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            Create Salesforce Records After an External System Change Example

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            Create Salesforce Records After an External System Change Example

            This example creates a flow that listens for new records in an external system (like NetSuite) and automatically creates corresponding records 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 an External System-Change Triggered Flow

            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 appears in Flow Builder.

            Configure the Start Element

            1. In the Event Library, select NetSuite.
            2. Select On New Record Trigger.
            3. Create a new connection or use an existing connection.
              A connection test runs.

            Set Input Values for the Trigger and Configure Create Records Element

            1. In Set Input Values for the Selected Event:
              1. In Polling Frequency, select a frequency, for example, 10 minutes.
              1. In Record Type, select Contact.
            2. Configure the Create Records element.
              1. Click Add element and then select Create Records.
              2. Enter values for Label and API Name.
                For example, you might enter a label like Create Lead from NetSuite Contact and an API Name like Create_Lead_from_NetSuite_Contact.
              3. In Get Records of This Object, in Object, select Lead.
            3. In Filter Lead Records, set condition values,
              1. In Condition Requirements, select All Conditions Are Met (AND).
              2. Configure the conditions using the following table:
                Field Operator Value
                Company Equals {!$Event.ObjectType.company.id}
                Last Name Equals {!$Event.ObjectType.lastname}
                Status Equals New
            4. Test, debug, save, and activate the flow.
              Now, when you create a contact in NetSuite your flow creates a Lead record in Salesforce.

            See Also

             
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            Salesforce Help | Article