A step-by-step guide to Salesforce webhook configuration

Setting up a webhook trigger in Salesforce, often referred to as configuring an "Outbound Message," is straightforward. However, you usually have to couple it with the flows in Salesforce automation.

This article will guide you through the step-by-step process of configuring a webhook to integrate it with your workflows seamlessly.

Let's get started!

Simple steps to set up Salesforce outbound messages

Salesforce integration is made simpler with webhook triggers, follow these steps to start your setup

1) On your Salesforce Lightning interface, go to the top right corner, click the gear icon, and select "Setup."

2) On the setup page, Search for "Outbound" in quickfind and click on "Outbound Message."

3) At the near center of the page, select "New Outbound Message".

4) Choose the object upon which you would like to send data externally; select "Case."

5) Fill in the required information in the configuration, which includes: 

1. Name: The name of the webhook.

2. Unique Name: An auto-generated name based on the name you input.

3. Description: A unique description for your reference.

4. Endpoint URL: Enter the webhook URL from your external system. Note that header configuration is not allowed in this setup.

5. User to send as: Automatically generated based on the account you are logged in with.

6. Send Session ID: Typically used for logging purposes in your system.

7. Case fields to send: Select the fields to include on the right-hand side; these fields correspond to the properties you want to send.

6. Click save to apply the configuration

Now, you have a webhook configured for Salesforce and ready for your automation.

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Sales are increasingly driven by mobile-first experiences. With most customers engaging on messaging platforms, integrating Salesforce with SleekFlow gives you the tools to create seamless, omnichannel journeys backed by data synchronization and advanced automation.

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