Salesforce Integration

How RocketHooks Works with Salesforce

RocketHooks connects to Salesforce through its API to monitor any standard or custom object for changes. Instead of building custom Apex triggers or configuring Platform Events, you point RocketHooks at the endpoints that matter and receive real-time notifications when data changes.

This approach works with any Salesforce edition that includes API access. No Salesforce admin privileges required beyond a connected app.

Authentication Setup

RocketHooks supports Salesforce OAuth 2.0 connected app authentication. Configure your monitor with these credentials:

{
  "auth": {
    "type": "oauth2",
    "tokenUrl": "https://login.salesforce.com/services/oauth2/token",
    "clientId": "YOUR_CONNECTED_APP_CLIENT_ID",
    "clientSecret": "YOUR_CONNECTED_APP_SECRET",
    "grantType": "client_credentials"
  }
}

For sandbox environments, replace login.salesforce.com with test.salesforce.com.

Endpoint Examples

Monitor New Leads

Track when new leads are created in Salesforce:

{
  "url": "https://yourinstance.salesforce.com/services/data/v59.0/query?q=SELECT+Id,Name,Email,Status,CreatedDate+FROM+Lead+WHERE+CreatedDate=TODAY+ORDER+BY+CreatedDate+DESC",
  "method": "GET",
  "pollInterval": 60,
  "changeDetection": {
    "strategy": "jsonpath",
    "expression": "$.records[*].Id"
  }
}

Monitor Opportunity Stage Changes

Detect when opportunities move between pipeline stages:

{
  "url": "https://yourinstance.salesforce.com/services/data/v59.0/query?q=SELECT+Id,Name,StageName,Amount,LastModifiedDate+FROM+Opportunity+WHERE+LastModifiedDate>=YESTERDAY",
  "method": "GET",
  "pollInterval": 120,
  "changeDetection": {
    "strategy": "jsonpath",
    "expression": "$.records[*].StageName"
  }
}

Monitor Contact Updates

Watch for modifications to contact records:

{
  "url": "https://yourinstance.salesforce.com/services/data/v59.0/query?q=SELECT+Id,Name,Email,Phone,LastModifiedDate+FROM+Contact+WHERE+LastModifiedDate>=YESTERDAY",
  "method": "GET",
  "pollInterval": 300,
  "changeDetection": {
    "strategy": "deep-compare"
  }
}

Common Patterns

Lead Routing Automation

Monitor new leads and route them to the right sales rep based on territory, industry, or lead score. RocketHooks detects the new lead and sends a webhook to your routing logic. No Salesforce workflow rules needed.

Pipeline Visibility

Track opportunity stage changes and push updates via webhooks to your team communication tools so the entire team stays informed about deal progress without logging into Salesforce.

Data Sync

Keep external systems in sync with Salesforce by monitoring specific objects. When a contact or account changes, RocketHooks notifies your data warehouse, marketing platform, or custom application to pull the latest data.

Delivery Channels

Configure webhook delivery for your Salesforce monitors:

• Webhooks: POST HMAC-signed change payloads to any HTTP endpoint with exponential backoff retries

Additional delivery channels (Slack, email, SMS) coming soon.

Next Steps

1. Create a Salesforce Connected App with API access
2. Add the OAuth credentials to RocketHooks
3. Configure your first monitor with a SOQL query endpoint
4. Set up webhook delivery for your team