Invoke Salesforce Apex Action from Titan

Business Background

When your Salesforce process depends on custom business logic, you may need to run an existing Apex class as part of an automated workflow. Apex actions are useful when the standard configuration cannot handle a specific calculation, validation, record update, or business rule already built into Salesforce.

Using Apex from Titan Flow helps you reuse existing Salesforce logic instead of rebuilding the same process elsewhere. This keeps your workflow connected to Salesforce and helps ensure that the right logic runs at the right point in the process.

Titan Solution

Titan Flow lets you invoke Salesforce Apex actions directly from a Flow. You can select the Apex class you want to use, configure the required parameters, and map values between Titan Flow and Salesforce.

This allows your Flow to send data to Salesforce, run the selected Apex logic, and use the returned values in later steps. You can use this when your workflow needs to trigger custom Salesforce logic, process record data, validate information, or continue a process based on the Apex response.

How to Guide

1. Click the + sign on the Action Flow icon. The Add Node screen opens.

2. Click the Salesforce option.
3. Click the Salesforce APEX option. The Add Node screen opens.

4. Click the Configure Salesforce Integration button. The Salesforce Integration screen opens.

5. Click the Create New button. The Map Salesforce fields screen opens.

6. Select Your APEX from the Objects in Salesforce drop-down list.
7. Type the Apex class name in the Class Name field.
8. If necessary, type the description in the Description field.

Note:

When you add a description it is displayed under My Get Record Integration.

9. Click the Parameters option to send parameters to the Apex class.

10. Click the Mapping option to add the results from Apex class.
11. Select the Element from the Current Device and Record ID drop-down list.
12. Click the Apply button and click the Close button.

13. Select the Get option from the Process push or get drop-down list and click the Next button.
14. Add a Tag name in the Tag name field and click the Insert button.

The added Salesforce Apex shows on the screen.

Interested in Titan and Salesforce? Read more about our Dynamic Forms and our Salesforce Integration