Salesforce Integration / How To
Parent topic: How To

Setup Outbound Messages

  1. In Salesforce select Setup>Process Automation>Workflow Actions>Outbound Messages and click New Outbound Message.
  2. Choose Account as the Object.
  3. Give the Outbound Message the name BillMaxAccount.
  4. CAUTION:

    Salesforce is very picky about certificates and URLs. They must match and the certificate needs to be signed by a known signing authority. If a change in Salesforce doesn't get pushed to BillMax, check the Outbound Message Status at Setup>Environments>Monitoring>Outbound Messages.

    For Endpoint URL, enter:https://<your-publicly-accessible-site>/<path-to-portal>/salesforce/account .
  5. Select the Salesforce Account fields specified in Salesforce Field Mappings for Accounts and click Save.
  6. In Salesforce select Setup>Process Automation>Workflow Actions>Outbound Messages and click New Outbound Message.
  7. Choose Contact as the Object.
  8. Give the Outbound Message the name BillMaxContact.
  9. CAUTION:

    Salesforce is very picky about certificates and URLs. They must match and the certificate needs to be signed by a known signing authority. If a change in Salesforce doesn't get pushed to BillMax, check the Outbound Message Status at Setup>Environments>Monitoring>Outbound Messages.

    For Endpoint URL, enter: https://<your-publicly-accessible-site>/<path-to-portal>/salesforce/contact.
  10. Select the Salesforce Contact fields specified in Salesforce Field Mappings for Contacts and click Save.
Parent topic: How To
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