Integration

Apex Flow Integration

Integrating with Flow

Apex Flow integration uses InvocableMethod for automation.

Introduction to Apex Flow Integration

Apex Flow Integration allows you to harness the power of Salesforce Flow and Apex together to automate complex business processes. By leveraging the @InvocableMethod annotation, developers can create Apex methods that are callable from Flow. This brings the flexibility of code to the user-friendly interface of Flow, enabling powerful and dynamic solutions.

Understanding InvocableMethod

The @InvocableMethod annotation in Apex is used to define methods that can be executed from a Salesforce Flow. This feature provides a bridge between declarative and programmatic development, allowing non-developers to trigger Apex code within their Flow processes.

Key characteristics of an @InvocableMethod:

  • Must be static and public or global.
  • Can accept a list of a specific type as a parameter.
  • Can return a list of a specific type.
  • Can only have one parameter.

Creating an InvocableMethod

To create an InvocableMethod, you need to define a static method in an Apex class and annotate it with @InvocableMethod. Here’s a simple example to demonstrate how to set up an InvocableMethod:

Invoking the Method from Flow

Once the AccountHandler.updateAccountNames method is defined, it can be invoked from a Salesforce Flow. Here's how you can set it up:

  • Create or open an existing Flow in Salesforce.
  • Add an 'Action' element to the Flow.
  • Select the Apex Action and choose updateAccountNames from the list of available actions.
  • Provide the required inputs, such as the list of Account IDs.
  • Save and activate the Flow.

Best Practices for Apex and Flow Integration

When combining Apex with Flow, consider the following best practices:

  • Ensure that your InvocableMethod is optimized for performance, especially when handling large datasets.
  • Use descriptive names for methods and parameters to make them easily identifiable within Flows.
  • Leverage Flow error handling to manage any exceptions thrown by the Apex code.
  • Document your code to provide context and usage guidance for Flow users.

Integration