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Use Platform Events to Initiate Follow-on Processes

What is a Platform Event? 

Platform Events are signals published in Salesforce upon the completion of a specific action. By leveraging Event-Triggered Flows, you can respond to these signals to extend automation across your Salesforce org. Each event carries a specific context, allowing you to link the signal to relevant records and ensure your subsequent processes are both simple and automated. 

Triggering automated processes using the 
ImportCompleted Event 

Impowr introduces the “ImportCompleted” Platform Event into your Salesforce org, allowing you to trigger follow-on processes when using the File Import component. This event enables you to initiate automated actions across various objects to suit your specific business requirements. 

By configuring an Event-Triggered Flow to listen for this signal, you can ensure that subsequent processes occur automatically the moment an import is successful. This removes the need for manual actions to be taken, thus reducing administrative overhead. 

As an example of this capability, the following guide demonstrates how to automatically advance an Opportunity Stage once Opportunity Products have been imported successfully, ensuring your forecasting reflects real-time deal maturity while saving time for your sales team. 

Pre-requisites 

The following steps assume that you have an active Opportunity Product mapping created and implemented. If you don’t have a mapping set up information on how to do create one can be found here: Simplify importing Opportunity Products in Salesforce using Impowr – Impowr

Pre-requisite: Identify your Mapping Template 

First, find the specific Mapping Template for your Opportunity Product imports. 

  1. Navigate to the Mapping Templates tab. 
  2. Locate the mapping you use for importing Opportunity Products. 
  3. Copy and remember the Developer Name exactly as it appears. This will be needed for a Decision element later in the guide. 

Set up the Platform Event-Triggered Flow 

  1. Go to Salesforce Setup | Flows. 
  2. Select New Flow. 
  3. Select Triggered Automations and choose Platform Event-Triggered Flow. 
  4. In the flow’s Choose Platform Event entry condition, search for and select ImportCompleted. 

Retrieving uploaded file details 

For every upload made with Impowr’s File Import component, a record is created in the Uploaded File (pw_si__UploadedFile__c) object. This object includes a reference to the mapping that was used for the import, which will allow us to design a specific follow-on process for these types of import. 

When an import has been successful, the raised Platform Event includes a reference to the specific uploaded file record, as such we can access the mapping information.  

  1. Click the plus sign (+) to add an element. 
  1. Select Get Records. 
  1. Label: Assign a clear, unique label 
  1. API Name: This autofills 
  1. Object: Search and select Uploaded File 
  1. Filter Uploaded File Records: 
    • Field: Record ID 
    • Operator: Equals 
    • Value: Triggering pw_si_ImportCompleted__e > Uploaded File Record ID 

Note: This links the event trigger to the actual uploaded file record stored in Salesforce. 

  1. How Many Records to Store: Only the first record 
  1. How to Store Record Data: Automatically store all fields 

Add the Decision element  

This decision is designed to ensure the automation only runs for your specified import. 

  1. Click the plus sign (+) after the Get Records element. 
  2. Select Decision. 
  3. Label: Assign a clear, unique label 
  4. API Name: This autofills 
  5. Outcome Details:  
    • Outcome Label and Condition Requirements to Execute Outcome: All Conditions Are Met (AND) 
    • Resource: File from Get Uploaded File step > Mapping Template Used > Name 
    • Operator: Equals 
    • Value: Paste your Mapping Template Name here (from the Identify your Mapping Template step). 

Update the Opportunity 

Now that you have confirmed the correct mapping was used, you can update the Opportunity record. 

  1. Under the path for Opportunity Product Mapping, click the plus sign (+). 
  2. Select Update Records. 
  3. Label: Assign a clear, unique label 
  4. API Name: This autofills 
  5. How to Find Records to Update: Specify conditions to identify records and set fields individually. 
  6. Object: Search and select Opportunity 
  7. Filter Opportunity Records: 
    • Field: Opportunity ID 
    • Operator: Equals 
    • Value: File from Get Imported File step > Target or Related Record Id 
  8. Set Field Values for the Opportunity Records: 
    • Field: StageName 
    • Value: Select your desired stage (e.g. Proposal/Price Quote). 

Save and Activate 

  1. Select Save at the top right of the screen. 
  2. Flow Label: Provide a Flow Label to help you identify the flow in the future. 
  3. Flow API Name: This autofills 
  4. Click Save. 
  5. Click Activate. 

Testing the Flow 

With the Flow created and activated, you can now test it in your org to ensure the automation fires correctly. 

  1. Open an existing Opportunity currently in an early stage (e.g., “Prospecting”). 
  2. Use the Impowr component to import Opportunity Products. 
  3. Once the import has been successful, check the Stage field has now been updated to Proposal/Quote. 

Note: Since Platform Events are asynchronous, there may be a delay between the import finishing and the stage updating. This will happen automatically once the event has processed. 

Developing Your Solution 

This guide provides just one example of how to use Impowr and Platform Events to automate your org processes. As every Salesforce environment is unique, we recommend using this walkthrough as a framework to design and build automation that specifically addresses your requirements.