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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

  1. 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

  1. Create the Schedule in RapidiOnline service configuration

 

Add a computed field called "ScheduleCode" to the Object that should trigger the transfer

  1. In Salesforce.com, go to Setup - App Setup - Customize - "Object" (for example Opportunities) - Fields
  2. In "Opportunity Custom Fields & Relationships" select New
  3. Select Formula as field type
  4. Give it a Field label and Field name. The Field name must contain "ScheduleCode", but can be longer - like "Rapidi_ScheduleCode"
  5. select Formula Return type "Text"
  6. 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)
  7. 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

 

  1. In Salesforce.com, go to Setup - App Setup - Customize - "Object" (for example Opportunities) - Fields
  2. In "Opportunity Custom Fields & Relationships" select New
  3. Select Formula as field type
  4. Give it a Field label and Field name. The Field name must contain "ServiceId", but can be longer - like "Rapidi_ServiceId"
  5. select Formula Return type "Text"
  6. 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)
  7. click Next and Next and Save

 

 

Create an Outbound Message

  1. Login to Salesforce.com and go to Setup - App Setup - Create - Workflow & Approvals - Outbound Messages and click "New Outbound Message"
  2. Select the Object that can trigger this message (for example Opportunity)
  3. Give it a unique name and a description and set the Endpoint URL to https://api.rapidionline.com/api/SFDCScheduleTrigger
  4. From the "Available Fields" select the "ScheduleCode" field created above (and optionally the ServiceId field) and Add it to the selected fields.
  5. Save the new Outbound message

 

Create a Workflow Rule

  1. In Salesforce.com go to Setup - App Setup - Create - Workflow & Approvals - Workflow Rules and click "New Rule"
  2. Select the Object that this rule works on (for example Opportunity)
  3. enter Rule name, description and criteria
  4. click Save & Next
  5. click "Add Workflow Action" and "Select existing action"
  6. select "Outbound Message" and select the Outbound Message you created in the previous step
  7. click Save and Done and then be sure to activate the Rule by clicking "Activate"

 

Congratulation - your done !