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Automation options for reaching external systems

Key Takeaway

To reach an external system, use an available third-party connector first. Use the HTTP Callout action when the system has an API but no prebuilt connector, and use MuleSoft RPA when the system has no API. Before you configure HTTP Callout, create an external credential and a named credential in Setup so the flow can authenticate to the API.

Salesforce Flow can reach systems outside Salesforce in several ways. The options run from prebuilt connectors, to no-code HTTP calls, to bots that work through old desktop apps. The right tool depends mostly on what the external system offers: a prebuilt connector, an API, or no API at all. The core skill for this topic is picking the right option for a stated situation.

The order to consider the options

Salesforce recommends considering the options for connecting a flow to an external system in this order:

  1. Use an available third-party connector.
  2. If the system has an API but no prebuilt connector, use the HTTP Callout action.
  3. If the system has no API, use MuleSoft RPA.

Check for a connector first, even when the system has an API.

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