Posts

Showing posts with the label Flow

Program Assignment Invocable Action : Summer'23 Salesforce Release

Image
                                   Invocable Action in Flow to dynamically assign Programs Customer Need Assign Enablement Users to Enablement Programs based on any criteria supported in Flow. Solution / How To Configure Users with the Manage Flows permissions can create “assign enablement program” actions in Flow builder . Use Case Automatically assign reps to Enablement onboarding programs based on their inclusion in a new group, account, opportunity. Impact User productivity

Get External Data into Flow : Summer'23 Salesforce Release

Image
                                                         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