Creating a SalesForce Provider

To create a SalesForce provider, you must open an account with https://developer.salesforce.com and configure outbound messages from it.

Procedure

  1. Open an account with https://developer.salesforce.com. After signing up, verify the account and log in to the homepage of the developer account.
  2. On the home page, click Create > Workflow & Approvals > Workflow Rules. The All Workflow Rules screen appears. Click New Rule to create a new workflow rule.
  3. Select Lead as the Object. Configure the rule fields as follows:

  4. After saving it, add New Outbound Message as a workflow action.
  5. Configure an outbound message for the workflow rule. Configure the endpoint URL to a dummy value; you need to change it later. In Lead Fields, select fields from the lead object that you want to receive when a lead is converted in Salesforce. Salesforce sends a SOAP message along with these fields.
  6. Save the outbound message, and open it to view the following tab. Salesforce provides a WSDL which confines to the SOAP outbound message that was configured. Click Save link as to save this WSDL file. Use the WSDL file to configure a SOAP service in TIBCO ActiveMatrix BusinessWorks 6.x.
  7. After saving the WSDL, make sure that you activate the rule using the outbound message.
  8. Click on the Leads tab in Salesforce. Click New to create a new lead.
  9. Configure a new lead and save it. This lead is used later to trigger the Salesforce event.

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