Workflow Outbound Messages

Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existing Workflow Rules will continue to operate for the foreseeable future, but in the near future (Winter 23) Salesforce will begin to prevent creating new Workflow Rules. Establish a plan to migrate to Flows, and create any new automation using Flow Builder.

Outbound Messages are NOT part of the Workflow Rule deprecation plan- you can and should continue to configure and use Outbound Messages when appropriate. Flows can reference and execute these Outbound Messages

  1. An Outbound Message Name MUST Start with OM, followed by a number corresponding to the number of outbound messages on the triggering Object.
  2. An Outbound Message Name COULD contain the Object name, or an abbreviation thereof, in the Field Update Name. This is to avoid different conventions for Workflow Actions in general.

  3. An Outbound Message MUST be named after the Service that it send information to, and then information it sends in the most concise manner possible.

  4. The Description of An Outbound Message SHOULD give precise information on why the Outbound Message is created.

  5. Listing the fields sent by the Outbound Message is NOT RECOMMENDED.

Examples

Object EA Name Description
Invoice OM01_Inv_SendBasicInfo Send the invoice header to the client software.
Invoice OM02_Inv_SendStatusPaid Sends a flag that the invoice was paid to the client software.
Contact OM01_SendContactInfo Sends most contact information to the internal Directory.

Revision #3
Created 7 July 2019 10:17:32 by Windyo
Updated 22 February 2022 13:33:05 by Jeff Kranz