Then, invoke theCustomer.createoperation again, as described in theFinally, test the flow for your APIsection of the "Creating flows for an API (Part 1)" tutorial. Next, copy theCustomerIDvalue that was returned by Salesforce and paste it into a text editor. To invoke the operation to r...
The API contains a flow that creates a Trello card when flowers are ordered, and updates Salesforce with the quantity of flowers that are needed. You can create up to 100 event-driven of API flows in App Connect Designer. You can find out more about event-driven and API flows, including...
This book gives you the knowledge to create real-world automation using Salesforce Flows. It starts with a detailed review of business process automation and the fundamentals used to discover, model, analyze, and optimize business processes. You will learn how each step of the process aligns with...
From Setup, enter flows in the Quick Find box, then click Flows. Click New Flow. Select Start from Scratch and click Next. Select Record-Triggered Flow, then click Create. Select Position as the object. Select A record is created in the Configure Trigger sectio...
{"id":"CaseCreatePage","type":"SALESFORCE_CASE_CREATION","urlPath":"/caseportal/create","__typename":"PageDescriptor"},"__typename":"PageResource"},{"lastUpdatedTime":1744410786476,"localOverride":null,"page":{"id":"TkbEditPage","type":"TKB","urlPath":"/kb/:boardId/:messageSubjec...
1. Go to microsoft365.com and Power Automate (or directly powerautomate.com) 2. Great the same workflow than on Teams. The steps are the same. 3. When you hit [create] I'm getting an error: "Admin data policy 'Data Policy XYZ' restricts use of these apis: TeamsWebh...
Our client, Piedmont Healthcare, is a great example. To offer consistent care and experiences to patients, they began usingSalesforce Health Cloudin its call center. When community anxiety about the COVID-19 pandemic began to grow, so did their call volume. We quickly helped Piedmontcreate CO...
Putting the propensity, persona and intent models to work for lead classification and routing is where the rubber hits the road on inbound lead flows. The first step was to expand the lead volume by developing automated SmartForms that would reduce website form-fill friction – use the minimum...
Negotiated gatekeepingBefore 1939, pharmaceutical producers’ sales efforts were directed at “detailing” individual physicians (Church & Tansey,2007). During the war, the army of detail men were disbanded and salesforce recruitment resumed only slowly after the war (Slinn,1999). The NHS’s advent...
While you can use Guided Learning to create flows to guide users through complex procedures, sometimes, some extra information that appears when you put your mouse cursor over a button or a form field can do a world of good. In Guided Learning we call these on-hover tooltips. To add them...