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
            Mezmo Connector (Beta)

            You are here:

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

            Mezmo Connector (Beta)

            Connect to an external Mezmo account. Perform tasks like listing organizations or retrieving usage data. Use Mezmo as a data target (action).

            Required Editions

            Note
            Note This connector is a beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this beta service is at the Customer's sole discretion.
            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.

            Connections

            To connect to a system, whether it's a data source or a data target, create a connection with that system's standard connection or with an existing external named credential. You can connect to multiple systems within a flow and reuse each connection. You can create connections in the Integrations tab or in Flow Builder.

            Standard Connection

            This system uses ApiKey authentication.

            ApiKey authentication connects to applications without explicitly defining a user. Add this key to all requests, and the cloud application identifies the origin of the request and completes the authorization.

            This system requires this credential information for its connections.

            FIELD DESCRIPTION
            Connection Name

            Enter a unique connection name that helps you remember the details of this connection. Salesforce hides the credentials after you create the connection. Reuse connections as needed.

            Anyone with the Manage Integration Connections permission can see and use all connections in the org.
            ApiKey

            Enter the API key to use to authenticate the requests.
            URL

            Enter the URL of your instance.

            Named Credential Connection

            Select a pre-existing named credential from Setup to use for your external system connections.

            Before connecting to your external system with a named credential, first create or use an existing authenticated named credential and external credential that is enabled for your users.

            To ensure a successful connection for use in a flow, use only one principal for each named credential.

            • Use the same name for the named credential and its related objects, such as the external credential and external authentication identity providers. Labels for these objects can differ.
            • Assign the user creating the connection the required user permission for the principal. Without this permission, the connection test fails and the connection remains inactive.
            Important
            Important

            When you create a connection with an existing named credential, note these behaviors:

            • Manage the named credential’s read-only details in Setup, not the Integrations tab. On the Integrations tab, you can only edit the connection's Connection Name and Description.
            • Perform reconnections for the named credential in Setup. The Reconnect button isn’t visible on the Details page.
            • Delete associated named credentials in Setup. Deleting a connection doesn't remove the credential.

            Actions

            An action performs a specific task or operation within a target system. Use actions to automate tasks across different systems without manual intervention, based on conditions set in the flow. For more information about actions, refer to Create a Flow with a Connector as an Action.

            These Mezmo actions are available in Flow Builder.

            • Create Enterprise Key
            • Create Key
            • Create Member
            • Create Org
            • Delete Enterprise Key
            • Delete Key
            • Delete Member
            • Delete Org
            • Get Board
            • Get Enterprise Key
            • Get Index Rate Alert
            • Get Key
            • Get Member
            • Get Org
            • Get Usage App V2
            • Get Usage Host V2
            • Get Usage Tag V2
            • Get V1 Config Archiving
            • Get V1 Config Exclusions
            • Get V1 Config Exclusions Single
            • List Board
            • List Enterprise Keys
            • List Key
            • List Members
            • List Orgs
            • List Parsing Template
            • List Usage App V2
            • List Usage Host V2
            • List Usage Tag V2
            • List Usage V2
            • Patch V1 Config Exclusions Single
            • Post V1 Config Archiving
            • Post V1 Config Exclusions
            • Post V1 Config Ingestion Resume
            • Post V1 Config Ingestion Suspend
            • Post V1 Config Ingestion Suspend Confirm
            • Put Key
            • Put Member
            • Put Org
            • Put V1 Config Archiving
            • Update Index Rate Alert
            Tip
            Tip For more information about the API, see the external system's API documentation.
            Important
            Important

            For information about specific limitations for connections and third-party connectors, see MuleSoft for Flow: Integration Limits & Considerations.

             
            Loading
            Salesforce Help | Article