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.
    1. Log in to your Salesforce instance.
    2. On the Salesforce Setup page (in the Classic UI), click the Opportunities tab.
    3. On the Opportunities Home page, select All Opportunities in the View field and click Go!.
      All the opportunities in your Salesforce instance are displayed.
    4. Find a sample opportunity record that hasn’t been closed, and click its name to open it.
      Ensure that the opportunity you select contains a product that is synchronized with Oracle NetSuite. See Assumptions.
    5. In the Opportunity Detail section of the Opportunity page, click Edit, then select Closed Won in the Stage field, and click Save.
      You've now successfully triggered the integration flow of the recipe.
  3. Monitor the running of the integration flow in Oracle Integration. See Monitor Integrations.
  4. Log in to your Oracle NetSuite instance and check for the new sales order record and customer record (if created).
    1. To view the sales order: On the Oracle NetSuite home page, select Transactions, then Sales, then Enter Sales Orders, and then List.
    2. To view the customer record: On the Oracle NetSuite home page, select Lists, then Relationships, and then Customers.