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# Salesforce Integration By connecting [Salesforce](https://www.salesforce.com/) 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 1. Go to **Alert sources** --> **Alert sources** and click on **Create new alert source**
2. Search for **Salesforce** in the search field, click on the Salesforce tile and click on **Next**.
3. Give your alert source a name, optionally assign teams and click **Next**. 4. Select an **escalation policy** by creating a new one or assigning an existing one.
5. Select you [Alert grouping](https://docs.ilert.com/alerting/configure-alerting/alert-sources#alert-grouping) preference and click **Continue setup**. You may click **Do not group alerts** for now and change it later.
6. The next page show additional settings such as customer alert templates or notification prioritiy. Click on **Finish setup** for now. 7. 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**. ![](https://3394882078-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M76ygPnS4HUcFSX8ulm%2F-MlHUsExMlg6RPiY_9_H%2F-MlHccYY1__ppb9Q83nS%2Fsalesforce-newmenu.png?alt=media\&token=04edc3cf-2c14-4763-87a3-6b5f7d185847) In Developer Console page select **File** -> **New** -> **Apex Class** and copy the following and save it as **`ilertClass.apxc`**, then click Save. ```java 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. ```java 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. ![](https://3394882078-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M76ygPnS4HUcFSX8ulm%2F-MlHUsExMlg6RPiY_9_H%2F-MlHdlfigOTkasFtuons%2Fsalesforce-remote.png?alt=media\&token=3cb788ab-fe7c-44ce-b0b8-3620022b7e95) 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 1. 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**\\ 2. 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. ![](https://3394882078-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M76ygPnS4HUcFSX8ulm%2F-MlHUsExMlg6RPiY_9_H%2F-MlHfUuVReD3_3hXampO%2Fsalesforce-debuglogs.png?alt=media\&token=5e600a0d-af4d-473a-ab17-df90da57a48a)