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The main aim of Salesforce CRM is to ensure that the marketing, sales, commerce, service, and IT teams are all united from everywhere with the Customer 360 platform, which is an integrated CRM platform that empowers their entire suite of connected apps. With Customer 360, the employees would be able to concentrate on what is important at the current stage, that is, ensuring stabilization of the business, reopening, and receiving back to further provide exceptional customer experiences.

Salesforce introduced the platform event to provide one more way for the integration of an external source and real-time data event.

Platform event works on event-driven architecture. So, the user can easily enable implementation of the microservice architecture in salesforce at the moment. This work is done on publish and subscribe patterns.

In this blog, we will be discussing more regarding a Salesforce Platform Event.

What is a Salesforce Platform Event?

Platform events have been put to use to integrate Salesforce business operations with the help of external sources while exchanging real-time event data. They are considered to be safe and also quite easy to scale. Users can easily personalize their platform event data through the method of defining fields.

Salesforce’s enterprise communications platform involves platform events. The platform has an event-driven communications architecture that further allows the applications to have good communication both within as well as outside of Salesforce.

A platform event is said to be quite similar to the functionalities of a custom object, except for the fact that it is exclusively used to be connected with Salesforce through external services. For instance, if a system has been uploading data particularly to a Salesforce endpoint, the data must be collected and the data that is present in the Salesforce has to be well updated.

Advantages of Salesforce Platform Events:

After having a brief introduction of Salesforce Platform Events, now let’s understand the advantages of the same. There are several advantages of Salesforce Platform Events. The main ones out of them, are discussed as follows:

  • The clients of Salesforce Platform will be able to run the organizations quickly, specifically on an event-driven architecture.
  • The businesses would be able to create an entire 360-degree client experience, in other words, having a continuous reconciliation with any given business cycle.
  • There is a prevalence of event-driven work processes which would also enlarge the necessary information.
  • The businesses would catch up while also following up on quite many and great streaming events.

Read Also: How To Create Your First Approval Process

Steps to Create a Platform Event:

Now, let’s get back towards the main part of the blog and understand the 7 most important steps that will be required to create a platform event:

Step 1: You have to firstly search for ‘Platform event’ in the Setup Home search, and then click on the same.

Step 2: To create a new platform event, you need to click on the ‘New Platform Event’ Button.

Step 3: Then, start filling the Platform Event Details. The details would include points like Label, Description, and Publish Behavior.

The API name of Platform Event would have a postfix with __e, which shows that it’s an event object.

An event object is said to be quite similar to a Salesforce object. You will also have an option to define a custom field here as well.

So, when a subscriber starts subscribing to these events, then these fields would be able to get in the JSON output.

Step 4: Now, you have to search for ‘Flow’ in the Setup search box and then click on Flow.

Step 5: Later, click on the ‘New Flow’ Button to create a new Flow.

Auto-launched’ is the option that you’ll have to choose, flow and create.

Step 6: Now you can place a ‘Pause’ Element on the flow builder and start filling up the required details.

With the given paused element, you can also subscribe to a particular event in the Resume Event.

Step 7: Now, you will be able to use the Invocable Method which would help you to read that JSON message which has been passed by the Platform event.

On the flow builder, you have to add an Action event.

When the Flow has finished listening to an event, it would no longer list the same. Among the platform events and flow, you should ensure to use the process builder to keep on continuing with listing the events.

What Field Types Platform Events Supports?

The Salesforce Platform events have a major drawback that it works only for specific field types. They are as follows:

  1. Checkbox
  2. Date
  3. Time
  4. Number
  5. Text
  6. TextArea (Long)

Have a Quick Glance At The Salesforce Lead Process

Things To Keep In Mind While Creating a Platform Event

  • Platform events don’t have a related tab. 
  • Any Platform occasion cannot be queried through either SOQL or SOSL. 
  • Salesforce further stores platform events only for 1 day. The stored events can be retrieved in API clients but not in Apex.
  • Distributed Platform events can’t be moved back. 
  • The event record has a field, called ReplayID, that the system would be able to display after the event is published.
  • Each of the replay IDs has been destined to be quite higher than the ID of the past events, while not being adjacent to its sequential events. 
  • Salesforce Governor Limits can be overcome while using Platform Events in Salesforce.
  • We can get recovery from all the put-away events, or you can also determine the replay ID of any event while being the standard for all the recovered parts of the platform events.


It can be further concluded that Platform events are quite secured as well as scalable. One can easily define various fields to personalize the platform event data.

Platform events are an important part of Salesforce’s enterprise messaging platform. The platform provides an event-driven messaging architecture that would help in enabling the apps to communicate well, both inside as well as outside of Salesforce.

If after reading such an amazing concept of Salesforce, you are also driven to know more and become a part of the amazing Salesforce community but confused about where to start? Well, you first need to start with getting the certifications of Salesforce. The training for the same is provided by S2Labs and the slot for these classes are also opened. With instructor-led training at S2Labs, the training sessions for Salesforce certifications would become more interesting and fun to learn. Don’t think much, and book your slot now!

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