What is the process builder? #
A process builder is a powerful tool that you can use to create Change Pointer record. The process will check the sObject record if it has been changed. It can check on individual fields and not only on the LastModifiedDate as the CDC process does. You can define a process builder to listen for change for example with the event isChanged and if something is changed SKYVVA API immediately calls an apex class. This apex class calls the SKYVVA invokes callout2()-method to push data out.
Why use Process Builder to create a Change pointer? #
Besides using CDD to create CP records, SKYVVA offers users to use the Process Builder to create them. Use Realtime CDC with process builder to:
- Creates change pointer records for CDT scheduler processing
- Execute callout
Actions Available In Process Builder for outbound processing: #
Trigger Apex code: You can use the Salesforce process builder to invoke Apex code you have written within Salesforce. Apex can be anything from custom logic to save a record to complex business processes.
Create a record: This will allow you to create new records and set certain field values for the new record.
Update records: Update one or more records that are related to the record that started the process. You can update the record with manually entered values or by using the values from related records. You can update records of parent or child
The following will be shown to use Create Change pointer I,e CP record for outbound processing.
The configuration on the interface #
Before configuring on the interface there are some criteria you should know:
- Use SKYVVA Outbound Scheduler: This flag use for CDC Processing. When you check this flag, it’s mean that you activate the CDC processing. It activates both CDD and CDT.
- Create Change Pointer Mode: If you check this flag the CDD Scheduler will skip the interface if the value is specified. The interface could be set creating change pointer by process builder or trigger.
Steps to configure on the interface level:
- Create Outbound Interface
- To be able to execute callout, you have entered interface page detail and scroll down to CDC Setting section then check the flag “Use Skyvva Outbound Scheduler”.
- The interface could be set creating change pointer by process builder or trigger. You have to select SKYVVA API.
Note: Change Pointer Mode is by added by default. If you want to add this field on interface level then please go to this document: How to add Create Change Pointer field on interface Level?
The configuration of the process with Process Builder #
This part of the document is showing how to create a process with a process builder in order to get Change pointer records. Scheduler CDD will skip this interface if the value is specified.
To create a process using process builder follow the given steps:
Setup =>Create =>Build=>Process builder=>New
- From Setup, enter Process Builder in the Quick Find Box, click Process Builder
- Then click the New button.
- Enter process Name.
- Enter a description of the process.
- Finally, choose process type
- Click on save
- Choose the object name on which you want to perform the task.
- Choose the start process type.
- Add the Criteria to define it for Action Group:
Set condition field.
Choose condition type.
1. Enter the criteria name.
2. Choose Criteria condition to formula evaluate to true
3. Set condition field and Choose condition type. Build Formula by inserting the Function and Field
4. Click on Save
- Add the actions to execute when the criteria are met by:
1. Select the Action Type: Apex
2. Select the Action Name: Create CP Record
3. Select Apex Class: SKYVVA Callout/Create CP. When you section it, some of the dropdown lists will appear for you to choose from. Then click Add Row to add 2 more.
To be able to execute the process builder, just click on the Activate button.
To monitor change pointer records
You can check the change pointer records in CDC Control Board.