📢 Webinar Alert! Future-Proofing IT Operations: How Charter Enhanced Reliability with Squadcast. Register Here! 🌟

Salesforce Cloud + Squadcast Integration: Routing Detailed Incident Alerts

Mar 17, 2022
Last Updated:
Mar 17, 2022
Share this post:
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.

    Squadcast is an incident management tool that’s purpose-built for SRE. Create a blameless culture by reducing the need for physical war rooms, unify internal & external SLIs, automate incident resolution and create a knowledge base to effectively handle incidents.

    squadcast
    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:
    Subscribe to our LinkedIn Newsletter to receive more educational content
    Subscribe now

    Subscribe to our latest updates

    Enter your Email Id
    Thank you! Your submission has been received!
    Oops! Something went wrong while submitting the form.
    FAQ
    More from
    Vishal Padghan
    Creating an Efficient IT Incident Management Plan: A Guide to Templates and Best Practices
    Creating an Efficient IT Incident Management Plan: A Guide to Templates and Best Practices
    March 22, 2024
    SLOs and Customer Experience: Uniting Engineering Excellence with Customer Satisfaction
    SLOs and Customer Experience: Uniting Engineering Excellence with Customer Satisfaction
    March 21, 2024
    Amplify Your Response Team's Impact: Introducing Squadcast’s Additional Responders
    Amplify Your Response Team's Impact: Introducing Squadcast’s Additional Responders
    March 18, 2024
    Learn how organizations are using Squadcast
    to maintain and improve upon their Reliability metrics
    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.
    Squadcast has helped us aggregate alerts coming in from hundreds...
    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...
    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...
    Alexandre Lessard
    System Analyst
    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
    Squadcast awarded as "Best Software" in the IT Management category by G2 🎉 Read full report here.
    What our
    customers
    have to say
    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
    Revamp your Incident Response.
    Peak Reliability
    Easier, Faster, More Automated with SRE.
    Incident Response Mobility
    Manage incidents on the go with Squadcast mobile app for Android and iOS devices
    google playapple store
    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 Users love Squadcast on G2
    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
    Users love Squadcast on G2
    Copyright © Squadcast Inc. 2017-2024