Salesforce Platform Events – What are they & how to use

So, what’s platform event in basic terms and how is it helpful to me?

Consider this, a platform event is just like another custom object but this would only be referred by external systems to communicate with Salesforce. To put this in a scenario when a certain system posts data on a Salesforce endpoint then that data should be fetched and the data in Salesforce should be updated. Of course, you can use too many lines of code to continuously fetch and retrieve the data from the endpoint or just wait for data to be posted based on which an event shall be triggered and the next processes shall follow. Now, this is where platform event comes into the picture, instead of writing lines and lines of codes and continuously requesting and checking if the data is posted we can just have a platform event trigger notify us and then have your logic do the rest of the heavy lifting.

Now, that we have convinced you why Platform events are good, let’s give you a quick walkthrough of it. From your Setup, in quick find box search for “Platform Events” then click on “New Platform Event” then just like your Custom Object enter the label and API name for your Platform Event. Once completed then add any Custom Fields you want. Now, for demo purpose we will be naming our platform event as “Demo Event” and we will be adding two fields to it named Account Number and Account Name.
Note- Platform event end with “__e” instead of “__c” notifying that they are platform event and differing from custom object.

Creating new Platform Event

Once you are satisfied with you Platform Event and your fields click on “New” trigger for your platform event, then add the below code.

Platform Event Trigger

Now, log into Workbench then under Utilities section click on “Rest Explorer”, now, in your execute section after your version number just append “/sobjects//” e.g.-”/services/data/v42.0/sobjects/Demo_Event__e/” and in request body just add the below JSON and click on execute, once the request is processed your record will be updated.

Demo Request

Account Name before processing the request

Updated Account Name after processing the request

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