How to Publish and Subscribe in Salesforce Platform Event using Dell Boomi?

Author

mirketa

August 26, 2023

In the ever-evolving landscape of data integration, Salesforce Platform Events offers a powerful mechanism to broadcast and consume real-time data updates. When combined with Dell Boomi’s robust integration capabilities, organizations can streamline their processes and enhance their overall efficiency. In this blog post, we’ll walk you through the process of publishing and subscribing to Salesforce Platform Events using Dell Boomi.

Prerequisites:

1. Create/Have a Salesforce account.

Go to the Salesforce website by visiting https://login.salesforce.com/?locale=in.
Click on the “Sign Up” or “Try for Free” button.
Fill in your personal details, including your email address, and then proceed with the sign-up process.
You will receive an email from Salesforce containing instructions on how to set up your account and reset your password if necessary.

2. Create/Have a Dell Boomi Account.

Visit the Dell Boomi website at https://platform.boomi.com/.
Click on the “Sign Up” or “Free Trial” button.
Provide your First Name, Last Name, business email address, and any additional required details.
Submit your information.
You will receive an email confirmation with instructions on how to set up your Dell Boomi account and reset your password if needed.

3. Basic knowledge of Dell Boomi and Salesforce.

Salesforce:

Salesforce documentation

Dell Boomi:

Dell Boomi Integration documentation

Here are the steps for how to Publish and Subscribe to the Salesforce Platform Event using Dell Boomi:

Step 1: Salesforce Platform Event:

Platform events empower developers to convey secure, scalable, and tailored event notifications within the Salesforce platform or from external origins.

1. Create Platform Event in Salesforce:

Open your Salesforce Account.
Click on Setup: Search Platform Events in Quick Find Box.
Click on the New Platform Event Button.

Give the Label, Plural Label, and Publish Behaviour – Publish After Commit.
Deployment Status – Deployed.
Save

Step 2: Salesforce Connect App in Salesforce:

2. Create a Salesforce Connect App in Salesforce:

Create a Salesforce Connect App in Salesforce for using Salesforce Platform Event Connector in Boomi.
Go to Setup – Quick Find Box – App Manager – Click new Connected App.
Use Callout like this: https://platform.boomi.com/account/<your__account_ID>/oauth2/callback where <your__account_ID>
Like Your_account__ID is – Go to your Dell Boomi Settings – Account Information and Setup – Account Information.

Step 3: Create a Process in Dell Boomi for Subscribing in Salesforce Platform Event:

Create a Salesforce Connector and Operation in Boomi:

Salesforce Connector:

Connections: Retained and New Events.
OAuth 2.0
Client ID: Consumer Key of your salesforce-connected App.
Client Secret: Consumer Secret of your salesforce-connected App.
Access Token: Click Generate – Allow.
Save and Close.

2. Salesforce Operation:

Import – Chose Event – Next – Finish.
Save and Close.

Process in Dell Boomi:

Process Builder: Salesforce Automation Tool for Unleashing Efficiency

In our rapidly evolving world, precision and productivity are essential. Salesforce, a leading customer relationship management (CRM) platform, offers a suite of automation tools designed to streamline workflows and enhance productivity. Among these tools, Process Builder stands out for its versatility and user-friendly interface. This blog delves into the capabilities of Process Builder, highlighting its features, benefits, and best practices for maximizing its potential.

What is Process Builder?

Process Builder is a powerful automation tool within Salesforce that allows users to automate business processes using a simple point-and-click interface. Introduced as an upgrade to the traditional Workflow Rules, Process Builder provides more advanced capabilities, enabling users to create complex if/then statements and automate a broader range of tasks.

Key Features of Process Builder

Visual Interface: Process Builder’s visual interface makes it accessible to users with varying technical expertise. The drag-and-drop functionality allows users to design processes intuitively, without needing to write code.
Multiple Criteria and Actions: Unlike Workflow Rules, which are limited to a single action per rule, Process Builder supports multiple criteria and actions within a single process. This means you can define complex workflows with various if/then scenarios, streamlining multi-step processes.
Record Updates and Creation: Process Builder can automate the creation and updating of records. For instance, it can automatically create a new task when a lead is converted or update the status of an opportunity when certain conditions are met.
Email Alerts: Users can configure Process Builder to send automated email alerts based on specific triggers. This ensures timely communication and helps keep all stakeholders informed.
Invoking Other Processes: Process Builder can invoke other processes or flows, providing a modular approach to automation. This feature is particularly useful for breaking down complex processes into manageable components.
Scheduled Actions: Process Builder allows users to schedule actions at a specific time. This can be useful for follow-up tasks, such as sending reminder emails or updating records after a certain period.

Benefits of Using Process Builder

Increased Efficiency: By automating repetitive tasks, Process Builder frees up valuable time for employees to focus on higher-value activities. This leads to increased productivity and overall business efficiency.
Error Reduction: Automation minimizes the risk of human error, ensuring that processes are executed consistently and accurately.
Improved Consistency: Process Builder ensures that business processes are carried out uniformly, adhering to predefined rules and criteria.
Scalability: As companies expand, their operations tend to become more intricate. Process Builder’s ability to handle multiple criteria and actions within a single process makes it a scalable solution for growing organizations.
Enhanced Visibility: With Process Builder, users can easily track and monitor automated processes. This visibility helps in identifying bottlenecks and optimizing workflows for better performance.

Practical Applications of Process Builder

1. Lead Management: Automate lead assignment and follow-up tasks to ensure timely engagement. For example, when a new lead is created, Process Builder can automatically assign it to the appropriate sales representative and create a follow-up task.
2. Opportunity Management: Streamline opportunity management by automating updates and notifications. When an opportunity reaches a specific stage, Process Builder can update related records, send notifications to team members, and create tasks for the next steps.
3. Case Management: Enhance customer service by automating case escalations and follow-ups. Process Builder can route cases to the appropriate support tier based on predefined criteria and create tasks for follow-up actions.
4. Approval Processes: Simplify approval workflows by automating the routing of records for approval. For instance, when a discount request is submitted, Process Builder can automatically route it to the manager for approval and notify the requester of the decision.

Conclusion

Salesforce Platform Events and Dell Boomi blend seamlessly to simplify real-time data integration. By following these straightforward steps, you can seamlessly publish and subscribe to Platform Events using Dell Boomi. This combination empowers your organization with efficient, instantaneous data communication, revolutionizing your workflows and decision-making processes.

Pranshu Goyal, Director of Products at Mirekta, states: “We envision DSM to be used by every small to a medium-sized organization dealing with bad data and want to get rid of duplicates easily with no cost. We have faced issues dealing with duplicates in our organization. That inspired us to make a solution that is not only simple to use but can be used widely to make the organization’s data clean to make them more efficient and productive. We want DSM to be a solution for every organization looking for duplicate management capability better than the Salesforce out-of-the-box solution with no additional cost.”