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Showing posts with the label External Data

Post Data to External Systems (Open Beta): Summer'23 Salesforce Release

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Customer Need Organizations need a way to declaratively add Salesforce data to external systems to reduce the dependency on developers. Solution / How To Configure Create a reusable HTTP Callout action and use POST to perform a callout that adds resource to any HTTP-based API. To set Request Body, create resource and select Apex-defined type that parses the action’s Body. Then add an Assignment element, select the output variable from the previous step and map each body field. Use Case Add records to ext. system when products are added to Salesforce. Add leads and contacts to external marketing automation tool. Process a payment transaction through an ext payment gateway. Impact Reduce code Increase productivity

Get External Data into Flow : Summer'23 Salesforce Release

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                                                         HTTP Callout GET method Customer Need Organizations need a way to declaratively automate Salesforce processes based on external system data to reduce the dependency on developers for integrations. Solution / How To Configure Create named credential to configure auth to the endpoint. From the Flow Action element, create a reusable HTTP Callout action. Use GET method to perform a callout that gets data from any HTTP-based API. Use output of action within your flow. Use Case Real-time currency exchange rates within a screen flow. Bring weather data onto a contact record. Perform a credit score lookup and update record with status. Impact Reduce code Increase productivity