Create a Flow Using External Services Actions | Use External Services With a Flow

#salesforce #trailhead #salestraining #salesforcetrailhead Use External Services With a Flow: https://www.youtube.com/playlist?list=PLqIjn-zAqU7KzYOiVLbso41z0rfvby7gG Create a Flow Using External Services Actions: https://trailhead.salesforce.com/content/learn/projects/use-external-services-with-a-flow/create-a-flow-using-external-services-actions From Setup, enter Flows in the Quick Find box, then select Flows. Click New Flow, select Screen Flow, and click Create. Change the Auto-Layout default to Free-Form. From the toolbox, with the Elements tab selected, drag the Screen element onto the canvas. Label: Bank Account Record API Name: Bank_Account_Record From the list of Input components, drag two Text components into the Flow Label screen canvas. Click to highlight the first Text component Label: Last Name on Account API Name: Last_Name_on_Account Click the second Text component Label: Bank Account Type API Name: Bank_Account_Type Click Done. Click Save to save the flow and set the flow’s properties. Flow Label: Bank Account Records Flow API Name: Bank_Account_Records Click Save and ignore any warningFrom the toolbox, with the Elements tab selected, drag the Action element onto the canvas. Change Filter By to Type, select External Service, and click in the search box. Select addAccount. Label: Add Bank Account API Name: Add_Bank_Account Under Set Input Values, click in the accountName field, enter Name and select Last_Name_on_Account. Under Set Input Values, click in the accountType field, enter Type and select Bank_Account_Type. Expand the Advanced section, and check Manually assign variables. Under Store Output Values, click in the _201 field, select New Resource. Under New Resource Resource Type: Variable API Name: account Data Type: Apex-Defined Apex Class: ExternalService__BankService_accountDetails Availability Outside the Flow: Select Available for input and Available for output Click Done. Under Store Output Values, click in the _409 Exception field, select New Resource. Resource Type: Variable API Name: existingAccount Data Type: Apex-Defined Apex Class: ExternalService__BankService_accountDetails Availability Outside the Flow: Select Available for input and Available for output Click Done and Done. From the Elements tab in the toolbox, drag Decision onto the canvas. At the top of the New Decision window, enter these values. Label: Bank Account Updated? API Name: Bank_Account_Updated (Remove the ? at the end of the string for the API_Name) In the Outcomes section, notice the two listed outcomes on the left: New Outcome and Default Outcome. Make sure that New Outcome is selected, and enter these values into the Outcome Details section. Label: Bank Account Created API Name: Bank_Account_Created For Condition Requirements to Execute Outcome, select All Conditions Are Met (AND). For Resource, enter these conditions. Resource: existingAccount Operator: Is Null Value: $GlobalConstant.true Notice that the existingAccount resource does not specify a suffix such as existingAccount.id or existingAccount.name. That's because you want to check for a match across the whole object, not just a single field. This means that the name and account type, given at the initial screen input, must both match in order to update an existing account. If you don’t find a match, you create a new account. Select Default Outcome and enter: Label: Bank Account Found Click Done. work with salesforce records in flows trailhead solution, salesforce flow trailhead solution, salesforce trailhead flow builder, salesforce trailhead use external services in a flow, salesforce flow examples, flow basics salesforce trailhead, salesforce flow business hours, salesforce screen flow examples, flow builder salesforce trailhead, how does flow builder relate to salesforce flow trailhead, salesforce flow decision examples 00:00 Introduction 00:42 Add the Screen Canvas 01:52 Add an Action