Execute Scheduled Actions in Event Processes

When you create a process that starts when a platform event is received, you can set times to execute actions. Previously, only record-change processes supported scheduled actions. But event processes can do more with scheduled actions. These scheduled actions can create or update data that’s stored outside of Salesforce via external objects. Record-change processes don’t support external objects.

Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.

Why: For example, when an order is created, a third-party order management system publishes the platform event message for Order Status. When a process receives the event message, the process checks that the external order status is new. External Order is an external object.

Process Builder Platform Event

The process then creates a contact record in Salesforce and schedules an action to update the external order status.

Process Builder Scheduled Action

Note

Note

When Salesforce data is modified in an event process, we need to start a new transaction before we can update data outside Salesforce. Scheduled action let us do just that. to update the external data as soon as possible, set the schedule to 0 Hours from now.

How: When you create an event process, both immediate and scheduled actions are displayed as options.