Callout using Flow | Integrate Two Salesforce Org Using Record Triggered flow
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- Опубліковано 29 вер 2024
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Learn how to seamlessly connect and automate processes between two Salesforce orgs using Record-Triggered Flow. In this tutorial, we'll walk you through step-by-step on how to set up this integration, allowing for efficient data synchronization and streamlined workflows.
Key Points:
Introduction to Record-Triggered Flow: Understand the basics of Record-Triggered Flow and its capabilities for automating processes.
Preparing Your Salesforce Orgs: Ensure that both Salesforce orgs are set up correctly and have the necessary permissions for integration.
Establishing Connection: Learn how to establish a secure connection between the two Salesforce orgs to enable data exchange.
Configuring Record-Triggered Flow: Step-by-step guide on setting up the flow to trigger actions when specific records are created or updated.
Handling Data Synchronization: Implement strategies to synchronize data between the two orgs, maintaining consistency and accuracy.
Testing and Deployment: Test the integration thoroughly to ensure it functions as expected before deploying it into production environments.
Best Practices and Considerations: Explore best practices and considerations for optimizing performance, security, and scalability of the integration.
Whether you're a Salesforce administrator, developer, or consultant, mastering the art of integrating Salesforce orgs using Record-Triggered Flow can greatly enhance your organization's efficiency and productivity. Watch this tutorial now to unlock the full potential of your Salesforce ecosystem!
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I really love your mathod of teaching.
Glad you found this helpful
Awesome explanation Ankit ji.
Thanks and welcome
Hey Ankit, I have a requirement where I want to use accordion inside a datatable. How can I implement this as datatable not support accordion.
Any video regarding Integrate Two Salesforce Org Using platform events
You need middleware for that
Can you please give a reference link for this
can we update on same record trigger flow?
Hi, can we use this approach of creating same records in 3 child orgs?(if in Org A an record is created, then the same record should be created in Org B and Org C and Org D, can we use the approach you've explained in the video??) if yes can you please suggest the process
It is not a logical scenario, buddy. Why anyone want to create this many duplicates? Your hypothetical scenario will time out
@@TechJourneyWithAnkit hi thanks for the reply, sorry for the confusion let me correct myself
We have a requirement to create user in prod by automation (we are using flow) and then based on few conditions same user should be created in lower environments which are dev, QA, UAT, can you suggest any approach to achieve this
Sir can you make a video of Rest API integration using apex
Sure it is in my planned list
how do we include duplicate checks in this flow like only create record if not exists ? Will we use PUT in that scenario instead of POST ?
Using the get record
@@TechJourneyWithAnkit Why get Record and not PUT which does the upsert kind of functionality ?
during authentication getting ip restricted error.
From where I can check this
Make sure your profile have no login ranges and you have defined correct scope on Auth. provider
@@TechJourneyWithAnkit In connected app : used IP relaxation as "Enfore IP restriction" and it worked.
Also how can I do this using change data trigger CDC ? I have see your video of CDC and subscribe using LWC but how to sync connect and send data to another org using cdc
Hi Ankit, I am getting this error while authenticating the Principal after entering the login access of org B's credentials
We can’t log you in because of an authentication error. For help, contact your Salesforce administrator.
Check if permission set is attached to the user. Also validate if correct scope is defined at authentication provider
Thank you so much giving this solution Sir
Most welcome
More such contents looking forward too !
Glad you found this helpful
Nice video!
Thanks!
Very nice explanation . Thank you
Glad you liked it