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
Click on
App Launcher
(grid icon in the upper left corner).In the search box, type
Flows
and selectFlows
from the dropdown.
Step 2: Create a New Flow
Click on
New Flow
.Select
Autolaunched Flow
.Click
Next
.
Step 3: Configure Trigger for the Flow
Click on
Trigger
on the flow canvas.Choose
When a platform event message is received
.Click
Done
.In the right panel, under
Configure the Trigger
, selectCAD_Conversion_Created
forPlatform Event
.Click
Done
.
Step 4: Add Elements to the Flow
Click
+ Add
in theStart
element.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 chooseSend 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 theSuccessful_Conversion__c
field and branch the flow accordingly.
Step 5: Save and Activate the Flow
Click
Save
.Provide a
Flow Label
andFlow API Name
.Click
Save
.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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