Loading
Salesforce now sends email only from verified domains. Read More
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
            Use Records to Trigger Actions in External Systems Example

            You are here:

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

            Use Records to Trigger Actions in External Systems Example

            This example creates a flow that uses a third-party connector to take action in an external system, such as creating a sales order in NetSuite after an order is created or updated in Salesforce.

            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 a Flow

            1. In the Automation app, go to the Flows tab and then click New.
            2. Select Record-Triggered Flow.

            Configure the Start Element

            1. In Object, select Order.
            2. In Configure Trigger, select A record is created or updated.
            3. In Set Entry Conditions, in Condition Requirements, select Custom Condition Logic is Met.
            4. In Condition Logic, make sure that the value is 1 AND 2.
            5. In the fields, enter:
              Field Operator Value
              Status Equals Draft
              Order Type Is Changed True
            6. In When to Run the Flow for Updated Records, select Only when a record is updated to meet the condition requirements.
            7. In Optimize the Flow for, select Actions and Records. Then, enable the Add Asynchronous Path option. The user updating the record must have the Manage Integration Connections permission.

            Add a Get Records Element

            Add a Get Records element to return a list of products.

            1. Under Run Asynchronously, click Add element and then select Get Records.
            2. In the Label field, enter Get Order Products. The API Name field populates automatically.
            3. Configure the input values for the Get Records element:
              Field Value
              Object Order Product
              Condition Requirements All Conditions Are Met (AND)
              Field Order ID
              Operator Equals
              Value Triggering Order > Order ID
              Sort Order Not Sorted
              How Many Records to Store All records
              How to Store Record Data Automatically store all fields

            Configure the Action

            1. Under Get Records, click Add element and then select Action.
            2. In the Search Actions panel, select Connectors. Select NetSuite, and then select Create Record.
            3. Fill out the required fields for that action.
            4. Create a new connection or use an existing connection.
              A connection test runs.

            Set Input Values for the Selected Action

            1. In Set Input Values for the Selected Action, in Record Type, select Sales Order.
            2. In Set Input Values for the Selected Action, in Body, click Select Fields and select these fields:
              • startDate
              • billingAddress > addr1
              • billingAddress > city
              • billingAddress > state
              • entity > externalId
            3. Click Done.
            4. Set the values.
              Field Value
              startDate Triggering Order > Order Start Date
              addr1 Triggering Order > Billing Address
              city Triggering Order > Billing City
              state Triggering Order > Billing State/Province
              externalID Triggering Order > Account ID

            Map NetSuite Fields to Salesforce Fields

            1. Switch to Transform View.
            2. In Source Data, click Add element. In the Resource box, select Order Products from the Get_Order_Products Order Item.
            3. Map the fields from Get Order Products.
              Source Data Target Data
              UnitPrice amount
              Description description
              Quantity quantity
              Tip
              Tip

              To make sure that the flow continues after a brief pause, add a Wait for Amount of Time element to your flow after a Create, Update, or Delete action. By selecting 1 Minute in the Amount of Time field, you make sure that the system processes changes before the third-party action proceeds.

            4. Test, debug, save, and activate your flow.
              Now, when you create or update an Order in Salesforce, your flow creates a Sales Order in NetSuite.

            See Also

             
            Loading
            Salesforce Help | Article