Generating Outbound Message workflow action

Download Free Salesforce Training Materials with Realtime Scenarios

Generating Outbound Message workflow action : In our previous Salesforce Tutorial we have learned about How to Schedule a report for future run in Salesforce.com. In this Salesforce Training Tutorial we are going to learn about generating Outbound message workflow action in salesforce.com.

What is  an Outbound Message ?

Outbound message is an workflow, approval action which sends information to external servers. Outbound message is an immediate workflow action and sends the data in the form of simple object access protocol (SOAP) format to external servers.

More information on workflows.

Generating Outbound Message workflow action

Follow the steps shown below carefully for Generating Outbound Message workflow action in salesforce.com.

Go to Setup=>Create=>Workflow & Approvals=>Workflow rules.

Generating Outbound Message workflow action

Click on Workflow Rules.

Generating Outbound Message workflow actionSelect new rule to create new workflow rule for Outbound message.

Generating Outbound Message workflow action

Select Object name and select next button.

Generating Outbound Message workflow action

Now enter all the details.

  • Name for outbound message.
  • unique name will be automatically inserted.
  • Enter description.
  • Enter end point URL. Outbound message is sent to this end point URL.
  • Select User to send as.
  • Select the fields to be sent in outbound message.
  • Finally Save settings.

Now go to Build=>Create=>Workflow & Approvals=>Workflow Rules.

Generating Outbound Message workflow action

Now Select on new Rule.

outbound messaging5

Now select the object.

Generating Outbound Message workflow action

Click on next button.

Generating Outbound Message workflow action

In step 2 : we have to configure workflow rule .

  • Enter Rule name.
  • Description.
  • In Evaluation criteria select the option Evaluate the rule when a record is created, and every time it’s edited.
  • Now enter rule criteria.
  • Now click on Save and Exit.

Generating Outbound Message workflow action

Go to Add workflow action and select New Outbound Message from the picklist.

Generating Outbound Message workflow action

In Search select Outbound message and move that action item to Selected actions as shown above.

Now Save the settings.

Generating Outbound Message workflow action

Now click on Done.

Generating Outbound Message workflow action

We have to activate the workflow action. Click on Activate.

outbound messaging12

Now the workflow action is active.