Extending the integration using Platform Events

During the CAD Conversion process, there are two possible Platform Events that can be fired based on the success or failure of the conversion. The same process can be followed for both the CAD_Conversion_Created and CAD_Conversion_Error events. We will use CAD_Conversion_Created as an example.

Step 1: Access Flow Builder

  1. Click on App Launcher (grid icon in the upper left corner).

  2. In the search box, type Flows and select Flows from the dropdown.

Step 2: Create a New Flow

  1. Click on New Flow.

  2. Select Autolaunched Flow.

  3. Click Next.

Step 3: Configure Trigger for the Flow

  1. Click on Trigger on the flow canvas.

  2. Choose When a platform event message is received.

  3. Click Done.

  4. In the right panel, under Configure the Trigger, select CAD_Conversion_Created for Platform Event.

  5. Click Done.

Step 4: Add Elements to the Flow

  1. Click + Add in the Start element.

  2. You can add different elements like Assignment, Decision, Loop, etc., according to the business logic you want to implement.

For example:

  • If you want to send an email notification when the event is triggered, you can add an Action element and choose Send Email.

  • If you want to update a related record based on the information in the event, you can add an Update Records element.

  • If you want to make different actions based on whether the conversion was successful or not, you can add a Decision element to check the Successful_Conversion__c field and branch the flow accordingly.

Step 5: Save and Activate the Flow

  1. Click Save.

  2. Provide a Flow Label and Flow API Name.

  3. Click Save.

  4. To make the flow active, click Activate.

Once the Flow is set up, it will be triggered each time a CAD_Conversion_Created platform event is published. The actions you set up in the flow will be executed, providing automatic responses to these events. With the information provided in the platform event, such as Content_Version__c or Original_Content_Version__c, the flow could update related records, send notifications, create tasks, or even call out to external systems, all depending on how you configure it.

Remember, the design of the Flow will depend largely on the specific requirements and business processes of your Salesforce environment. Always test thoroughly in a sandbox or developer environment before deploying to production.

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