Access External Business Actions | Use External Services With a Flow
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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.
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00:00 Introduction
01:16 Screen Flow
04:18 Users
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