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Salesforce Cloud + Squadcast Integration: Routing Detailed Incident Alerts

Mar 17, 2022
Last Updated:
May 2, 2024
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Salesforce Cloud + Squadcast Integration: Routing Detailed Incident Alerts
Table of Contents:

    Salesforce Cloud is one of the leading cloud-based customer relationship management (CRM) solutions. It provides a shared view of your customers and their relationship with the business. With Salesforce Cloud, users can automate service processes and streamline workflows.

    Squadcast is an end-to-end Reliability Workflow platform. Built with an SRE mindset, it streamlines all incident response activities. Squadcast aligns your teams towards a common organizational goal of better reliability.

    Now you can integrate Salesforce Cloud with Squadcast and route detailed ticket alerts from Salesforce Cloud to the right users in Squadcast. With this alert source integration, you can send alerts to Squadcast and create corresponding incidents. Whenever an event/case is created or updated in Salesforce, it gets reflected in Squadcast.

    Integrate Salesforce Cloud with Squadcast

    Using Salesforce Cloud as an Alert Source

    Step1: In Squadcast, from the navigation bar on the left, select Services. Pick the applicable Team from the Team-picker on the top. Next, click on Alert Sources for the applicable Service.

    Step2: Search for Salesforce Cloud from the Alert Source drop-down menu and copy the Webhook.

    Note: In order to activate an Alert Source (indicated by a green dot - Receiving alerts against the name of the Alert Source in the drop-down), you can either generate a test alert or wait for a real-time alert to be generated by the Alert Source.

    An Alert Source will be active if there is a recorded incident via that Alert Source for the Service in the last 30 days.

    Creating a Squadcast Webhook

    Step1: Download the squadcastClass.apxc file.

    Step2: In Salesforce Service Cloud, click on the Settings icon and then, click on the Developer Console.

    Step3: On the Developer Console page, select File. Then, click on New -> Apex Class and copy squadcastClass.apxc. Next, click on Save.

    Step4: Download the squadcastTrigger.apxt file.

    Step5: On the Developer Console page, select File. Click on New -> Apex Trigger and paste the downloaded/copied file from the previous step. Then, paste the previously copied Webhook URL, into the endpoint field in the trigger function and click Save.

    Step6: Go back to the Salesforce Cloud page and select Setup from Settings. Here, navigate to the Setup -> Security -> Remote Site Settings page.

    Step7: Add a new remote site and name it Squadcast and then paste the URL copied previously to the Remote Site URL field. Click on Save.

    That is it, you are good to go! Each time a case is created with New, Working or Escalated status, a corresponding incident will be created in Squadcast. When the ticket is moved to Closed status in Salesforce Cloud, the corresponding incident will automatically get resolved in Squadcast as well.

    Salesforce is a powerful customer relationship management (CRM) solution, and integrating it with Squadcast can help enhance your Incident Management requirements. This brings us to the end of this blog on Salesforce Cloud-Squadcast integration.

    What you should do now
    • Schedule a demo with Squadcast to learn about the platform, answer your questions, and evaluate if Squadcast is the right fit for you.
    • Curious about how Squadcast can assist you in implementing SRE best practices? Discover the platform's capabilities through our Interactive Demo.
    • Enjoyed the article? Explore further insights on the best SRE practices.
    • Schedule a demo with Squadcast to learn about the platform, answer your questions, and evaluate if Squadcast is the right fit for you.
    • Curious about how Squadcast can assist you in implementing SRE best practices? Discover the platform's capabilities through our Interactive Demo.
    • Enjoyed the article? Explore further insights on the best SRE practices.
    • Get a walkthrough of our platform through this Interactive Demo and see how it can solve your specific challenges.
    • See how Charter Leveraged Squadcast to Drive Client Success With Robust Incident Management.
    • Share this blog post with someone you think will find it useful. Share it on Facebook, Twitter, LinkedIn or Reddit
    • Get a walkthrough of our platform through this Interactive Demo and see how it can solve your specific challenges.
    • See how Charter Leveraged Squadcast to Drive Client Success With Robust Incident Management
    • Share this blog post with someone you think will find it useful. Share it on Facebook, Twitter, LinkedIn or Reddit
    • Get a walkthrough of our platform through this Interactive Demo and see how it can solve your specific challenges.
    • See how Charter Leveraged Squadcast to Drive Client Success With Robust Incident Management
    • Share this blog post with someone you think will find it useful. Share it on Facebook, Twitter, LinkedIn or Reddit
    What you should do now?
    Here are 3 ways you can continue your journey to learn more about Unified Incident Management
    Discover the platform's capabilities through our Interactive Demo.
    See how Charter Leveraged Squadcast to Drive Client Success With Robust Incident Management.
    Share the article
    Share this blog post on Facebook, Twitter, Reddit or LinkedIn.
    We’ll show you how Squadcast works and help you figure out if Squadcast is the right fit for you.
    Experience the benefits of Squadcast's Incident Management and On-Call solutions firsthand.
    Compare our plans and find the perfect fit for your business.
    See Redis' Journey to Efficient Incident Management through alert noise reduction With Squadcast.
    Discover the platform's capabilities through our Interactive Demo.
    We’ll show you how Squadcast works and help you figure out if Squadcast is the right fit for you.
    Experience the benefits of Squadcast's Incident Management and On-Call solutions firsthand.
    Compare Squadcast & PagerDuty / Opsgenie
    Compare and see if Squadcast is the right fit for your needs.
    Compare our plans and find the perfect fit for your business.
    Learn how Scoro created a solid foundation for better on-call practices with Squadcast.
    Discover the platform's capabilities through our Interactive Demo.
    We’ll show you how Squadcast works and help you figure out if Squadcast is the right fit for you.
    Experience the benefits of Squadcast's Incident Management and On-Call solutions firsthand.
    We’ll show you how Squadcast works and help you figure out if Squadcast is the right fit for you.
    Learn how Scoro created a solid foundation for better on-call practices with Squadcast.
    We’ll show you how Squadcast works and help you figure out if Squadcast is the right fit for you.
    Discover the platform's capabilities through our Interactive Demo.
    Enjoyed the article? Explore further insights on the best SRE practices.
    We’ll show you how Squadcast works and help you figure out if Squadcast is the right fit for you.
    Experience the benefits of Squadcast's Incident Management and On-Call solutions firsthand.
    Enjoyed the article? Explore further insights on the best SRE practices.
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    March 17, 2022
    March 17, 2022
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    Salesforce Cloud + Squadcast Integration: Routing Detailed Incident Alerts

    Salesforce Cloud + Squadcast Integration: Routing Detailed Incident Alerts
    Mar 17, 2022
    Last Updated:
    Mar 17, 2022

    Salesforce Cloud is one of the leading cloud-based customer relationship management (CRM) solutions. It provides a shared view of your customers and their relationship with the business. With Salesforce Cloud, users can automate service processes and streamline workflows.

    Squadcast is an end-to-end Reliability Workflow platform. Built with an SRE mindset, it streamlines all incident response activities. Squadcast aligns your teams towards a common organizational goal of better reliability.

    Now you can integrate Salesforce Cloud with Squadcast and route detailed ticket alerts from Salesforce Cloud to the right users in Squadcast. With this alert source integration, you can send alerts to Squadcast and create corresponding incidents. Whenever an event/case is created or updated in Salesforce, it gets reflected in Squadcast.

    Integrate Salesforce Cloud with Squadcast

    Using Salesforce Cloud as an Alert Source

    Step1: In Squadcast, from the navigation bar on the left, select Services. Pick the applicable Team from the Team-picker on the top. Next, click on Alert Sources for the applicable Service.

    Step2: Search for Salesforce Cloud from the Alert Source drop-down menu and copy the Webhook.

    Note: In order to activate an Alert Source (indicated by a green dot - Receiving alerts against the name of the Alert Source in the drop-down), you can either generate a test alert or wait for a real-time alert to be generated by the Alert Source.

    An Alert Source will be active if there is a recorded incident via that Alert Source for the Service in the last 30 days.

    Creating a Squadcast Webhook

    Step1: Download the squadcastClass.apxc file.

    Step2: In Salesforce Service Cloud, click on the Settings icon and then, click on the Developer Console.

    Step3: On the Developer Console page, select File. Then, click on New -> Apex Class and copy squadcastClass.apxc. Next, click on Save.

    Step4: Download the squadcastTrigger.apxt file.

    Step5: On the Developer Console page, select File. Click on New -> Apex Trigger and paste the downloaded/copied file from the previous step. Then, paste the previously copied Webhook URL, into the endpoint field in the trigger function and click Save.

    Step6: Go back to the Salesforce Cloud page and select Setup from Settings. Here, navigate to the Setup -> Security -> Remote Site Settings page.

    Step7: Add a new remote site and name it Squadcast and then paste the URL copied previously to the Remote Site URL field. Click on Save.

    That is it, you are good to go! Each time a case is created with New, Working or Escalated status, a corresponding incident will be created in Squadcast. When the ticket is moved to Closed status in Salesforce Cloud, the corresponding incident will automatically get resolved in Squadcast as well.

    Salesforce is a powerful customer relationship management (CRM) solution, and integrating it with Squadcast can help enhance your Incident Management requirements. This brings us to the end of this blog on Salesforce Cloud-Squadcast integration.

    What you should do now
    • Schedule a demo with Squadcast to learn about the platform, answer your questions, and evaluate if Squadcast is the right fit for you.
    • Curious about how Squadcast can assist you in implementing SRE best practices? Discover the platform's capabilities through our Interactive Demo.
    • Enjoyed the article? Explore further insights on the best SRE practices.
    • Schedule a demo with Squadcast to learn about the platform, answer your questions, and evaluate if Squadcast is the right fit for you.
    • Curious about how Squadcast can assist you in implementing SRE best practices? Discover the platform's capabilities through our Interactive Demo.
    • Enjoyed the article? Explore further insights on the best SRE practices.
    • Get a walkthrough of our platform through this Interactive Demo and see how it can solve your specific challenges.
    • See how Charter Leveraged Squadcast to Drive Client Success With Robust Incident Management.
    • Share this blog post with someone you think will find it useful. Share it on Facebook, Twitter, LinkedIn or Reddit
    • Get a walkthrough of our platform through this Interactive Demo and see how it can solve your specific challenges.
    • See how Charter Leveraged Squadcast to Drive Client Success With Robust Incident Management
    • Share this blog post with someone you think will find it useful. Share it on Facebook, Twitter, LinkedIn or Reddit
    • Get a walkthrough of our platform through this Interactive Demo and see how it can solve your specific challenges.
    • See how Charter Leveraged Squadcast to Drive Client Success With Robust Incident Management
    • Share this blog post with someone you think will find it useful. Share it on Facebook, Twitter, LinkedIn or Reddit
    What you should do now?
    Here are 3 ways you can continue your journey to learn more about Unified Incident Management
    Discover the platform's capabilities through our Interactive Demo.
    See how Charter Leveraged Squadcast to Drive Client Success With Robust Incident Management.
    Share the article
    Share this blog post on Facebook, Twitter, Reddit or LinkedIn.
    We’ll show you how Squadcast works and help you figure out if Squadcast is the right fit for you.
    Experience the benefits of Squadcast's Incident Management and On-Call solutions firsthand.
    Compare our plans and find the perfect fit for your business.
    See Redis' Journey to Efficient Incident Management through alert noise reduction With Squadcast.
    Discover the platform's capabilities through our Interactive Demo.
    We’ll show you how Squadcast works and help you figure out if Squadcast is the right fit for you.
    Experience the benefits of Squadcast's Incident Management and On-Call solutions firsthand.
    Compare Squadcast & PagerDuty / Opsgenie
    Compare and see if Squadcast is the right fit for your needs.
    Compare our plans and find the perfect fit for your business.
    Learn how Scoro created a solid foundation for better on-call practices with Squadcast.
    Discover the platform's capabilities through our Interactive Demo.
    We’ll show you how Squadcast works and help you figure out if Squadcast is the right fit for you.
    Experience the benefits of Squadcast's Incident Management and On-Call solutions firsthand.
    We’ll show you how Squadcast works and help you figure out if Squadcast is the right fit for you.
    Learn how Scoro created a solid foundation for better on-call practices with Squadcast.
    We’ll show you how Squadcast works and help you figure out if Squadcast is the right fit for you.
    Discover the platform's capabilities through our Interactive Demo.
    Enjoyed the article? Explore further insights on the best SRE practices.
    We’ll show you how Squadcast works and help you figure out if Squadcast is the right fit for you.
    Experience the benefits of Squadcast's Incident Management and On-Call solutions firsthand.
    Enjoyed the article? Explore further insights on the best SRE practices.
    Written By:
    March 17, 2022
    March 17, 2022
    Share this post:
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      Learn how organizations are using Squadcast to maintain and improve upon their Reliability metrics
      mapgears
      "Mapgears simplified their complex On-call Alerting process with Squadcast.
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      Alexandre Lessard
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      Martin do Santos
      Platform and Architecture Tech Lead
      Sandro Franchi
      CTO
      Squadcast is a leader in Incident Management on G2 Squadcast is a leader in Mid-Market IT Service Management (ITSM) Tools on G2 Squadcast is a leader in Americas IT Alerting on G2 Best IT Management Products 2022 Squadcast is a leader in Europe IT Alerting on G2 Squadcast is a leader in Mid-Market Asia Pacific Incident Management on G2 Users love Squadcast on G2
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      mapgears
      "Mapgears simplified their complex On-call Alerting process with Squadcast.
      Squadcast has helped us aggregate alerts coming in from hundreds of services into one single platform. We no longer have hundreds of...
      Alexandre Lessard
      System Analyst
      bibam
      "Bibam found their best PagerDuty alternative in Squadcast.
      By moving to Squadcast from Pagerduty, we have seen a serious reduction in alert fatigue, allowing us to focus...
      Martin do Santos
      Platform and Architecture Tech Lead
      tanner
      "Squadcast helped Tanner gain system insights and boost team productivity.
      Squadcast has integrated seamlessly into our DevOps and on-call team's workflows. Thanks to their reliability metrics we have...
      Sandro Franchi
      CTO
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      Squadcast is a leader in Incident Management on G2 Squadcast is a leader in Mid-Market IT Service Management (ITSM) Tools on G2 Squadcast is a leader in Americas IT Alerting on G2
      Best IT Management Products 2024 Squadcast is a leader in Europe IT Alerting on G2 Squadcast is a leader in Enterprise Incident Management on G2
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