Salesforce 2015 Get Hooked on Webhooks

 Joseph Ucuzoglu  joseph@imaginecrm.org

 

RESTFul integration with a world wide web of services

 Daisy Garcia  daisy@imaginecrm.org  

  Learn what webhooks are and why we should care

  Demonstrate a powerful tool for creating webhook integrations

  Show both sides of the equation (creating the webhook for Salesforce and consuming that webhook via the Salesforce API)

  Provide you with PDF guides you can follow along with after the presentation

Our Objectives

Don’t Take Notes! ●  Too much information

●  PDF guides will be posted to the Chatter feed when the presentation completes.

●  Relax and have a good time

Electronic Guides

https://sites.google.com/site/df2015guides/

Understanding Webhooks Your first step to becoming a webhooker

  AKA Web Callback; AKA HTTP Push API

  A simple event-notification via HTTP POST

  Payload Formats (Form Data, JSON or XML)

What are they? Webhooks

1.  Consumer is responsible for polling the provider.

2.  Consumer must create communication according to API specification.

3.  Consumer must create code to consume API response.

On average over 98.5% of polls are wasted *http://resthooks.org/

How they work Standard API’s

Provider

Consumer

API

API

1.  Provider makes an HTTP request (POST) to Consumer endpoint when an event occurs.

2.  Consumer must write the code to handle the HTTP request from provider

Zapier spends 66x more resources on polling than on webhooks.

*https://zapier.com/engineering/introducing-resthooksorg/

How they work Webhooks

Provider

Consumer

API

 “I want my Google Form posts to populate records in Salesforce”

Our solution

HTTP POST

Zapier the ultimate app connector

DIY Webhooks 4 Salesforce

Step 1 - Collect the data

Step 1 - Collect the data  The Standard Google form

  Standard Google Form

  3 Fields

  Submits results to Google Sheet

All form-fields are represented.

Labels show in the first row.

Form submissions fill in each subsequent row.

Google also includes a Timestamp field.

Step 1 - Collect the data  The Google Sheet

Step 2 - Process the data

Step 2 - Process the data  Zapier (Step 1) - Trigger & Action

Step 2 - Process the data  Zapier (Step 2-3) Connect to Accounts

Step 2 - Process the data  Zapier (Step 4) Filter / Select Results

Step 2 - Process the data  Zapier (Step 5) Matching & Mapping

Step 2 - Process the data  Zapier (Step 6) Testing [Google Sheets]

Step 2 - Process the data  Zapier (Step 6) Testing [ Zapier Webhook]

RequestBin

Done testing? Set the URL to point to Salesforce

3. Catching and Processing the Data

  Set up a public REST endpoint w/Salesforce

  Create the APEX REST Class

  Modify Public Guest User Security Settings

  Test your webhook using an API testing tool

Catching Webhooks w / Salesforce

Public REST APIs w/ Salesforce

https://developer.salesforce.com/blogs/developer-relations/2012/02/quick-tip-public-restful-web-services-on-force-com-sites.html

Generates API Endpoint Handles object dynamically Handles fields dynamically Less than 40 lines of code

The Apex Rest Class

The Apex REST Class

The Apex REST Class

@HttpDelete

@HttpGet

@HttpPatch

@HttpPost

@HttpPut

Make sure the guest user has permission to access to APEX script Guest User Profile Permissions

Useful Tools / Resources for Testing

Hurl.it

https://www.hurl.it/ http://requestb.in/

RequestBin

Hurl.It

The happy ending - Our form post inserted in Salesforce

Recap  & Next Steps

Webhooks are becoming increasingly popular You can use a tool like Zapier to create your own webhooks Make sure that your API endpoint is publicly accessible Tools like RequestBin and Hurl.It make development easier Dig into the resources we have provided you to experiment and learn more.

Resources  Available in the session Chatter feed & Website address below

https://sites.google.com/site/df2015guides/

Thank you