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Program webhook: Salesforce

Learn how to create a Salesforce profile and use the Salesforce node in your programs.

Laura Russell avatar
Written by Laura Russell
Updated over a week ago

A Salesforce webhook node can be used in programs to create contacts and leads.

Before you start

Things you need to know:

  • You must have an active account with Salesforce before you can create a profile for this extension.

Initial setup

To start the setup process, you must contact your Customer Success representative to enable the Salesforce program webhook in your account. A notification is sent to you when the program webhook is enabled.

You then need to create a profile for it, at which point you're ready to use the Salesforce webhook within the program builder. It appears under Webhooks in the left side menu.

Create a Salesforce profile

  1. Go to Connect > Webhooks.

  2. Select NEW WEBHOOK.

  3. Enter a Webhook name and, for Platform, select Choose from existing, then expand the drop-down menu and select Salesforce.
    The Base URL is then populated for you.

  4. Optionally, select the Limit request rate switch.
    Some providers won't allow too many requests to be sent at once by the same profile.

  5. Expand the Authentication section and select Authorise with Salesforce.

  6. Log in with the Salesforce credentials of the account you want to use. Successful authorisation with Salesforce is confirmed.

  7. Select NEXT.

  8. You then need to assign contact data fields, as appropriate. To do this, expand the drop-down menu for each Salesforce data field and choose the corresponding Dotdigital data field.

  9. Once happy, select SAVE.

Configure your Salesforce webhook

You can use the Salesforce webhook node inside the program builder:

  1. Go to Automation > Programs, and create a new program, or edit an existing one.
    Learn more in the Program builder section of the Help Centre.

  2. From the Webhooks section of the left side panel, drag the Salesforce webhook node onto the canvas.

  3. Select the node to open the configuration side panel.

  4. Expand the Profile drop-down menu and choose the profile you want to use in the action.
    You can select the + icon to add another profile.

  5. Expand the Action drop-down menu and choose the action you want the node to execute.

  6. Select APPLY.

  7. Once happy with your configuration, you should test the extension to ensure it works as expected. Select Find contact, choose a contact from your Test list, and then select Submit to make a test request. The full response is provided underneath, allowing you to see whether the extension is working or not.

  8. Select APPLY to save your configuration.

Webhook data

It's always your responsibility to ensure you're supplying good, executable data, or your webhook call could fail.

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