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Act On It

  • Category IconIntroducing Act On It
  • Category IconLet's Get Started: Installation and Setup
  • Category IconExplore Act On It!
  • Category IconYour All-in-One Notification Center in Salesforce
  • Category IconDesign Your Messages
  • Category IconAutomate Message Delivery
  • Category IconPlug In Custom Quick Actions
  • Category IconUnlock Endless Possibilities
    • Publish Act On It alerts with Flow
    • Publish Act On It alerts with Apex
    • Enable Additional Salesforce Objects
    • Canceling Related Notifications With Flow
    • Canceling Select Notifications With Flow
    • Category IconIntroducing the Trigger Broker Framework
      • Requesting Support for Adding New Objects
      • Configuring Trigger Broker Settings
      • Subscribing to Trigger Events in a Flow
  • Category IconTracking & Reporting
  • Category IconPricing & Upgrading Your Act On It Plan
  • Category IconRelease Updates

Subscribing to Trigger Events in a Flow

What Does Subscribing to Trigger Events Mean?

Subscribing to Trigger Broker Events in a flow allows admins to define business logic whenever a platform event is published. This eliminates the need for custom Apex and enables low-code automation.


Why Should You Use This?

  • Low-Code Automation: Create powerful workflows without writing code.
  • Flexibility: Respond dynamically to changes on unsupported objects.
  • Scalability: Adjust flows as business needs evolve.


Example Use Case: Notify Case Owner of a File Attachment

This use case demonstrates how to notify the Case Owner when a file is attached to a case. Refer to the "Act On It - Notify Case Owner On File Attachment" Flow Template for reference.


Step-by-Step Guide

  1. Start a Flow with a Platform Event Trigger:
    • Create a new Platform Event-Triggered Flow.
    • Select the TriggerBrokerEvent__e platform event as the trigger.
  2. Add a Decision Element:
    • Name: IsFileAttachmentEvent.
    • Description: Checks if the event is for a new file attachment.
    • Conditions:
      • SObjectType__c = "ContentDocumentLink"
      • TriggerEvent__c = "AFTER_INSERT"
  3. Add a Get Records Element:
    • Name: Lookup Content Document Link.
    • Description: Retrieves the ContentDocumentLink record using TriggerRecordId__c.
    • Query: Filter by Id = {!TriggerRecordId__c}.
  4. Add a Decision Element:
    • Name: Determine Linked Record Type.
    • Description: Checks if the file is attached to a Case (prefix 500).
    • Condition: LEFT({!LinkedEntityId}, 3) = "500".
  5. Add a Get Records Element:
    • Name: Lookup Case Record.
    • Description: Retrieves the Case record using LinkedEntityId.
  6. Add Another Decision Element:
    • Name: Is Case Owner the Running User.
    • Description: Skips notification if the Case Owner added the attachment.
    • Condition: {!OwnerId} != {!UserInfo.getUserId()}.
  7. Add a Publish Message Action:
    • Name: Notify Case Owner.
    • Description: Sends a push notification to the Case Owner.
    • Input: Record ID = {!OwnerId}.


Benefits

  • Efficiency: Automate repetitive tasks without complex development.
  • Customization: Tailor flows to fit specific business needs.
  • Future-Proof: Add new triggers and flows as needed without disrupting existing processes.

With this setup, you can enhance automation capabilities while maintaining flexibility and scalability.

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Configuring Trigger Broker Settings
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