如何在 SalesForce 中获得新潜在客户的通知? [英] How to get notified of a new lead in SalesForce?

问题描述

我希望在 Salesforce 中创建新潜在客户时收到通知.是否有类似 Salesforce 中的 webhook 或其他方式来实现这一目标?

I want to get notified when a new lead is created in Salesforce. Is there something like webhook in Salesforce or some other way to achieve this?

推荐答案

是的，有很多选择 :)

Yes, plenty of options :)

对于作为参与者的 Salesforce:

For Salesforce as actor:

1. 在插入潜在客户时触发的工作流规则并向您发送电子邮件(或者如果它用于系统集成 - 出站消息).
2. 您始终可以编写插入后"Apex 触发器，并在其中添加对外部系统的调用(支持 SOAP 和 RESTful API).尽管您需要一个 @future 注释 因为默认情况下触发器不应该发送标注(数据库提交/回滚不应该取决于外部系统是否接受了消息).

1. Workflow rule that would fire on insert of Lead and send you an email (or if it's for system integration - outbound message).
2. You can always write an "after insert" Apex trigger and have in it a callout to external system (SOAP and RESTful APIs are supported). Although you'll need a @future annotation because the triggers by default aren't supposed to send callouts (the database commit/rollback shouldn't depend on whether the external system has accepted the message or not).

对于作为参与者的外部系统:

For external system as actor:

1. 每隔一段时间就简单地轮询一下[SELECT Id FROM Lead WHERE CreatedDate >:lastTimeIhaveChecked]
2. 或者是最近添加的名为 Streaming API.基本上，您定义了一个 PushTopic(您感兴趣的查询).Salesforce 会查看它返回的当前结果，每当结果发生变化时，您都会收到通知.我还没有玩过它，但从文档中看来，您可以将事件类型设置为仅显示创建的"事件.这可能最接近网络钩子.

1. Simply poll every once in a while for something like [SELECT Id FROM Lead WHERE CreatedDate > :lastTimeIhaveChecked]
2. Or there's fairly recent addition called Streaming API. Basically you define a PushTopic (query that interests you). Salesforce peeks at the current results returned by it and whenever the results change you'll get a notification. I haven't played with it yet but seems from the docs you can set event type to show "created" events only. This might be closest to a webhook.

这篇关于如何在 SalesForce 中获得新潜在客户的通知?的文章就介绍到这了，希望我们推荐的答案对大家有所帮助，也希望大家多多支持IT屋！