Activate and Run the Recipe

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

  1. Activate the recipe. See Activate a Recipe or Accelerator.
  2. Run the recipe to create a Marketo lead when a Salesforce lead’s status is set to Open.
    1. Log in to your Salesforce instance.
    2. On the Salesforce Setup page (in the Classic UI), click the Leads tab.
    3. On the Leads Home page, in the View field, select an option to list the lead records, and click Go! if necessary.
      The leads on your Salesforce instance are displayed.
    4. Search for a lead record that is not in the Open state, and click its name to view it.
    5. On the lead’s page, click Edit.
    6. On the Lead Edit page:
      1. In the Lead Status field, select Open - Not Contacted.
      2. Click Save.
    You’ve now successfully triggered the recipe, which creates a corresponding lead record in Marketo.
  3. Run the recipe to create leads in Salesforce for Marketo lead records.
    1. In the Integrations section of the project workspace, click Actions Actions icon on the Oracle Marketo Salesforce Lead2Lead CreateUpdate integration flow, then select Run.

      The Configure and run page is displayed with the following parameter. Update the parameter with appropriate value.

      • LastRun: 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 Marketo lead 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 lead records from the beginning, set the value as zero.
    2. On the Configure and run page, click Run.

      You've now successfully submitted the integration for execution.

      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. See Monitor Integrations.
  5. Log in to your Marketo instance and check for the new leads created.
    1. On the landing page, click the My Marketo tab.
    2. In the left navigation pane, click All People (APA).
    3. Under the People tab, search for the required lead records.
      You can search for the leads by their names, IDs, or any other configured fields.
  6. Log in to your Salesforce instance and check for the new leads created.
    1. On the Salesforce Setup page (in the Classic UI), click the Leads tab.
    2. On the Leads Home page, in the View field, select an option to list the lead records, and click Go! if necessary.
      The list of leads is displayed, which contains the records imported from Marketo.
    3. To view a lead record, click its name.