Answer:
Salesforce flows are powerful tools that automate complex business processes by leveraging logic and data from your Salesforce environment. One of the ways to extend a flow's capabilities is by adding custom actions. Actions allow for custom business logic that flows may not natively support. This guide will walk you through the process of adding a Creditsafe action to a flow.
Available Actions in Creditsafe Flows:
• Get all Portfolios: Fetches all active portfolios.
• Add Company to a Portfolio: Adds a company to an existing portfolio.
• Remove Company from a Portfolio: Removes a company from an existing portfolio.
• Refresh Account: Refreshes the account information in Salesforce, keeping data up-to-date.
• Run Decision: Executes a decision model.
Example:
Below is an example of a flow that automatically refreshes account information to ensure that the latest details (e.g., credit scores, financial information) are fetched from Creditsafe. This flow automates the process, saving time and ensuring accuracy.