On the Salesforce Setup page, click the Cases tab.
Note:
If you don't see the Cases tab on the page, click the Plus icon to the right of your current tabs, and then click Cases.
On the Cases Home page, click New to create a new case.
The New Case page is displayed where you can enter details of the case.
On the New Case page:
In the Case Information section, select an existing contact using the lookup in the Contact Name field.
Ensure that the contact you select has an email address associated with it. This recipe requires the email address of the case contact to send the survey link.
Note:
If you don't find the required contact in the lookup, create a new contact record (with an email address) using the Contacts tab.
Leave New selected in the Status field.
Select the required value in the Case Origin drop-down list.
Select the required value in the Case Currency drop-down list.
Click Save.
The new case is created and displayed on your browser.
On the summary page of the case, click the Details tab and then click Close Case.
On the resulting page, select Closed in the Status field, select a suitable value in the Case Reason field, and click Save.
You've now successfully triggered the recipe.
Monitor the running of the
integration flow in Oracle Integration. See Monitor Integrations.
Log in to the email account specified in the Salesforce case you closed, and check for the email message from Oracle Integration.
The email contains the URL of the SurveyMonkey survey.