Automate Currency Exchange Rate Updates in Salesforce using Currency Exchange API
Welcome to our tutorial where we'll dive deep into how you can use the Currency Exchange API to auto-update exchange rates daily in Salesforce using Salesforce Flow. 💼🔄💱
🎯 Objectives:
After watching this video, you’ll be fully equipped to:
1️⃣ Create Named Credentials for outbound requests. 💾🔑
2️⃣ Make an external callout from Scheduled-Triggered Flow. 📡🔄
3️⃣ Overcome the character limit restriction of flow formulas (3900 characters). 🧮✅
4️⃣ Update DatedConversionRate for multiple currencies. 💱🔄
5️⃣ Configure the currency API Key to retrieve up-to-date exchange rates, keeping the base currency in mind. 🔐💰🔄
6️⃣ Kickstart an outbound HTTP GET request using Salesforce Flow, nullifying the need for coding. 💻📤
7️⃣ Handle the outbound request response and implement appropriate actions. 📥🛠️
8️⃣ Validate the integration and ensure the data flow functions correctly. 🧪✔️
9️⃣ And so much more! 🎉
Links🔗:
Currency Conversion API Documentation - currencyapi.com/
Salesforce Flow Tutorial - automationchampion.com/2023/0...
📌Remember, the key to learning is practicing, so be sure to follow along and implement these steps in your Salesforce environment.
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Пікірлер: 12
Really great video however I am running into an issue at step 2.8, when I try to create the new formula I get the following error: The "ZAR" field doesn't exist on the "ExternalService__currencyAPI_currencyAPI_OUT_2XX_data" object, or you don't have access to the field. Do I need to set up an External Object? Might I have missed this in your documentation? Or is it permission / access issues? (I do have the external service set up properly) Thanks for your time!
@AutomationChampion
7 ай бұрын
Make sure that you've referenced right output resources from Flow.
In the named credentials section it asks for a external credentials option?what should we fill in it
@AbhiReddy001
2 ай бұрын
Add a external credentials and try picking up in named credentials. you can choose basic authentication on external cred
Will we get the url automatically when we login to currency api?
Hi.. I am getting this error Info Error Occurred: The "CurrencyAPi_Callout" element in your flow has validation errors.
@tamannajalse5353
7 ай бұрын
Error Occurred: Callout failed for invocable action currencyAPI.CurrencyAPI. We couldn't access the credential(s). You might not have the required permissions, or the external credential "Anonymous" might not exist.
@AutomationChampion
7 ай бұрын
@@tamannajalse5353 Please validate Named Credentials setup
@tamannajalse5353
7 ай бұрын
@@AutomationChampion External credential i have given Anonymous name it was not inbuilt.
@tamannajalse5353
7 ай бұрын
@@AutomationChampion what should be the lable for external credential
@AutomationChampion
7 ай бұрын
@@tamannajalse5353 - Use anything meaningful