Example of Using Actions in Flow

Consider a situation where you want to connect Salesforce to a credit service that has an API that’s managed in MuleSoft Anypoint Platform. The credit service retrieves the customer’s credit score, determines whether the customer qualifies for the credit service, and provides the payment terms. You want to extend the credit service to a Salesforce account so that you can view the payment terms in Salesforce.

You can bring the credit service API into API Catalog, activate operations as actions, and then use the actions in a Salesforce flow.

Here are more detailed steps for the example.

After you sync the credit service API to API Catalog in Salesforce:

• Find and select the credit service API‌ ‌in API Catalog in Salesforce.
• Select the operations that you want to make available in Salesforce as invocable actions, and create connections for them.

  The create connection process automatically generates the credentials for invoking the API actions from within Salesforce automations.

• Assign user permissions to the permission set created for the API’s connection.

After you activate the invocable actions from API Catalog:

• Create a flow by using the new credit service API category in Flow Builder.

  After the flow runs, the output contains the credit decision and, if applicable, payment terms.