Table of Contents

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  1. Preface
  2. Understanding Data Types and Field Properties
  3. Designing Processes
  4. Using and Displaying Data
  5. Designing Guides
  6. Designing Process Objects
  7. Designing Service Connectors
  8. Using Connectors
  9. System Services, Listeners and Connectors

2. Design

2. Design

Creating a Salesforce OBM

Creating a Salesforce OBM

To create a Salesforce OBM, log in to your Salesforce developer account, create a workflow rule, and then define an OBM.
Before you create a Salesforce OBM to trigger an
Application Integration
process, you must perform the following tasks:
  • Install the managed packaged in the Salesforce organization in which you want to create an OBM.
  • Create and publish the
    Application Integration
    process you want the Salesforce OBM to trigger.
  1. Log in to your Salesforce developer account.
  2. Go to
    Create
    Workflow & Approvals
    Workflow Rule
    .
  3. Click
    New Rule
    .
    This image depicts the All Workflow Rules page with a list of available rules and the option to create a new rule.
  4. On the
    New Workflow Rule
    page, select the object you want the rule to apply to and then click
    Next
    .
    This image shows the New Workflow Rule page with the Account object selected.
  5. On the
    Configure Workflow Rule
    page, enter a rule name and description, set evaluation and rule criteria, and then click
    Save & Next
    .
    This image shows the Configure Workflow Rule page with all details entered.
  6. Go to
    Add Workflow action
    New Outbound Message
    .
  7. On the
    Configure Outbound Message
    page, enter the required information, including the
    Endpoint URL
    . See the Salesforce OBM URL topic for information on how to obtain the Endpoint URL.
    In this image, you see the Configure Outbound Message page with all fields completed. Nine fields have been added to the Selected Fields to Send list.
  8. Click
    Save
    .
The Salesforce OBM creation is complete. The Salesforce OBM you created triggers an
Application Integration
process according to the criteria you set.
For detailed information about configuring a Salesforce OBM, see the Salesforce documentation.


Updated February 11, 2021