External Services— Salesforce integration product that encompasses (1) registering an external web service that you submit as an OpenAPI-compliant specification defining the web service, and (2) magically (well, almost!) bringing the operations of your external web service into the Salesforce platform (see invocable actions) for use with point-and-click tools like Flow Builder.
What is the difference between external services and API in Salesforce?
A Salesforce administrator declaratively registers the web service and uses both the Named Credential and API spec during the registration process. External Services imports the API spec's operations into your org and makes them available as invocable actions.
How does Salesforce flow work with external web services?
During runtime, flow sends a callout to the web service endpoint. The web service returns output based on the API spec. Data is retrieved, created, updated, or deleted by the external web service. Salesforce can capture these responses from the external web service for use with a tool like Flow Builder.
What is lightning external services in Salesforce?
With Lightning External Services, Salesforce makes this a lot easier and admin friendly. With external services, you can connect to any service that you want to, invoke methods based on the external source via a flow all with the help of an easy-to-use wizard. Declarative tools are used to import API definitions right into Salesforce.
How do I create an external service in Salesforce?
The steps to create an external service are done by the public API provider in Named Credentials. . Much of the work to register an external service in Salesforce can be performed declaratively. . You must learn to program using Apex if you want to use External Services.
What are external services?
An external services provider (ESP) is an enterprise that is a separate legal entity from the contracting company that provides services such as consulting, software development — including system integration and application service providers (ASPs) — and outsourcing.
How do you call an external service from Salesforce?
Invoke External Service Callouts Using Apex You can call external service registrations natively from Apex. Make a callout to an external service like the Apex Http Class without the need to write boilerplate code. The registered services are strongly typed in Apex with the registration's schema as Apex types.
How do I change external services in Salesforce?
Locate Registered External Services To find your registered services, go to Setup, in the Quick Find box enter External Services , and then select External Services. Actions that you can select for your external service registration: View Actions, Edit, Save As, and Delete.
What can you do after you register an external service?
0:481:38Register an External Service : Named Credentials and Endpoint AccessYouTubeStart of suggested clipEnd of suggested clipServices they can be mapped to the flow you created before registering your service this is falseMoreServices they can be mapped to the flow you created before registering your service this is false they can be mapped directly to the schema definition.
How do you call an external service from flow?
Use Flow to Invoke External Service ActionsClick Manager, and then click New Resource.For the resource type, select Variable.For the API name, enter WorkPhone .For the data type, select Apex-Defined.For the Apex class, select ExternalService__BankService_Phone .Click Done.More items...
Can Salesforce make API calls?
To call Salesforce APIs, make the API calls from your component's Apex controller. Use a named credential to authenticate to Salesforce. By security policy, sessions created by Lightning components aren't enabled for API access. This prevents even your Apex code from making API calls to Salesforce.
How do I create an external object in Salesforce?
To create or modify an external object:From Setup, enter External Objects in the Quick Find box, then select External Objects.Click New External Object, or click Edit to modify an existing external object.Enter the following: ... Click Save.More items...
What is an API Spec Salesforce?
Salesforce uses the commonly adopted OpenAPI specification for the description format. Your API spec contains a schema definition that describes what types of inputs and outputs you can include in the calls, or requests, that your org makes to the external web service.
What is Salesforce Connect?
Salesforce Connect provides seamless integration of data across system boundaries by letting your users view, search, and modify data that's stored outside your Salesforce org. For example, perhaps you have data that's stored on premises in an enterprise resource planning (ERP) system.
How do I bypass Istio?
If you want to completely bypass Istio for a specific IP range, you can configure the Envoy sidecars to prevent them from intercepting external requests. To set up the bypass, change either the global. proxy. includeIPRanges or the global.
Which tasks does lira financial want business customers to complete on the account portal?
Business clients use Lira to calculate sales tax, do online accounting, manage their payrolls, and more.
Before You Start
Before you can complete this module, we recommend that you first complete the Build a Simple Flow module and secondly, the Flow Builder module. The last unit depends on the concepts you learn in the two Flow modules.
Why External Services?
In today’s world, customers expect a seamless customer experience - no matter if that experience consists of behind the scenes business solutions and services that reside on a single platform or across multiple platform hosts. It’s this interaction between Salesforce and outside services where External Services shines.
What Actually Is External Services?
Do you know your external web service from your External Services? Let’s start with some handy definitions.
How to register an external service?
Registering an External Service: Registering an external service involves the below two steps: 1. Named Credential: In order to register an External service, you need to create a named credential first.
What is Declarative Tools in Salesforce?
Declarative tools are used to import API definitions right into Salesforce. Swagger or Interagent-based API definitions can be used to define an external service. Once the definitions have been imported, you can create lightning flows that will invoke actions generated from the API definition schema.
Can Apex be invoked without code?
Similarly, other Apex Actions can also be invoked using external services and flow without writing any code. Summary: External services are a great tool which along with point-and-click automation tools like flows and process builders can be used to integrate any API with Salesforce without writing any code.
What would happen if we had created a flow to use with an actual external banking service?
If we had created a flow to use with an actual external banking service, we would create records using unique identifiers and not names! But again, we’re keeping it simple here so that you can focus on External Services.
Does Acme use Salesforce?
Project: To deliver a more personalized experience, Acme bank wants to use Salesforce to track sales activity on accounts. Acme’s new business process is going to enable an Acme bank representative to add an account record in Salesforce, while ensuring account details like account type and account are synchronized with the bank's backend service account. The business process also synchronizes updates to customer information (user) in Salesforce.
