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

Deployment, Exporting, Importing and Cloning Templates

Using Callout Sequences

How to use your callout sequence

There are five unique ways to use a Callout Template in your Salesforce org. You can implement a button on the record page, add it to a Visual Flow, automatically trigger it in Process Builder or Record-Triggered Flow or run using Apex.

This section guides you on how to set up each of these options.

Omnitoria helps Salesforce customers, admins and developers build and scale faster.

© 2024 Omnitoria, All Rights Reserved.