This document outlines the step-by-step process for setting up Salesforce webhook integration. It provides detailed instructions for each phase of the integration.
Step 1: Navigate to the Setup page within Salesforce:
To begin, access the Setup page within Salesforce, followed by configuring the webhook trigger:
Step 2: Set up the Webhook Trigger:
Search for “Outbound Messages” within Workflow Actions. Clicking on the “Outbound messages” will display all the current messages.
The next step is to create a new outbound message:
When creating a new outbound message, select the object containing the fields you wish to include in your message, then click "Next. In this tutorial, the object “Project” will be used.
Next, configure the outbound message by:
Assigning a name to the webhook.
Specifying the unique name (utilized for API identification).
Adding a description (optional).
Entering the Endpoint URL (will be provided by 360dialog).
The “Available fields” section lists the data sent to the webhook. By default, this includes only the ID of the object being transmitted.
For integration with 360dialog, the required fields are Customer Phone, Purchase Amount, Purchase Date, Purchase Currency, and an Event Name.
Once the details are entered, click on the Save button.
Once saved, the trigger is ready; the next step is to set the trigger internally in Salesforce to send the changes once they happen.
Step 3: Set the trigger internally in Salesforce
Search for “flows” in the search bar, navigate to "Process Automation Flows" (note: accessible only with the Enterprise level of Salesforce), and create a new flow:
Step 4: Set the trigger internally in Salesforce & Create a New Flow
Once the process is started, you will be asked what kind of flow to choose; click on “Record-Triggered Flow”.
Note: Record-Triggered flow launches when the record is created.
Once selected, a new window will appear where you will have to set the trigger (what needs to happen for this to be sent across).
You will need to enter the project name (the one created earlier), followed by configuring the trigger. Trigger the flow when:
A record is created
A record is updated
A record is created or updated
A record is deleted.
Following, you will need to set the entry conditions -> All conditions are met and enter the previously mentioned required field.
The trigger is ready; now you need to set the action to be the webhook you created earlier. To do so:
click on the “+” button within the flow,
navigate to the action element,
The next step is to find the outbound message we created earlier; in this case, it is called “Project Name Changes”. Enter the Label Name, which will automatically populate the API Name. Press “done”, “save”, and you are all set.
Step 5: Activate
After completing the configuration and testing of your flow to ensure it functions as intended, proceed to activate it. This step is crucial for making the flow operational and allowing it to execute its designated tasks within Salesforce.
Important detail: To ensure the seamless completion of our integration with Salesforce, it is imperative that all outbound messaging utilizes SOAP, with the data provided to 360dialog in the WSDL (Web Services Description Language) format.