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

Pages

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

Making Key-Value JSON Objects Work Like Lists

Viewing call logs on a record page

Create a callout template using Declarative Webhooks Integration AI Agent

Deployment, Exporting, Importing and Cloning Templates

Administration Page

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

Request Body Page (Form-Encoded Body)

If the selected Method is other than GET and you selected Form-Encoded as the request body format, you will be presented with this page at step 2. This is where you build the expected request POST body format.

This is where you can define the key-value elements that you expect from the external system when it makes a call.

After adding all the expected items, the page should look similar to this:

When you are happy with the body, click “Continue”.

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