Blog
May 9, 2024
Attain Partners’ Insights from Mid-Atlantic Dreamin’ 2024
Attain Partners recently had the privilege of participating in Mid-Atlantic Dreamin’, a community-led conference for professionals with a passion for the Salesforce platform. Team Attain Partners was out in force, with Chris Pifer, four-time Salesforce MVP and Principal Consultant, and Avash Chapagain, Developer and Senior Specialist, among those selected to take the stage and share their expertise during the event.
During his session, Avash shared groundbreaking insights on Salesforce’s new HTTP Callout feature, discussing how the feature facilities code-free data exchange between Flow Builder and external systems, empowering users to establish direct integrations without developer intervention or reliance on middleware tools. He talked through the functionality of HTTP callout and why we believe it will change the integration landscape. To showcase how this powerful tool can revolutionize organizations’ integration strategies, he demoed the functionality in two exciting ways—external API and Salesforce to Salesforce integration (with no ETL!).
Example 1: Dynamic Address Population
Imagine a scenario where a user enters an incomplete address into a Salesforce screen flow. With Avash’s methodology, an HTTP callout is triggered to the Street Maps API provider. The provider then sends back detailed address information, which is automatically populated within the Salesforce record’s address field. This not only streamlines data entry but also ensures accuracy and consistency across your Salesforce environment.
Example 2: Passing Data Between Two Salesforce Organizations
Another compelling demonstration illustrated how HTTP callouts can facilitate the creation of lead records in Salesforce and subsequently generate opportunity records in a different Salesforce organization. This seamless data flow eliminates manual data entry tasks and ensures that crucial information is accurately transferred between systems, enabling your teams to focus on high-value tasks and strategic decision-making.
These examples underscore the versatility and efficiency of HTTP callouts within Salesforce flows. By harnessing the power of external APIs and integrating them seamlessly into your workflows, you can enhance productivity, improve data accuracy, and accelerate business processes.
Key Takeaways
1. Real-time Data Enrichment
Use HTTP callouts to enrich Salesforce records with real-time data from external sources, enhancing the quality and completeness of your data.
2. Automated Integration
Streamline lead conversion and other data transfer processes by leveraging HTTP callouts to seamlessly connect Salesforce with external systems.
3. Efficiency and Accuracy
Reduce manual data entry errors and ensure data consistency across systems, improving overall operational efficiency and decision-making.
Avash’s innovative approach to HTTP callouts in Salesforce flows not only highlights the transformative impact of leveraging technology but also opens up discussions about its potential as a viable replacement for traditional ETL (Extract, Transform, Load) tools in certain scenarios.
The seamless integration capabilities offered by HTTP callouts, coupled with their ability to automate data transfer processes and ensure data accuracy, make them a compelling choice for organizations looking to streamline their integration strategies without relying on complex ETL setups. This further solidifies the notion that exploring HTTP callouts could indeed be a game-changer for your organization’s integration and data management needs.
Attain Partners – Salesforce Experts
No matter if your organization is beginning its Salesforce journey or 10+ years into development, Attain Partners is here to help you achieve your goals. Contact our team today to learn how we can help you advance your mission by harnessing the power of Salesforce.
To learn more, check out our Salesforce Innovation services, read case studies about our transformative work, and explore blog posts from our Salesforce experts.
Learn more – Avash Chapagain
Avash Chapagain is a Senior Specialist at Attain Partners. Avash is a highly motivated, goal-oriented IT and 3x Salesforce Certified Professional and brings seven years of experience in Salesforce, software development, data analysis, leadership, and consulting.
About the Author
Michael Farrelly is a Senior Salesforce Consultant at Attain Partners. He brings seven years of expertise in scalable Salesforce solutions across Education, Nonprofit, Sales, Service, and Experience clouds.
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