configuration tasks on your Salesforce and Twilio instances in order to successfully connect to these external systems using Oracle Integration and send messages to Salesforce users.
Configure Salesforce
To access Salesforce using Oracle Integration and retrieve information about Salesforce leads, 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 the owner of a Salesforce lead is changed.
Log in to your Salesforce instance as an Administrator and execute the following tasks.
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.Configure Twilio
To connect to Twilio from Oracle Integration and send messages through it, you must obtain the credentials associated with your Twilio account.
- Log in to the Twilio console at https://console.twilio.com/.
- Under the Project Info section on the home page:
- Note the phone number associated with your account. Twilio uses this phone number to send messages.
- Note the values in the ACCOUNT SID and AUTH TOKEN fields. You'll need these values to configure the Twilio connection in Oracle Integration. Click Show to reveal the AUTH TOKEN number.