topic Re: Real time polling for Salesforce connector in Workato Pros Discussion Board

Real time polling for Salesforce connector

joe-ferrari — Mon, 28 Mar 2022 22:20:38 GMT

Has anyone found a way to configure real-time polling for events in Salesforce?

Re: Real time polling for Salesforce connector

a-muthiah — Mon, 28 Mar 2022 22:26:20 GMT

Classification: Confidential

Hi,

Refer https://support.workato.com/en/support/solutions/articles/1000239305-salesforce-steps-for-real-time-integration-setup

Thanks,

Muthiah

Re: Real time polling for Salesforce connector

steven-marissen — Mon, 28 Mar 2022 22:26:31 GMT

We use platform events that salesforce sends to us pretty much real time.

It is also handy that our developers can configure what content we need to have so we don't have to do any lookups in the recipe.

Re: Real time polling for Salesforce connector

mustakim-shaikh — Mon, 28 Mar 2022 22:27:51 GMT

Joseph Ferrari There are real-time connectors available in Workato on Create/Update/Delete record events in salesforce using the Outbound message.

Re: Real time polling for Salesforce connector

george4 — Mon, 28 Mar 2022 22:34:14 GMT

Joseph, we use them a lot. The process requires a few steps on Salesforce side, though if you want to implement it in the right way. You can create Outbound Message and Workflow on Salesforce side to filter the events which you want to deliver to Workato. Then set up Workato recipe that technically exposes the Webhook for Salesforce outbound messages.

Re: Real time polling for Salesforce connector

mario-aboujaoud — Mon, 28 Mar 2022 22:35:32 GMT

Joseph Ferrari you can configure outbound message in Salesforce and use Webhook from workato.

Re: Real time polling for Salesforce connector

dana-rozani — Mon, 28 Mar 2022 22:44:10 GMT

Salesforce connector has a "New Outbound Message" real-time trigger

https://docs.workato.com/connectors/salesforce/salesforce-real-time.html#new-outbound-message-real-time

Re: Real time polling for Salesforce connector

steven-marissen — Mon, 28 Mar 2022 22:48:58 GMT

Just out of curiousity, what is the difference between an outbound message and a platform event? easier / more difficult to do in Salesforce?

Re: Real time polling for Salesforce connector

rachelnatik — Tue, 29 Mar 2022 04:09:21 GMT

Do you mean actual platform events? Or just triggered from Salesforce.