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ç»é¢ãã£ã³ãã¹ã§ã¯ãAPI ä»æ§ã®å ¥åãã©ã¡ãŒã¿ãŒã«å¯Ÿå¿ãããŠãŒã¶ãŒããã®å ¥åãåéã§ããŸãã
- [Setup (èšå®)] ãã [Quick Find (ã¯ã€ãã¯æ€çŽ¢)] ããã¯ã¹ã«
Flows
(ãããŒ) ãšå ¥åãã[Flows (ãããŒ)] ãéžæããŸãã
-
[New Flow (æ°èŠãããŒ)] ãã¯ãªãã¯ããŸãã
-
[Start from Scratch (æåããéå§)] ãéžæãããŠããããšã確èªã㊠[Next (次ãž)] ãã¯ãªãã¯ããŸãã
-
[Screen Flow (ç»é¢ãããŒ)] ãéžæãã[Create (äœæ)] ãã¯ãªãã¯ããŸãã
- ãã¿ã³ããŒã§ã[Auto-Layout (èªåã¬ã€ã¢ãŠã)] èšå®ã [Free-Form (èªç±åœ¢åŒ)] ã«å€æŽããŸãã
- ããŒã«ããã¯ã¹ã§ [Elements (èŠçŽ )] ã¿ããéžæãã[Screen (ç»é¢)] èŠçŽ ããã£ã³ãã¹ã«ãã©ãã°ããŸãã
- Label (衚瀺ã©ãã«):
Bank Account Record
(éè¡å£åº§ã¬ã³ãŒã) - API Name (API åç
§å):
Bank_Account_Record
- å
¥åã³ã³ããŒãã³ãã®ãªã¹ãããã[Text (ããã¹ã)] ã³ã³ããŒãã³ãã 2 ã€ã[Flow Label (ãããŒã®è¡šç€ºã©ãã«)] ç»é¢ãã£ã³ãã¹ã«ãã©ãã°ããŸãã
- æåã® [Text (ããã¹ã)] ã³ã³ããŒãã³ããã¯ãªãã¯ããŠåŒ·èª¿è¡šç€ºããŸãã
- Label (衚瀺ã©ãã«):
Last Name on Account
(å£åº§ã®å§) - API Name (API åç
§å):
Last_Name_on_Account
- 2 çªç®ã® [Text (ããã¹ã)] ã³ã³ããŒãã³ããã¯ãªãã¯ããŸãã
- Label (衚瀺ã©ãã«):
Bank Account Type
(éè¡å£åº§çš®å¥) - API Name (API åç
§å):
Bank_Account_Type
-
[Done (å®äº)] ãã¯ãªãã¯ããŸãã
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[Save (ä¿å)] ãã¯ãªãã¯ããŠãããŒãä¿åãããããŒã®ããããã£ãèšå®ããŸãã
- Flow Label (ãããŒã®è¡šç€ºã©ãã«):
Bank Account Records
(éè¡å£åº§ã¬ã³ãŒã) - Flow API Name (ãããŒã® API åç
§å):
Bank_Account_Records
-
[Save (ä¿å)] ãã¯ãªãã¯ããèŠåãç¡èŠããŸãã
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ããã§ã¯ãSalesforce å éšããæ¶ç©ºã®éè¡ã®å£åº§ãè¿œå ããããšããŠããŸãããããªããšã¯éçºè ã§ãªããšã§ããªãã®ã§ã¯ããšãæãã§ãããã? ãããããããªããšã¯ãããŸãããé£ããåŠçã¯ãã¹ãŠå€éšãµãŒãã¹ã«ãã£ãŠå®è¡ãããŸããããšã¯ Flow Builder ã Einstein ããããªã©ã®ããŒã«ã䜿çšããŠæ¥ç¶ãè¡ãã ãã§ãã
ç¶ããã«ã¯ããããŒã®ã¢ã¯ã·ã§ã³èŠçŽ ãšã㊠[addAccount] ã¢ã¯ã·ã§ã³ãè¿œå ããŸãããããã®ã¢ã¯ã·ã§ã³ã¯å ã API ä»æ§ã®æäœã ã£ããã®ã§ããæ¢åã®éè¡å£åº§ãååšããªãå Žåã«ã¯ã[addAccount] ã¢ã¯ã·ã§ã³ã䜿çšããŠéè¡ãµãŒãã¹ã§æ°ããéè¡å£åº§ãäœæããŸãããã®ã¢ã¯ã·ã§ã³ã¯ 2 ã€ã®ãŠãŒã¶ãŒå ¥åãåã蟌ã¿ãBankService ã®æå®ãã°ã€ã³æ å ±ã䜿çšããŠéè¡ãµãŒãã¹ãã³ãŒã«ããååãšå£åº§çš®å¥ã®äž¡æ¹ãäžèŽããæ¢åã®éè¡å£åº§ãæ¢ããŸãã
API ä»æ§ã® addAccount æäœã«ã¯ 2 ã€ã®åºåå€ãããããããããã§å€æ°ãšããŠå®çŸ©ããŸãã
-
201: äžèŽããååãèŠã€ãããŸããã§ãããçŸåšãéè¡å£åº§ããããŸããããã®ãããaddAccount ãä»ããŠæ°ããéè¡å£åº§ãäœæãããŸãã
-
409: äžèŽããååãèŠã€ãã£ããšããäŸå€ - éè¡å£åº§ããã§ã«ååšãããããæ°ããéè¡å£åº§ã¯äœæããŸããããã®å ŽåããããŒå
ã§ã¡ãã»ãŒãžãšæ¢åã®å£åº§ã®è©³çŽ°ãè¿ãããŸãã詳现ãè¿ãããã®ã¯ãã©ã®å£åº§ã«ãã£ãŠ 409 äŸå€ãããªã¬ãŒããããããããããã«ããããã§ãã
ããã§åºåå€ãå®çŸ©ããŠããããŒã®äžæµã«ãããã®ä»ã®èŠçŽ ã§å©çšã§ããããã«ããŸãããã®åå ã®æ®ãã®éšåãåè¬ãããã³ãºãªã³ Challenge ãå®è¡ããã°ãSalesforce ã®äŸ¿å©ãªæ©èœã䜿ãããªããããã«ãªããŸãã
- ããŒã«ããã¯ã¹ã§ [Elements (èŠçŽ )] ã¿ããéžæãã[Action (ã¢ã¯ã·ã§ã³)] èŠçŽ ããã£ã³ãã¹ã«ãã©ãã°ããŸãã
- [Filter By (æ€çŽ¢æ¡ä»¶)] ã [Type (çš®å¥)] ã«å€æŽãã[External Service (å€éšãµãŒãã¹)] ãéžæããŠãæ€çŽ¢ããã¯ã¹ãã¯ãªãã¯ããŸãã
-
[Add Account (ã¢ã«ãŠã³ãã®è¿œå )] ãéžæããŸãã
- Label (衚瀺ã©ãã«):
Add Bank Account
(éè¡å£åº§ã®è¿œå ) - API Name (API åç
§å):
Add_Bank_Account
-
[Account Name (ã¢ã«ãŠã³ãå)] é
ç®ãã¯ãªãã¯ã㊠[Bank Account Record (éè¡å£åº§ã¬ã³ãŒã)] ãéžæãã[Last_Name_on_Account] ãéžæããŸãã
-
[Account Type (å£åº§çš®å¥)] é
ç®ãã¯ãªãã¯ã㊠[Bank Account Record] ãéžæãã[Bank_Account_Type] ãéžæããŸãã
-
[Show advanced options (詳现ãªãã·ã§ã³ã衚瀺)] ã»ã¯ã·ã§ã³ãå±éãã[Manually assign variables (æåã§å€æ°ãå²ãåœãŠ)] ããªã³ã«ããŸãã
- [Store Output Values (åºåå€ãä¿å)] ã§ã[201] é
ç®ãã¯ãªãã¯ãã[New Resource (æ°èŠãªãœãŒã¹)] ãéžæããŸãã
- Resource Type (ãªãœãŒã¹çš®å¥): Variable (å€æ°)
- API Name (API åç
§å):
account
- Data Type (ããŒã¿å): Apex-Defined (Apex å®çŸ©)
- Apex Class (Apex ã¯ã©ã¹): ExternalService__BankService_accountDetails
- Availability Outside the Flow (ãããŒå€éšã§ã®å¯çšæ§): [Available for input (å
¥åã§äœ¿çšå¯èœ)] ãš [Available for output (åºåã§äœ¿çšå¯èœ)] ããªã³ã«ããŸãã
-
[Done (å®äº)] ãã¯ãªãã¯ããŸãã
- [Store Output Values (åºåå€ãä¿å)] ã§ã[409 Exception (409 äŸå€)] é
ç®ãã¯ãªãã¯ãã[New Resource (æ°èŠãªãœãŒã¹)] ãéžæããŸãã
- Resource Type (ãªãœãŒã¹çš®å¥): Variable (å€æ°)
- API Name (API åç
§å):
existingAccount
- Data Type (ããŒã¿å): Apex-Defined (Apex å®çŸ©)
- Apex Class (Apex ã¯ã©ã¹): ExternalService__BankService_accountDetails
- Availability Outside the Flow (ãããŒå€éšã§ã®å¯çšæ§): [Available for input (å
¥åã§äœ¿çšå¯èœ)] ãš [Available for output (åºåã§äœ¿çšå¯èœ)] ããªã³ã«ããŸãã
-
[Done (å®äº)]ã[Done (å®äº)] ã®é ã«ã¯ãªãã¯ããŸãã
å€ãã®éè¡æ åœè ãæ°ããã客æ§ããµã€ã³ã¢ããããŠãããããMaria Thompson ã®å£åº§ããã§ã«ååšããŠããå¯èœæ§ããããŸããããã§ãå£åº§ããã§ã«ååšããŠãããã©ãããè©äŸ¡ããããžãã¯ãè¿œå ããŸããããÂ
決å®ãè¿œå ãã
ãããŒãå®è¡ããããšãå£åº§ãååšããªãå Žåã«ã¯ãããŒã¯å£åº§äœæãã¹ã«è»¢éãããaddAccount ã«ãã£ãŠæ°ãããŠãŒã¶ãŒã®å£åº§ã®æŽæ°ã«é²ã¿ãŸããå£åº§ããã§ã«ååšããå Žå (ããã©ã«ãã®çµæ) ã¯ãæŽæ°ãã¹ã«è»¢éãããéè¡ããã®æ å ±ã§ Salesforce ãŠãŒã¶ãŒã¬ã³ãŒããæŽæ°ããã ãã§ãããã®çš®é¡ã®è©äŸ¡ãšåå²ããžãã¯ã¯ Flow Builder ã®æ±ºå®èŠçŽ ã«æé©ã§ããÂ
- ããŒã«ããã¯ã¹ã® [Elements (èŠçŽ )] ã¿ãããããã£ã³ãã¹ã« [Decision (決å®)] ããã©ãã°ããŸãã
- [New Decision (æ°èŠæ±ºå®)] ãŠã£ã³ããŠã®äžéšã§ã次ã®å€ãå
¥åããŸãã
- Label (衚瀺ã©ãã«):
Bank Account Updated?
(éè¡å£åº§æŽæ°?) - API Name (API åç
§å):
Bank_Account_Updated
(API åç §åã§ã¯æååã®æåŸã®ã?ããåé€ããŸã)
- [Outcomes (çµæ)] ã»ã¯ã·ã§ã³ã®å·ŠåŽã« [New Outcome (æ°ããçµæ)] ãš [Default Outcome (ããã©ã«ãã®çµæ)] ã® 2 ã€ã®çµæããªã¹ããããŠããŸãã
-
[New Outcome (æ°ããçµæ)] ãéžæãããŠããããšã確èªãã[Outcome Details (çµæã®è©³çŽ°)] ã»ã¯ã·ã§ã³ã§æ¬¡ã®å€ãå
¥åããŸãã
- Label (衚瀺ã©ãã«):
Bank Account Created
(éè¡å£åº§ãäœæããã) - API Name (API åç
§å):
Bank_Account_Created
- [Condition Requirements to Execute Outcome (çµæãå®è¡ããæ¡ä»¶ã®èŠä»¶)] ã§ã[All Conditions Are Met (AND) (ãã¹ãŠã®æ¡ä»¶ã«äžèŽ (AND))] ãéžæããŸãã
- [Resource (ãªãœãŒã¹)] ã«æ¬¡ã®æ¡ä»¶ãå
¥åããŸãã
- Resource (ãªãœãŒã¹): existingAccount
- Operator (æŒç®å): Is Null (null)
- Value (å€): True
ããã§ã¯ existingAccount ãªãœãŒã¹ã§ãµãã£ãã¯ã¹ (existingAccount.id ã existingAccount.name ãªã©) ãæå®ããŠããŸãããããã¯ã1 ã€ã®é ç®ã ãã§ãªããªããžã§ã¯ãå šäœã§äžèŽã確èªããããã§ããã€ãŸããæ¢åã®å£åº§ãæŽæ°ããã«ã¯æåã®ç»é¢å ¥åã§æå®ãããååãšå£åº§çš®å¥ã®äž¡æ¹ãäžèŽããå¿ èŠããããŸããäžèŽãèŠã€ãããªãå Žåã¯æ°ããå£åº§ãäœæããŸããÂ
-
[Default Outcome (ããã©ã«ãã®çµæ)] ãéžæãã次ã®ããã«å
¥åããŸãã
- Label (衚瀺ã©ãã«):
Bank Account Found
(éè¡å£åº§ãèŠã€ãã£ã)
-
[Done (å®äº)] ãã¯ãªãã¯ããŸãã
å²ãåœãŠãè¿œå ãã
éè¡å£åº§ããã§ã«ååšããŠããå Žåã¯ããããŒã§ Salesforce ãŠãŒã¶ãŒã® [Account ID (å£åº§ ID)] é ç®ãéè¡ã®å£åº§ ID ã§æŽæ°ããŸãããããå®è¡ããã«ã¯ãå€ãå€æ° (account.id) ã«å²ãåœãŠãå¿ èŠããããŸãã
- ããŒã«ããã¯ã¹ããã[Assignment (å²ãåœãŠ)] ããã£ã³ãã¹ã«ãã©ãã°ããŸãã
- [New Assignment (æ°èŠ å²ãåœãŠ)] ãŠã£ã³ããŠã§ã次ã®å€ãå
¥åããŸãã
- Label (衚瀺ã©ãã«):
Assign Existing Bank Account ID
(æ¢åã®éè¡å£åº§ ID ã®å²ãåœãŠ) - API Name (API åç
§å):
Assign_Existing_Bank_Account_ID
- [Set Variable Values (å€æ°å€ãèšå®)] ã§ã次ã®å€ãå
¥åããŸãã
- Variable (å€æ°): [account] ãéžæã㊠[id] ãéžæããŸãã
- Operator (æŒç®å): Equals (次ã®æååãšäžèŽãã)
- Value (å€): [existingAccount] ãéžæã㊠[id] ãéžæããŸãã
-
[Done (å®äº)] ãã¯ãªãã¯ããèŠåãç¡èŠããŸãã
ã¬ã³ãŒãèŠçŽ ãè¿œå ããŠæŽæ°ãã
å€æ°ã«ä¿åãããå€ã䜿çšããŠãSalesforce ãŠãŒã¶ãŒã¬ã³ãŒãã®éè¡å£åº§çš®å¥ãšéè¡å£åº§ ID ãæŽæ°ããŸããããÂ
- ããŒã«ããã¯ã¹ããã[Update Records (ã¬ã³ãŒããæŽæ°)] èŠçŽ ããã£ã³ãã¹ã«ãã©ãã°ããŸãã
- [New Update Records (æ°èŠã®ã¬ã³ãŒãã®æŽæ°)] ãŠã£ã³ããŠã§ã次ã®å€ãå
¥åããŸãã
- Label (衚瀺ã©ãã«):
Update Salesforce User Record
(Salesforce ãŠãŒã¶ãŒã¬ã³ãŒãã®æŽæ°) - API name (API åç
§å):
Update_Salesforce_User_Record
-
[Specify conditions to identify records, and set fields individually (ã¬ã³ãŒããèå¥ããæ¡ä»¶ãæå®ããé
ç®ãåå¥ã«èšå®)] ãéžæããŸãã
- [Update Records of This Object Type (ãã®ãªããžã§ã¯ãçš®å¥ã®ã¬ã³ãŒããæŽæ°)] ã§ã次ã®ããã«èšå®ããŸãã
- Object (ãªããžã§ã¯ã): User (ãŠãŒã¶ãŒ)
- [Filter User Records (ãŠãŒã¶ãŒã¬ã³ãŒããçµã蟌ã¿)] ã§ã次ã®ããã«èšå®ããŸãã
- Condition Requirements for record to update (ã¬ã³ãŒããæŽæ°ããæ¡ä»¶ã®èŠä»¶): All Conditions Are Met (AND) (ãã¹ãŠã®æ¡ä»¶ã«äžèŽ (AND))
- Field (é
ç®): LastName
- Operator (æŒç®å): Equals (次ã®æååãšäžèŽãã)
- Value (å€): Last_Name_on_Account
- [Set Field Values for the User Records (ãŠãŒã¶ãŒã¬ã³ãŒãã®é
ç®å€ãèšå®)] ã§ã次ã®ããã«èšå®ããŸãã
- Field (é
ç®): Account_ID__c
- Value (å€): [account] ãéžæã㊠[id] ãéžæããŸã ([Apex-Defined (Apex å®çŸ©)] ã®äž)ã
-
[+ Add Field (+ é
ç®ãè¿œå )] ãã¯ãªãã¯ããŸãã
- Field (é
ç®): Account_Type__c
- Value (å€): Bank_Account_Type ([Screen Components (ç»é¢ã³ã³ããŒãã³ã)] ã®äžã[Apex-Defined (Apex å®çŸ©)] ã®äžã§ã¯ãããŸããã)
-
[Done (å®äº)] ãã¯ãªãã¯ããŸãã
èŠçŽ ãæ¥ç¶ãã
ããäžæ¯ã§ããããšã¯ãããŒãæ¥ç¶ããã ãã§ããã³ãã¯ã¿ããŒãã察象èŠçŽ ã«ãã©ãã°ããŠæ£ããé åºã§èŠçŽ ãæ¥ç¶ããããžãã¹ããã»ã¹ãå®è¡æã«æ£ããæµãã§å®è¡ãããããã«ããŸããããä¿åããããšããå¿ããªãã Â
-
[Start (éå§)] ã [Screen Bank Account Record (ç»é¢ éè¡å£åº§ã¬ã³ãŒã)] ã«æ¥ç¶ããŸãã
-
[Screen Bank Account Record (ç»é¢ éè¡å£åº§ã¬ã³ãŒã)] ã [Action Add Bank Account (ã¢ã¯ã·ã§ã³ éè¡å£åº§ã®è¿œå )] ã«æ¥ç¶ããŸãã
-
[Action Add Bank Account (ã¢ã¯ã·ã§ã³ éè¡å£åº§ã®è¿œå )] ã [Decision Bank Account Updated? (æ±ºå® éè¡å£åº§æŽæ°?)] ã«æ¥ç¶ããŸãã
- ãã£ã³ãã¹äžã§ [Decision (決å®)] èŠçŽ ã®äœçœ®ã調æŽããŠãäž¡åŽã«åºåã³ãã¯ã¿ã®ã¹ããŒã¹ãããããã«ããŸãã
-
[Decision Bank Account Updated? (æ±ºå® éè¡å£åº§æŽæ°?)] ã®çµæã [Assignment Assign Existing Bank Account ID (å²ãåœãŠ æ¢åã®éè¡å£åº§ ID ã®å²ãåœãŠ)] ã«æ¥ç¶ããŸãã
- ã¡ãã»ãŒãžã衚瀺ããããã決å®çµæã« [Bank Account Found (éè¡å£åº§ãèŠã€ãã£ã)] ãéžæããŠãã¹ã«å²ãåœãŠã[Done (å®äº)] ãã¯ãªãã¯ããŸãã
-
[Assignment Assign Existing Bank Account ID (å²ãåœãŠ æ¢åã®éè¡å£åº§ ID ã®å²ãåœãŠ)] ã [Update Records Update Salesforce User Record (ã¬ã³ãŒãã®æŽæ° Salesforce ãŠãŒã¶ãŒã¬ã³ãŒãã®æŽæ°)] ã«æ¥ç¶ããŸãã
-
[Decision Bank Account Updated? (æ±ºå® éè¡å£åº§æŽæ°?)] ã [Update Records Update Salesforce User Record (ã¬ã³ãŒãã®æŽæ° Salesforce ãŠãŒã¶ãŒã¬ã³ãŒãã®æŽæ°)] ã«æ¥ç¶ããŸãã
-
[Save (ä¿å)] ãã¯ãªãã¯ããŸãã
ãããŒããããã°ãã
ããå°ãã§å®äºã§ããäœæ¥ãçµããåã«ãããã°ã¢ãŒãã䜿çšããŠãããŒããã§ãã¯ããŸããããÂ
-
[Debug (ãããã°)] ãã¯ãªãã¯ããŸãã
-
[Show details of what's executed and render flow in Lightning runtime (å®è¡å
容ã®è©³çŽ°ã衚瀺ããŠãLightning ã©ã³ã¿ã€ã ã§ãããŒã衚瀺ããŸã)] ããªã³ã«ããŸãã
-
[Run (å®è¡)] ãã¯ãªãã¯ããŸãã
- [Last Name on Account (å£åº§ã®å§)] ã«
Thompson
ãšå ¥åãã[Bank Account Type (éè¡å£åº§çš®å¥)] ã«Checking
(åœåº§é é) ãšå ¥åããŸãã
-
[Next (次ãž)] ãã¯ãªãã¯ããŸãã
ãã®å ¥åã䜿çšããŠãããŒãå®è¡ãããŸããÂ
[Debug Details (ãããã°ã®è©³çŽ°)] ã§ãäœæããã°ããã®ãããŒå šäœã確èªããŸããÂ
ãŸãããã¹ãå ¥åããããŸãã次㫠BANKSERVICE.ADDACCOUNT ã®äžã§ã¯ããã¹ãå ¥åãé©åã«å²ãåœãŠãããåºåã次ã®ããããã瀺ãããšã確èªã§ããŸããæ¢åã®ã¢ã«ãŠã³ã:
{!existingAccount} = 409exc
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