Portugal Dreamin 24 - How to easily use an API with Flows

How to easily use an API with Flows

1. How to easily use an API with Flows

2. Diamond Sponsor Platinum Sponsors Gold Sponsors Silver Sponsor After Party Sponsor Speaker Dinner Sponsor THANK YOU!

3. Salesforce enthusiast since 2020 Salesforce Consultant at Accenture Fundation Admin certified Speaker on Albania Dreamin’ 2024 in April Volunteer at French Touch Dreamin 2022 2023 Karine IOST

4. Salesforce Architect at Orange Business birthday last week (7 years ) 13 years old on Salesforce eco -system 10 Salesforce Certifications + 3 partners Certifications Group Leader at Toulouse Salesforce User Group Certified Instructor (Salesforce Administrator ) Salesforce MVP since 2021 French Touch Dreamin Co-Organiser Speaker on Salesforce Events Thierry TROUIN

5. Agenda Definition Use Cases Tools and Features Setup Conclusion Q/A

6. Definition

7. Definition API = A pplication P rogramming I nterface API is a way for two or more programs or components to communicate with each other . It is a software interface , offering a service to other software . API Request Request Response Response Client / Application Base de données

8. Use Cases

9. Use Cases Some API use cases Today ’s or week’s weather List of public holidays for the current year Automatically update an exchange rate L ist of city in an area

10. Use Cases Our company has a needs : Retrieve the public holidays in France for the year 2024 .

11. Use Cases Our company has a needs : Retrieve the public holidays in France for the year 2024 . How can I answer it ?

12. Use Cases Our company has a needs : Retrieve the public holidays in France for the year 2024 . How can I answer it ? The site «  https://api.gouv.fr  » offers us a free API listing public holidays in France

13. Tools & Features

14. Tools & Features Tools : https://api.gouv.fr/documentation/jours-feries https://www.salesforce.com https://swagger.io

15. Salesforce Features : Tools & Features Tools : Named Credentials Flows (screen) External Services Remote Site Settings https://api.gouv.fr/documentation/jours-feries https://www.salesforce.com https://swagger.io

16. Setup

17. Setup - Identify our API Access the URL «  https://api.gouv.fr/documentation/jours-feries  » to view the API documentation I choose an API

18. Setup - Identify our API Access the URL «  https://api.gouv.fr/documentation/jours-feries  » to view the API documentation Here the API URL

19. Setup – Set connection Add the Url « https://calendrier.api.gouv.fr  » into the list of «  Remote Site Settings  » List of authorized sites from Salesforce

20. Setup – Set connection Click the «  New Legacy   » button to set the API connection in Salesforce

21. Setup – Set connection Enter the «  Name  » and «  URL  » https://calendrier.api.gouv.fr that corresponds to the API

22. Setup – Load API Click the «  Add an External Service  » button to add the API schema.

23. Setup – Load API Select «  From API Specification »

24. Setup – Load API Enter the information

25. Setup – Load API Enter the information

26. Setup – Load API Enter the information The schema provided by the site (YAML) is not compatible with Salesforce (JSON) You must use a conversion tool (swagger)

27. Expanded Registration Options in External Services Register More API Specs With Support For YAML Customer Need Integration builders spend too much time trying to convert specifications into the correct format to use for their integration workflow. Solution / How To Configure Users can now upload YAML formatted API schemas into External Services without having to convert it into JSON format. Use Case When an integration builder identifies the API they want to use and realize the API schema format is YAML, they can simply upload their specification and select the operations they want to convert into actions to use in automation tools like Flow, Einstein Bots, or program directly into Apex code. Impact Integration Builder/Admin productivity

28. Setup – Load API Let’s go to the swagger site « https://swagger.io/  »

29. Setup – Load API Click on the link to view the communication schema https://api.gouv.fr/documentation/jours-feries API Schema

30. Setup – Load API Click on the « File » menu Click on the « Import URL » menu Paste the API URL «  https://calendrier.api.gouv.fr/jours-feries/openapi.yml  »

31. Setup – Load API Click on the « File » menu Click on the «  Convert and save as JSON » menu The file is automatically saved on our PC

32. Setup – Load API Select «  Upload from local » Click on the «  Upload Files » button

33. Setup – Load API Select « Upload from local » Click on the « Upload Files » button

34. Setup – Load API Select the operation (s)

35. Setup – Load API Click on the « Finish » button to save the «  External Service » Summary of Operations in the external service

36. Setup – Load API Well done, you have configured your service.

37. Setup – Designing the Screen Flow In Setup Click on the « Flows » menu Click on the « New Flow » button Select « Screen Flow »

38. Setup – Designing the Screen Flow Step 1 : Add the Screen component Get the current year

39. Setup – Designing the Screen Flow Add the «  Number  » component to input the year Click on «  Defaut Value » then click on « New Resource »

40. Setup – Designing the Screen Flow Creating a resource to get the current year by default Input the name «  ThisYear  » Select the data type «  Number  » without decimal Use the function TODAY() to retrieve the today’s date Use the function YEAR() retrieve only the year of our date YEAR( TODAY() )

41. Setup – Designing the Screen Flow The 1 st form is created

42. Setup – Designing the Screen Flow Step 2 : Add the « Action » component Retreiving public holidays

43. Setup – Designing the Screen Flow Add an action In menu, select «  JourFeries  » Click on «  getZoneAndAnnee  » Name of our External Service created just before Public holiday ’s recovery function name

44. Setup – Designing the Screen Flow Input the action « Label » Select the «  txtAnnee  » corresponding to the text box of the 1 st form to retrieve the year Create the « Zone » constante with «  metropole  » value

45. Setup – Designing the Screen Flow Step 3 : Add the « Screen » component The result screen

46. Setup – Designing the Screen Flow Add the « Display Text  » component and name it «  txtResultat  » In the « Resource Picker  » area Click on « Outputs from GetJoursFeries  » Click on « 200 » ( which corresponds to our result ) Delete the dot « . » at the end of the « {!GetJoursFeries.200} » variable

47. Setup – Designing the Screen Flow The 1 st screen shows the current year The 2 nd screen shows the result

48. Conclusion

49. Conclusion Steps Action Comments Step 1 Identify our API https://api.gouv.fr/documentation/jours-feries Step 2 Set connection into Salesforce Remote site + Named Credential Step 3 Load API into Salesforce External Services (+ swagger) Step 4 Designing the Screen Flow Flow

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