What Is a Platform Event-Triggered Flow? – Salesforce Admins

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Transform your Salesforce automation game with platform event-triggered flows. Explore use cases, follow examples, and build your first flow seamlessly integrating external actions …

Here are highlights from article What Is a Platform Event-Triggered Flow? – Salesforce Admins

1. Overview of platform event-triggered flow:
– Platform event-triggered flow allows actions to be taken in Salesforce when something happens in an external system
– Flows can subscribe to platform event messages and are triggered when these messages are received
– Platform event messages can be published through Apex, APIs, flows, and other processes

2. Use cases solved with platform event-triggered flow:
– Creating a case for a nurse to contact a patient when their blood pressure is dangerously high
– Adding an alert to an account for a customer service rep and sending an email to a customer when an appliance needs maintenance
– Submitting a toner order on behalf of a customer when a printer is low on toner
– Creating an error log record when a screen flow fails
– Sending a notification to a user or group of users when a specific event occurs
– Updating a record or creating a task/event when a platform event message is received

3. Getting started with platform event-triggered flow:
– Understand the requirements and overall process before building automation
– Sketch out and validate the process with business stakeholders before starting in Salesforce
– Think about the manual steps that need to be automated and the decisions that need to be made

4. Example of platform event-triggered flow:
– Example 1: Proactive maintenance of espresso machines
– Espresso machine notifies the company of an issue through a platform event message
– Company takes action based on the type of issue

– Example 2: Smartwatch service alert
– Malfunctioning smartwatch sends a service alert to the company through a platform event message
– Company processes a watch order or sends a discount email based on warranty status

5. How to create a platform event-triggered flow:
– Select “Platform Event-Triggered Flow” from the New Flow menu in Setup
– Define the criteria and actions for the flow based on the use case and requirements

You can read it here: https://sfdc.blog/jiPGJ

Source from admin(dot)salesforce(dot)com

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