Use Case: External API Invocation

Delete Opportunity in Salesforce After Contract Cancellation.

Salesforce API credentials:

Client ID
Client Secret
Access Token
Endpoint URL

The Opportunity ID must be available on the Contract record (e.g., Contract.OpportunityID__c).

The Contract Status field must include a clearly defined Canceled status value.

When a contract is canceled, the related sales opportunity is no longer valid and should be removed from the Salesforce system to avoid pipeline clutter. In this scenario, a workflow is triggered when the contract status changes to Canceled. As part of the workflow, a notification is sent to the assigned sales representative informing them of the cancellation. Then, the External API Invocation Activity is used to call Salesforce's REST API using the DELETE method to remove the associated opportunity based on the stored Opportunity ID.

Create the Workflow. To learn more about workflow creation, see the Creating Workflows topic. Enter the following sample data:


Details
Name	Delete_Salesforce_Opportunity_On_Cancellation
Display Name	Delete Salesforce Opportunity
Description:	Deletes the related Salesforce Opportunity when a contract is canceled.
Workflow Type
Workflow Type	Standalone Workflow
Trigger	Record Trigger
Object Name	Agreement
Trigger Info
Display Name	Contract Canceled Trigger
Reference Name	contractCanceledTrigger
Description	Trigger the workflow when a contract is canceled.
Action Type	Delete
Trigger Condition for Update	Field: Status Operator: Equals Value: Canceled

A workflow is created in draft status with one DataChangeWorkflowTriggerActivity.

Add a Send Email Activity. To learn more about this activity, see the Send Email topic. Enter the following sample data:


Details
Display Name	Notify Sales Rep on Cancellation
Reference Name	notifySalesRep
Description	Notify that the contract has been canceled and the associated opportunity will be deleted.
Properties
Recipient Type	User
To Address	Assigned Sales Representative's email ID.
Subject	Contract {{Workflow.Context.Record.Name}} Canceled
Body	Click the three-dot icon in the corner and select Expression as the body type to enter a Liquid expression.Hello, The contract {{Workflow.Context.Record.Name}} has been canceled. As a result, the associated opportunity in Salesforce will be deleted automatically. Regards, Contract Management System

An EmailActivity is added to the workflow.

Add HTTP Callout Activity. To learn more about this activity, see the HTTP Callout topic. Enter the following sample data:


Details
Display Name	Delete Opportunity in Salesforce
Reference Name	deleteOpportunityAPI
Description	Uses Salesforce API to delete the linked Opportunity upon contract cancellation.
Properties
External Services	Select the whitelisted external authentication service.
URL	https://<instance>.salesforce.com/services/data/vXX.X/sobjects/Opportunity/{{Workflow.Variables.OpportunityID}} Note : Replace <instance> and vXX.X appropriately.
Method	DELETE

An HttptCalloutActivity is added to the workflow.

Once all activities are configured and tested, Publish the workflow to make it active.

When a contract is cancelled:

The workflow sends an email notification to the assigned sales representative.

The linked opportunity in Salesforce is deleted automatically using the Opportunity ID.

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Use Case: External API Invocation

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