To setup Salesforce.com outbound notification messages to trigger that a schedule in RapidiOnline is run immediately, please follow these steps:
First of all: To enable this feature, you need to ask RapidiOnline support to enable this feature and setup your Salesforce.com OrganizationId on your RapidiOnline service
- Open a case at www.rapidionline.com/support/Submit-a-case - include you SFDC OrganizationId
If you have not already done so, create a schedule in RapidiOnline, for the Transfer or Group of transfers that you want to trigger
- Create the Schedule in RapidiOnline service configuration
Add a computed field called "ScheduleCode" to the Object that should trigger the transfer
- In Salesforce.com, go to Setup - App Setup - Customize - "Object" (for example Opportunities) - Fields
- In "Opportunity Custom Fields & Relationships" select New
- Select Formula as field type
- Give it a Field label and Field name. The Field name must contain "ScheduleCode", but can be longer - like "Rapidi_ScheduleCode"
- select Formula Return type "Text"
- enter a formula like "G_ORDER" - where G_ORDER is the Schedule Code in RapidiOnline that you want to trigger (you must include the double quotes)
- click Next and Next and Save
Optional (needed if you have multiple services): Add a field called "ServiceId" to the Objects that should trigger the transfer
- In Salesforce.com, go to Setup - App Setup - Customize - "Object" (for example Opportunities) - Fields
- In "Opportunity Custom Fields & Relationships" select New
- Select Formula as field type
- Give it a Field label and Field name. The Field name must contain "ServiceId", but can be longer - like "Rapidi_ServiceId"
- select Formula Return type "Text"
- enter a formula like "123" - where 123 is your RapidiOnline ServiceId (you can find this in the browser address line when you are in your RapidiOnline configuration)
- click Next and Next and Save
Create an Outbound Message
- Login to Salesforce.com and go to Setup - App Setup - Create - Workflow & Approvals - Outbound Messages and click "New Outbound Message"
- Select the Object that can trigger this message (for example Opportunity)
- Give it a unique name and a description and set the Endpoint URL to https://api.rapidionline.com/api/SFDCScheduleTrigger
- From the "Available Fields" select the "ScheduleCode" field created above (and optionally the ServiceId field) and Add it to the selected fields.
- Save the new Outbound message
Create a Workflow Rule
- In Salesforce.com go to Setup - App Setup - Create - Workflow & Approvals - Workflow Rules and click "New Rule"
- Select the Object that this rule works on (for example Opportunity)
- enter Rule name, description and criteria
- click Save & Next
- click "Add Workflow Action" and "Select existing action"
- select "Outbound Message" and select the Outbound Message you created in the previous step
- click Save and Done and then be sure to activate the Rule by clicking "Activate"
Congratulation - your done !