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
- 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
- Create the Schedule in Rapidi service configuration (MyRapidi)
A. Add a computed field called "ScheduleCode" to the Object that should trigger the transfer
- In Salesforce.com, go to Setup - App Setup - Customize - "Object" (for example Opportunities) - Fields
- In "Opportunity Custom Fields & Relationships" select New
- Select Formula as field type
- Give it a Field label and Field name. The Field name must contain "ScheduleCode", but can be longer - like "Rapidi_ScheduleCode"
- Select Formula Return type "Text"
- 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)
- 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.
- In Salesforce.com, go to Setup - App Setup - Customize - "Object" (for example Opportunities) - Fields
- In "Opportunity Custom Fields & Relationships" select New
- Select Formula as field type
- Give it a Field label and Field name. The Field name must contain "ServiceId", but can be longer - like "Rapidi_ServiceId"
- Select Formula Return type "Text"
- 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)
- 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:
- Select the Object that can trigger this message (for example Opportunity)
- Give it a unique name and a description and set the Endpoint URL to https://api.myrapidi.com/api/SFDCScheduleTrigger
- From the "Available Fields" select the "ScheduleCode" field created above (and optionally the ServiceId field) and Add it to the selected fields.
- Save the new Outbound message.
C. Create a Flow
- In Salesforce.com go to Setup - App Setup - Create - Workflow & Approvals - Flows.. click 'New Flow'
- Select Object - select the object whose records trigger this flow
- Configure Trigger - select 'Trigger the Flow When'...
- Set Entry Conditions - specify condition requirements and click Done
- Select Add element, Interaction - Action...
- Search the outbound message you created in the previous step, give it a label and description, click Done
- Click Save, enter Flow label and description, click Save again
- Click Activate
One example of a flow is the one below but you can have a different setup in place.
Congratulations - you are done!