Overview:
The purpose of this document is to show the set up and mapping of the activity being sent from Salesforce to Aimbase. We currently use the outbound messaging and workflow rules (or process builder) in Salesforce to send these fields to Aimbase. These activities will show in Aimbase connected to the prospect/lead. Please note that these instructions are subject to custom fields by organization.
Outbound Message:
In order to send the activity to Aimbase an outbound message will be set up and triggered either by a workflow rule or process builder based upon preference (including example of workflow rule below). The prospect Id's will be important in order to connect the activity to the customer.
Setting up the outbound message:
- Go to Saleforce Set up
- Go to Outbound messages (in workflow actions)
- Select New
- Name (Activity to Aimbase)
- Select the fields that need to be passed to Aimbase
- Set endpoint url to:
- http://crmintegrationqa.aimbase.net/api/SalesforceSoap (For QA)
- http://crmintegration.aimbase.net/api/SalesforceSoap (For Production)
- Save
Fields to include in the outbound message:
| Selected Field | Type | Notes |
|---|---|---|
| ActivityDate | Standard Field | Date/Time of Activity |
| Description | Standard Field | Standard field that will send over the detail of the call |
| Aimbase Instance Name | Custom Field | This will be a static value provided by Rollick. A field will need to be created on activity and when activity is added, that value should pass through |
| Prospect ID | Custom Field | Upon creation of the activity, this will need to be passed to the activity so we can pass that value to aimbase. |
| What ID | Standard Field | This is the account or object that he activity is tied to. |
| Dealer Number | Custom Field | * If relevant. If desire is to create the connection to a specific Dealer |
| Id | Standard Field | Activity of the task |
Workflow Rule:
Based upon your business rules a workflow rule or process should be set up to trigger the message to send the activity to Aimbase.
- Go to Set Up
- Select Workflow Rules
- Determine criteria and enter via criteria or formula (example: activity is of certain type and status)
- Add workflow action and select outbound message
- Activate workflow rule
Once steps are done, once the activities are created and meet the appropriate criteria then the outbound message will be triggered to Aimbase. The activities would then be visible in the Customer Tab under Concierge Calls.