Salesforce Connector Guide

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Process guidelines for publishing to Salesforce

Use the following guidelines when you create a process to publish messages to Salesforce custom platform events:

Create a process and click the Start step.

Click the

Start

tab and select the process binding type as

REST/SOAP

From the

Run On

list, select the Secure Agent group or Secure Agent machine where you configured the Salesforce connection to run.

Add a Service step and then perform the following steps:

From the

Service Type

list, select

Connection

From the

Connection

list, browse and select the Salesforce connection that you created.

From the

Action

list, select the Salesforce event target that you created in the Salesforce connection. Application Integration creates an input field called

event

to capture the event details. You cannot delete this input field. You also cannot add more input fields.

Configure the message that you want to publish to the Salesforce custom platform event.

Configure other steps and properties as needed.

Validate, save, and publish the process.

Invoke the process to publish messages to the Salesforce custom platform event.

You can view the process execution details in the Application Integration Console. Click the

Processes

tab and select the agent where you configured the process to run. Click the ID to view details of the process execution.

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