Configure Web Push in Salesforce Journey Builder
  • 19 Feb 2024
  • 1 Minute to read

    Configure Web Push in Salesforce Journey Builder


      Article Summary

      The Salesforce integration enables you to incorporate Insider's messaging products directly within your Salesforce account. With this integration, you can seamlessly integrate Insider's Web Push product into your Salesforce journeys as a Custom Activity. 

      This integration streamlines your marketing efforts by allowing you to leverage Insider's powerful web push marketing capabilities directly within the Salesforce environment.

      To use Insider's Web Push product in your Salesforce journeys, you should:

      Create custom activity

      To create your custom activity, follow these steps:

      1. Click your user name to navigate to Setup.

      2. Go to Apps > Installed Packages

      2. Click the New button on the top right of the screen.

      3. Enter a name and description for the package, and click the Save button.

      Set activity properties

      1. Click on Add Component below, choose Journey Builder Activity, and click the Next button.

      2. Fill in the following component fields. Then click the Save button. Make sure to replace the partnerName in https://salesforce.api.useinsider.com/{partnerName} before adding your URL.

      Your title goes here
      Insider Team will provide the URL that you need to add to this window. partnerName is your InOne account name that you can see in the top right corner of your InOne panel.

      3. After saving this step, click the Add Component button again.

      4. Choose API Integration and click the Next button.

      5. Choose Web App and click the Next button.

      6. Fill in the URL, select the channels you want to use with the activity. Make sure to replace the partnerName with your Insider partner name in https://salesforce.api.useinsider.com/{partnerName}/index.

      7. Under Data, enable Data Extensions boxes, and click the Save button. 

      8. Once you save the previous step, you will see a summary page as follows.

      Build journeys with Insider's Web Push

      1. Select your app in Journey Builder.

      2. After you fill in the necessary fields, continue with the rest of the process.

      Now that you have completed this configuration, you can start leveraging Insider's Web Push notifications.


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