Salesforce Integration

Integrate Salesforce events with ilert to notify teams of key activities or failures, ensuring critical alerts reach responders quickly.

By connecting Salesforce with ilert, technical signals are sent to on-call teams immediately. This allows rapid investigation of disruptions in CRM processes or data flows, ensuring fast mitigation.

In ilert: Create a Salesforce alert source

Go to Alert sources --> Alert sources and click on Create new alert source
Search for Salesforce in the search field, click on the Salesforce tile and click on Next.
Give your alert source a name, optionally assign teams and click Next.
Select an escalation policy by creating a new one or assigning an existing one.
Select you Alert grouping preference and click Continue setup. You may click Do not group alerts for now and change it later.
The next page show additional settings such as customer alert templates or notification prioritiy. Click on Finish setup for now.
On the final page, an API key and / or webhook URL will be generated that you will need later in this guide.

In Salesforce

This Documentation is based on the new Salesforce Lightning, new UI from Salesforce

Navigate to Developer Console by clicking the Settings icon and then click the Developer Console.

In Developer Console page select File -> New -> Apex Class and copy the following and save it as ilertClass.apxc, then click Save.

global class ilertClass {

    @future(callout=true)
    WebService static void xRESTCall(String endpoint, String payload){
        HttpRequest req = new HttpRequest();
        req.setEndpoint(endpoint);
        req.setMethod('POST');
        req.setBody(payload);
        req.setHeader( 'Content-Type', 'application/json' );
        req.setHeader( 'Accept', 'application/json' );
        Http http = new Http();
        HTTPResponse res = http.send(req);
        System.debug(' Response: ' + res.getBody());
    }

    global static string getPayloadStringByHandlingNull(String value){
        return value==null?null:'"'+value.replaceAll('[^a-zA-Z0-9\\s]', '').replaceAll('\\s+', ' ')+'"';
    }

    global static string getPayloadStringByHandlingNull(DateTime value){
        return value==null?null:'"'+value+'"';
    }

    global static string getPayloadStringByHandlingNull(Decimal value){
        return value==null?null:'"'+value+'"';
    }

    global static string getPayloadStringByHandlingNull(Boolean value){
        return value==null?null:'"'+value+'"';
    }
  }

Create a trigger by clicking File -> New -> Apex Trigger and copy the following and save it as ilertTrigger.apxt. Please make sure that the API_KEY and the URL is replaced based on the relevant API_KEY and URL that were received from ilert side.

trigger ilertCaseTrigger on Case (after insert, after update) {
    
    string endpoint = 'URL';
    string apiKey = 'API_KEY';
    Case obj = Trigger.new[0];
    
    System.debug('ilertCaseTrigger Fired');

    string caseNumber = obj.CaseNumber;
    string subject = obj.Subject;
    string description = obj.Description;
    
    string eventType = 'ALERT';

    if (obj.IsClosed) {
        eventType = 'RESOLVE';
    }

   string payload= '{'+       
        '\"eventType\" :' + ilertClass.getPayloadStringByHandlingNull(eventType)+ ',' +
        '\"apiKey\" :' + ilertClass.getPayloadStringByHandlingNull(apiKey)+ ',' +
        '\"incidentKey\" :' + ilertClass.getPayloadStringByHandlingNull(caseNumber)+ ',' +
        '\"summary\" :' + ilertClass.getPayloadStringByHandlingNull(subject)+ ',' +
        '\"details\" :' + ilertClass.getPayloadStringByHandlingNull(description) +
    '}';
    
    System.debug('Payload: ' + payload);

    ilertClass.xRESTCall(endpoint, payload);
}

In order to send to ilert, the domain needs to be allowlisted, back to the Salesforce page and select Setup from settings and go to Setup -> Security -> Remote Site Settings page.

Add a new remote site name it "iLert" and then paste the URL copied https://api.ilert.com to the "Remote Site URL" field and Save.

To test this, simply create a Case in Salesforce.

FAQ

How to Debug in case something is not working? In order to Debug this, you need to add System.debug() either on the trigger or the class. To view this just navigate to Gear Icon -> Setup -> Environment -> Logs -> Debug Logs\
I don't see my logs, why? Make sure that the Expiration Date settings in the Debug Logs settings are set in the future, just edit it if it was done in the past, and create Case again.

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Last updated 11 months ago

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