1. Sync Contacts in Salesforce with Zendesk User Accounts
  2. Activate and Run the Recipe

4 Activate and Run the Recipe

After you've configured the connections and other resources, you can activate and run the recipe.

  1. In the Configuration Editor, click Activate in the title bar. In the Activate Package dialog, click Activate again.

    A message confirms that the integration has been activated. Refresh the page to view the updated status of the integration.

    Note:

    Update the following property of the scheduled integration flow (Oracle Zendesk Salesforce User2Contact Sync). You can update the integration property for this flow only after activating it.
    • EmailTo: This integration property holds the email address to which run-time exception emails are sent. Enter an email address of your choice.

      For the procedure to update the integration property, see Steps 7 to 9 in Override Design-Time Properties in an Integration in Using Integrations in Oracle Integration Generation 2.

  2. Run the recipe to create Zendesk users for new Salesforce contact records.
    1. Log in to your Salesforce instance.
    2. On the Salesforce Setup page (in the Classic UI), click the Contacts tab.
    3. On the Contacts Home page, click New.
    4. On the New Contact page, enter the contact details, such as name, email, phone, address, and so on. Click Save.

    You’ve now successfully triggered the recipe, which creates a corresponding user record in Zendesk.

  3. Run the recipe to create contacts in Salesforce for Zendesk user records.
    1. In the Configuration Editor, select the scheduled integration flow (Oracle Zendesk Salesforce User2Contact Sync).
    2. Click Run Run icon, then click Submit Now.
    3. In the resulting dialog, click Confirm.

      The Schedule Parameters page is displayed, where you can specify a value for the LastRunTime parameter. This parameter stores the date and time of the most recent successful run of the integration flow. The parameter’s value is automatically updated after each successful run, and only the Zendesk user records created after the date-time stamp stored as the parameter’s Current Value are processed by the integration in each run. If you want to change the date-time stamp for a specific scenario, enter the date and time of your choice in the New Value field in the format, yyyy-MM-dd HH:mm. To fetch all the user records from the beginning, set the value as zero.

    4. On the Schedule Parameters page, click Submit.

      Note:

      You can also schedule this integration to run at a date, time, and frequency of your choosing. See Define the Integration Schedule.
  4. Monitor the running of the integration flow in Oracle Integration.
    1. In the Configuration Editor, select either of the two integration flows.
    2. Click Run Run icon, then click Track Instances.

      On the Track Instances page, observe the integration flow of the recipe being triggered and running successfully. The recipe synchronizes contacts records in Salesforce with Zendesk user records.

  5. Log in to your Zendesk instance and check for the new users created.
    1. On the Zendesk home page, click Customers in the left navigation pane.
    2. Search for the required user records on the Customers page.
  6. Log in to your Salesforce instance and check for the new contacts created.
    1. On the Salesforce Setup page (in the Classic UI), click the Contacts tab.
    2. On the Contacts Home page, select All Contacts in the View field. Click Go! if necessary.

      The list of contacts is displayed.

    3. To view a contact record, click its name.

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