Overview
Salesforce Platform Events and Streaming Events enable real-time communication by allowing systems and applications to subscribe and publish messages in near real-time. The Streaming API supports these functionalities through features like:
- Platform Events: Custom and standard platform events facilitate secure and scalable messaging within or outside Salesforce.
- PushTopic Queries: Allow subscription to real-time notifications of Salesforce data changes based on custom queries.
- Change Data Capture (CDC): Tracks and streams changes (create, update, delete) to specific Salesforce objects and records.
Pre-Requisites
To set up Salesforce Platform Events or Streaming Events, the following prerequisites must be met:
- Salesforce Edition Compatibility: Supported editions include Professional, Enterprise, and Unlimited.
- Authentication Setup: Use Password or OAuth authentication to configure a Salesforce connection. Ensure the required credentials, such as the Consumer Key and Secret, are available from the Salesforce App settings.
- Specific Salesforce Configurations: Create custom platform events or activate Change Data Capture (CDC) on Salesforce objects as needed. Define and configure Event Sources (for subscriptions) or Event Targets (for publishing) in the Salesforce connection settings.
- Cloud Application Integration Setup: Enable the event source on the connection and publish the process.
Self-Service Resources
Goals
- Real-Time Communication: Enable seamless real-time communication between systems and applications.
- Event-Driven Architecture: Support an event-driven model by handling and delivering messages through features like Platform Events, PushTopic Queries, and Change Data Capture (CDC).
- Scalable Messaging: Facilitate secure, scalable message publishing and subscription both within and outside Salesforce.
- Data Change Tracking: Provide the ability to track and stream changes (create, update, delete) to Salesforce records for efficient integration.
- Integration: Allow integration with external systems using Salesforce Streaming Event Connectors for subscribing to or publishing events via OAuth or Password Authentication.
Outcome
- Enhanced System Synchronization: Achieve near-real-time synchronization of data and activities across interconnected systems.
- Architect/Administrator
- Developer
- Salesforce Administrator
Actions
Add to Favorites
Engagement Details
Catalog Type
Ask An Expert
Engagement Category
Feature Clarity
Products
Cloud Application Integration
Engagement Type
Ask An Expert
Adoption Stage
Implement
Focus Area
Adoption - Technical
Functional
Engagement ID
AAE-CAI-028
Disclaimer
- All the topics covered in the Success Accelerators/Ask An Expert sessions are intended for guidance and advisory only. This is implicit and it will not be called out under the scope of each engagement.
- Customers need to include their relevant technical/business team members highlighted in each engagement topic to derive the best out of each engagement.
- Customers need to perform any hands-on work by themselves leveraging the guidance from these engagements.
- Customers need to work with Informatica Global Customer Support for any product bugs/issues and troubleshooting.