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Configuring Salesforce to send changes notifications to Talend

This section explains how to setup Salesforce to send outbound notifications on objects changes.

It focuses on the standard Salesforce Account object, but the procedure remains the same for all other Salesforce standard or custom objects.

Procedure

  1. Connect to your existing Salesforce account, or create a free Developer Edition account if you do not have one.
  2. Navigate to Build > Create > Workflow & Approvals > Workflow Rules in the left panel.

    Alternatively, you can search for workflow rules in the search area.

    If you do not see or do not have access to this menu, check your account permissions with your Salesforce Administrator.
  3. Click the Workflow Rules menu to open a page where you can manage your organization’s workflow rules.
  4. Click New rule to create a workflow rule which will be triggered every time an account is created or updated in your Salesforce organization.
  5. Select the object on which the workflow rule will apply. In this case, select Account, then click Next.

    This should also work with any other Salesforce standard or custom object.

  6. Configure the workflow rule. Since the workflow must be triggered each time an account is created or updated, configure the rule as follows:
    Field Value
    Rule name UpdateOrCreateAccountRule
    Rule criteria Account name not equal to ""

    Use double quotes in the rule criteria to indicate that Account name should not be empty.

    Since the account name is mandatory for Account objects, the clause Account name not equal to "" should be always true.

  7. Click Save & next to open a page with the rule criteria you defined.
  8. Click Add Workflow Action, then choose New Outbound Message to send a new Outbound Message to Talend ESB.

    This option is used to specify one or more actions to be executed by the workflow when triggered. You have the choice between Immediate Workflow Actions and Time-dependant Workflow Actions. In this case, choose to create an Immediate Worflow Action to send a new outbound message to Talend ESB.

  9. Configure Outbound Message as follows.
    Field Value
    Name Account Outbound Message
    Unique Name This field should be auto-filled. You can also update it by entering a unique name.
    Endpoint URL http://52.28.xxx.xxx:8765/services/account
    This is the endpoint on which Talend ESB is listening for Salesforce Outbound Messages.
    Information noteNote: At this stage, you can put any IP as placeholder and come back later to replace it with the correct endpoint after the Talend Web Service has been developed and deployed. If your are using an EC2 instance, you need to update your instance security group to allow inbound traffic from Salesforce.
    User to send as Keep the default user.
    Account fields to send Choose any available fields that you want to send along with the outbound message, according to your use case. Good practice would be to send only the ID and the minimum relevant information to keep the notification message as light as possible.
  10. Click Save.
    You should see the following screen.
  11. Click Done, then click Activate on the Workflow Rule Detail page.

    The flag Active is checked, indicating that the workflow is activated.

  12. Navigate to Administer > Security Controls > Remote Site Settings and click Remote Site Settings.

    By default, Salesforce does not authorize outbound traffic towards remote hosts. In order to send outbound messages to Talend ESB, you need to whitelist (authorize) the remote URL of Talend ESB. To do this, you have to add the remote URL information in the whitelisted sites.

  13. Click New Remote Site to add a new remote site and configure it as follows.
    Field Value
    Remote Site Name WsTalendAccountNotificationServer
    Remote Site URL http://52.28.xxx.xxx:8765/
    This is the Web Service URL with the IP Address of the server hosting the Web Service and the PORT on which the Web Service is listening. It is not mandatory to put the relative path, for example services/account. Choose not to mention the relative path in order to be able to handle multiple Web Services on the same host.
  14. Click Save.

Results

Salesforce is now setup and ready to send notifications to Talend ESB every time an account is created or updated in your Salesforce organization. The next step is to implement the Talend Web Service which will be listening for these notifications coming from Salesforce.

It is important to handle these upcoming notifications in a reliable manner. You must not lose any of these notifications once you receive and acknowledge them, even if a failure or crash occurs on Talend ESB, because Salesforce is not going to send again any acknowledged notification.

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