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Understanding Salesforce Outbound Messaging

Receiving outbound messages from Salesforce

Configure your Runtime’s shared web server to properly set up to receive messages from Salesforce.

Complete the following steps in to receive outbound messages from Salesforce:

  1. Configure your Runtime’s shared web server.

    • Because Salesforce does not allow authentication for their web service call, you must include the boomi_auth parameter in the operation’s endpoint URL.
      For more information and examples, see the API security topic.
      Write down the endpoint URL because you need it to complete the outbound messaging setup in Salesforce.
    • If you will deploy your web service process to a local Runtime, configure its shared web server to require client certificates (two-way SSL/TLS) to validate the identity of the Salesforce server when it takes the role of client to your server. Then, download the Salesforce client certificate from Salesforce.
      This is the client certificate that Salesforce sends with each outbound message for authentication.

  2. Build an initial request/response web service listener process to receive data from Salesforce and return an acknowledgment.

    note

    Salesforce requires that web services return an acknowledgment message (defined by the outbound messaging WSDL) before returning documents. To do this, include a Return Documents step in your listener process.

  3. Deploy the web service listener process.

Testing the data flow from Salesforce to Integration

After completing the setup in and Salesforce, complete these steps to test the data flow:

  1. Trigger a test outbound message in Salesforce to connect to the custom authentication URL you configured.

  2. Inspect the raw data received by the web service listener process to build the XML profile to use for mapping (via XML profile import).

Salesforce outbound messaging setup

Within Salesforce, use Workflow Rules to set up outbound messages to Integration.

Following are the high-level steps for outbound messaging setup in Salesforce. Consult the Salesforce help documentation for detailed reference information.

  1. Select Setup > Create > Workflow & Approvals > Workflow Rules.

  2. Configure a workflow rule for triggering the outbound message.

    • Click New Rule.

    • Select the Object.

    • Set the Rule Name and, optionally, the Description.

    • Select the Evaluation Criteria.

    • Select the Rule Criteria, which can be based on the modification of fields in Salesforce.

    • Select New Outbound Message as the Workflow Action.

  3. Define the outbound message.

    • Set the Message Name.

    • Select the Fields to Send.

    • Set the Endpoint URL, which must include the boomi_auth URL parameter. For more information and examples, see the topic API security, linked below.

If the outbound message has multiple triggering workflow rules, you can then configure the additional workflow rules and select the outbound message as the Workflow Action for each.

Additional resources

Understanding Outbound Messaging

Salesforce acknowledgement XML

Upon successful completion, your process needs to send an acknowledgment back to Salesforce to close the loop for the outbound message.

You can simply copy and paste the following XML snipet into a Message step before the Return Documents step in your process.

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

For more information, refer to Message step and Return Documents step.

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