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Prerequisites

Before continuing, you should have already completed the following for this connector:
1

Configure the Connector

Enable the connector and set up its connector profile in your project. See Managing Connectors.
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Connector Profile

Salesforce - OAuth 2.0
2

Link an Account

Connect an account using StackOne Hub or Auth Link.
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Link Account

Salesforce - OAuth 2.0

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Configure Outbound Messages

Salesforce delivers event notifications via Outbound Messages — SOAP/XML payloads sent to an HTTP endpoint whenever a record is created or updated. Each sObject and trigger type requires its own Outbound Message pointing at the StackOne Native Webhook URL with an event identifier appended as a query parameter.

1

Retrieve StackOne Native Webhook URL

The Native Webhook URL is generated once a connector profile has been set up. This will be needed in Salesforce Setup later.

  • Open the connector profile.
  • Copy the value from Native Webhook URL.
2

Sign in to Salesforce Setup

Sign in to your Salesforce account and click the Setup ⚙️ icon in the top-right menu.

  • Navigate to Platform Tools > Process Automation > Workflow Actions > Outbound Messages.
3

Create an Outbound Message

Click New Outbound Message and select the sObject you want to track (e.g., Account, Contact, Lead, Opportunity, Case, Task, or User).

  • Name: A descriptive name (e.g., StackOne Account Created).
  • Endpoint URL: Paste the Native Webhook URL and append ?event=<sobject>.<operation>&record_id={!<SObject>.Id} — for example, ?event=account.created&record_id={!Account.Id}.
  • Fields to Send: Select all fields you want included in the notification payload.
  • Optionally check Send Session ID if downstream processing needs to call back into Salesforce.
  • Click Save.
4

Create a Workflow Rule to trigger the Outbound Message

Navigate to Platform Tools > Process Automation > Workflow Rules and click New Rule.

  • Select the same sObject as the Outbound Message.
  • Rule Name: A descriptive name (e.g., StackOne Account Created Trigger).
  • Evaluation Criteria: Select created for insert-only events, or created, and every time it’s edited for update events.
  • Rule Criteria: Set to criteria are met and configure any filters, or leave as true to fire on every record.
  • Click Save & Next.
5

Add the Outbound Message as a Workflow Action

On the Workflow Rule detail page, under Immediate Workflow Actions, click Add Workflow Action > Select Existing Action.

  • Choose Outbound Message and select the message you created.
  • Click Save.
  • Click Activate to enable the rule.
6

Repeat for each event type

Create a separate Outbound Message and Workflow Rule for each sObject and operation you want to track.

  • For created events: use created evaluation criteria and append ?event=<sobject>.created&record_id={!<SObject>.Id} to the endpoint URL.
  • For updated events: use created, and every time it’s edited evaluation criteria and append ?event=<sobject>.updated&record_id={!<SObject>.Id} to the endpoint URL.
  • Supported events: account.created, account.updated, contact.created, contact.updated, lead.created, lead.updated, opportunity.created, opportunity.updated, case.created, case.updated, task.created, task.updated, user.created, user.updated.
7

Test the Outbound Message

Navigate back to Outbound Messages, open the message you created, and click Send Test.

  • A successful test confirms the endpoint is reachable and returns a SOAP ACK response.
  • If the test fails, verify the endpoint URL is correct and the connector profile is active.

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Verify

Your Connector should now be able to receive and process events. Try triggering an event and you should see an Event appear in the Connector logs.