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feat(triggers): add Salesforce webhook triggers #3982

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waleedlatif1 merged 2 commits into from
Apr 6, 2026
Merged

feat(triggers): add Salesforce webhook triggers #3982

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feat(triggers): add Salesforce webhook triggers
waleedlatif1 Apr 6, 2026
d67ab32
fix(triggers): address PR review — remove non-TSDoc comment, fix gene…
waleedlatif1 Apr 6, 2026
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fix(triggers): address PR review — remove non-TSDoc comment, fix gene… 
…ric webhook instructions
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@waleedlatif1
waleedlatif1 committed Apr 6, 2026
commit d67ab32a323cea4e37145f3cc457b6823917d60e
1 change: 0 additions & 1 deletion apps/sim/blocks/blocks/salesforce.ts
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Expand Up @@ -523,7 +523,6 @@ Return ONLY the date string in YYYY-MM-DD format - no explanations, no quotes, n
],
},
},
// Trigger subBlocks
...getTrigger('salesforce_record_created').subBlocks,
...getTrigger('salesforce_record_updated').subBlocks,
...getTrigger('salesforce_record_deleted').subBlocks,
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33 changes: 23 additions & 10 deletions apps/sim/triggers/salesforce/utils.ts
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Expand Up @@ -19,16 +19,29 @@ export const salesforceTriggerOptions = [
* Flow HTTP Callouts or Outbound Messages manually.
*/
export function salesforceSetupInstructions(eventType: string): string {
const instructions = [
'Copy the <strong>Webhook URL</strong> above.',
'In Salesforce, go to <strong>Setup → Flows</strong> and click <strong>New Flow</strong>.',
`Select <strong>Record-Triggered Flow</strong> and choose the object and <strong>${eventType}</strong> trigger condition.`,
'Add an <strong>HTTP Callout</strong> action — set the method to <strong>POST</strong> and paste the webhook URL.',
'In the request body, include the record fields you want sent as <strong>JSON</strong> (e.g., Id, Name, and any relevant fields).',
'Save and <strong>Activate</strong> the Flow.',
'Click <strong>"Save"</strong> above to activate your trigger.',
'<em>Alternative: You can also use <strong>Setup → Outbound Messages</strong> with a Workflow Rule, but this sends SOAP/XML instead of JSON.</em>',
]
const isGeneric = eventType === 'All Events'

const instructions = isGeneric
? [
'Copy the <strong>Webhook URL</strong> above.',
'In Salesforce, go to <strong>Setup → Flows</strong> and click <strong>New Flow</strong>.',
'Select <strong>Record-Triggered Flow</strong> and choose the object(s) you want to monitor.',
'Add an <strong>HTTP Callout</strong> action — set the method to <strong>POST</strong> and paste the webhook URL.',
'In the request body, include the record fields you want sent as <strong>JSON</strong> (e.g., Id, Name, and any relevant fields).',
'Repeat for each object type you want to send events for.',
'Save and <strong>Activate</strong> the Flow(s).',
'Click <strong>"Save"</strong> above to activate your trigger.',
]
: [
'Copy the <strong>Webhook URL</strong> above.',
'In Salesforce, go to <strong>Setup → Flows</strong> and click <strong>New Flow</strong>.',
`Select <strong>Record-Triggered Flow</strong> and choose the object and <strong>${eventType}</strong> trigger condition.`,
'Add an <strong>HTTP Callout</strong> action — set the method to <strong>POST</strong> and paste the webhook URL.',
'In the request body, include the record fields you want sent as <strong>JSON</strong> (e.g., Id, Name, and any relevant fields).',
'Save and <strong>Activate</strong> the Flow.',
'Click <strong>"Save"</strong> above to activate your trigger.',
'<em>Alternative: You can also use <strong>Setup → Outbound Messages</strong> with a Workflow Rule, but this sends SOAP/XML instead of JSON.</em>',
]

return instructions
.map(
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