Setup Outbound Messages
- In Salesforce select Setup>Process Automation>Workflow Actions>Outbound Messages and click New Outbound Message.
- Choose Account as the Object.
- Give the Outbound Message the name BillMaxAccount.
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CAUTION:
Salesforce is very picky about certificates and URLs. They must match and the certificate needs to be signed by a known signing authority. If a change in Salesforce doesn't get pushed to BillMax, check the Outbound Message Status at Setup>Environments>Monitoring>Outbound Messages.
- Select the Salesforce Account fields specified in Salesforce Field Mappings for Accounts and click Save.
- In Salesforce select Setup>Process Automation>Workflow Actions>Outbound Messages and click New Outbound Message.
- Choose Contact as the Object.
- Give the Outbound Message the name BillMaxContact.
-
CAUTION:
Salesforce is very picky about certificates and URLs. They must match and the certificate needs to be signed by a known signing authority. If a change in Salesforce doesn't get pushed to BillMax, check the Outbound Message Status at Setup>Environments>Monitoring>Outbound Messages.
- Select the Salesforce Contact fields specified in Salesforce Field Mappings for Contacts and click Save.