Configuring Salesforce Trigger Outbound Messaging Properties

Enter the Salesforce trigger outbound messaging values for your integration.

What You Can Do from the Salesforce Cloud Trigger Outbound Messaging Properties Page

You can configure the trigger outbound messaging WSDL for the Salesforce Cloud adapter.

This process consists of several steps:
  • The outbound message consists of a workflow, approval, or milestone action that sends your specified information to your specified endpoint. You configure outbound messaging in the Salesforce setup menu. Afterward, you configure the endpoint.

    To create a workflow rule:

    1. Log in to your Salesforce account and go to Setup.

    2. Under the App Setup menu, expand Create, followed by Workflow & Approvals.

    3. Select a workflow rule or approval process as per your integration requirement.

    4. Click Create New, provide the required information in the following wizards, and click Save.

      1. For the workflow rule, click Edit under the Workflow Action menu followed by Add Workflow Action, and then New Outbound Message.

      2. For the approval process, click Add New (you can select for one or more actions including Submission, Approval, Rejection, and Recall) followed by New Outbound Message.

    Outbound messaging WSDLs associated with approval processes or entitlement processes are also supported and consumed by the adapter.

  • Generate the Salesforce outbound messaging WSDL at www.salesforce.com, then select the invoke outbound messaging WSDL you created to receive outbound message notifications from the Salesforce application. For instructions, see What You See on the Salesforce Cloud Trigger Outbound Messaging Properties.

What You See on the Salesforce Cloud Trigger Outbound Messaging Properties

The following table describes the key information on the trigger Outbound Messaging page.

Element Description

Select the Outbound Messaging WSDL

Generate and then select the invoke Salesforce outbound messaging WSDL to receive outbound message notifications from the Salesforce application.

Note: You must first create a workflow rule as described in What You Can Do from the Salesforce Cloud Trigger Outbound Messaging Properties Page. Outbound messaging WSDLs associated with approval processes or entitlement processes are also supported and consumed by the adapter.

To generate and then select the invoke Salesforce outbound messaging WSDL:

  1. Log in to your Salesforce account and go to Setup > Outbound Messages.

  2. Select the required object, and click Next.

  3. Enter other required details (in the Endpoint URL field, enter a dummy URL), and click Save.

  4. Click Generate WSDL to download the WSDL.

  5. Return to this wizard page and browse for the generated WSDL.

  6. Activate the integration and copy the endpoint URL from the integration information icon.

  7. Go to the Outbound Messaging section at www.salesforce.com and replace the dummy URL you entered in Step 3 with the real endpoint URL.