WT19: Platform Events Are for Admins Too!
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The document discusses platform events in Salesforce, highlighting their role as part of an admin toolkit. It explains the concept of publish/subscribe (pubsub) models, detailing how platform events function differently from regular Salesforce objects and their benefits such as loosely coupled integrations and the ability to create custom fields. Additionally, it offers a use case related to user deactivation and the challenges with mixed DML operations, demonstrating how platform events can effectively trigger necessary flows.
WT19: Platform Events Are for Admins Too!
- 1. Platform Events are for Admins too! An addition to your #AwesomeAdmin toolkit December 18 2019
- 2. Mark Budzyn 12x Certified Manager Professional Services www.linkedin.com/in/markbudzyn/ Trusted Salesforce Applications and Consulting Services to Enhance Your Service Experience
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- 4. Platform Events Publish/Subscribe (pubsub) model Subscriber Subscriber Publisher
- 5. Platform Events (and Streaming) Dynamic/realtime applications Publish/subscribe (one server; many clients) Loosely coupled integrations Benefits
- 6. Platform Event isn’t a regular sObject Like a sObject • Create in Setup • Allow custom fields • Can be inserted declaratively or through code • Triggers and process builders can ‘listen’ for new Platform Event records • Control read and create permissions Not like a sObject • Platform Events are ‘definition’ entities • A record is considered a ‘message’ • Messages are NOT viewable in the UI • Allows certain types of custom fields • Messages can’t be updated or deleted • Messages are stored for 24 or 72 hours • Messages can be used within Salesforce as well as between Salesforce and external apps Defining a Platform Event
- 7. Allows custom fields Messages can be inserted declaratively Process builders can ‘listen’ for messages Can be used within Salesforce Loosely coupled Why should it go into my #AwesomeAdmin toolkit?
- 9. Business use case • When a user is deactivated transfer any Contacts they own to another user Original design • Process builder on User to fire flow to mass update Contacts owned by deactivated user Problem • Throws Mixed DML Operation error – making changes to Setup and non-Setup objects Final design • Two process builders: on User and on Platform Event; Platform Event fires the flow • Added bonus—Platform Event can be used to fire Lead and Opportunity updates Mixed DML Operation Explore a Use Case Let’s take a quick look
- 10. Trailhead trailmix: https://sforce.co/2M3D5CR - Trailheads - Project - Change Data Capture (another streaming tool) Learn more!