How to set up outbound messaging in salesforce

An Outbound message sends information to a specified URL endpoint. Information contains the fields specified at the time of creating an outbound message. It sends a secure, configurable API message(in XML format) to a designated listener.

An Outbound message is a part of Workflow and can be created for a Workflow rule. Whenever an action with Workflow rule is triggered and the rule has outbound message action, then the information specified in the Outbound action will reach to the endpoint URL.

Workflow Rule:

It is used to automate tasks, email alerts, field updates and Outbound messages actions.

Click on Setup --> Create --> Workflow & Approvals --> Workflow Rules

In the new rule, select the object to which you want to define an automated action.

Give the rule name, description and in the evaluation criteria, select the option from the three given criteria.

In rule criteria, select the required pick list value and specify the field, operator and value. Here, we specify the criteria whenever that rule met its requirement then an action should be triggered.

After creating a workflow rule, we will add workflow actions in add workflow action button. In that, select New Outbound message.

Outbound messaging:

Provide name, Endpoint URL(receives the message), user to send as fields.

Select the account fields which you want to send in the Outbound message(whenever workflow rule is triggered and the information which is saved in those fields will be sent as a message to the endpoint URL specified).

The message is delivered in XML format.

In the Outbound messaging monitor section, we can have a look at next items for delivery and oldest failures in a queue.

In those two, we can see outbound message details which we created and their actions such as on which object it was created, number of attempts made to send the message, created date and time, delivery failure reason. 

We can retry or delete the outbound message which is failed to deliver.

If you want to know more about Salesforce CRM Consulting Services in Dubai

Posted On 10 January 2018 By MicroPyramid


Need any Help in your Project?Let's Talk

Latest Comments
what is salesforce and what does it do?

Now a days salesforce is one of the first global company to successfully utilize a cloud-based CRM software. Salesforce has been able to leverage cloud …

Continue Reading...
Is Salesforce good for small business?

Get detailed information about how salesforce is good for small business and it's advantages and disadvantages

Continue Reading...
Tips and Best Practices on how to use Salesforce campaign Management Effectively

Tips and Best Practices on how to use Salesforce campaign Management Effectively to increase the number of leads.

Continue Reading...
Salesforce Source code management with Visual Studio code, Git and GitHub

Salesforce made an easy to manage Salesforce source code with Visual Studio Code and GitHub by providing necessary extensions in the Visual Studio Code and …

Continue Reading...
Highlights of salesforce summer '18 release notes

Salesforce gets its CRM updated for every release. Generally, Salesforce has three releases per year(spring, summer, winter). In this we are going to look into …

Continue Reading...
Creating custom Splash page in Salesforce

In many websites, we come across a page displaying first and then redirecting to the main website page automatically or clicking on a button, which …

Continue Reading...
Set up of Communities in Salesforce

In any business communication among employees, customers, users and clients are very important. To collaborate and communicate in Salesforce we use communities. Communities will make …

Continue Reading...
How to use Set in Salesforce

Apex provides collections such as List, Set, Map. These are similar to arrays, but these collections have advanced features and easier methods than an array. …

Continue Reading...
How to use custom labels in salesforce

Salesforce is used by many users whose native languages are different, If the application doesn't have any Multilanguage feature, it would be difficult for the …

Continue Reading...
How to set up Email-to-Case and On-Demand Email-to-Case

In any Organization, Support is important to enhance good relationship with their customers. In Salesforce, whenever a customer mails any need of support or interaction …

Continue Reading...
How to create reminder or automatic reminder in salesforce

In salesforce organization, when you have to work on lot of leads and each lead will be at different stage. To make it easier to …

Continue Reading...
How to share data between two Salesforce organizations using Salesforce to Salesforce connection

Customers have their own organizations in a shared platform. Sometimes, one organization may require to fetch data from the other one. To share data between …

Continue Reading...
How to use list methods in salesforce

Apex provides collections such as List, Set, Map. These are similar to arrays, but these collections have advanced features and easier methods than an array. …

Continue Reading...
Packages in salesforce

In the salesforce organization, when you are building a component or application, it's important to know how the component or application should be distributed to …

Continue Reading...
Approval process in Salesforce

As we know there will be role hierarchy in many organizations and permissions are assigned according to their roles. So, When a record or data …

Continue Reading...
How to set up outbound messaging in salesforce

When you want to send information from Salesforce organization to any third party external service, Outbound messaging is used in Salesforce. It is a part …

Continue Reading...
How to use Data loader in Salesforce

In any business importing and exporting of data is very important. Only to some extent, we can enter the data manually in the fields of …

Continue Reading...
How to create Master-detail relationship in Salesforce?

In Salesforce, relationships are used to create a link between objects. Whenever user clicks on particular object they can view its data and related data …

Continue Reading...
How to send email to a public group in Salesforce

In Salesforce it is quite difficult to send email to users individually when there are many. So, upon creating public groups with required users working …

Continue Reading...
Field Update Workflow in Salesforce

In Salesforce, field update is used to change or update field records. This can be done by a creating field update actions and associating them …

Continue Reading...
How to create custom list views

In Salesforce, when you go to the home page of any object, you will get to see a standard view of records in that object. …

Continue Reading...
How to set up escalation rules in salesforce

In many businesses, when customers raise cases, and they are assigned manually to the agents by looking over the case details. But nowadays, cases are …

Continue Reading...
How to use Map methods in Salesforce

Apex provides collections such as List, Set, Map. Each collection has its own properties and characteristics that make them to use widely in salesforce. One …

Continue Reading...
Basic Live Agent Implementation

Customers in these days expect quick resolutions to their queries. In Salesforce, to resolve queries for the customers in a fast and efficient manner, we …

Continue Reading...
How to run a SOQL query in Salesforce

Salesforce Object Query Language(SOQL) is used to fetch the data from Sobject in salesforce organization. As we know SQL is used by .Net developers to …

Continue Reading...
How to create Web-to-case in Salesforce

Customers can submit their cases directly in their website using a simple web-to-case form. These forms are used to convert submitted information into customer support …

Continue Reading...
How to access Schema builder in Salesforce

Schema builder in Salesforce is used to get all the objects and different kinds of relationships in one place. It can be used to modify …

Continue Reading...
How to create one to one relationship between objects in salesforce

Salesforce provides two relationships known as one to many relationship and many to many relationship(this can be done using junction object). Hence in this, we …

Continue Reading...
Process Builder in Salesforce

Process builder is the best automation tool available in Salesforce which can perform complex workflows seamlessly to automate anyone's business process. We can view process …

Continue Reading...
How to enable opportunity splits in salesforce

Opportunity splits allows sales representatives to divide credit and revenue on any sales deal. If your sales process splits revenue from closed-won deals to give …

Continue Reading...
How to convert a web page into PDF format using renderAs attribute

Companies frequently need web page data to be converted into pdf. So, they can have an easy look into the progress. For this in salesforce …

Continue Reading...

Subscribe To our news letter

Subscribe and Stay Updated about our Webinars, news and articles on Django, Python, Machine Learning, Amazon Web Services, DevOps, Salesforce, ReactJS, AngularJS, React Native.
* We don't provide your email contact details to any third parties