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. Update the integration property for the Oracle Workday Slack SendMessage integration flow.
   1. In the Integrations section, click Actions on the integration flow, then select Update property values.
   2. In the Update property values panel, update the following integration property with appropriate value.
      • ChannelName: This integration property holds the name of the Slack channel to which invoice status notifications must be sent.
   3. Click Submit.

      A message confirms that the integration properties have been updated successfully.

3. Run the recipe.
   1. Run the Oracle Salesforce Workday AccountToCustomer Sync integration flow.

      To run the integration flow, you have to create or update an account in your Salesforce instance.

      Create a new Salesforce account:

      1. Log in to your Salesforce instance.
      2. On the Salesforce Setup page, click the Accounts tab.
      3. To create a new account, click New.
      4. In the New Account window, enter the account details such as account name, billing address, billing city, billing state/province, billing zip/postal Code, billing country, and any additional data if required. Click Save.

      You've successfully created an account in Salesforce and triggered the Oracle Salesforce Workday AccountToCustomer Sync integration flow. The integration now creates a corresponding customer in Workday for the newly created Salesforce account.

   2. Run the Oracle Salesforce Workday OpportunityToInvoice Syn integration flow.

      To run the integration flow, you have to close a Salesforce opportunity.

      1. Log in to your Salesforce instance.
      2. On the Salesforce Setup page, click the Opportunities tab.
      3. On the Opportunities Home page, select All Opportunities in the View field and click Go!.
      4. Find a sample opportunity record that hasn’t been closed and click its name to open it.
      5. In the Opportunity Detail section at the top, click Edit, then select Closed Won in the Stage field, and click Save.

      You've successfully closed a Salesforce opportunity and triggered the Oracle Salesforce Workday OpportunityToInvoice Syn integration flow. The integration now creates an invoice in Workday for the corresponding Salesforce account.

   3. Run the Oracle Workday Slack SendMessage integration flow to post a Slack notification if the status of the Workday invoice is unpaid.

      1. In the Integrations section of the project workspace, click Actions on the integration flow, then select Run.

         The Configure and run page is displayed, where you can specify a value for the InvoiceDate 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 invoices with unpaid status 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.

      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 Workday instance and check for the new customer and the invoice created.
   1. To view the customer created:
      1. In the search field, type View Customer, then press Enter. A pop-up with the search field against customer appears.
      2. In the search field enter the Workday_Customer_ID copied from the Salesforce Accounts page, then click OK.

      The customer details are displayed.

   2. To view the invoice created:
      1. In the search field, type the Invoice Id starting with wid: (Example: wid:invoicid123).
      2. Press Enter.

      The invoice details appear.