All you’ll ever need to know about Declarative Webhooks and how to get started.

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Creating an Outbound Connection

Step 1 : Callout Template Details

Step 2: Callout Template Headers

Step 3: Callout Template Request Body

Step 3: Callout Template Request Body (JSON Format)

Step 3: Callout Template Request Body (Form-Encoded Format)

Step 4: Callout Template Response Body

Step 4: Callout Template Response Body (JSON Format)

Step 4: Callout Template Response Body (Form-Encoded Format)

Step 5: Callout Template Response Actions

Testing Your Connection

Using Callout Templates

Implementing a Callout Using a Screen Flow

Implementing a Call Using a Record-Triggered Flow (Automatic Trigger)

Implementing a synchronous Callout in a Flow and use the Response Body

Implementing a Callout From a Scheduled Batch

Implementing a Callout Using a Button

Implement a Callout Using Apex

Implementing a Call Using Process Builder (Automatic Trigger)

Creating an Inbound Connection

Step 1: Inbound Template Details

Step 2: Inbound Template Request Body

Step 2: Inbound Template Request Body (JSON Body)

Step 2: Inbound Template Request Body (Form-Encoded Body)

Step 3: Inbound Template Actions

Step 4: Inbound Call Response Body

Step 4: Inbound Call Response Body (JSON Format)

Step 4: Inbound Call Response Body (Form-Encoded Body)

Testing Your Inbound Connection

Using the Inbound Connection

Creating a Callout Sequence

Step 1: Callout Sequence Details

Step 2: Callout Sequence Items

Testing the Callout Sequence

Using Callout Sequences

Initiate a Sequence Using a Record-Triggered Flow (Automatic Trigger)

Initiate a Sequence from a button

Initiate a Sequence Using a Screen Flow

Initiate a Sequence Using Apex

Initiate a Sequence from process builder (Automatic Trigger)

Advanced Settings and Strategies

Using Input Parameters

Advanced settings for building the URL, Headers or Authentication fields

Adding new standard objects to be used as main object in Declarative Webhooks

Using custom defined JSON list of objects (parameter list based on fields)

Manually entered JSON nodes in JSON Builder

Using Apex to generate a node

Build a JWT Token Node for outbound calls

Inbound Call Webhook Validation

Ignore inbound calls based on criteria or header value

Deployment, Exporting, Importing and Cloning Templates

Step 2: Callout Template Headers

Callout Template Header Page

In this step we will review Callout Headers. Default headers for Content-Type and Accept are automatically added to the list but be sure to check the external platform API documentation in detail if additional headers are required.

To add additional Headers, select the Plus icon button.

You can include merge fields from your selected Salesforce Main Object of this template in Header Value. Field names used in Header Value must be entered as the API field name (not Label) for example: {!APIFIELD}. If the header value cannot be created with a merge field, there are additional options like merging custom labels, custom metadata, custom setting or even using Apex to generate a header value.

NOTE: Do NOT add authorization headers here. Auth headers will be automatically added by the system when the callout is made, based on the Authentication details you provided in the first step.

Once you have completed your Headers, press Save and Continue to move to the Request Body Page.

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