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#ALD2024 27 APRIL 2024
How to easily use an API with Flows
#ALD2024 27 APRIL 2024
Thanks to our amazing sponsors !
#ALD2024 27 APRIL 2024
Karine IOST
Salesforce enthusiast since 2020
Salesforce Consultant at Accenture Fundation
Admin certified
Volunteer at French Touch Dreamin
 2022
 2023
#ALD2024 27 APRIL 2024
Thierry TROUIN
Salesforce Architect at Orange Business
13 years old on Salesforce ecosystem
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
x3
x2
x5
#ALD2024 27 APRIL 2024
Agenda
1. Definition
2. Uses Case
3. Tools and Features
4. Setup
5. Conclusion
#ALD2024 27 APRIL 2024
Definition
#ALD2024 27 APRIL 2024
Definition
API = Application Programming Interface
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
#ALD2024 27 APRIL 2024
Use Case
#ALD2024 27 APRIL 2024
Use Case
Some examples of API use
Today’s or
week’s weather
List of public
holidays for the
current year
Automatically
update an
exchange rate
List of city in an
area
Official bulletin of
civil and
commercial
announcements
#ALD2024 27 APRIL 2024
Use Case
Our company has a needs : Retrieve the public holidays in France for the
year 2024.
#ALD2024 27 APRIL 2024
Use Case
How can
I answer it ?
Our company has a needs : Retrieve the public holidays in France for the
year 2024.
#ALD2024 27 APRIL 2024
Use Case
How can
I answer it ? The site
« https://api.gouv.fr »
offers us a free API listing
public holidays.
Our company has a needs : Retrieve the public holidays in France for the
year 2024.
#ALD2024 27 APRIL 2024
Tools & Features
#ALD2024 27 APRIL 2024
Tools & Features
Tools :
https://swagger.io
https://api.gouv.fr/documentation/jours-feries
https://www.salesforce.com
#ALD2024 27 APRIL 2024
Tools & Features
Tools :
Salesforce Features :
https://swagger.io
https://api.gouv.fr/documentation/jours-feries
https://www.salesforce.com
Named
Credentials
Flows
(screen)
External
Services
Remote
Site Settings
#ALD2024 27 APRIL 2024
Setup
#ALD2024 27 APRIL 2024
Setup - Identify our API
Access the URL « https://api.gouv.fr/documentation/jours-feries »
to view the API documentation
I chose
an API
#ALD2024 27 APRIL 2024
Setup - Identify our API
Access the URL « https://api.gouv.fr/documentation/jours-feries »
to view the API documentation
Here the
API URL
#ALD2024 27 APRIL 2024
Setup – Set connection
Add the Url « https://calendrier.api.gouv.fr » into the list of « Remote Site Settings »
List of authorized
sites from
Salesforce
#ALD2024 27 APRIL 2024
Setup – Set connection
Click the « New Legacy » button to set the API connection in Salesforce
#ALD2024 27 APRIL 2024
Setup – Set connection
Enter the « Name » and « URL » https://calendrier.api.gouv.fr that corresponds to the API
#ALD2024 27 APRIL 2024
Setup – Load API
Click the « Add an External Service » button to add the API schema.
#ALD2024 27 APRIL 2024
Setup – Load API
Select « From API Specification »
#ALD2024 27 APRIL 2024
Setup – Load API
Enter the information
#ALD2024 27 APRIL 2024
I have an error
about the
format
Setup – Load API
Enter the information
#ALD2024 27 APRIL 2024
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)
#ALD2024 27 APRIL 2024
Setup – Load API
Let’s go to the swagger site « https://swagger.io/ »
#ALD2024 27 APRIL 2024
Setup – Load API
Click on the link to view the communication schema
https://api.gouv.fr/documentation/jours-feries API Schema
#ALD2024 27 APRIL 2024
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 »
#ALD2024 27 APRIL 2024
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
#ALD2024 27 APRIL 2024
Setup – Load API
 Select « Upload from local »
 Click on the « Upload Files » button
#ALD2024 27 APRIL 2024
Setup – Load API
 Select « Upload from local »
 Click on the « Upload Files » button
#ALD2024 27 APRIL 2024
Setup – Load API
Select the operation(s)
#ALD2024 27 APRIL 2024
Setup – Load API
Click on the « Finish » button to save the « External Service »
Summary of
Operations in the
external service
#ALD2024 27 APRIL 2024
Setup – Load API
Well done, you have configured your service.
#ALD2024 27 APRIL 2024
Setup – Designing the Screen Flow
In Setup
 Click on the « Flows » menu
 Click on the « New Flow » button
 Select « Screen Flow »
#ALD2024 27 APRIL 2024
Setup – Designing the Screen Flow
Step 1 :
● Add the Screen component
Get the
current year
#ALD2024 27 APRIL 2024
Setup – Designing the Screen Flow
 Add the « Number » component to input the year
 Click on « Defaut Value » then click on « New Resource »
#ALD2024 27 APRIL 2024
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() )
#ALD2024 27 APRIL 2024
Setup – Designing the Screen Flow
The 1st form is created
#ALD2024 27 APRIL 2024
Setup – Designing the Screen Flow
Step 2 :
 Add the « Action » component
Retrieving
public holidays
#ALD2024 27 APRIL 2024
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
#ALD2024 27 APRIL 2024
Setup – Designing the Screen Flow
 Input the action « Label »
 Select the « txtAnnee » corresponding to the text box of the 1st form
 Create the « Zone » constante with « metropole » value
#ALD2024 27 APRIL 2024
Setup – Designing the Screen Flow
Step 3 :
 Add a « Screen » component
The result screen
#ALD2024 27 APRIL 2024
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 point « . » at the end of the « {!GetJoursFeries.200} »
variable
#ALD2024 27 APRIL 2024
Setup – Designing the Screen Flow
The 1st screen
shows the
current year
The 2nd screen
shows the result
#ALD2024 27 APRIL 2024
Conclusion
#ALD2024 27 APRIL 2024
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
#ALD2024 27 APRIL 2024
Thank you!
Any questions?
#ALD2024 27 APRIL 2024
Download me here
https://bit.ly/albania-api-flow

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AlbaniaDreamin24 - How to easily use an API with Flows

  • 1. #ALD2024 27 APRIL 2024 How to easily use an API with Flows
  • 2. #ALD2024 27 APRIL 2024 Thanks to our amazing sponsors !
  • 3. #ALD2024 27 APRIL 2024 Karine IOST Salesforce enthusiast since 2020 Salesforce Consultant at Accenture Fundation Admin certified Volunteer at French Touch Dreamin  2022  2023
  • 4. #ALD2024 27 APRIL 2024 Thierry TROUIN Salesforce Architect at Orange Business 13 years old on Salesforce ecosystem 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 x3 x2 x5
  • 5. #ALD2024 27 APRIL 2024 Agenda 1. Definition 2. Uses Case 3. Tools and Features 4. Setup 5. Conclusion
  • 6. #ALD2024 27 APRIL 2024 Definition
  • 7. #ALD2024 27 APRIL 2024 Definition API = Application Programming Interface 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. #ALD2024 27 APRIL 2024 Use Case
  • 9. #ALD2024 27 APRIL 2024 Use Case Some examples of API use Today’s or week’s weather List of public holidays for the current year Automatically update an exchange rate List of city in an area Official bulletin of civil and commercial announcements
  • 10. #ALD2024 27 APRIL 2024 Use Case Our company has a needs : Retrieve the public holidays in France for the year 2024.
  • 11. #ALD2024 27 APRIL 2024 Use Case How can I answer it ? Our company has a needs : Retrieve the public holidays in France for the year 2024.
  • 12. #ALD2024 27 APRIL 2024 Use Case How can I answer it ? The site « https://api.gouv.fr » offers us a free API listing public holidays. Our company has a needs : Retrieve the public holidays in France for the year 2024.
  • 13. #ALD2024 27 APRIL 2024 Tools & Features
  • 14. #ALD2024 27 APRIL 2024 Tools & Features Tools : https://swagger.io https://api.gouv.fr/documentation/jours-feries https://www.salesforce.com
  • 15. #ALD2024 27 APRIL 2024 Tools & Features Tools : Salesforce Features : https://swagger.io https://api.gouv.fr/documentation/jours-feries https://www.salesforce.com Named Credentials Flows (screen) External Services Remote Site Settings
  • 16. #ALD2024 27 APRIL 2024 Setup
  • 17. #ALD2024 27 APRIL 2024 Setup - Identify our API Access the URL « https://api.gouv.fr/documentation/jours-feries » to view the API documentation I chose an API
  • 18. #ALD2024 27 APRIL 2024 Setup - Identify our API Access the URL « https://api.gouv.fr/documentation/jours-feries » to view the API documentation Here the API URL
  • 19. #ALD2024 27 APRIL 2024 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. #ALD2024 27 APRIL 2024 Setup – Set connection Click the « New Legacy » button to set the API connection in Salesforce
  • 21. #ALD2024 27 APRIL 2024 Setup – Set connection Enter the « Name » and « URL » https://calendrier.api.gouv.fr that corresponds to the API
  • 22. #ALD2024 27 APRIL 2024 Setup – Load API Click the « Add an External Service » button to add the API schema.
  • 23. #ALD2024 27 APRIL 2024 Setup – Load API Select « From API Specification »
  • 24. #ALD2024 27 APRIL 2024 Setup – Load API Enter the information
  • 25. #ALD2024 27 APRIL 2024 I have an error about the format Setup – Load API Enter the information
  • 26. #ALD2024 27 APRIL 2024 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. #ALD2024 27 APRIL 2024 Setup – Load API Let’s go to the swagger site « https://swagger.io/ »
  • 28. #ALD2024 27 APRIL 2024 Setup – Load API Click on the link to view the communication schema https://api.gouv.fr/documentation/jours-feries API Schema
  • 29. #ALD2024 27 APRIL 2024 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 »
  • 30. #ALD2024 27 APRIL 2024 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
  • 31. #ALD2024 27 APRIL 2024 Setup – Load API  Select « Upload from local »  Click on the « Upload Files » button
  • 32. #ALD2024 27 APRIL 2024 Setup – Load API  Select « Upload from local »  Click on the « Upload Files » button
  • 33. #ALD2024 27 APRIL 2024 Setup – Load API Select the operation(s)
  • 34. #ALD2024 27 APRIL 2024 Setup – Load API Click on the « Finish » button to save the « External Service » Summary of Operations in the external service
  • 35. #ALD2024 27 APRIL 2024 Setup – Load API Well done, you have configured your service.
  • 36. #ALD2024 27 APRIL 2024 Setup – Designing the Screen Flow In Setup  Click on the « Flows » menu  Click on the « New Flow » button  Select « Screen Flow »
  • 37. #ALD2024 27 APRIL 2024 Setup – Designing the Screen Flow Step 1 : ● Add the Screen component Get the current year
  • 38. #ALD2024 27 APRIL 2024 Setup – Designing the Screen Flow  Add the « Number » component to input the year  Click on « Defaut Value » then click on « New Resource »
  • 39. #ALD2024 27 APRIL 2024 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() )
  • 40. #ALD2024 27 APRIL 2024 Setup – Designing the Screen Flow The 1st form is created
  • 41. #ALD2024 27 APRIL 2024 Setup – Designing the Screen Flow Step 2 :  Add the « Action » component Retrieving public holidays
  • 42. #ALD2024 27 APRIL 2024 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
  • 43. #ALD2024 27 APRIL 2024 Setup – Designing the Screen Flow  Input the action « Label »  Select the « txtAnnee » corresponding to the text box of the 1st form  Create the « Zone » constante with « metropole » value
  • 44. #ALD2024 27 APRIL 2024 Setup – Designing the Screen Flow Step 3 :  Add a « Screen » component The result screen
  • 45. #ALD2024 27 APRIL 2024 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 point « . » at the end of the « {!GetJoursFeries.200} » variable
  • 46. #ALD2024 27 APRIL 2024 Setup – Designing the Screen Flow The 1st screen shows the current year The 2nd screen shows the result
  • 47. #ALD2024 27 APRIL 2024 Conclusion
  • 48. #ALD2024 27 APRIL 2024 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
  • 49. #ALD2024 27 APRIL 2024 Thank you! Any questions?
  • 50. #ALD2024 27 APRIL 2024 Download me here https://bit.ly/albania-api-flow