Tag: Salesforce platform

Platform events in Salesforce

Platform Events In Salesforce

Salesforce Platform Events are data-contained messages that are secure and scalable. Businesses now use them to integrate Salesforce business processes with external apps by exchanging real-time event data. 

Platform Events is based on event-driven software architecture that allows an application to identify “Events” or critical business moments in real-time and act on them. 

But what exactly is event-driven software, you might ask? Event producers, event consumers, and channels create event-driven software architecture. Because it decouples event producers from event consumers, the architecture is ideal for large distributed systems. This simplifies the communication model in connected systems.

Each Platform event message is published to the event bus, where they’re stored temporarily and can be retrieved using a CometD (Streaming API) client.

Critical features of Platform Events in Salesforce

  • Allows programs to communicate inside and outside of Salesforce using an event-driven messaging architecture.
  • It is made up of event producers, event consumers, and channel operators (Event Bus)
  • Publishers and subscribers exchange information through events.
  • One or more subscribers can listen to and act on the same event.

Understanding Platform Events in Salesforce

Let’s take a look at some often used vocabulary and what exactly they are to grasp better what Platform Events are and how they work:

#1 Event

In a business process, an event is a significant state change. For example, placing a return order is essential since the relevant department anticipates receiving notification before processing the transaction.

#2 Event message

It’s a message with information on the event. An event message could, for example, be a notification about a return that includes information about the reason for the return placement.

#3 Event producer

An event producer is a publisher who sends out the event message.

#4 Event channel

A series of events in which an event producer sends out event messages, which event consumers read, is an event channel. The channel for platform events is either for a single platform event or a custom channel that collects event messages from many platform events.

#5 Event consumer

A channel subscriber who gets messages from the channel is an event consumer. Consider an order fulfilment app that receives notifications when a new order is placed.

#6 Event bus

The event bus uses a time-ordered event log to ensure that event messages are kept and delivered in the order in which they are received.

Types of Platform Events

The two different types of Platform Events in Salesforce are:

  1. Standard PE- These are the Salesforce-provided pre-defined events. The following are some examples of Standard PE:
  • AssetTokenEvent: Keeps track of OAuth 2.0 authentication.
  • BatchApexErrorEvent: This event logs errors in batch apex jobs.
  1. High-Volume PE- These are customized PEs that may be used to effectively publish and process millions of events and grow your event-based apps.

Subscription in Platform Event

The Platform events can be subscribed to in the following ways:

  • Apex Trigger: To subscribe to incoming events, create an “after inserting” Apex trigger on the event object. Event notifications are received by triggers from various sources, including Apex and APIs.
  • You can also use Lightning Components to subscribe to a Platform Event.
  • CometD can also be used to subscribe to events in an external app.

Defining Objects and fields in Platform Events

You can follow these easy steps to define a custom object in Platform events:

  • Enter Platform Events in the Quick Find box in Setup, then pick Platform Events.
  • Click New Platform Event on the Platform Events page.
  • Create a Notification platform event with the following settings:
    • Notification as the name of the label.
    • Notifications as Plural Label
    • Notification is the name of the object.
    • Real-time notifications as the Description 
  • Save the file.

Use of Platform Events in Salesforce

Here’s a rundown of how Platform Events are used in Salesforce:

  • Platform events are an essential element of Salesforce’s corporate communications platform and are used to provide custom notifications. The platform includes an event-driven messaging system that allows programs to communicate inside and outside of Salesforce.
  • Real-time Event Monitoring Object- Salesforce event objects store the event data for most Real-Time Event Monitoring platform events.
  • In a Shield Encryption org, you can encrypt platform event messages while they’re stored in the event bus for added security.
  • Platform event messages are published using an API by external apps. Insert events in the same way as you insert objects to publish them. To create platform events, you can utilize any Salesforce API, such as the SOAP API, REST API, or Bulk API.

Wrapping Up

Platform events in Salesforce make it easier for businesses to communicate and respond to changes without writing sophisticated logic. Its unique feature is that publishers and subscribers can exchange real-time information through events. Also, one or more subscribers can listen to and act on the same event.

To get the most out of this Salesforce feature, ensure you work with the best Salesforce development company like CEPTES. A global Salesforce service provider with over a decade of experience, CEPTES can help you accelerate the business value of your Salesforce.com investment through consultation, digitalization, and innovation. Click here to learn how to avail customized Salesforce solutions.


Salesforce Managed Services
Salesforce Managed Services

Salesforce Managed Services versus In-house Team: Find the Right Choice

Salesforce is a fast-evolving platform that comes with frequent updates, releases, and new features. To get the most out of your Salesforce org, you need to ensure that your CRM never stays behind in the competitive curve. Businesses require constant enhancements, optimizations, performance checks, modifications, and integrations to keep aligned with platform features and capabilities.

New features, regular upgrades, and even the first shift to Salesforce CRM can be perplexing and difficult for staff. Therefore, companies usually hire an in-house team of Salesforce admins to manage just that. But, today we are seeing a new surge of companies resorting to Salesforce Managed Services instead of going with the traditional way of hiring a full-time team.

In this article, we discuss what Salesforce Managed Services is and its advantages over hiring an in-house team of Salesforce admins.

What is Salesforce Managed Services?

Salesforce managed services are a scalable, cost-effective, and flexible approach to monitoring the development and status of Salesforce products in your company. These services can assist you in detecting and resolving any issues you may be experiencing by providing a team of professionals to keep your Salesforce apps up and running. 

This, as a result, allows you to focus on growing your business rather than worrying about background duties such as frequent upgrades, security checks, and other Salesforce administration tasks.

 Some of the many tasks performed by Salesforce Managed Services are: 

  • Implementing best practices in your Salesforce org
  • Creating a detailed Salesforce roadmap aligning with your business strategy
  • Ensuring the performance of your Salesforce instance
  • Increasing your Return on Investment
  • Keeping up with all the new releases and incorporating them into your CRM
  • Building customized apps, reports, etc. that are exclusive to your business needs
  • To keep all processes in sync, keep an eye on any technical debt and merge new functionality.

Advantages of Salesforce Managed Services over In-house Team

Today, companies are moving from a full-time in-house team of Salesforce admin to Salesforce Managed Services. Not only is this a cheaper and more reliable choice, but also has many other advantages that can increase your ROI of the Salesforce Platform. 

  • More scalable than its counterpart

The requirements, objectives, expectations, and goals of your business will change as it grows. You may rest confident that your company’s requirements and needs will be given top priority when opting for Salesforce-managed services. This choice makes scaling up and down your services simple. When compared to traditional project staffing, they can change resources up or down with little lead time.

In times of company booms or crises, these experts will be just a phone call or a click away. When compared with an in-house team, they will, without a doubt be more experienced and skilled and will be able to fix any problem more swiftly and efficiently.

  • You spend less money with Salesforce Managed Services

Saving money on operating expenses is the beggest advantage Salesforce Managed Services have over an in-house team. Managed service contracts are designed to help organizations get the most bang for their buck. They are cost-effective and competitive for your company. 

You won’t need to pay for a full-time in-house team since you won’t have one. Rather, you will be charged per service or hourly, allowing you to budget for it and estimate the expenditures. When you add up all of your bills and compare them to the monthly charge, you’ll see that it’s a lot less.

  • You Get updated with all the new features and add-ons

Salesforce is without a doubt one of the top customer relationship management (CRM) software solutions available today.  However, constant upgrades and additions, as well as numerous extra add-ons, can make it impossible for your in-house team to stay updated all the time.

Salesforce-managed services assist businesses in staying on track and ensuring that critical changes are made. They offer expertise in different Salesforce Clouds and often have years of experience on hand with the platform. Significant changes are updated rapidly, and every task is completed automatically. This allows you to stay ahead of the competition, which is what any business needs.

  • Efficient Solution

Another advantage of Salesforce Managed Services over the in-house team is that it eliminates the time and energy needed to hire full-time staff. There is no time wasted in bringing the crew on board or settling them in. They start working as soon as they sign up, and all you have to do now is choose your provider.

  • You get Industry Expertise

Salesforce managed services provide scalable, on-demand professional expertise to help you manage, optimize, maintain, and evolve your Salesforce instance and related technologies. These experts are in a unique position to assist you in maximizing the value of the Salesforce platform for your target market and internal stakeholders. You hire specialists with years of expertise and talents with Salesforce Managed Services. They know how to deal with commercial highs and lows professionally. 

That might not be the case with an in-house team, as you most probably will only obtain access to a certain skill set or a tiny cross-section of Salesforce experience with them. 

To Sum Up

Companies, small or big, who use Salesforce and want to get the most out of its capabilities can benefit from the added direction and support. With Salesforce Managed Services, you get professionals who have extensive expertise and experience across the entire Salesforce product range. And the best part-  they can always be scaled to meet your needs efficiently and at a price that is affordable,  Interested in learning more? You can click here to contact us.


Salesforce Best Practices and Approaches for the Healthcare Industry

Today improving the healthcare facilities & infrastructure was not more essential than ever for any country. However, except for a few, all other countries are still trying to focus more on enhancing the healthcare infrastructure in order to face any pandemic or health emergencies.

The healthcare industry has suffered a lot as they were not prepared for any unplanned pandemic situation. Due to the lack of facility and infrastructure, the industry couldn’t fight back with any situation and deliver on time.

Healthcare professionals have realized that traditional operating methods are not working, and they need a robust system to drive operations. Every patient and their family demands fast service and expects doctors or healthcare systems to act immediately.

It requires collaboration and communication between various departments to better serve the patient, with lots of information about patients, disease, and department in one place.

Know how Salesforce best practices and approaches towards the industry are helping to improve healthcare services:

Salesforce has worked consistently towards the development of the healthcare industry to deliver in any pandemic situation.

In addition to the customer service and tech support, Salesforce has implemented many new features, which helps professionals during any crisis. 

Here are some of the practices adopted by Salesforce, which is shaping the industry to deliver better:

Centralized Data:

Salesforce health cloud system helps the larger healthcare industries to manage and access data from one place. Salesforce health cloud stores data in one place, which can be accessed from all the locations.

Also, these data and records can be available in real-time and can be accessed from any device like mobile, laptop, desktop, and tab.

The centralized data can help departments to function quickly and deliver without flaws.

Patients Journey Records:

The patient’s information records are critical, and they are challenging to maintain for any clinics or hospitals.

Salesforce cloud CRM can help professionals to capture all the patient’s data and health history, which can be easily accessible at any time.

These records can help to know the patient’s journey, and patients can also get speedy service from the clinic or hospital.

These records can be accessed by any department within the organization by approval of admin or management, to serve patients in the right manner.


Today, Salesforce provides so many tools to increase the functionality and productivity of users. 

If any feature or integration is required with a system or any SOP (standard operating procedure) is to be implemented with Salesforce, it’s easily possible.

Salesforce also has so many inbuilt features with which any SOP can be implemented quickly and within a short period.

Automation Process:

Automation is like doing things on a real-time basis, with the automation of systems and processes. 

You can set up automated communication & SOPs to deliver on a real-time basis, be available 24X7 for your customers.

Various automation tools like chatbots, drip communication, SMS can help customers to get the information.

Also, automation processes can help an organization set up and fix appointments by visitors.

Hence, automation reduces human intervention and delivers results instantly.


Data is very critical today, whether it’s personal or organizational. Salesforce provides high-end security to customer information from malicious access.

Salesforce also provides role-based access by restricting data to individuals and different departments for security purposes.

Let’s Conclude:

Above are some of the best practices Salesforce has adopted, among many other initiatives by them.

If you are planning a CRM, and if you are from the healthcare industry, make sure you check the Salesforce CRM.

Many larger healthcare service providers, pharma giants & small hospitals are using Salesforce today across the globe with cost-effective pricing and excellent customer support.

Please write your experience with current CRM and what features you are looking forward to in your CRM which are missing.

CEPTES is a Salesforce Silver consulting partner that can guide you as your strategic partner to speed up the business value of your Salesforce.com investment through consultation, digitization, and innovation. If you are thinking of growing your business using the Salesforce platform, then get in touch; we are happy to help you.

ALSO READ: How to Deliver Streamlined Services with Salesforce’s Healthcare Solutions

Digital Transformation, Financial Industry, Salesforce Financial Cloud

Digital Transformation in the Financial Industry – Digitising the Sales Process & Transformation Frameworks

Before we know about Digital transformation in the Financial Industry first, we have to understand the definition of Digital transformation.

Digital transformation is the cultural, organizational, and operational change of an organization, industry, or ecosystem through the smart integration of digital technologies, processes, and competencies across all levels and functions in a staged and strategic way.

Digital transformation leverages technologies to create value and new services for various stakeholders. Customers in the possible broadcast sense rapidly innovate and get the capabilities to adapt to the changing circumstances.

Digital transformation is not just about the disruption of technology. It is about value, people, optimization, and the capability to rapidly adapt when needed through the intelligent use of technologies and information.

After getting a general idea about digital transformation now, let’s understand the financial industry’s digital transformation.

The finance organization has emerged as a driving force of this transformation. Chief Financial Officers are often leading digital transformation initiatives by serving as first movers of digital solutions and working with functional leads to quantify the benefits and show potential cost savings or efficiency gains.

ALSO READ: How financial service providers can scale up quickly with Salesforce Financial Cloud

Finance may also have the best understanding of what level of digitization will work best with the company’s current operating model, or it needs to be changed to optimize the technology use. The point is demonstrated via four finance-led case studies across a variety of industries.

Digital Finance Framework

The disruption period highlights and amplifies business vulnerabilities. Chief Finance Officers and finance leaders must safeguard the business while anticipating changing trends, addressing market volatility, and establishing long-term financial and operational resilience across the industry.

By embracing digital capabilities and upskilling, Chief Finance Officers can help insulate their business from disruption and allow the finance function to operate at a high level, even in a remote environment. The digital finance framework brings together operations, insights and analytics, systems and architecture, and the stakeholder experience.

RECOMMENDED: Digitizing the Financial Industry: A Requisite for a Customer-centric Approach

Technology Levers

Digital Operations

  • It works automatically without any supervision; it contains intelligent automation software. This is called Smart automation.
  • It provides automated solutions with creative designs, tailored to our customer’s specific needs. This type of automation is called Edge automation.
  • It integrates many processes to work in coordination with each other.

Insights and Analytics

  • The Insights are preventive
  • It contains graphical images or animations which are useful in communicating with each other.
  • It predicts a specific model, which makes our work more comfortable and smooth. 

Stakeholder Experience

  • It automatically processes the finance-related work in a minute and straightforward way.
  • It can be used and can be accessed anywhere, which makes our job very easy.
  • External Stakeholder Portals. It has portals in which external stakeholders can access it to increase the organization’s finance.

Digital Foundation

  • It consists of microservices and APIs, which can make our work easier. We can access data anywhere and any part of the world.
  • It uses Software as a Service as a financial platform.
  • It uses digitization processes like OCR and ICR.

Final Thoughts

Finally, we summarize that nowadays, it is a digital world, and everyone wants to get digital, so the ability to transform using digital solutions, particularly in finance, will help endure the crisis and provide long-term sustainable value. Chief Finance Officers and finance leaders can lead their finance organizations by rapidly embracing technology and adapting to disruption.

CEPTES is a Salesforce Silver consulting partner that can guide you as your strategic partner to speed up the business value of your Salesforce.com investment through consultation, digitization, and innovation. If you are thinking of growing your business using the Salesforce platform, we can help you to know more. Please get in touch.

ALSO READ: Salesforce for Financial Industry: How to Streamline your Sales Process

AppExchange, Salesforce

Role & Importance of a PDO Partner for a Successful AppExchange Product Lifecycle

Do you have a great idea?

The Salesforce platform is versatile enough to be custom-built for any business requirement, which is why as of 2020 the marketplace is estimated to be worth around 73 billion dollars. There is an ever-growing number of organizations and individual consultants working with each other to build amazing solutions for 200,000 potential customers within the Salesforce AppExchange community. Do you have the next million-dollar revenue idea? 

Having an idea means that you identified specific pain points which consumers face and you’re planning to develop a solution, or maybe you’ve already developed your solution and are unsure how to get your product listed and noticed by potential customers. This is where Salesforce certified Product Development Outsourcer (PDO) comes in, seasoned experts of the Salesforce ecosystem who will offer strategic guidance throughout your product lifecycle. PDOs are recognized by Salesforce as strategic development partners for their proven track records in helping SaaS organizations develop and successfully launch their apps on the AppExchange. 

Vision to Delivery

Salesforce PDOs have years of experience building applications on the AppExchange and understand all of the nuances of a successful listing. Why choose a PDO partner for your business?: 

  • If the solution is undeveloped, a PDO significantly decreases the time-to-deploy, and ultimately time-to-market. Developing can be a challenging aspect which is time and capital consuming. Salesforce PDOs are efficient at sticking to SLAs with a focus on getting your app across the finish line. Another aspect of working with a certified PDO partner is the security of your data and developmental strategies, clients can rest assured that their proprietary information will never be compromised. 
  • The Salesforce security review for any product is rigorous and complex, PDOs have experience guiding products through reviews all the time. PDOs have teams of certified Salesforce consultants who are experts in the entire process. Wherever the product is in its lifecycle, PDOs are poised to come aboard and guide its journey through to the next level. 

An added advantage of working with PDOs is that teams can focus on their technology, iron out the kinks before releasing it to the public. 

  • PDOs can also help with preparing technical documentation, press kits, integrations, and conduct successful pre-sales campaigns working in conjunction with marketing teams. They analyze and leverage data to help organizations reach their full potential.
  • After the final deployment, the next crucial step is the marketing part. Since PDOs work on multiple applications and teams working to get their apps listed, they have insights on the best marketing techniques for rapid customer acquisition. PDOs also have in-depth knowledge of the best business models which AppExchange startups can utilize to promote and distribute their product. As product users grow with more and more customer onboarding, PDOs will also help organizations scale up.

PDOs can help SaaS entrepreneurs build and strategically thrive on the Salesforce AppExchange while predicting the best course of action against challenges. Salesforce PDOs work with nascent startups as well as Fortune 500 companies to achieve their business goals. With nearly 10 years of experience delivering solutions for organizations for all sizes from startups to enterprises, CEPTES is a proven leader among Salesforce PDOs. 

CEPTES has extensive experience guiding organizations to develop, streamline, and optimize solutions on the Salesforce platform. To know more, get in touch with us.

Salesforce Integration

GitLab & Salesforce Integration – A New Way to Enable DevOps

Enterprises that adopt revolutionary technologies at a fast pace, become high-performing, develop better products at an accelerated speed, improve collaboration, enhance productivity, and achieve competitive advantage. DevOps is such an advanced approach that enables various siloed roles such as development, operations, QA, and others to collaborate in order to build more reliable and quality-driven solutions at lightning speed.

Salesforce as a platform has been working on its APIs in order to help developers create Salesforce-connected apps in the most efficient way. However, GitLab has provided an opportunity to drive next-gen DevOps leveraging enterprise-grade tools and functionalities in order to build Salesforce-connected apps rapidly. 

What is GitLab? GitLab is one of the most popular platforms for modern age developers as it offers a single, integrated application for a comprehensive DevOps lifecycle. Integrated with Salesforce, the suite brings advanced software development practices such as Source Code Management, Git-based version control, Project Management, Document Management, and automated CI/CD into Salesforce DX.

This will help developers get rid of manual tasks, avoid error-prone and slower development processes and enable concurrent development processes by collaborating team’s workflows with a single, integrated, and highly automated application of DevOps powered by GitLab & Salesforce. 

Why do you need Salesforce-GitLab integration?

If you care about the workflows, layouts, sales process, custom code, profiles, and objects/fields in your Salesforce org, you need to consider integrating GitLab. Even for organizations that really want to protect their codes and configurations from accidental override or deletion across sandbox and production org, must consider integrating GitLab & Salesforce. 

With this, you can:

  • Build apps faster in the Salesforce platform
  • Eliminate complexity & empower your team to manage projects, not just tools
  • Unified DX for seamless communication across admins & developers
  • Automate manual processes like QA testing
  • Adopt new SFDX features such as Scratch Orgs, SFDX cli, etc. 
  • Quicker business value through concurrent development 

CEPTES, which is a comprehensive Salesforce platform focused company since 2010, extends the power of Salesforce & GitLab integration to help you extend the power of Salesforce & GitLab. We are offering FREE Salesforce+GitLab Integration service to the first 15 companies & the offer is valid till the 10th of May, 2020. Fill out the form & start your DevOps journey in the world’s #1 CRM platform today.