The Salesforce Streams service allows you to listen to specific streaming events of your Salesforce account and perform relevant actions when the specified events occur.
Here's the list of supported streaming events:
1. Platform events
2. Change data capture events
3. Pushtopic events
4. Generic events
Triggers when the streaming event you have subscribed to occurs on the specified channel of your Salesforce account
o set up the Salesforce Streams in Built.io Flow, follow the steps given below:
Step 1: Login to Built.io Flow, create a blank workflow in your preferred project, navigate to canvas, and double-click the Start icon.
Step 2: Select the Salesforce Streams trigger service from the list of trigger services that appear. In the Salesforce Streams configuration window that appears, enter the following details:
Select Event: Select the type of event you want to subscribe to.
Authorize Salesforce: Select or add the Salesforce authorization you want to use to execute the Salesforce Streams.
1) Platform Events: It represents the definition of the custom data that you send in a platform event message.
2) Change Data Capture Events: It not only notifies you for changes in Salesforce records resulting from a create, update, delete, or undelete operation, but also sends all changed fields of a record and doesn’t require you to specify the fields in a query
3) PushTopic Events: It notifies you for changes in Salesforce records resulting from a create, update, delete, or undelete operation based on the criteria that you specify in the PushTopic record and the SOQL query that you define.
4) Generic Events: It notifies you whenever a record is created, deleted, updated or undeleted in Salesforce.
Click here to know more about Salesforce events.
Channel: Enter the name of the channel you want to listen to.
Once this is done, SAVE the workflow. You will be redirected to the Test trigger window.
Step 3: You can check if you have configured the listener properly by clicking the TEST button. This will fetch data from your Salesforce account and show you how the listener output would look. You can then use this data to configure the rest of the workflow.
Alternatively, you can SKIP this process and use the default data provided by Built.io Flow.
After this, click DONE to return to canvas.
With this, you have successfully configured the Salesforce STreams. You can now configure the rest of the workflow to define the sequence of tasks to be performed when the subscribed event occurs.
To use Salesforce in your workflow, you will first need to connect it with Built.io Flow.
To do this, drag any Salesforce action listed under Salesforce service on the canvas. In case of configuring Salesforce listener or triggers, double-click the Start icon on your canvas and select Salesforce streams/trigger service. Then, click on the Add New option listed under the Authorize Salesforce field in the configuration window. You will be redirected to a new window where you will be prompted to enter the User Domain for your Salesforce developer account.
If you have a custom domain, (e.g., mydomain.my.salesforce.com) you can enter it here, and if you are using common endpoints, enter login.salesforce.com. Once you have entered the user domain, click ALLOW.
This will open a new dialog box where you need to enter login details of your Salesforce developer account.
Click on the Log In button after entering your username and password. After signing in to your Salesforce developer account, you will be redirected to canvas.
Rename the authorization as per your choice and click ADD. You can now see the added authorization under the Authorize Salesforce field. Once added, this authorization will be available in all Salesforce actions and triggers.