Use a Webhook in Salesforce to send new Leads to Xano

In today's fast-paced world, businesses and individuals alike are constantly seeking ways to build and launch applications quickly and efficiently. Xano, a no-code platform, provides a solution by enabling users to create and deploy backend services for web and mobile applications without writing a single line of code.

This guide will walk you through the process of setting up webhooks in Salesforce using Xano, allowing you to seamlessly integrate your applications with the popular customer relationship management (CRM) platform.

Step 1: Create a Salesforce Sandbox Account

Before we dive into the technical details, you'll need to create a Salesforce sandbox account. A sandbox is a separate environment that allows you to test and experiment without affecting your production data. Here's how you can create one:

1. Log in to your Salesforce instance.
2. Click the gear icon in the top-right corner and select "Setup."
3. In the Quick Find box, type "Sandbox" and select "Environment Sandboxes."
4. Click "Sandboxes," and then click "New Sandbox."
5. Enter a name and description for your sandbox, and select the appropriate license type (you'll need a developer or developer pro access type).
6. Click "Next" and follow the remaining prompts to create your sandbox.

Once your sandbox is ready, you can log in and start working without worrying about affecting your production data.

Step 2: Create an Apex Class

In Salesforce, you'll need to create an Apex class to define the programming logic for your webhook. Follow these steps:

1. In your Salesforce sandbox, go to "Setup" and search for "Apex Classes."
2. Click "Apex Classes" and then click "New."
3. In the code editor, paste the provided Apex class code (you can find the code in the video description).
4. Click "Save" to create the Apex class.

Step 3: Create a Site and Assign the Apex Class

Next, you'll need to create a site in Salesforce and assign the Apex class you just created to it. Here's how:

1. In the "Setup" menu, search for "Sites" and click "Sites."
2. Click "New" to create a new site.
3. Fill in the site details (you can follow the example shown in the video).
4. Click "Save."
5. Once the site is created, click "Public Access Settings."
6. Under "Apex Class Access," click "Edit."
7. Type the name of your Apex class (e.g., "Webhook") and click "Save."

By assigning the Apex class to the site, you've set up the foundation for your webhook to work.

Step 4: Create the Trigger

Now that you have the Apex class and site set up, you'll need to create a trigger to specify when the webhook should be executed. In this example, we'll create a trigger to send a webhook to Xano when a new lead is created in Salesforce.

1. In the "Setup" menu, search for "Object Manager" and select "Lead."
2. Click "Triggers," and then click "New."
3. In the code editor, paste the provided trigger code (you can find the code in the video description).
4. Replace the placeholder URL with the Xano endpoint URL you'll create in the next step.
5. Click "Save" to create the trigger.

Step 5: Set Up the Xano Endpoint

Head over to Xano and create a new API endpoint to receive the data from Salesforce:

1. In Xano, click "Add New" and select "API Endpoint."
2. Give your endpoint a name (e.g., "Salesforce Sync").
3. Change the request type to "POST."
4. In the Function Stack, click "Add" and select "Utility Functions" > "Get All Input Webhook."
5. Copy the endpoint URL provided by Xano.

Now, go back to your Salesforce sandbox and paste the copied URL into the trigger code you created earlier. Save the changes, and your webhook is ready to receive data from Salesforce.

Step 6: Test the Integration

To test the integration, create a new lead in your Salesforce sandbox:

1. Navigate to the "Leads" section in Salesforce.
2. Click "New Lead" and fill in the required fields.
3. Click "Save."

After creating the lead, switch back to Xano and check the "Request History" for your API endpoint. You should see the payload of data sent from Salesforce.

From here, you can manipulate the data, store it in a database, or integrate it with other services using Xano's powerful no-code capabilities.

Step 7: Deploy to Production (Optional)

If you're satisfied with your testing in the sandbox and want to move your changes to your production Salesforce instance, follow these steps:

1. In your Salesforce sandbox, go to "Setup" and search for "Outbound Change Set."
2. Click "New" and provide a name and description for your change set.
3. Under "Change Set Components," click "Add" and select the Apex class and trigger you created earlier.
4. Add any required profiles (e.g., System Administrator).
5. Click "Upload" and follow the prompts to deploy your changes to production.

Once deployed, your webhook will trigger when a new lead is created in your production Salesforce instance, sending the data to your Xano endpoint for further processing.

Congratulations! You've successfully set up a webhook integration between Salesforce and Xano, allowing you to seamlessly transfer data between the two platforms without writing a single line of code.

Remember, this is just the tip of the iceberg when it comes to Xano's capabilities. Explore the platform further to unlock the full potential of no-code development and streamline your application development process.