Access External Business Actions | Use External Services With a Flow

Описание: #salesforce
#trailhead
#salestraining
#salesforcetrailhead

Use External Services With a Flow

Access External Business Actions: https://trailhead.salesforce.com/cont...

From Setup, enter Flow in the Quick Find box, then select Flows.
Click New Flow, and then select Screen Flow.
Click Create.
Select Free-Form.
From the toolbox, with the Elements tab selected, drag Action onto the canvas.
To see the actions imported by External Services based on the API spec we used in the previous step, change Filter By to Type, select External Service, and click in the search box.
To see the actions grouped by an External Services registration (in this example, BankService), change Filter By to Category, select BankService, and click in the search box. When you’re done viewing the available BankService actions, we can move on.
Click Cancel and return to Setup.
From Setup, select Object Manager, then select User.
Click Fields & Relationships, then click New.
Under Data Type, select Text and click Next.
For Field Label, use Account Type and for Length use 25. Leave the rest of the defaults, and click Next.
Make sure that the field-level security is set to visible for profiles you use in your org and click Next, then Save & New.
Under Data Type, select Text and click Next.
For Field Label, use Account ID and for Length use 25. Leave the rest of the defaults, and click Next.
Make sure that the field-level security is set to visible for profiles you use in your org and click Next.
Click Save.
Create a User Record
Next, create a user record for your client, Maria Thompson.

From Setup, enter Users in the Quick Find box, then select Users.
Click New User.
For First Name, enter Maria
For Last Name, enter Thompson
For User License, select Salesforce Platform.
For Profile, select Standard Platform User.
Since this is a test org, use your own email address.
Enter a username that looks like an email address. Usernames must be unique across ALL of Salesforce. Choose a username like:
external.
…or create a username of your choice that is unique
Click Save.

salesforce trailhead flow, screen flow salesforce trailhead, schedule trigger flow salesforce trailhead, record trigger flow salesforce trailhead, autolaunched flow salesforce trailhead,
lightning flow salesforce trailhead, salesforce flow orchestrator trailhead, salesforce flow for service trailhead, 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
01:16 Screen Flow
04:18 Users