Requirement:
Whenever Opportunity becomes Closed Won, create an Invoice in Billing System.
Business Scenario:
ABC Technologies purcheses an Internet Package worth $50,000.
1.Customer : ABC Technologies
2.Product : Internet Package
3.Amount : $50,000
4.Opportunity : Closed Won
Instead of directly calling Billing API from the Opportunity Trigger:
Opportunity => Platform Event => Billing Systen
External System setup:
Step 1: Create MockAPI Account
Website: https://mockapi.io
Actions: open sign up & login.
Step 2: Create Project
-click New Project
Name - Salesforce Billing System
Step 3: Create Invoice Resource
Inside Project:
create Resource:
Resource Name - Invoices
Fields:
- invoiceNumber
- customerName
- amount
- status
- opportunityid
Expected Structure:
{
"invoiceNumber":"IN001",
"customerName": "ABC Technologies",
"amount" : 5000,
"status":"Generated",
"opportunityId":"006XXXXXX"
}
Step 4: Verify API Endpoint
MockAPI generates URL:
Example:
Test in postman:
output:
data get created by 1 and if you want to see the data click on endpoint
Now Comes to Salesforce
Step 1: Create Named Credential in Salesforce
Step 2: Salesforce Platform Event
Create Platform Event and Custom Fields
Step 3: Publish Event
Business Rule:
Opportunity Stage= Closed Won
flow: Opportunity =============> Closed Won ======> Publish Platform Event
Step 4: Platform Event Subscriber
Create Trigger: Opportunity_Won__e
trigger OpportunityTriggerIntegration on Opportunity (after update) {
OpportunityTriggerHandler.publishWonEvent(Trigger.new,Trigger.oldMap);
}
Handler class:
public with sharing class OpportunityTriggerHandler {
public static void publishWonEvent(List<Opportunity> newOpps,
Map<Id, Opportunity> oldMap){
List<Opportunity_Won__e> eventsToPublish = new List<Opportunity_Won__e>();
for(Opportunity opp : newOpps){
Opportunity oldOpp = oldMap.get(opp.Id);
if(opp.StageName == 'Closed Won' && oldOpp.StageName != 'Closed Won'){
eventsToPublish.add(
new Opportunity_Won__e(
OpportunityId__c = opp.Id,
OpportunityName__c = opp.Name,
AccountName__c = opp.Account.Name,
Amount__c = opp.Amount
)
);
}
}
if(!eventsToPublish.isEmpty()){
EventBus.publish(eventsToPublish);
}
}
}
Trigger on OpportunityWonEventTrigger:
trigger OpportunityWonEventTrigger on Opportunity_Won__e (after insert) {
List<Opportunity_Won__e> events = new List<Opportunity_Won__e>();
events.addAll(Trigger.New);
System.enqueueJob(new BillingIntegrationQueueable(events));
}
public with sharing class BillingIntegrationQueueable
implements Queueable, Database.AllowsCallouts {
private List<Opportunity_Won__e> events;
public BillingIntegrationQueueable( List<Opportunity_Won__e> events ){
this.events = events;
}
public void execute(QueueableContext qc){
for(Opportunity_Won__e evt : events){
try{
InvoiceRequest requestObj = new InvoiceRequest();
requestObj.invoiceNumber = 'INV-' + Datetime.now().getTime();
requestObj.customerName = evt.AccountName__c;
requestObj.amount = evt.Amount__c;
requestObj.opportunityId = evt.OpportunityId__c;
requestObj.status = 'Generated';
HttpRequest req = new HttpRequest();
req.setEndpoint('callout:MockAPI');
//req.setEndpoint('callout:MockAPI/api/v1/invoices');
req.setMethod('POST');
req.setHeader('Content-Type', 'application/json' );
req.setBody(JSON.serialize(requestObj));
Http http = new Http();
HttpResponse res = http.send(req);
BillingLogger.logSuccess(
evt.OpportunityId__c,
res.getStatusCode(),
res.getBody()
);
}catch(Exception ex){
BillingLogger.logError( evt.OpportunityId__c, ex.getMessage() );
}
}
}
public class InvoiceRequest{
public String invoiceNumber;
public String customerName;
public Decimal amount;
public String opportunityId;
public String status;
}
}
flow: platform Event ==========> subscribe Trigger =========> Queueable Job
Diagram:
opp trigger --> EventBus.publish()-->Platform Event-->Subscriber Trigger
Step 8: Queueable Integration:
Queueable Performance
Platform EventReceived=>Prepare JSON=>POST Request=>MockAPI
Payload:
{
"invoiceNumber":"IN001",
"customerName": "ABC Technologies",
"amount" : 5000,
"status":"Generated",
"opportunityId":"006XXXXXX"
}
Step 5: Verify MockAPI
Open: MockAPI Dashboard
Navigate : Invoices Resources
How it works:
create opportunity
Response:
External system: Invoice got create below as 2 , click on endpoint.
Once we click on endpoint below output will show:
Complete Flow Diagram:
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