Salesforce Endpoints
Infinity’s integration with Salesforce allows outbound messages to be passed from Salesforce back to Infinity.
The “Caller Insight for Salesforce Installation Guide” contains step-by-step examples of setting up a workflow in Salesforce. This API documentation should be viewed as a supplement to that guide, detailing all the available options. Please ask your account manager for a copy of this guide if you do not have one.
Event API
The events API can be used as the basis for goals in Infinity, and to pass data on to other third party systems for analytics, bid management, etc.
The Salesforce Event API is available on the following secure URL:
POST https://api.infinitycloud.com/callback/v1/salesforce/events
Input Format
- The Salesforce Event API is designed as an endpoint for Salesforce outbound messages.
- The Salesforce outbound message will populate the POST data with a SOAP request.
- The available parameters listed below can be supplied using standard HTTP GET arguments.
Response Format
- Successful requests will receieve a response code of 200 and the expected Salesforce SOAP response.
- Unsuccessful requests due to invalid parameters will receive a 400 response code.
- Outbound message delivery status can be tracked in Salesforce, under “Setup > Monitor > Outbound Messages”.
Available Parameters
The parameters listed below allow you to define custom events from Salesforce. Note that all parameters are optional. For standard events you do not need to provide any of these parameters. See the “Caller Insight for Salesforce Installation Guide” for examples.
- igrpField (string) Optional - The Salesforce custom field containing the Infinity IGRP ID.
- vidField (string) Optional - The Salesforce custom field containing the Infinity visitor ID.
- callRefField (string) Optional - The Salesforce custom field containing the Infinity call reference.
- titleField (string) Optional - The Salesforce custom field containing the title of the event.
- act (string) Optional - Action of Event (such as DOWNLOAD, EXIT, TRANSACTION), will default to the documented standard action if not defined.
- PLEASE NOTE - For custom events, the Action will be required as part of the request.
- dtField (string) Optional - The Salesforce custom field containing the date or datetime of the event. See Event Timestamps
- tz (string) Optional - Timezone for use with date-only fields in dtField. See Event Timestamps
- txvField (string) optional - The Salesforce custom field containing the transaction value, if any. Defaults to “ExpectedRevenue” for opportunities.
- txcField (string) optional - The Salesforce custom field containing the transaction currency code, if any. Defaults to “CurrencyIsoCode” for opportunities.
- txcDefault (string) optional - The three-letter ISO-4217 currency code to use by default for transactions, if not supplied in
txcField
. Uses your installation’s default currency if no other option is given.
Event Timestamps
The Salesforce Events API will set the event timestamp according to the following rules:
If the dtField is specified, and populated in the outbound message, it will be used as the event timestamp. If the dtField is a full date/time in Salesforce it will include the time of the event. If the dtField is date-only, the time will be set to 23:59:59 on that day, in the timezone specified by tz (defaults to UTC). Timezones use the same format as our Reports API, see Dates and Timezones for details.
If the Salesforce object’s LastModifiedDate is sent with the outbound message, it will be used as the event timestamp.
Lastly, if no date field is recognised or sent with the outbound message, the date/time of when the event was sent into Infinity will be used as the event timestamp. This may differ from the actual timestamp of the event if there is any delay in sending the message.
Call Rating API
The call rating API is used to send call ratings from Salesforce to Infinity. It is available on the following secure URL:
POST https://api.infinitycloud.com/callback/v1/salesforce/callRating
Input Format
- The Salesforce Call Rating API is designed as an endpoint for Salesforce outbound messages.
Response Format
- Successful requests will receieve a response code of 200.
- Unsuccessful requests due to invalid parameters will receive a 400 response code.
- Outbound message delivery status can be tracked in Salesforce, under “Setup > Monitor > Outbound Messages”.
Available Parameters
The parameters below allow you to send a rating for one call. Note that all parameters are optional. For standard events you do not need to provide any of these parameters. See the “Caller Insight for Salesforce Installation Guide” for examples.
- igrpField (string) Optional - The Salesforce custom field containing the Infinity IGRP ID.
- callRefField (string) Optional - The Salesforce custom field containing the Infinity call reference.
- callRatingField (string) Optional - The Salesforce custom field containing the rating for the call.
Lead Enrich API
The lead enrich API receives new (or updated) lead events, extracts the IGRP and visitor IDs, looks up the marketing data for that lead, then pushes the marketing data back into the Lead record within Salesforce. It is available on the following secure URL:
POST https://api.infinitycloud.com/callback/v1/salesforce/leadEnrich
Input Format
- The Salesforce Lead Enrich API is designed as an endpoint for Salesforce outbound messages.
Response Format
- Successful requests will receieve a response code of 200.
- Unsuccessful requests due to invalid parameters will receive a 400 response code.
- Outbound message delivery status can be tracked in Salesforce, under “Setup > Monitor > Outbound Messages”.
Available Parameters
The parameters below allow to populate lead enrich data with additional options. Note that all parameters are optional. For standard events you do not need to provide any of these parameters. See the “Caller Insight for Salesforce Installation Guide” for examples.
- igrpField (string) Optional - The Salesforce custom field containing the Infinity IGRP ID.
- vidField (string) Optional - The Salesforce custom field containing the Infinity visitor ID.
- dtField (string) Optional - The Salesforce custom field containing the date or datetime of the event. See Event Timestamps
- tz (string) Optional - Timezone for use with date-only fields in dtField. See Event Timestamps
- clickMode (string) Optional - Click mode allows data to be populated from first or last land defaulting to last land.
- extraFields (string) Optional - A simple key-value pair parameter, with keys being the Salesforce field names, and values being the Infinity field names that will be used to populate Salesforce, e.g. “&extraFields[MyLeadField__c]=c_gua_cid”.