Salesforce Webhooks & Events Skill

Salesforce Webhooks & Events

Overview

Salesforce doesn't use traditional webhooks. Instead, it offers Platform Events, Change Data Capture (CDC), and Outbound Messages for real-time data flow. All use the CometD (Bayeux) streaming protocol via jsforce.

Prerequisites

jsforce installed with connection configured
Platform Events or CDC enabled in your org
Understanding of publish/subscribe patterns
Express.js for Outbound Message endpoints

Event Mechanism Comparison

| Mechanism | Direction | Use Case | Retention | |-----------|-----------|----------|-----------| | Platform Events | Bi-directional | Custom event bus | 72 hours | | Change Data Capture (CDC) | Salesforce → External | Record change notifications | 3 days | | Outbound Messages | Salesforce → External | Workflow-triggered HTTP POST | Until confirmed | | Streaming API (PushTopics) | Salesforce → External | SOQL-based subscriptions | No replay |

Instructions

Step 1: Subscribe to Change Data Capture (CDC)

import jsforce from 'jsforce';

const conn = new jsforce.Connection({
  loginUrl: process.env.SF_LOGIN_URL,
});
await conn.login(process.env.SF_USERNAME!, process.env.SF_PASSWORD! + process.env.SF_SECURITY_TOKEN!);

// Subscribe to Account changes
// CDC channel format: /data/AccountChangeEvent
const subscription = conn.streaming.topic('/data/AccountChangeEvent').subscribe((message) => {
  const header = message.payload.ChangeEventHeader;
  console.log('Change Type:', header.changeType);       // CREATE, UPDATE, DELETE, UNDELETE
  console.log('Record IDs:', header.recordIds);
  console.log('Changed Fields:', header.changedFields);
  console.log('User ID:', header.commitUser);

  // Access changed field values
  if (header.changeType === 'UPDATE') {
    console.log('New values:', message.payload);
    // Only changed fields are populated in the payload
  }
});

// Enable CDC for objects in Setup:
// Setup > Integrations > Change Data Capture > Select Objects

Step 2: Publish and Subscribe to Platform Events

// Define a Platform Event in Salesforce:
// Setup > Platform Events > New Platform Event
// Example: Order_Status__e with fields:
//   - Order_Id__c (Text)
//   - Status__c (Text)
//   - Amount__c (Number)

// Publish a Platform Event via API
await conn.sobject('Order_Status__e').create({
  Order_Id__c: 'ORD-12345',
  Status__c: 'Shipped',
  Amount__c: 499.99,
});

// Subscribe to Platform Events
const eventSub = conn.streaming.topic('/event/Order_Status__e').subscribe((message) => {
  console.log('Event received:', {
    orderId: message.payload.Order_Id__c,
    status: message.payload.Status__c,
    amount: message.payload.Amount__c,
    replayId: message.event.replayId,
  });
});

// Use replayId to resume from a specific point (-1 = new only, -2 = all available)
conn.streaming.topic('/event/Order_Status__e', { replayId: -2 }).subscribe((message) => {
  // Receives all stored events (up to 72 hours)
});

Step 3: Handle Outbound Messages (SOAP-based)

// Outbound Messages are sent by Salesforce Workflow Rules or Flows
// They are SOAP XML posts to your endpoint

import express from 'express';
import { parseString } from 'xml2js';

const app = express();
app.use(express.text({ type: 'text/xml' }));

app.post('/salesforce/outbound-message', (req, res) => {
  parseString(req.body, (err, result) => {
    if (err) {
      console.error('XML parse error:', err);
      return res.status(400).send('Invalid XML');
    }

    // Extract notification data
    const notification = result['soapenv:Envelope']['soapenv:Body'][0]
      ['notifications'][0]['Notification'][0];

    const sobject = notification['sObject'][0];
    console.log('Record ID:', sobject['sf:Id'][0]);
    console.log('Object Type:', sobject.$['xsi:type']);

    // Respond with acknowledgment (required!)
    res.type('text/xml').send(`<?xml version="1.0" encoding="UTF-8"?>
      <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/"
        xmlns:out="http://soap.sforce.com/2005/09/outbound">
        <soapenv:Body>
          <out:notificationsResponse>
            <out:Ack>true</out:Ack>
          </out:notificationsResponse>
        </soapenv:Body>
      </soapenv:Envelope>`);
  });
});

Step 4: Robust Event Processing

// Idempotent event handler with replay ID tracking
import { Redis } from 'ioredis';
const redis = new Redis(process.env.REDIS_URL);

async function processEvent(message: any): Promise<void> {
  const replayId = message.event.replayId;
  const eventKey = `sf:event:${replayId}`;

  // Check if already processed (idempotency)
  if (await redis.exists(eventKey)) {
    console.log(`Event ${replayId} already processed, skipping`);
    return;
  }

  try {
    // Process the event
    const changeType = message.payload.ChangeEventHeader?.changeType;
    const recordIds = message.payload.ChangeEventHeader?.recordIds || [];

    switch (changeType) {
      case 'CREATE':
        await handleRecordCreated(recordIds, message.payload);
        break;
      case 'UPDATE':
        await handleRecordUpdated(recordIds, message.payload);
        break;
      case 'DELETE':
        await handleRecordDeleted(recordIds);
        break;
    }

    // Mark as processed with 7-day TTL
    await redis.set(eventKey, '1', 'EX', 86400 * 7);

    // Save replay ID for resume on restart
    await redis.set('sf:last-replay-id', replayId.toString());
  } catch (error) {
    console.error(`Failed to process event ${replayId}:`, error);
    throw error; // Let retry logic handle it
  }
}

Output

CDC subscription for real-time record change notifications
Platform Event publishing and subscribing
Outbound Message endpoint with SOAP acknowledgment
Idempotent event processing with replay ID tracking

Error Handling

| Issue | Cause | Solution | |-------|-------|----------| | 403: CDC not enabled | Object not selected for CDC | Setup > Change Data Capture > select objects | | EVENT_OR_PUSHTTOPIC_NOT_FOUND | Platform Event doesn't exist | Create in Setup > Platform Events | | Missed events | Client disconnected | Use replayId to resume from last position | | Duplicate processing | No idempotency check | Track processed replayId values in Redis | | Outbound Message retry | Ack not sent | Return <Ack>true</Ack> XML response |

Resources

Next Steps

For performance optimization, see salesforce-performance-tuning.

Agent Skills: Salesforce Webhooks & Events

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