Salesforce Webhooks / Outbound Messages

To send an Outbound Message in Salesforce when an Opportunity changes, have to use Outbound Messages and Flows. Here is a step-by-step guide using a Flow:

Setup

1. Add an Outbound Message:

• -  Go to "Setup"
• -  Navigate to "Process Automation" -> "Workflow Actions" -> "Outbound Messages"
• -  Click on "New Outbound Message".
• -  Enter a name for the Outbound Message.
• -  Enter the CustomJS Function URL of the function you want to execute.
• -  Select the fields that should be included in the message.
• -  Click "Save".

2. Send Outbound Message with Flows

Nowadays you have to use the Flow Builder to trigger outgoing messages:

• -  Navigate to "Setup" -> "Process Automation" -> "Flows":
• -  Click on "New Flow"
• -  Define the Process
• -  Activate the Flow

  

3. Now you receive Salesforce webhooks with CustomJS

Salesforce sends the data in the webhook as SOAP XML type. We use the NodeJS plugin xml-js to transform it into a JSON object. It will look like this:

{
  "_declaration": {
    "_attributes": {
      "version": "1.0",
      "encoding": "UTF-8"
    }
  },
  "soapenv:Envelope": {
    "_attributes": {
      "xmlns:soapenv": "http://schemas.xmlsoap.org/soap/envelope/",
      "xmlns:xsd": "http://www.w3.org/2001/XMLSchema",
      "xmlns:xsi": "http://www.w3.org/2001/XMLSchema-instance"
    },
    "soapenv:Body": {
      "notifications": {
        "_attributes": {
          "xmlns": "http://soap.sforce.com/2005/09/outbound"
        },
        "OrganizationId": {
          "_text": "00Dd20000013WE5EAM"
        },
        "ActionId": {
          "_text": "04kd20000000DoTAAU"
        },
        "SessionId": {
          "_attributes": {
            "xsi:nil": "true"
          }
        },
        "EnterpriseUrl": {
          "_text": "https://technologycirclegmbh-dev-ed.develop.my.salesforce.com/services/Soap/c/61.0/00Dd20000013WE5"
        },
        "PartnerUrl": {
          "_text": "https://technologycirclegmbh-dev-ed.develop.my.salesforce.com/services/Soap/u/61.0/00Dd20000013WE5"
        },
        "Notification": {
          "Id": {
            "_text": "04ld200000000HlAAI"
          },
          "sObject": {
            "_attributes": {
              "xsi:type": "sf:Opportunity",
              "xmlns:sf": "urn:sobject.enterprise.soap.sforce.com"
            },
            "sf:Id": {
              "_text": "006d2000000ftCLAAY"
            },
            "sf:Amount": {
              "_text": "40000.0"
            },
            "sf:CloseDate": {
              "_text": "2024-06-30"
            },
            "sf:CreatedById": {
              "_text": "005d2000000g0d9AAA"
            },
            "sf:CreatedDate": {
              "_text": "2024-06-27T11:29:16.000Z"
            },
            "sf:ExpectedRevenue": {
              "_text": "12000.0"
            },
            "sf:FiscalQuarter": {
              "_text": "2"
            },
            "sf:FiscalYear": {
              "_text": "2024"
            },
            "sf:ForecastCategory": {
              "_text": "Pipeline"
            },
            "sf:ForecastCategoryName": {
              "_text": "Pipeline"
            },
            "sf:HasOpenActivity": {
              "_text": "false"
            },
            "sf:HasOpportunityLineItem": {
              "_text": "false"
            },
            "sf:HasOverdueTask": {
              "_text": "false"
            },
            "sf:IsClosed": {
              "_text": "false"
            },
            "sf:IsDeleted": {
              "_text": "false"
            },
            "sf:IsPrivate": {
              "_text": "false"
            },
            "sf:IsWon": {
              "_text": "false"
            },
            "sf:LastAmountChangedHistoryId": {
              "_text": "008d2000000pjlhAAA"
            },
            "sf:LastModifiedById": {
              "_text": "005d2000000g0d9AAA"
            },
            "sf:LastModifiedDate": {
              "_text": "2024-06-28T21:16:06.000Z"
            },
            "sf:LastReferencedDate": {
              "_text": "2024-06-28T21:16:06.000Z"
            },
            "sf:LastViewedDate": {
              "_text": "2024-06-28T21:16:06.000Z"
            },
            "sf:Name": {
              "_text": "Tes Opp3"
            },
            "sf:NextStep": {
              "_text": "NewValue7"
            },
            "sf:OpportunityId__c": {
              "_text": "006d2000000ftCL"
            },
            "sf:OwnerId": {
              "_text": "005d2000000g0d9AAA"
            },
            "sf:Probability": {
              "_text": "30.0"
            },
            "sf:PushCount": {
              "_text": "0"
            },
            "sf:StageName": {
              "_text": "Needs Analysis"
            },
            "sf:SystemModstamp": {
              "_text": "2024-06-28T21:16:06.000Z"
            },
            "sf:Type": {
              "_text": "Existing Customer - Replacement"
            }
          }
        }
      }
    }
  }
}

With this helper you can easily read propeties from the JSON structure:

function getField(input, fieldName){
  try {
    return input["soapenv:Envelope"]["soapenv:Body"].notifications.Notification.sObject[`sf:${fieldName}`]._text;
  } catch(e) {
      throw new Error('Field not found');
  }
}

You also have to make sure that you send a proper repsonse back to Salesforce because otherwise the webhook will be executed over and over again.

return `<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/">
  <soapenv:Body>
    <notificationsResponse xmlns="http://soap.sforce.com/2005/09/outbound">
      <Ack>true</Ack>
    </notificationsResponse>
  </soapenv:Body>
</soapenv:Envelope>`;