Slaesforce FAQ

a platform event occurs salesforce process builder

by Dr. Myles Yundt Published 3 years ago Updated 2 years ago
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Process Builder – Salesforce Configuration: Platform events are part of Salesforce’s enterprise messaging platform. The platform supplies an event-driven messaging architecture to enable apps to communicate inside and outside Salesforce. A platform event has been defined in our Salesforce org.

Full Answer

What is the difference between Salesforce Platform events and process builders?

Salesforce platform events are a secure and scalable way to connect business processes. Salesforce process builders are a way to automate simple business processes.

How to create a process builder for a platform event?

1) Create a new process builder that starts when "a platform event message is received" 2) In the Add Trigger step, select the "Change Event" platform event and "Change" as the object. The matching conditions can be where Record ID Equals Event Reference Record Id.

How to subscribe to platform events in Salesforce?

Also, you can subscribe to platform events using Apex triggers, flows, processes, a Lightning component, and a CometD-based tool. To be able to understand this module, you should be familiar with at least one of these technologies.

How does a process process a platform event message?

When it starts, the process looks for an Asset record whose serial number matches the serial number in the event message. If platform event–triggered flows, paused flow interviews, and processes are subscribed to the same platform event, we can’t guarantee which one processes each event message first.

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What is platform event occurs in process builder?

Processes built in Process Builder can subscribe to platform events and receive event messages published through Apex, APIs, flows, and other processes. Processes provide an autosubscription mechanism. To subscribe a process to a platform event, build the process to start when it receives a platform event message.

How are platform events triggered in Salesforce?

A trigger processes platform event notifications sequentially in the order they're received. The order of events is based on the event replay ID. An Apex trigger can receive a batch of events at once. The order of events is preserved within each batch.

What is platform event message in Salesforce?

A platform event is a special kind of Salesforce entity, similar in many ways to an sObject. An event message is an instance of a platform event, similar to how a record is an instance of a custom object. Unlike custom objects, you can't update or delete event records.

How do I fire a platform event in process builder?

2:408:14Subscribe to Platform Event with Process Builder - YouTubeYouTubeStart of suggested clipEnd of suggested clipOkay and this process will start when a platform event message is received okay so we have threeMoreOkay and this process will start when a platform event message is received okay so we have three options and we will select this one i'll click on save. And now here we'll add a trigger.

How do you call a platform event from flow?

Go to Setup à Enter and choose Flows. Click on New Flow and choose Platform Event-Triggered Flow. Choose respective Platform event object to subscribe in the Start element. Drag and drop Create record element and capture the published Platform event field values with the respective Salesforce object.

How do I test a platform event in Salesforce?

Add Apex tests to test platform event subscribers. Before you can package or deploy Apex code, including triggers, to production, it must have tests and sufficient code coverage....Testing Your Platform Event in ApexEvent and Event Bus Properties in Test Context. ... Deliver Test Event Messages. ... Test Retried Event Messages.

What is platform event in Salesforce example?

Platform events are secure and scalable messages that contain data. Publishers publish event messages that subscribers receive in real time. To customize the data published, define platform event fields. Platform events are part of Salesforce's enterprise messaging platform.

How do you use a platform event?

Below are the several ways to receive the platform event:Subscribe to Platform Event Messages with Flows.Subscribe to Platform Event Messages with Processes.Subscribe to Platform Event Notifications with Apex Triggers.Subscribe to Platform Event Notifications in a Lightning Component.More items...•

What are some characteristics of a platform event message?

Q4)What are some characteristics of a platform event message? I)It is similar to a Salesforce object record, it is not viewable in the user interface, and it can't be edited or deleted. II)It is an object, it can't be edited or deleted, and it is viewable in the user interface.

How do I publish a platform event in Salesforce?

Publish Platform Event with Flow Navigate to Setup > Process Automation > Flows select New Flow and then Record-Triggered Flow . Use the Freeform to create the new Flow. Select Opportunity as Object and define A record is created as the trigger before we continue. Create a Salesforce Flow to publish a Platform Event.

How do I create a platform event record in Salesforce?

Define a Platform EventFrom Setup, enter Platform Events in the Quick Find box, then select Platform Events.On the Platform Events page, click New Platform Event.Create a Notification platform event with the following settings: Label: Notification. Plural Label: Notifications. Object Name: Notification. ... Click Save.

How do I add a platform event record in Salesforce?

Setting up the Platform Event We need to create a custom platform event within Salesforce and add fields to that event. You will recognize this process as it mimics many of the steps in creating a custom object, custom metadata, or custom setting. In Quick Find in the Setup menu, enter “Platform Events.”

How to publish an event message?

To publish event messages, add a Create a Record action to the appropriate process. Where you'd usually pick an object to create, select the custom platform event. If a platform event is configured to publish immediately, the process publishes each event message outside of the database transaction. If the transaction fails and is rolled back, the ...

What happens when a transaction fails and is rolled back?

If the transaction fails and is rolled back, the event message is still published and can’t be rolled back. So if you see an informational message under the selected platform event, consider whether you want the process to publish an event message only after the transaction commits successfully.

What is Salesforce platform event?

Salesforce platform events are a secure and scalable way to connect business processes. Salesforce process builders are a way to automate simple business processes. Propel recommends for you to leverage platform events to run process builders instead of starting the process when a record changes, so that the process builder action is not combined ...

What happens when you start a process builder?

When you start a process builder when a record changes, the process builder inherits all of the governor limits that are used in Propel's triggers and code. When using a platform event, the process builder will start from fresh and reset all limits, making it more scalable. Salesforce platform event limits.

How to change the record ID in a process builder?

2) In the Add Trigger step, select the "Change Event" platform event and "Change" as the object. The matching conditions can be where Record ID Equals Event Reference Record Id.

How to subscribe a process to a platform event?

To subscribe a process to a platform event, build the process to start when it receives a platform event message. In the process’s trigger, associate the process with a platform event and an object.

How many event messages can a process receive at once?

A process can receive a batch of event messages at once, up to a maximum of 2,000 event messages. The order of event messages is preserved within each batch. The event messages in a batch can originate from multiple publishers.

What is platform event in Salesforce?

Platform events enable the flow of event messages within Salesforce and to or from external apps. Apps on the Salesforce platform use an Apex method to publish events and an Apex trigger or the empApi Lightning component to consume events. As an alternative to code, you can publish events with declarative tools, such as Process Builder and Flow Builder. External apps publish events using the sObject API and consume events using CometD. As you can see, there is a lot of flexibility in how you choose to use Platform Events!

What is platform event?

Platform events are similar to generic events but offer more powerful customization. With platform events, you can publish any custom data. You define the schema of event data at a granular level as typed fields. Also, you can use platform events in native Salesforce platform apps and external apps alike.

What is a trigger in Salesforce?

The external system publishes a platform event to alert Salesforce to the merchandise return. An event listener (a trigger) in Salesforce receives the event and performs some actions. For example, the trigger might alert the sales representative to the return, and send a confirmation email to the customer.

What happens when an opportunity closes in Salesforce?

When an opportunity closes in Salesforce, your company has won a deal with a customer. Let’s say you use vendors to ship products associated with an opportunity. Each vendor has an external app that processes shipment orders. The external app listens to platform events. When an opportunity closes, a trigger, which is part of a product order app in Salesforce, fires and publishes a platform event message. Each vendor app is notified of the event and creates a shipment order for a specific product.

What is an event in business?

Event. A change in state that is meaningful in a business process. For example, placement of a purchase order is a meaningful event, because the order fulfillment center expects to receive a notification before processing an order. Event message. A message that contains data about the event.

What is event based communication?

Event-based communication takes place in real-time—or, more accurately, in near-real time. Radio waves travel at the speed of light, but event-based software and hardware systems typically have some latencies.

Can consumers receive and react to the same events?

Any number of consumers can receive and react to the same events. When an event occurs, systems obtain this information and can react to it in near-real time. Systems that send events and others that receive the events don’t have dependencies on each other, except for the semantics of the message content.

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