External Services: Connect to Salesforce Using a Wizard, Schema, and Flow (Beta)

Use External Services to connect your Salesforce org to a service of your choice. Invoke methods based on the external source via a flow. Import data from the service into Salesforce. You can do all this with the help of an easy-to-use wizard. This feature is new in Lightning Experience.
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions

Note

Note

This release contains a beta version of External Services, which means it’s a high-quality feature with known limitations. External Services isn’t generally available unless or until Salesforce announces its general availability in documentation or in press releases or public statements. We can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features. You can provide feedback and suggestions for External Services in the IdeaExchange App Cloud (Platform) Integration group in the Success Community.

Let’s say you want to connect to a service that determines if credit is extended to a Salesforce account. You also want to know the payment terms. With External Services, you:

  • Supply a named credential, a URL, and authentication settings. Salesforce uses this information to make callouts to the external service.
  • Enter a schema URL path (or endpoint) or provide a complete schema.
  • Create a flow based on the Apex classes generated from your external service registration using Salesforce’s point-and-click automation tool.

When you run the flow, the output contains the credit decision and, if applicable, payment terms. The wizard walks you through the process.