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cloud-elements / devportal

:books: Cloud Elements developer portal
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Salesforce: Webhook Setup #555

Closed claytonshaver closed 7 years ago

claytonshaver commented 7 years ago

Description

As a user I should be able to find information under Salesforce on how to set up webhooks for salesforce, including apex classes.

For some use cases webhooks should be discouraged since APEX classes will need to be added for every instance that is created since the APEX classes hard code the instance information. For single instance use cases (eg formula integration) webhooks can be used and are even recommended but for multiple instance use cases (customer's customers each needing webhooks) the webhook setup is a manual process and may prove to be a bad user experience. Additionally we should address this concern in the provisioning window so that users do not run all of their testing using webhooks only to find out their use case calls for polling.

daniel-cherry commented 7 years ago

Currently, the webhook documentation is incorrect and shows that you should set up your Remote Site Settings in Salesforce to include https://api.cloud-elements.com. However, for production it may also need to be https://console.cloud-elements.com

tayclark commented 7 years ago

@daniel-cherry - I created #575 for the Security portion and self-assigned.

tayclark commented 7 years ago

@daniel-cherry I've added https://github.com/cloud-elements/devportal/issues/613 to address your last comment since we have a customer wanting to see this portion updated soon.

@claytonshaver - I'm updating your description with some info regarding using webhooks for SFDC.

tayclark commented 7 years ago

Looks like the second portion of Clayton's description that I added is already there. Perhaps it should be written in bold and maybe include some information referring to use case issues the users may run into to make them more aware. image

davewilks commented 7 years ago

Lots of content has been added as a result of this issue. I just added a note at the top of the page and will address the idea of adding some content to the provisioning screen for Salesforce.