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The Send2CRM package can be configured to conditionally raise Salesforce Platform Events for inbound data. This expands the options for custom processing including providing access to data not automatically saved to Salesforce, such as custom Session Events.

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Handle Platform Event

Create a Salesforce Flow or trigger to handle the S4S Cloud Send2CRM Automation Event (send2crm__s2cAutomationEvent__e). This includes the following fields:

Automation (send2crm__s2cAutomation__c)

The Id of the Automation record that triggered the event.

Event Name (send2crm__Event_Name__c)

The Name Value from the automation record.

Event Data (send2crm__Event_Data__c)

Serialized JSON containing values from the Tested Data Type object.

Visitor Id (send2crm__VisitorId__c)

The Id of the associated Visitor record. Note this may be null for form submissions that do not implement identification.

Match Automation

The first step is generally to ensure that you are handling the correct automation. This In a Salesforce Flow, this can be achieved in one of two ways:

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