Integrating OAuth 2 with Salesforce Flow

Salesforce Developer
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In this guide, we'll walk you through the process of setting up OAuth 2.0 for Flow integration in Salesforce. By the end of this tutorial, you'll be able to create an HTTP callout using named credentials and external credentials in your Salesforce flow.

Setting Up Named Credentials

1. Go to Setup

-       Log into your Salesforce account.

-       Click on the gear icon at the top right corner and select "Setup."

2. Search for Named Credential

-       In the Quick Find box, type "Named Credential."

3. Click on Named Credentials

-       Select "Named Credentials" from the search results.

4. Go to External Credentials

-       Click on the "External Credentials" tab.

5. Create a New External Credential

-       Click on the "New" button.

-       Fill in the required fields for the external credential.

-       Click "Save."

Setting Up Named Credentials

1. Navigate Back to Named Credentials

-       Click on "Named Credentials" again.

2. Create a New Named Credential

-       Click on the "New" button.

-       Fill in the required fields, including selecting the external credential you just created.

-       Click "Save."


 - Click on the "New" button.


Creating the Flow

1. Go to Flow

 - From the Setup menu, type "Flow" in the Quick Find box

 - Select "Flows" from the search results

2. Create a New Flow

 - Click on the "New Flow" button

3. Add Action to Create HTTP Callout

 - Drag an "Action" element onto the canvas

 - In the "Action" settings, select "Create HTTP Callout"


Configure HTTP Callout

-       Click "Next" and fill in the details for the HTTP callout, including the named credential.

-       Click "Next" through the subsequent screens, configuring the request and response as needed.

-       Review the setup and ensure all details are correct.





Save the Flow

-       Click on the "Save" button to save your flow.

-        After save we got this type of Action 


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