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Setting up Salesforce.com outbound notification to trigger a Schedule in Rapidi

To setup Salesforce.com outbound notification messages to trigger that a schedule in Rapidi is run immediately, please follow these steps:

 

First of all: To enable this feature, you need to ask the Rapidi support team to enable this feature and set up your Salesforce.com OrganizationId on your Rapidi Service

  1. Open a case at www.rapidionline.com/support/Submit-a-case  - include you SFDC OrganizationId

 

If you have not already done so, create a Schedule in Rapidi, for the Transfer or Group of transfers that you want to trigger

  1. Create the Schedule in Rapidi service configuration (MyRapidi)

 

A. Add a computed field called "ScheduleCode" to the Object that should trigger the transfer

  1. In Salesforce.com, go to Setup - App Setup - Customize - "Object" (for example Opportunities) - Fields
  2. In "Opportunity Custom Fields & Relationships" select New
  3. Select Formula as field type
  4. Give it a Field label and Field name. The Field name must contain "ScheduleCode", but can be longer - like "Rapidi_ScheduleCode"
  5. Select Formula Return type "Text"
  6. Enter a formula like "G_ORDER" - where G_ORDER is the Schedule Code in Rapidi that you want to trigger (you must include the double quotes)
  7. Click Next and Next and Save

Optional (needed if you have multiple services): Add a field called "ServiceId" to the Objects that should trigger the transfer.

  1. In Salesforce.com, go to Setup - App Setup - Customize - "Object" (for example Opportunities) - Fields
  2. In "Opportunity Custom Fields & Relationships" select New
  3. Select Formula as field type
  4. Give it a Field label and Field name. The Field name must contain "ServiceId", but can be longer - like "Rapidi_ServiceId"
  5. Select Formula Return type "Text"
  6. Enter a formula like "123" - where 123 is your Rapidi ServiceId (you can find this in the browser address line when you are in your Rapidi configuration)
  7. Click Next and Next and Save

  

B. Create an Outbound Message

  • Login to Salesforce.com and go to Setup - App Setup - Create - Workflow & Approvals - Outbound Messages and click "New Outbound Message"














  • Fill in the below fields as follows: 
  1. Select the Object that can trigger this message (for example Opportunity)
  2. Give it a unique name and a description and set the Endpoint URL to https://api.myrapidi.com/api/SFDCScheduleTrigger
  3. From the "Available Fields" select the "ScheduleCode" field created above (and optionally the ServiceId field) and Add it to the selected fields.
  4. Save the new Outbound message.

 




















C. Create a Flow

  1. In Salesforce.com go to Setup - App Setup - Create - Workflow & Approvals - Flows.. click 'New Flow'
  2. Select Object - select the object whose records trigger this flow
  3. Configure Trigger - select 'Trigger the Flow When'...
  4. Set Entry Conditions - specify condition requirements and click Done
  5. Select Add element, Interaction - Action...
  6. Search the outbound message you created in the previous step, give it a label and description, click Done
  7. Click Save, enter Flow label and description, click Save again
  8. Click Activate

 One example of a flow is the one below but you can have a different setup in place. 


















Congratulations - you are done!