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Salesforce Integration

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Hi

We want to create a real time workflow with Salesforce by triggering a chain to execute based on an event in Salesforce. Salesforce provides two options to achieve this:

1. Outbound Message Actions

Outbound Message Actions (salesforce.com)

2. Change Data Capture

Salesforce Developers (CDC)

I wasn't able to find a specific Salesforce Trigger Event for either of these. 

Does Workiva support these two event types? (NB: Salesforce doesn't support webhooks)

 

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  • Jeff Hickey

    Hi Chad Weber, if either of the Salesforce options have the ability to make an HTTP Post request, you could trigger a Chain with a webhook. Here is more information on how to set up a webhook trigger event https://support.workiva.com/hc/en-us/articles/360044660451-HTTP-Webhook-trigger-event.

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  • Chad Weber

    Hi Jeff Hickey

    The Salesforce Outbound Messaging sends SOAP messages. Based on the link you've provided, it looks like the HTTP Webhook command only supports JSON.

    Salesforce Change Data Capture uses Publish/Subscribe communication, so I was hoping that there'd be a specific Salesforce command that could be used to subscribe to a channel.

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