Invoke Salesforce Apex Action from Titan

Business Background

The benefit of using Salesforce Apex actions is that they are robust, flexible, and leverage existing classes from your Salesforce, saving your business time and money.

Titan Solution

Titan Flow allows admins to configure Salesforce Apex actions to select the preferred objects for assignments that require data from an Apex Class in Salesforce. Additional settings provided by Titan Flow include parameters and mapping of Salesforce fields, ensuring full Salesforce integration with no code!

How to Video

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How to Guide

  1. Click the + sign on the Action Flow icon. The Add Node screen opens.
  1. Click the Salesforce option.
  2. Click the Salesforce APEX option. The Add Node screen opens.
Salesforce Apex
Salesforce Apex
  1. Click the Configure Salesforce Integration button. The Salesforce Integration screen opens.
Salesforce Action
Salesforce Action
  1. Click on the Create New button. The Map Salesforce fields screen opens.
Salesforce Integration
Salesforce Integration
  1. Select Your APEX from the Objects in Salesforce drop-down list.
  2. Type the Apex class name in the Class Name field.
  3. If necessary, type the description in the Description field.
Map Salesforce Field
Map Salesforce Field
Note:

When you add a description it is displayed under My Get Record Integration.

  1. Click the Parameters option to send parameters to the Apex class.
Parameters for Salesforce Apex
Parameters for Salesforce Apex
  1. Click the Mapping option to add the results from Apex class.
  2. Select the Element from the Current Device and Record ID drop-down list.
  3. Click the Apply button and click on the Close button.
Map Salesforce fields for Salesforce Apex
Map Salesforce fields for Salesforce Apex
  1. Select the Get option from the Process push or get drop-down list and click the Next button.
  2. Add a Tag name in the Tag name field and click the Insert button.
Configure Salesforce Integration
Configure Salesforce Integration

The added Salesforce Apex shows on the screen.

Salesforce Apex added
Salesforce Apex added

Interested in Titan and Salesforce? Read more about our Dynamic Forms and our Salesforce Integration

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