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Episode 10 - External Services in Salesforce


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What are external Services in Salesforce and how to integrate without writing single line of code

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Episode 10 - External Services in Salesforce

  1. 1. Path to Code Begin Your Salesforce Coding Adventure
  2. 2. Episode 10 External Services
  3. 3. Salesforce MVP / Developer 6x Salesforce Certifications 500+ Trailhead Badges Abhilasha Singh
  4. 4. Agenda • An Overview of Visual Workflow • Introducing External Services • How to Setup an External Service • Live Demo • Learn more at Trailhead • References
  5. 5. An Overview of FLOW Officially called ‘Visual Workflow’
  6. 6. FLOW: Automate Salesforce with Clicks, not Code • Simple or Complex Business Logic • CRUD Operation • Screens or “headless” • A lot of Control - Variables - Looping - Switches • Blend Clicks and Code with APEX
  7. 7. External Services No-Code API Consumption!
  8. 8. The New “No Code” Version- External Services
  9. 9. Architecture
  10. 10. How to Setup an External Service
  11. 11. Step 1: Setup Named Credentials First, define the Named Credential: • From Setup, enter Named Credentials in the Quick Find box, then select Named Credentials. • Click New Named Credential. • Enter the Label • Enter the URL • Leave other fields as they are and click Save
  12. 12. Step 2: Register Your External Service 1. From Setup in Lightning Experience, enter External Services in the Quick Find box, and select External Services. 2. Click Add an External Service. 3. Enter a service name and an optional description. 4. Choose a named credential. 5. Enter a schema URL path (or endpoint) or provide a complete schema. ... 6. Click Next. 7. Click Done
  13. 13. The API Schema File You can find this API Schema file here:
  14. 14. Live Demo How to use External Services in FLOW
  15. 15. Learn more @ Trailhead Trail Automate Your Business Processes with Lightning Flow Module External Services Superbadge Process Automation Specialist
  16. 16. Resources  Create a FLOW for your External Services  Cloud FLOW Designer Guide  External Services with Clicks, NOT Code
  17. 17. Q & A
  18. 18. Thank You