Loading
Automate Your Business Processes
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create a Flow with a Connector as a Trigger

            You are here:

            1. Salesforce Help
            2. Docs
            3. Automate Your Business Processes

            Create a Flow with a Connector as a Trigger

            To trigger a flow when a change happens in a third-party system, use an External System Change-Triggered flow. Create the flow from scratch or from a template.

            Required Editions

            View supported editions.
            This feature requires the MuleSoft for Flow: Integration add-on. Professional Edition requires the API access add-on. To purchase, contact your Salesforce account executive.
            MuleSoft for Flow: Integration features used with Agentforce require the Foundations or Agentforce 1 edition. To purchase these editions, contact your Salesforce account executive.
            Note
            Note You can edit or delete connections only in the Automation app.
            User Permissions Needed
            To create, view, edit, and delete MuleSoft for Flow: Integration connections: Manage Integration Connections
            To open, edit, create, activate or deactivate a flow using all flow types, elements, and features available in Flow Builder, including Einstein and Agentforce for Flow: Manage Flow
            To create and edit External System Change-Triggered flows in the Automation app, regardless of sharing settings:

            Manage Flow

            OR

            Create or Edit Flows

            AND

            • View Flows
            • View All Non-Admin Flows
            To create and edit External System Change-Triggered flows owned by or shared with you with Read/Write access in the Automation app:

            Create or Edit Flows

            AND

            View Flows
            To use MuleSoft for Flow: Integration templates:

            Create or Edit Flows

            OR

            View Flows
            To use MuleSoft for Flow: Integration templates as a non-System Admin: App Framework Manage Template

            Create an External System Change-Triggered Flow from Scratch

            Learn how to create a new flow that is triggered by changes in an external system, beginning with the initial setup steps.

            1. In the Automation app, select the Flows tab, and then click New.
            2. Click Triggered Automations and then click External System Change-Triggered Flow.
              The External System Change-Triggered flow opens in Flow Builder.
            3. Configure the trigger.
              1. In the Event Library, select a supported third-party system.
              2. Select a trigger.
              3. Create a new connection or use an existing connection.
                A connection test runs automatically.
              4. Select values for Polling Frequency and Record Type.
                The Select Which Fields to Use section appears.
              5. Set the fields for the trigger.
                If no fields are selected, all fields are returned by default.
              6. Set the filter requirements for the trigger.
              7. Select how many records the filter stores.
              8. Select the output resources for the trigger.
                To refer to the trigger output in subsequent steps, use the $Event variable.
              9. Optionally, select Advanced Options to check for a new version of the connector.
            4. After you configure the trigger, you can continue to add elements to your flow including MuleSoft for Flow: Integration connector actions.
            5. Save, test, debug, and activate the flow.

            Create an External System Change-Triggered Flow from a Template

            Use a pre-built template to create a flow that triggers when changes occur in an external system.

            1. Choose how to access the flow templates.

              • Go to the Integrations tab and select a connector from the Get Started with Connectors section.

              • Go to the Flows tab, then click New, and then click Triggered Automations.

            2. Select a template and click Next.
            3. Enter values for Label, API Name and Field API Name.
            4. Optionally, set custom fields.
            5. Click OK.
              The flow opens in Flow Builder. The template has a pre-built flow that offers a starting point with established logic and field mappings. You will encounter errors until you configure your connections. Customize the elements in your template to your specific needs.
            6. In the Start element, configure the trigger.
              1. Create a new connection or use an existing connection.
                A connection test runs automatically.
              2. Select values for Polling Frequency and Record Type.
                The Select Which Fields to Use section appears.
              3. Set the fields for the trigger.
                If no fields are selected, all fields are returned by default.
              4. Set the filter requirements for the trigger.
              5. Set how many records the filter stores.
              6. Set the output resources for the trigger.
                To refer to the trigger output in subsequent steps, use the $Event variable.
              7. Optionally, select Advanced Options to see if a new version of the connector is available.
            7. Adjust the elements in the flow to match your requirements.
            8. Save, test, debug, and activate the flow.

            See Also

             
            Loading
            Salesforce Help | Article