Here is a step-by-step guide on how to send Outbound Message from a Flow in Salesforce. Salesforce introduced the capability to send it from Flows in its Winter ’22 Release. Before this the only option to send outbound message was from Workflow Rules.
So, what is an Outbound Message in Salesforce?
Outbound Message is one of the declarative features of Salesforce that you can use to integrate Salesforce with other external systems. The concept is simple. Whenever a record gets created or updated in Salesforce, send a SOAP API message to an external system.
A common use case is to create/update Account records in backend systems like ERP, Order Management System or Logistics System, whenever a new Account gets created or an existing Account gets updated in Salesforce.
And the beauty of this feature is that it is a declarative configuration, that won’t take more than 10-15 minutes.
How to send Outbound Message?
Configuring Outbound Messages is a two-step process:
- In the first step, define the outbound message, where you will select the object, fields from the object and specify an endpoint URL.
- In the second step, define what will fire this outbound message. There are four features in Salesforce that allow you to run automations on record creation/updation.
- Workflow Rules
- Process Builder
- Salesforce Flow
- Apex Trigger
The first three features (i.e. Workflow Rules, Process Builder & Salesforce Flow) falls under the declarative capability of Salesforce and Apex Trigger requires writing code. And since Salesforce has already announced that Workflow Rules & Process Builder will be deprecated by 2023, the best choice is to use Salesforce Flow.
In this guide, we will take a look at how to send outbound messages from the Flow.
For the endpoint URL, we are going to use a service called RequestBin. RequestBin allows you to create public endpoint to receive and inspect HTTP requests from any source, and easily inspect the headers, payload and more.
Here is a picture from Salesforce’s SOAP API Developer Guide explaining the flow of Outbound Message (just for your reference)
And here is the detailed step-by-step guide with screenshots.
NOTE: Certain sections of the guide will appear as locked in the free preview. You can download the unlocked version of the guide in PDF format by subscribing to our “All Access” Pass through the link below.
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References & Useful URLs
- Internal Links
- External Links
- SOAP API Developer Guide – Outbound Messaging
- Salesforce Help Article – Considerations for Outbound Messages
- Salesforce Help Article – Error ‘Content is not allowed in prolog’ in Outbound Message