Hi,
We building a Zap that every time an outbound message has created in Salesforce
we send a message in Teams.
It worked perfectly fine on sandbox but when we moved it to production (both on Zapier and Salesforce) it didn't work and we didn't manage to get a test account. (used the same flow)
Any suggestions?
Hey
Did you select Production while connecting Salesforce on Zapier?
Yes
Hi
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Hey there, squad!
I wanted to stop and share the recommendation for pulling in sample production data referenced in the ticket in case it’s helpful.
...can you please test all the steps below for the new account connected:
- Set up New Outbound Message trigger in Zapier to get the Webhook URL: https://cdn.zappy.app/1695ddf0c714847f2808567b546c9d99.png
- In Salesforce set up an Outbound Message, configured with all fields they want to send to Zapier and using the Webhook URL from Zapier for the endpoint URL: https://cdn.zappy.app/28ba7b506ee7dadd8f3f3cf63579060d.png
- In Salesforce set up a Record-triggered Flow and configure the conditions for when the Outbound Message should send: https://cdn.zappy.app/d8390877588331f27a2521e6368b476f.png
- After adding the Flow trigger, add an Action and select Outbound Message. Search for the newly created Outbound Message (the Outbound Message action won't appear if there are no Outbound Messages configured, so it is important to configure that first): https://cdn.zappy.app/09ce4f0b5a6bcf04709faf0435cabcb4.png
- Finally, save and activate the Flow: https://cdn.zappy.app/73ee394669d10ac56614391393c4079e.png
Salesforce has more information about setting up a Flow here: https://help.salesforce.com/s/articleView?language=en_US&type=5&id=sf.flow_build.htm
And here is a blog article with more detail on the specific steps in Salesforce for creating the Outbound Message and Flow: https://blog.cloudanalogy.com/how-to-send-outbound-message-with-salesforce-flow/
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