Skip to main content

Configure webhooks for the Moody's Maxsight for Salesforce

Abstract

Learn how to configure webhooks for the Moody's Maxsight for Salesforce in Maxsight, including authentication, event selection, and endpoint setup.

Learn how to configure webhooks for the Moody's Maxsight for Salesforce in Maxsight, including authentication, event selection, and endpoint setup.

Prerequisites

You must have Salesforce Administrator access.

To configure webhooks for the Moody's Maxsight for Salesforce in Maxsight:

  1. Log in to Maxsight and open the Manage Accounts menu.

  2. Select Webhook config.

    Salesforce_Maxsight_selectManageAccounts.png

  3. From the Webhook Config page, select both Activate webhooks and Activate batching.

  4. From the Auth type dropdown menu, select OAuth client credentials.

  5. From the Enabled events list, select:

    • Product badge changed

    • Product status changed

    • Risk level changed

  6. Open Salesforce and from the Home tab, go to Setting > Company Settings >My Domain.

  7. Take note or copy the URL in the Current My Domain URL field. The URL in the following image is an example.

    Salesforce_MyDomain_CopyCurrentDomain.png

  8. Navigate back the Webhook config page in Maxsight and enter the following information:

    • Client ID: This the Consumer Key you created in Create a connected app.

    • Client Secret: This the Consumer Secret that you created in Create a connected app.

    • Token URL: https://your.domain.url/services/oauth2/token

      Replace your.domain.url with the URL that you copied from Current My Domain URL in the previous step.

    • Endpoint: https://your.domain.url/services/apexrest/Moodys_MX/updateAssessment

      Replace your.domain.url with the URL that you copied from Current My Domain URL in the previous step.

  9. Select Save.

    Your webhook setup is complete.

Additional information

In this section: