- Rule name
- Rule Criteria (Rule criteria can be set based on your preference. For example, Only when Opportunity status equals “Closed-won", and Opportunity status was modified.)
- Created: Evaluate the rule criteria each time a record is created. If the rule criteria is met, run the rule. Ignore all updates to existing records.
- Created, and every time it's edited: Evaluate the rule criteria each time a record is created or updated. If the rule criteria is met, run the rule.
- Created, and any time it's edited to subsequently meet criteria: Evaluate the rule criteria each time a record is created or updated.
- For a new record, run the rule only if the rule criteria is met.
- For an updated record, run the rule only if the record is changed from not meeting the rule criteria to meeting the rule criteria.
- As best practice, we recommend using "Created" or "Created, and every time it's edited", and then using Workato trigger filters in place of rule criteria. This ensures that the modified records are still picked up even though the rule criterion field was not changed.
- fill in the required and optional fields:
- Name (must be unique), this is for reference only
- Unique name (auto generated), this is for reference only
- Endpoint URL, see below for more information.
- After this is done, hit Save and Activate
The Polling Component in real-time trigger
Besides real-time webhook, the trigger is scheduled to poll Salesforce once every 6 hours to pick up any Salesforce outbound messages that were missed by Workato. Hitting the refresh button in the recipe job report page will trigger the polling component of that trigger, so it goes back to pick up any sales invoice in Salesforce that was modified and triggers off the recipe.
The Endpoint Url points to an endpoint in Workato that directs incoming objects to your recipes.
An example Endpoint URL looks like this:
Breaking it down, the URL has 2 components:
URL parameters are added to the base URL with a ‘?’
There are 2 required parameters here
i. sobject should be given the name of the Salesforce object to that receives real-time integration. It is case sensitive, so remember to check and use the right name.
a. Example: use Case, not case or CASE
b. Custom object names end with “__c” so make sure to include that if you wish to integration custom objects
ii. org_id is the id of your organization. To find the exact value of your org_id in Salesforce:
a. Click on “Setup” on the top right of the screen
b. Navigate to Administer > Company Profile > Company Information
c. There you will be able to see the salesforce.com organization id
To set up real-time integration for Opportunities, the Endpoint URL will look something like this:
For tips on troubleshooting, see https://support.workato.com/support/solutions/articles/1000250423-salesforce-real-time-trigger-not-working