Enabling Real-time communication in Salesforce CRM

salesforce crm Blog

Applications need to communicate with each other for data to flow bi-directionally. The traditional APIs (Application Program Interface) that are generally in use work with a request and response action. This is a drawback as the data is not updated as and when a change is made.  So, live update of data has always been a challenge. Real-time communication, when it arrived, was exclusive to some niche industries such as power plants, automobile industries, chemical industries, etc.  Finally, with the growth of internet and technology, real-time communication has come out of its cocoon.

Real-time APIs

The advancement in real-time APIs has not only solved the problem of live data updates, but has also ensured that the technology is available, accessible, and affordable to everyone. Now, the new data gets pushed right away without waiting for a request from the users. This facilitates instant communication and data updates. This technological improvement has not only made the lives of users easier but also made businesses work with their clients more effectively.  If you are using Salesforce and wonder if you can experience real-time API, the answer is a resounding “yes.”

What is with Streaming API?

Streaming API from salesforce is a simple way to define events and send push notifications to users in real-time. With Streaming APIs, the need for refreshing your Salesforce screen to keep an eye on the data changes is eliminated. You can be sure of getting notified in real-time whenever a change happens.

How does this Streaming API work?       

This is a background process. The client connects to the server and requests for certain information from the server. The server holds the request and waits until the information is available from Salesforce. Once the information is available, the server sends the response to the client immediately. In this case, a PushTopic is created with the query.

Each PushTopic record will correspond to a PushTopic channel. This channel defines which record creates, updates, deletes or undeletes events will generate the notifications. The client subscribes to the PushTopic channel. So whenever the defined criterion is met for an object, a notification will be sent to the client.

Creating a PushTopic:

Here is a sample PushTopic created to get notified when there is a change in Salesforce account (whenever an object is newly created or an existing object gets modified)

PushTopic pushTopic = new PushTopic();

pushTopic.Name = ‘AccountUpdates’;

pushTopic.NotifyForOperationUpdate = true;

pushTopic.NotifyForOperationCreate = true;

pushTopic.NotifyForOperationDelete = false;

pushTopic.NotifyForOperationUndelete = false;

pushTopic.Query = ‘SELECT Id, Name FROM Account’;

pushTopic.ApiVersion = 23.0;

insert pushTopic;

Mandatory fields: ApiVersion, Name and Query

 

Receive Notifications in Visualforce page:

There are several steps that can be taken to improve Visualforce performance. For the above PushTopic, in order to receive notification in the visualforce page, we will have to subscribe to the PushTopic from the visualforce page. So whenever an event occurs, the notification will be seen on the visualforce page.

 Output for the above activity:

 

Installation Steps:

  1. Create a PushTopic
  2. Download the CometD compressed archive (.tgz) file (online source)
  3. Extract the compressed file.
  4. Attach the below mentioned static resources in Salesforce.

             json2.js, jquery-1.5.1.js, jquery.cometd.js, cometd.js

  1. Start with the Visualforce page.

 Limitations of Streaming API:

 There are few things to keep in mind while creating the streaming APIs

  1. The maximum length of the query used should be 1300 characters.
  2. Reconnection gap after a successful connection is 40 seconds
  3. Maximum number of subscribers per topic/all topic will be
    1. Performance and Unlimited Editions – 2000
    2. Enterprise Edition – 1000
  4. All other editions – 20
  5. The maximum length of push topic name is 25 characters.
  6. Maximum number of topics for an organization

Recent Post

Sales Cloud Spring ’20 Features

Build a strong and powerful community and go beyond your dreams

Over the last few weeks, we had relished bringing out the outstanding features of Sales Cloud and Service Cloud that will be released in Spring ‘20. Sales, Service, and Community have

Salesforce Service Cloud Spring '20 features

Refine your Customer Care with Salesforce Service Cloud Spring ’20 features

A business grows and prospers when its customers are happy and have no reason to complain. The Salesforce Service Cloud Spring '20 features help your Customer service reps to face

Salesforce Sales Cloud Spring '20 Features

Reimagine your Sales with new Sales Cloud Spring ‘20 Features

Salesforce has always packed loads of pleasant surprises in their Sales Cloud Spring Releases, and as is the norm, it happened this year too. This edition is focused on delivering

Salesforce Duplicate Management

Salesforce Duplicate Management | The key to cut down the roots of duplicity

Duplicity is the bane of any database.  On average, 40- 50% of a company’s data has duplicate copies spread all across the organization. These copies on a collective scale cause

Salesforce Customer 360 Truth

Keep your employees close and customers closer with Salesforce Customer 360 Truth

Customers are an integral part of any business. Therefore, customer satisfaction is always the topmost priority for any enterprise. To ensure customer satisfaction, one must first have an understanding of

Salesforce In-App Guidance

Unboxing Salesforce Winter ’20 edition| Accelerate the adoption with Salesforce In-App guidance

Along with numerous global events taking place this winter, Salesforce has also released its much-awaited Winter '20 edition. And, as always, Salesforce has exceeded the expectations by a fair margin

Financial Services Cloud

Salesforce Financial Services Cloud | Empower your borrowers with Mortgage Innovation

Loans and Mortgages are key elements of today’s economy and there is a likelihood that every adult at some time or other has been part of this process. With time

New Salesforce Mobile App

Enhanced user experience with the New Salesforce Mobile App

We have been witnessing the tremendous improvements that salesforce solutions have brought to every industry. The New Salesforce mobile app has changed the way organizations are doing business. (more…)

Salesforce Sustainability Cloud

Salesforce Sustainability cloud | Most Eco-Friendly Tool in the Shed

With a steep rise in industrial growth all across the world, every year, the carbon emission rates significantly increase from the previous. Such a scenario has made industrialists worry about

Dreamforce Highlights

Top 10 Highlights of Dreamforce 2019

Hi, all Salesforce lovers!  I know that every one of you would have wanted to be part of the Dreamforce ’19, the event of all events.  Congratulations to the lucky

Leave a Reply

Your email address will not be published. Required fields are marked *