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CRM Brew
Приєднався 28 гру 2022
Demystifying Salesforce Flow with HTTP Callout using OAuth 2.0 Open ID Connect (Video Tutorial)
Topics:
1. How to acquire Consumer Key and Consumer Secret,
2. Where to find Authorize and Token Endpoint URLs,
3. Setting the Callback URL on your 3rd Party App,
4. OAuth 2.0 Authentication Provider,
5. External Credential & Named Credential,
6. Create an Invocable Action that uses External Service,
7. Producing a Sample Response with Postman,
8. Build a fully-functioning Screen Flow, and
9. Detailed steps to fix the most common error messages!
1. How to acquire Consumer Key and Consumer Secret,
2. Where to find Authorize and Token Endpoint URLs,
3. Setting the Callback URL on your 3rd Party App,
4. OAuth 2.0 Authentication Provider,
5. External Credential & Named Credential,
6. Create an Invocable Action that uses External Service,
7. Producing a Sample Response with Postman,
8. Build a fully-functioning Screen Flow, and
9. Detailed steps to fix the most common error messages!
Переглядів: 5 716
Відео
Search for an Individual in a Flow Salesforce Spring '23 (Video Tutorial)
Переглядів 2 тис.Рік тому
In this video tutorial, we take a look at the "Search for an Individual" action in Salesforce Flow Builder, which does a SOSL search on the Contact or Lead record. For written instructions and the considerations for using this Flow Action, please visit: crmbrew.com/search-for-an-individual-flow-action-salesforce/
Convert Processes to Flows with the Migrate to Flow Tool with Salesforce Spring '23 (Video Tutorial)
Переглядів 2,1 тис.Рік тому
In this video, I walk you through the "Migrate to Flow" tool in Salesforce to convert a Process Builder to Flow. Also, using Workbench, I show you a hidden trick to open your unconverted Process as a Flow Definition to see what Salesforce is doing under the hood! For a written outline of the steps, please visit: crmbrew.com/how-to-use-migrate-to-flow-tool-video-tutorial/
Create HTTP Callout for Salesforce Flow (Spring '23 Beta Feature)
Переглядів 2,1 тис.Рік тому
Bring External Data into Flow Builder Without Code! In this video, we're going to ping a public REST endpoint that will give us a Cat Fact and then display that fact in a Screen Flow. To see an outline of the steps as well as considerations for using this feature, please visit: crmbrew.com/create-http-callout-salesforce-flow/
Extremely Helpfull .Very Few people have explained web server flow Using Named Credentails
This was extremely helpful and easy to follow. Thank you! I learned a new skill thanks to you.
I love this so much, I am just having trouble linking the data table to the search action. I loved the way you set that up to show the search results. do you have any tips?
This was extremely helpful. Much thanks
Thank you for actually walking through every step. Very helpful.
Thak you for this demo. it was really helpful.. I have question. I was abel to set HTTP request using flow and named credentials.. problem is, Authorization token is valid only for 2 minutes and then, authentification failed. To be waorkable, I have to go to ext Named credentails => principal =. authorize.. then it is working but only for 2 minutes.. I thought whole feature of named credentials is, that authorization is done when Http request is called.. but it is not case. How would you solve it?
Thanks for the video! One question, where is the Lookup Contact action? I am not able to find it into the flow elements.
Go to core actions. You'll find it there. @enrique_at_wiris
I'm looking forward to the next useful videos.. Thank you..
This is an incredible video! Thank you for demonstrating how to address issues instead of giving up when encountering an error. Very helpful!
Great video! I have similar scenario to setup open ID connect as auth provider and use that auth provider (auth0) to issue token for apis that use the provider as sso. I was able to setup the auth provider and external and named credentials, however I keep getting 403 despite it works manually on postman or directly in apex without using named credentials. Any thought on such scenario where auth provider is used to issue token for third party api? much appreciated
When you split the process into two parts, a flow and a new process for the Deal Won (true) condition, the flow will fire regardless this condition, hence mismatching the original logic. So, I guess you need to add the condition of Deal Won (false) to the flow?
As of Summer 23 use Principals rather than Permission Set Mappings(which no longer will be on the page)
Interesting! I’ll check out the latest documentation.
do you have an example of how it's use, been reading so much documentation and still couldn't figure it out
This video has a good tutorial on how to set up Principals instead ua-cam.com/video/53q3I-bJobk/v-deo.html
Subscribed. The presentation is clear and concise. Thanks heaps!
You’re welcome!
Excellent video - clearly explains a great new feature. Thanks!
You’re welcome!
Thank you so much..This is very helpful..I have been searching for this info from past 3 weeks n i finally got what i want..
You’re welcome!
One question..How do we handle Pagination in Http callouts to third party systems..
Try using the “Query Parameter Keys”.
It may be a bit challenging to find these settings after an HTTP Callout has been set up. In set up, type External Services and look for the service name of your callout. Then, use the arrow on the far right of the row to select “View Actions”. Look for your operation, then click the arrow on the far right to select, “Edit HTTP Callout Action”. This screen should look familiar, it’s the same screen you used to setup your initial callout.
@@crmbrew Thank you..Can you suggest me any article or video that can give me more information on this..how to use Query Parameter..
hi, im setting the same thing here but mine requires "grant_type:client_credentials" in the body, is there any way to add it in ? stuck at the authenticate step minute 12:49
This is a lifesaver!! QQ I'd like to use this as part of a record triggered flow - is it possible to have multiple keywords (field values) as part of the search? (e.g., First Name + Last Name + Company) If so, how would I want to format the combined keywords into the single variable?
THANK YOU! THANK YOU❣
You’re welcome!
My cat literally rubbed up against me when this tut ended. This is awesome & very well explained - thx also for the extra tidbit showing the dynamic docs.
You’re welcome!
For the List error in JSON validation, you can replace [ ] with [{ }] and the error goes way - was facing this issue earlier today and drove me nuts till I figured out the error was in the empty arrays ☺ - great video tutorial by the way - thank you for taking the time to explain this!
Thank you for the helpful advice!
Would it not be possible to get the ID from Workbench as you did, paste it into the URL and create a new Flow? What do you think about it?
Interesting idea. I have not tried to save a Flow after opening it up. Let me know if you give it try. If you are successful, I highly recommend doing some cleanup of the flow. Sometimes the logic that is auto-generated isn’t streamlined and contains a lot of noise that could be omitted.
Hi @@crmbrew. Hope you're well. That's possible! All I did was to Save As and change the type to Flow Trigger in the settings. I had to fix some variables though.
You did awesome work. Very clear and concise, easy to understand! Thank you!
I appreciate your feedback, Artur!
This was unbelievably helpful, thank you!
You're very welcome!
This is so detailed and self explanatory.. thank you very much for sharing the complex task in easy way.
Glad it was helpful!
What a great explanation, thank you so much!
You’re welcome!
This is awesome. Im having an issue with the search term. My goal is to present to the users a search before creating for the contact object. This is a proof of concept, but I would like to pass an email address to show all records. Can I pass the input of an email field to the search term?
By email field, are you referring to the email field available through Dynamic Forms (in contrast to the Text component). If so, the answer is yes. Dynamic Forms uses a record variable to represent all of the values on the record. Once you capture the email on the first screen (which is saved to the record variable), you can pass in the value [Record Variable].[EmailFieldName] Let me know if this works or if you have any follow up questions!
thank you! very helpful!
You're welcome!
How would you populate the values when doing Oauth2.0? please. I keep receiving the following error: Error Occurred: Callout failed for invocable action eventbrite.eventBrite. Unable to complete the JWT token exchange. Thanks for the video again.
I'm going through the steps to create a connection to EventBrite. Give me a bit more time to run some additional tests and I'll follow up.
@Pedro, the External Credential has two modes: Browser Flow and JWT Bearer Flow. Given the error message is indicating a JWT token, it may be related to how the External Credential was setup. I recently released a follow up video that does a deep dive into configuring OAuth 2.0: ua-cam.com/video/ahvsuA-ICII/v-deo.html Hope it helps!
Awesome Yeah!!!! love it!!!👏👏👏
Glad you like it!