Bring your Salesforce Reports and Dashboards in Slack

Hi! 😀 When working together with teammate or customers, the use of analytics can play a vital role in facilitating discussions. It provides valuable information and facts that aid in decision-making and enhance efficiency. You can make collaboration more effective for your Slack users by giving them access to see Salesforce reports directly from Slack. …

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How to use Apex Defined Types as Source in the Data Table?

Hola! 🙂 If you have used the new standard Data Table flow screen component, you might have noticed that the current version Data Table component doesn't support collection of Apex Defined Types. A typical use case for this is when you're receiving data from an external system by doing a callout and want to surface …

Integrate Salesforce Flows and Approvals in Slack for Maximum Productivity

Hola! :)I recently had the opportunity to share the virtual stage with Antoine Cabot, Senior Director PM @ Salesforce on an episode of the Automate This! series. In this episode, I shared how you can run flows directly in Slack and increase your end users' productivity. Here’s the recording of the same (links for blog …

How to set up Username and Password authentication in new Named Credentials?

Hello there! How's it going? 😀 In one of my recent post I shared how we can pass API key in headers in External Services, and the basis of that solution was the new Named Credentials set up. In Winter ’23, Salesforce has completely reimagined the set up process for Named Credentials. Oddly enough, the …

How to set up Header based API Key authentication in External Services?

Hola! 😀 Passing custom headers, especially for authentication purposes, has been one of the most requested features by External Services users. Thanks to latest enhancements introduced in Winter '23 for Named credentials, we can now pass custom headers while making callouts to external systems. Let's see how the set up would look like. Quick context; …

Webhook2Flow Framework

This one has been on my drafts list since a very long time and I'm glad it's finally out! Timing is a bit off though since Jack Pond also introduced his own version of something similar on Unofficialsf.com. Webhook2Flow framework is a very light weight set up that will allow you to receive and handle …

Salesforce Developers CodeLive: Dueling Integrations

I recently had the fortune of featuring and collaborating with one of the most amazing folks, Kevin Poorman on one of the most viewed Salesforce channel, Salesforce Developers, on YouTube. It was about trying to integrate Salesforce with Twilio API to send text messages using 2 different options; Apex and External Services, kinda like a …

Low Code Integration: Google Cloud Vision API & Salesforce via External Services

I've been wanting to try out and post this one for quite a while but couldn't get the billing account enabled on my Google account... But thanks to Amit Singh, one of the amazing trailblazers in our community, for giving me the API key to make this happen! :DOh, btw, hi! Glad to see you …

External Services: Set up Named Credentials for OAuth 2.0

As an admin, if you're thinking what the heck is OAuth 2.0 and do I really need to learn everything about it? Probably not everything, but it's something you should really know(at least, basics) if you're trying to set up integration between Salesforce and any other external system, doesn't matter if you're using Apex or …

External Services: Introduction to Swagger Schema

Hi! 🙋🏻‍♂️ Following up on my recent post on introduction to External Services, in this post we're gonna discuss what is a Swagger Schema. This is probably the trickiest part when working with External Services, so let's see what it really is. What is Swagger Schema? Before knowing what a Swagger schema is, let's understand …