- From Setup, enter Flow in the Quick Find box, then select Flows.
- Click New Flow.
- Make sure Start from Scratch is selected, and click Next.
- Select Screen Flow and click Create.
- In the button bar, change the Auto-Layout setting to 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.
When I change filter to type, I don't see an option for external service, I've attached a screenshot
6 risposte
Yes, indeed you are missing the "External Service" type. To create it, you need to follow the steps described in this Challenge.
1. Click Gear Icon --> Setup --> In the search field type "named credentials" and select it --> Click New -> New Legacy
- From Setup, enter Named Credentials in the Quick Find box, and select Named Credentials.
- From the dropdown menu next to the New button, select New Legacy.
- For Label, enter Bank.
- For Name, enter Bank (in English).
- For URL, enter https://th-external-services.herokuapp.com
- Leave other fields as they are and click Save.
After them:
- From Setup, enter External Services in the Quick Find box, then select External Services.
- Click Add an External Service.
- On the Select an API Source page, select From API Specification.
- Click Next.
- For External Service Name, enter BankService (no space).
- For Select a Named Credential, select Bank (the Named Credential we just created).
- For Service Schema select Relative URL.
- For URL enter /accounts/schema. This string is added to the Named Credential we just made. It's the relative URL that points to the API spec. Together, they form the full URL from our service provider. For example: https://th-external-services.herokuapp.com/accounts/schema.
- Click Save & Next.
- Select all of the Operations.
- Click Next. A list of External Service Actions appears. These actions are now available to you in Flow Builder. Use the scrollbar to view them all. The operations in your API spec have now become invocable actions in Salesforce.
- Click Finish.
After that, you will be able to continue with your next Challenge:
Sincerely,
Mykhailo Vdovychenko
Bringing Cloud Excellence with IBVCLOUD OÜ