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HTTP Callout in Flow

Build a Screen Flow using the HTTP Callout action in Flow to generate random affirmations for your Users.

Making an HTTP callout from Salesforce Flow without writing code

Your Users need some daily inspiration on their Home Page, and the Affirmations API seems like the perfect vehicle toward providing this. Thanks to Flow Builder's HTTP Callout, we can fulfill this requirement declaratively!

Here are the high-level steps:

  1. Create External Credential
  2. Create Named Credential
  3. Create Permission Set
  4. Create Screen Flow
  5. Add the Screen Flow to the Home Page

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Create External Credential

We'll add an External Credential to specify the authentication protocol in use. With this specific API, there is no authentication required.

  • Navigate to Setup > Security > Named Credentials > External Credentials and click "New"
  • Label: No Authentication
  • Name: No_Authentication
  • Authentication Protocol: No Authentication
The No Authentication External Credential in Salesforce Setup, with Authentication Protocol set to No Authentication
External Credential

‍

Add a Principal for the External Credential so that we can expose this metadata to Permission Sets.

  • Under Principals, click "New"
  • Parameter Name: All Users
  • Sequence Number: 1
Creating the All Users External Credential Principal with sequence number 1
Principal

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Create Named Credential

Let's add a Named Credential that will encompass the Affirmations API's endpoint details.

  • Navigate to Setup > Security > Named Credentials and click "New"
  • Label: Affirmations
  • Name: Affirmations
  • URL: https://www.affirmations.dev/
  • External Credential: No Authentication
The Affirmations Named Credential pointing at the affirmations.dev URL and the No Authentication External Credential
Named Credential

‍

Create Permission Set

Create a Permission Set that grants access to the Anonymous External Service.

  • Navigate to Setup > Users > Permission Sets and click "New"
  • Label: Affirmations
  • API Name: Affirmations
  • Description: Grants access to the Affirmations API and related metadata.
  • Under External Credential Principal Access, add the "No_Authentication - All Users" Principal
  • Assign the Permission Set to all relevant Users
The Affirmations Permission Set showing External Credential Principal Access granted to No_Authentication - All Users
Permission Set

‍

Create Screen Flow

Now that we've done our busywork, let's put that metadata to use! We'll build a Screen Flow to leverage the API and display affirmations to Users.

  • Navigate to Setup > Flows and click "New Flow"
  • Choose Screen Flow and click "Create"

We'll add the HTTP Callout action to the Flow through the use of External Services.

  • Choose Add Element > Action and click "Create HTTP Callout"
  • Name: Affirmations
  • Description: This External Service leverages the Affirmations API.
  • Named Credential: Affirmations
  • Click "Next"
Creating the Affirmations External Service in Flow Builder, bound to the Affirmations Named Credential
External Service

‍

Following along, we'll build the Invocable Action that encompasses the GET callout. We can skip over the URL path variables due to the simplicity of this API.

  • Label: Get Affirmation
  • Method: GET
  • Description: Makes a GET callout to the Affirmations API and returns an affirmation.
The Get Affirmation invocable action configured with the GET method against the Affirmations External Service
Invocable Action

‍

We'll also need to provide a sample API response body.

  • Click "New"
  • Input the sample JSON response (see below) and click "Review"
  • After the Data Structure compiles, click "Done"
  • Click "Save"

‍

Sample JSON Response

{"affirmation":"You'll figure it out"}

‍

Let's finish defining the action.

  • Label: Get Affirmation
  • API Name: Get_Affirmation
  • Description: Gets an affirmation from the Affirmations External Service.
The finished Get Affirmation HTTP Callout action in the Flow canvas
HTTP Callout Action

‍

Let's add a Screen element to the canvas. The Screen will solely be used to display an affirmation upon page load (i.e. no interaction will be taking place).

  • Choose Add Element > Screen
  • Label: Affirmation Screen
  • API Name: Affirmation_Screen
  • Description: Displays an affirmation to the current user.

Hide the header as it's unnecessary for our purpose.

  • Expand the Configure Header accordion
  • Show Header: unchecked

Hide the footer to prevent navigation.

  • Expand the Configure Footer accordion
  • Show Footer: unchecked

Add some Display Text to the Screen that displays an affirmation.

  • Drag the Display Text component onto the Screen
  • API Name: textAffirmation
  • Encapsulate the affirmation output (via Outputs from Get_Affirmation > 2XX > affirmation) in quotes from the Get Affirmation action
The Affirmation Screen element with a Display Text component bound to the affirmation output
Screen Component

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Finally, Save and Activate the Flow.

  • Click "Save"
  • Flow Label: Affirmations Screen Flow
  • Flow API Name: Affirmations_Screen_Flow
  • Description: This Screen Flow will display a random affirmation.
  • Click "Activate"
The completed Affirmations Screen Flow showing the Get Affirmation action followed by the Affirmation Screen
Screen Flow

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Add the Screen Flow to the Home Page

Add the Flow to the Home Page so that affirmations are displayed to Users.

  • Navigate to the Home Page
  • Navigate to Setup and click "Edit Page"
  • Add the Affirmations Screen Flow to the page
  • Click "Save"

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