Create a Flow Using External Services Actions | Use External Services With a Flow
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Use External Services With a Flow: • Use External Services With a Flow
Create a Flow Using External Services Actions: https://trailhead.salesforce.com/cont...
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.
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00:00 Introduction
00:42 Add the Screen Canvas
01:52 Add an Action
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