A high-performance, bidirectional data synchronization engine using Salesforce Platform Events to connect a custom real estate portal with Salesforce, enabling real-time lead activity tracking, automated agent testimonials, and dynamic client engagement metrics.
Tools: Platform Events, Custom Triggers, APEX Classes, Salesforce API, Custom Objects, Custom Fields, Record Triggered Flows
The brokerage required a seamless, real-time connection between the public-facing search portal and the internal Salesforce environment. Agents needed immediate visibility into client behaviors—such as property views, budget adjustments, and login frequency—to provide timely service, while the marketing team needed an automated way to push agent bios and testimonials to the web without manual coding. The primary challenge was maintaining data integrity across both platforms without the lag of traditional batch processing or the overhead of complex, rigid API integrations that are difficult to update as business requirements evolve.
We architected an event-driven integration framework leveraging Platform Events to facilitate an asynchronous, "publish-and-subscribe" relationship between Salesforce and the website. This solution allows Salesforce to act as the single source of truth for agent profiles (originally User-based, later migrated to the custom People Object), client activity and client testimonials. By utilizing the Salesforce API to digest incoming payloads from the site, we created a "Bi-Sync" ecosystem that captures granular website insights and translates them into actionable data. This architecture is highly extensible; as new business needs arise, I can simply update the Platform Event schema to include new data points without disrupting the existing integration. Key technical milestones included the development of a "Review-to-Web" pipeline that automates the display of agent testimonials, a Web-to-Lead Behavioral Engine that captures granular listing views, area of interest and budget data, and a seamless Object Migration that transitioned agent profile data from the standard User object to a custom People record without disrupting the live site.
The system functions through a series of automated triggers and subscriptions that monitor and broadcast data in real-time. When a staff member updates an agent’s bio or a new record is added to the Custom Review Object, Salesforce publishes a Platform Event that the website immediately consumes to refresh agent bio pages and testimonials. Conversely, as clients interact with the site, the portal publishes events back to Salesforce containing data such as listing views, areas of interest, and budgets. A record-triggered flow monitors these incoming events to update Contact records and trigger real-time email alerts to agents when a client logs in, while simultaneously funneling this data into custom homepage graphs for instant engagement visualization. This architecture ensures that all professional bios, headshots, and designations remain synced, allowing 600+ agents to take immediate action on daily client activity through a unified, data-rich interface.